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
  • Matt Polak is the CEO of Picnic, a digital privacy and cybersecurity company at the intersection of personal data exposure and enterprise risk. He received an MBA from the UCLA Anderson School of Management and a BA in International Affairs from James Madison University.

    February 26
    Headshot of Matt Polak.
  • Earned wage access is shaping up to be the most divisive financial product in decades as industry trade groups and consumer advocates spar over whether EWA should be classified as credit in order to protect consumers. Is there a middle ground?

    February 26
    gettyimages-1345249359-170667a.jpg
  • The lack of government clarity on stablecoins has prevented traditional financial institutions like large banks from entering the space.

    February 26
    BlackRock, Fidelity Back Stablecoin Firm Circle in $400 Million Funding Round
  • The bank is partnering with the fraud protection platform to offer tools to help clients — especially older adults — avoid scams and financial mistakes.

    February 26
    Stuttgart, Germany - 01-09-2025: Person holding smartphone with logo of US banking company Synovus Financial Corp. on screen in front of website. Focus on phone display.
  • The Independent Community Bankers of America issued a statement supporting agency independence and called for "careful study" before the administration pursues merging bank regulatory agencies.

    February 26
    Rebeca Romero Rainey sits at a table, speaking at an event with President Donald Trump.
  • Zora Law is a senior actuary with the Los Angeles office of Milliman. Zora has extensive reserving and analytical capabilities and specializes in serving technology and sharing economy clients, as well as commercial and personal lines. 

    February 26
    Headshot of Zora Law.
  • Nickolas is a principal at Oliver Wyman's Los Angeles Property and Casualty Actuarial Practice, helping clients innovate and navigate the complexities of the insurance landscape. Specializing in pricing and risk quantification, he is an expert in insurance ratemaking, predictive modeling, and regulatory matters. Nickolas applies deep subject matter expertise to emerging risks, including transformative technologies, climate change, and Insurtechs. With a strong background in mathematics and computer science, he seamlessly connects analytical insights with practical business applications. He thrives at the intersection of math, technology, and people, delivering efficient, creative solutions tailored to business needs and regulatory requirements.

    February 26
    Headshot of Nickolas Alvarado.
  • More consumers and small-business clients are clamoring for earned wage access, as states step up regulation and a CFPB interpretive rule hangs in the balance.

    February 26
    Bloomberg Businessweek Newsletter paycheck
  • House Financial Services Committee ranking member Maxine Waters, D-Calif., asked trade groups representing large banks to detail how their members' compliance regimes have changed since the Consumer Financial Protection Bureau was effectively shuttered.

    February 26
    Rep. Maxine Waters
  • Dr. Paul Pallath is vice president of applied AI at Searce. He is a distinguished executive leader in the world of digital, data and artificial intelligence with a career spanning over three decades. Throughout his career, he has worked with a diverse range of companies, from startups to Fortune 500 organizations, and has gained extensive experience in developing and implementing AI solutions that drive business growth and innovation.

    February 26
    Paul Pallath of Searce