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
  • A one-page outline of priorities for Trump's inauguration day obtained American Banker includes financial policy items, including firing Consumer Financial Protection Bureau Director Rohit Chopra, issuing a "reset" of that agency and designating crypto as a "national priority."

    January 20
    Rohit Chopra
  • Ben Conner is the CEO of Conner Insurance.

    January 19
  • Kyle Krumlauf is director of industry analytics for CCC Intelligent Solutions, a cloud platform powering the P&C insurance economy, providing customers with information andinsights to help them manage their businesses. Kyle brings over 20 years of industry experience, having served in a variety of leadership and individual contributor roles at Nationwide and Grange Insurance. He has worked in claims, comparative rating, product management, competitive intelligence, commercial lines BI & Analytics, and Innovation. 

    January 18
    Headshot of Kyle Krumlauf.
  • The Chicago-based bank, which failed Friday in the first bank failure of 2025, caused a $28.5 million hit to the Deposit Insurance Fund. The FDIC was appointed receiver and Millennium Bank will assume all deposits.

    January 17
    FDIC
  • Dr. Scott Zoldi, Chief Analytics Officer at FICO, takes a fresh look at the ever-changing AI landscape, and what's most important to watch in the year ahead.

     AI in 2025: Lessons and Predictions for Bankers
  • Denise Leonhard is the general manager of Zelle.

    January 17
  • Tom Suchodolski is a vice president and client advisor in Whittier Trust's Pasadena, California office, where he manages complex, multigenerational client relationships for ultrahigh net worth families.

    Prior to joining Whittier Trust, he was a part of the forensic accounting group at CBIZ MHM in Los Angeles, working closely with ultrahigh net worth clients and their attorneys on highly complex and confidential legal matters.

    January 17
    tom suchodolski.jpg
  • The Providence, Rhode Island-based company launched its private bank in 2023 after a spate of bank failures left holes in the market. "It's not like I'm asking anybody to wait for delayed gratification," CEO Bruce Van Saun said Friday.

    January 17
    Citizens
  • Citing concerns about going outside its statutory mandate, the Federal Reserve Board of Governors voted to leave the Network of Central Banks and Supervisors for Greening the Financial System.

    January 17
  • Organizations that represent Amazon, Apple, Meta, PayPal, OpenAI and many other large technology companies accuse the consumer watchdog, which has given itself authority over companies that facilitate at least 50 million consumer payment transactions per year, of regulatory overreach.

    January 17
    Logos for Amazon, Apple and Google