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
  • Pablo Martell is the CEO and managing partner of Florida CPA firm Alpine Mar.

    August 25
    Martell-Pablo-Alpine Mar
  • The online gambling operator, which was recently fined $450,000 by Massachusetts regulators, indicated that its new policy is designed to protect customers from cash-advance fees.

    August 25
    Draftkings Illustrations Ahead Of Earnings Figures
  • The deal will allow Workday to offer Chime Workplace, the neobank's suite of enterprise financial wellness solutions, to its clients. For Chime, the partnership provides a wider reach to new potential deposit accounts.

    August 25
    Chime sign is seen at its headquarters in San Francisco, California.
  • A banking union calls the reversal by Commonwealth Bank "a massive win," but warns the fight to protect human jobs from AI replacement isn't over.

    August 25
    Commonwealth Bank of Australia Branches Ahead of Earnings
  • Michal Tresner is the CEO of ThreatMark.

    August 25
  • Grant Faulkner Nelson is a vice president, team manager and key initiative leader at Gartner. He currently oversees Gartner for Finance Leaders' group of data and analytics experts and serves as the key initiative leader for finance D&A. 

    August 25
    Grant Faulkner Nelson of Gartner
  • In his role, Peter leads the product and engineering teams to define and execute the company's technology strategy and roadmap for all Cover Genius' platforms, including XCover, the insurtech's award-winning insurance distribution platform.

    As CTO, Peter focuses on the delivery of innovative products and the continued adoption of open source and cloud-based technologies. He is responsible for and oversees the design and implementation of our global scale real-time platforms with a focus on performance, reliability and security.

    Prior to Cover Genius, Peter was VP of Engineering at Freelancer.com, where he expanded and led the global engineering team to more than 150 employees across Australia, Canada, United Kingdom, Philippines and Argentina. During his tenure, his leadership ensured core platforms scaled to support 30 million users and $740 million in gross payment volume.

    Peter holds a Ph.D. in Computer Science (Spatial Data Mining) from James Cook University and has lectured at the University of Sydney about topics including software engineering, scalable infrastructure and agile development practices. Based in Sydney, he is also a supporter of local organizations that help provide healthcare to rural and remote areas of Australia.

    August 25
    Headshot of Peter Phillips of Cover Genius.
  • Sol Klein is the Head of Customer Experience & Operations at Floify.

    August 25
    Sol Klein Floify.jpg
  • As stablecoins gain broader adoption in the U.S., they will eat into banks' deposits. As a result, lending in the U.S. may be increasingly funded by the wholesale capital markets.

    August 25
  • A bipartisan amendment from Sens. Bill Hagerty, R-Tenn., and Angela Alsobrooks, D-Md., would expand deposit insurance for business accounts, but the industry is split on who should bear higher FDIC premium costs.

    August 25
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