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
  • Cindy Blanco is the CEO of MiSalud.

    August 20
  • Steve Durbin is Chief Executive of the Information Security Forum, an independent association dedicated to investigating, clarifying, and resolving key issues in information security and risk management by developing best practice methodologies, processes, and solutions that meet the business needs of its members. ISF membership comprises the Fortune 500 and Forbes 2000. LinkedIn: https://www.linkedin.com/in/stevedurbin/

    August 20
    Headshot of Steve Durbin.
  • Vice Chair for Supervision Michael Barr says generative AI could present financial-stability risks if certain models are used ubiquitously.

    August 20
    Michael Barr
  • CRA

    The industry-led legal challenge to new anti-redlining rules is opposed by some banks and consumer protection groups, who say the changes are necessary.

    August 20
    Buffalo NY Residential Security Map (1).jpeg
  • A report from the Office of Inspector General disclosed that the Federal Housing Finance Agency issued enforcement actions against two Home Loan banks.

    August 20
    FHFA seal
  • Federal Reserve Gov. Michelle Bowman said she has concerns about an uptick in inflation and will need to see more positive data before supporting an interest rate cut.

    August 20
    Michelle Bowman
  • Robb Lanham is the chief sales officer for HUB International, focusing specifically on the Private Client practice.

    He is responsible for the personal insurance growth initiatives across North America and has developed strategic planning for new client acquisition for individuals, as well as for national and international wealth management firms.

    August 20
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  • California has a pending law that would hold banks liable for three times the amount of a loss if they had reason to suspect financial exploitation of an older customer and did nothing about it.

    August 20
  • The banking giant's sale of the non-agency, third-party portion of its commercial servicing business will boost the buyer's position in the securitized market.

    August 20
    Wells Fargo Says Client Borrowing Likely To Accelerate In 2022
  • With over 25 years of dynamic leadership, Jagadish Kundu has been at the forefront of revolutionizing the insurance and financial services industry. From building domain solutions to driving digital transformation, his visionary approach has reshaped the landscape. Jagadish's achievements include pioneering the establishment of an insurance delivery center, managing a P&L and advising CXOs while leading a 2000-strong IT delivery team. As the global head, Jagadish has previously overseen a strategic business unit focused on implementation of COTS products in insurance & retirements industry and managed a $220 million USD global P&L. His expertise spans product development, product implementation, leveraging cutting-edge technologies like GenAI and data analytics.

    August 20
    Headshot of Jagadish Kundu