In|Vest 2018 Direct

In|Vest 2018: Innovations & Digital Transformations in Wealth brings together the entire wealth management industry – including leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York on July 10 and 11, 2018, the gathering facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation comes up against the reality of market execution. Interested in seeing more? Click here for full access to this and other In|Vest sessions.

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Invest | Direct
  • Evan Fitzpatrick is the CEO of Suralink. Previously, Fitzpatrick served as the chief product officer at AuditBoard, where he oversaw company strategy and product development. During his tenure at AuditBoard, he also served as SVP and general manager of the IT risk and compliance product line, overseeing product strategy and development as well as go-to-market and customer success. Prior to that, he spent 10 years at Bain Capital as an operating partner and executive, working with portfolio company management teams to drive transformational growth. Fitzpatrick has a Bachelor's of Science in Accounting from Brigham Young University.

    October 2
    Fitzpatrick-Evan-Suralink
  • As consumers use digital subscriptions for everything from streaming movies to cooking meals, financial apps are taking different approaches to helping their customers navigate recurring payments. Should banks get in on the action?

    October 2
  • While new jobs data contributed to falling Treasury yields, mortgage rates showed a mixed picture with some trackers moving in opposite directions.

    October 2
    New Zealand’s Resurgent Housing Market Could Get Rate-Cut Boost
  • The payments company is opening its real-time payments network, Visa Direct, to stablecoins through a prefunding pilot that will allow businesses to move money across borders when banks are closed.

    October 2
    Visa headquarters
  • Two large companies' announcements that they're laying off thousands of people they've deemed not AI-savvy have drawn mostly negative reactions. 

    October 2
    Laid-off workers
  • The credit scoring agency's rollout comes after years of criticism from home lenders over its prices, with delivery costs rising over 40% in the past year.

    October 2
    Photo Illustrations Of Listed Companies Ahead Of Earnings
  • The Consumer Financial Protection Bureau will delay its small-business lending data rule by a year, citing litigation and plans to rewrite the regulation in the interim as reasons for the delay.

    October 2
    Russell Vought, acting director of the Office of Management and Budget
  • Christina Powers is a Partner in West Monroe's Cybersecurity practice. She leads the firm's Cybersecurity Advisory for Private Equity (CAPE) program, helping private equity firms and their portfolio companies maintain visibility into cybersecurity practices and risks. Christina also conducts cybersecurity due diligence for potential acquisitions, supporting investment decisions and operational resilience.

     She brings deep experience in cybersecurity strategy, with a focus on risk mitigation and identity and access management. Prior to joining West Monroe, Christina worked in Accenture's Technology Consulting Security practice. She holds a bachelor's degree in Electrical Engineering from the University of Notre Dame and has completed executive education at the Yale School of Management.

    October 2
    Christina Powers
  • Bepi Pezzulli is a solicitor of the Senior Courts of England & Wales, specializing in crypto finance.

    October 2
  • Julie Genjac is a vice president and managing director of Applied Insights at Hartford Funds. With over 20 years of experience, she helps financial professionals and teams optimize their practices by enhancing their efficiency and effectiveness. She is also a co-host of the Hartford Funds Human-centric Investing podcast, featuring thought leaders from inside and outside the industry.

    October 2
    JulieGenjac headshot.jpg