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.

InVest Video Content Hub-01.png
Invest | Direct
  • Now that Capital One Financial's bid for Discover Financial Services is finalized, take a look back on the hurdles the deal faced across its 15 month marathon.

    May 20
    Capital One To Buy Discover For $35 Billion In Top 2024 Deal
  • The technology company is using its marketing and commerce platform BentoBox to improve diners' experience, even as analysts question the growth of its signature Clover system amid a crowded market for point of sale services.

    May 20
    FiservWestOxford
  • The Federal Housing Finance Agency chief also explained an alternate name he's used for the agency in his first speech at a Mortgage Bankers Association event.

    May 19
    William Pulte.jpg
  • The nation's largest bank is optimistic about its overall performance this year, but CEO Jamie Dimon still thinks there's a bigger chance of stagflation than markets are anticipating.

    May 19
    Jamie Dimon JPMorgan Chase
  • The Cincinnati-based bank has partnered with the fintech Trust & Will to make estate planning easy, accessible — and free.

  • The Consumer Financial Protection Bureau has withdrawn guidance that allowed states to bring enforcement actions broadly under federal consumer protection laws.

    May 19
    Russell Vought, acting director of the Office of Management and Budget
  • Dana Edwards is focused on designing and developing digital products for the US and UK Simply Business businesses. He has a track record of running product, technology, and data teams using the latest customer-centric, agile practices.
    His passion is helping engineers, business teams, product teams, data teams, and enterprises work in a way that produces high quality products for customers. This drives him to create an environment of empowerment and inclusivity.
    Dana joined Simply Business in 2022 with an extensive background in financial services. Previously, he held roles as Chief Technology Officer for firms such as PNC Financial Services and MUFG Union Bank. His career started with roles in product and technology development, and academics

    May 19
    Headshot of Dana Edwards.
  • The Federal Open Market Committee will meet on June 17-18. While no rate cuts are expected at this point, things can change quickly. Lauren Saidel-Baker, economist at ITR Economics, provides her take on the meeting the new Summary of Economic Projections and Fed Chair Jerome Powell's press conference.

    Lauren Saidel-Baker analyzes the Federal Reserve meeting
  • Despite a low overall threat level for the sector, experts say banks face evolving risks from AI-enabled fraud and state-sponsored hacking.

    May 19
    Hackers group using ransomware and phishing tactics to compromise networks
  • Sam Rea is the chief technology officer at Aspire General Insurance, bringing over 20 years of experience leading IT organizations in the insurance industry. Prior to joining Aspire, he served as CTO for the PEAK6 InsurTech portfolio, overseeing technology across an agency franchise, MGA, SaaS platform, BPO service, and a national flood insurance processor. He previously held senior roles at National General Insurance as EVP and CIO, and at Zurich Insurance as assistant vice president.

    May 19
    Headshot of Sam Rea.