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
  • The U.S. suffers from a disproportionately large share of global credit card fraud. Bringing customer authentication methods up to standards adopted in other developed countries would solve much of that problem.

    January 7
  • The gulf between what small businesses need and what banks are providing could be an opportunity for bankers.

    January 7
  • Acting Comptroller of the Currency Michael Hsu reflects on his tenure, the challenges of financial regulation, and the delicate balance of fostering innovation while maintaining trust in the financial system.

    January 7
    Michael Hsu
  • The industry should save on interest expenses this year as it follows the Fed's lead in cutting rates. The downside is that the lower deposit rates signal fewer opportunities to make loans.

    January 7
    Remote Check Deposit Taking Photo
  • The Consumer Financial Protection Bureau finalized a rule that will remove medical  bills from credit reports to end what the bureau called "coercive debt collection practices."

    January 7
    Rohit Chopra
  • Paul Boynton is co-Founder and COO of Company Search Incorporated (CSI), a next-generation platform for Business Intelligence and Business Analytics. Paul's expertise as a developer, implementer and provider of information emerged from decades of utilizing data-driven decisions servicing industry leaders, multinationals and SMEs in the corporate insurance space. Paul has been instrumental in the development, construction and marketing of the CSI platform, a vision and mandate to provide a powerful business intelligence resource for most disciplines in the business world. 

    January 6
  • The payment company says machine learning is making progress in fighting card testing, which crooks use to determine how ripe a payment account is for theft.

    January 6
    Stripe office
  • Christian Geyer brings over 18 years of experience in driving revenue growth and transforming organizations in cyber, defense, and data governance. Known as a seasoned operator, he excels at implementing measurable change in industries burdened by inefficiency and high costs. In 2016, he led financial and strategic planning for Crypsis Group, significantly contributing to its acquisition by Palo Alto Networks in 2020, which deepened his expertise in cybersecurity, incident response, and data mining.

    January 6
    Christian Geyer
  • Maya Kong is a vice president at JPMorgan Chase. She holds an MBA and an MS in computer science from the University of Chicago.

    January 6