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
  • Pamela J. Hunter is Speaker Pro Tempore, New York State Assembly and President of the National Council of Insurance Legislators (NCOIL).

    April 11
    Headshot of Pamela Hunter.
  • Jon Godfread is the North Dakota Insurance Commissioner & President of the National Association of Insurance Commissioners (NAIC).

    April 11
    Headshot of Jon Godfread.
  • With more than 25 years of experience in the insurance and technology industries, George Robertson provides a seasoned perspective on emerging technological trends and their impact on insurance professionals and clients. As a former board member of the Independent Insurance Agents & Brokers of America (IIABA) Agency Council for Technology, he has played a key role in tracking strategic developments that shape consumer expectations and business opportunities.

    George also served as co-chair of the Cyber Workgroup, where he helped develop The Cyber Guide for Insurance Agents, a resource designed to assist agents with cyber regulation compliance and safeguard both agencies and their customers. With expertise in cyber insurance, insurtech, artificial intelligence, and agency automation, he delivers valuable insights that drive innovation and progress within the insurance industry. He can be reached at grobertson@ncinsquote.com.

    April 11
    Headshot of George Robertson.
  • The National Federation of Independent Business calls on the Treasury to delete beneficial ownership data collected under a now-paused rule, citing privacy risks and small-business burdens.

    April 11
    Treasury Department building in Washington D.C.
  • The latest news on President Donald Trump and the Trump Administration

    April 11
  • Despite dire warnings of catastrophe, the deregulation of surface transportation in the 1970s delivered huge benefits to consumers. The banking industry is ripe for a similar regulatory restructuring.

    April 11
  • The Minneapolis Fed chief repeated his view that the potential inflationary impact of tariffs make the Fed less likely to lower interest rates, even in the face of a weakening economy.

    April 11
    Minneapolis Federal Reserve President Neel Kashkari
  • The first three months of the year coincide with the start of President Donald Trump's second term in office. Investors are likely to be more interested in banks' outlooks amid swings in tariff policy than the first-quarter results.

    April 11
    Chase Morgan Stanley BNY Wells Fargo
  • The administration's unpredictable policy has already caused shifts in foreign exchange rates and supply chain payments. Uncertainty about future levies will cause added pressure despite the 90-day pause.

    April 11
    President Trump Holds Cabinet Meeting
  • A Department of Government Efficiency team is working with FDIC leadership to "increase efficiency," which could include cuts to contracts and streamlining staff. FDIC says DOGE staffers have "appropriate clearances."

    April 10
    FDIC