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
  • Kiley Lambert is a veteran content strategist and producer who leads editorial efforts across several American Banker live media programs. Prior to joining Arizent, he worked as a coordinating producer at CNBC Events and was an original member of the Bloomberg Live editorial team, where he was instrumental in launching several of the group's top event franchises. A graduate of Columbia University's School of General Studies, Lambert began his career in film and television, before landing his first events job as a producer of the annual PopTech Conference in Camden, Maine.

    May 14
    Kiley Lambert
  • George Nichkov is the CEO and co-founder of Taxnova, a platform that helps tech companies automate their R&D tax credit with AI. Before Taxnova, he was a product lead at Gett, where he built and launched B2B products including a corporate portal, APIs and carpooling. He began his career in strategy consulting at Oliver Wyman, and has since worked across product, AI and entrepreneurship.

    May 14
    George Nichkov of Taxnova
  • A report from the Federal Deposit Insurance Corp. found that business clients with large volumes of uninsured deposits fled Silicon Valley Bank, Signature Bank and First Republic at unprecedented speed, contributing to those banks' collapses.

    May 14
    Travis Hill
  • Lawmakers are moving toward a compromise that would ban yield payments on stablecoins, but allow other rewards. The distinction is functionally meaningless, and leaves small banks in danger of losing deposits.

    May 14
  • First Interstate Bank and Boulder Dam Credit Union have begun piloting the new agents, which were built using AWS' Bedrock.

    May 14
    Fiserv developers sitting around a table
  • Ali Diab is the co-founder and CEO of Collective Health, the world's leading employer health benefit plan administration platform. Ali has more than 25 years of experience leading high-growth technology organizations, and prior to co-founding Collective Health, was Vice President of Product Management and Business Operations at AdMob by Google. Previously, Ali held executive and management positions at Goldman Sachs, Microsoft, and Yahoo!. Ali is a graduate of Stanford and Oxford Universities and is a Member of the Board of Advisers of the Stanford Institute for Economic Policy Research (SIEPR) and a Trustee of San Francisco Day School.

    May 13
  • The 22nd State Bank in Mobile has been developing its national Always.bank subsidiary over the past year. 22nd State, which was founded in 1917, is eyeing a summertime launch for the online unit.

    May 13
  • The Senate voted 54-45 to confirm Kevin Warsh to lead the central bank. Warsh will take the reins from Jerome Powell, who said he will remain on the Federal Reserve Board.

    May 13
    Tim Scott Kevin Warsh
  • The payment company will waive transaction fees totaling about $30 million for veteran-owned, farming, manufacturing or technology-based small businesses following an investigation into a 6-year-old former investment program designed for Black and minority-owned small businesses.

    May 13
    President Donald J. Trump
  • Lee M. Shavel is Verisk's president and chief executive officer. He brings over 30 years of experience advising and leading publicly traded companies to Verisk—determining strategies and policies, overseeing financial performance and furthering company culture.

    May 13