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
  • Michael Podgortsev is a Director of Data & AI Strategy at a technology advisory firm, and a former CTO with 15 years of building data and AI systems that assess and serve customers. He writes about how systems optimized for an 'average' quietly fail the people who don't fit it.

    July 20
  • The capital markets business, loan growth, credit quality and an improved macroeconomic outlook were all factors in the industry's strong second-quarter results.

    Photo of Moynihan, Dimon and Demchak
  • A Florida ring drilled its check-fraud recruits to dodge bank alerts. An analyst says the fraudsters were guarding the wrong door.

    July 20
    Writing a Check
  • The new Main Street Capital Access Act includes a provision that lowers the regional Federal Reserve banks' discretionary surplus, as well as a number of technical changes that committee aides hope will pry loose a few more Democratic votes.

    July 20
    French Hill
  • New tariffs set for Wednesday cite the country's subsidized Pix network, which supports a large swath of transactions and has raised anti-competition objections from Visa and Mastercard.

    July 20
    Donald Trump
  • Norm Hudson is CEO and co-founder at Staff Boom. Norm Hudson is an accomplished insurance executive with over two decades of industry expertise, has a proven record in leadership and management. Previously, as principal owner and CEO of Inszone Insurance Services, Norm Hudson led a team across 40 locations, propelling Inszone into the top 100 national insurance agencies. His commitment to an open, transparent, and accountable company culture played a pivotal role in Inszone's success.

    With roles such as COO of Confie Seguros and president/CEO of Cost U Less Insurance, Norm demonstrated expertise in strategic leadership, sales optimization, and achieving significant revenue growth. Norm's legacy in the insurance industry is defined by innovation, leadership, and success, notably exemplified in creating Staff Boom to meet industry-specific needs.

    July 20
    Norm Hudson
  • Lilia is SVP of Product Management for the Property & Casualty and Reinsurance division at Sapiens International. With close to 25 years at IDIT/Sapiens, she has shaped the product direction of one of the insurance industry's most established core platforms — from policy administration and claims through to digital transformation and AI-driven automation.

    July 20
    Lilia Vaserman
  • Hadas Tobolski is Senior Vice President of R&D, P&C Products at Sapiens International, where she leads a broad engineering organization spanning multiple insurance software product lines. With a career built across insurance tech, fintech and banking—she brings deep expertise in scaling R&D organizations, driving AI-led innovation, and turning complex technical challenges into real business impact.

    July 20
    Hadas Tobolski
  • The new law's reciprocal and custodial deposit provisions recognize what the evidence has shown for two decades. They should spur, not substitute for, the broader work of protecting America's depositors.

    July 20
    Eugene Ludwig
    Ludwig Advisors
  • The Supreme Court may have allowed the central bank to chart its own course on bank oversight for now, but discrepancies between two recent rulings set the stage for challenges.

    July 20
    Kevin Warsh