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
  • Following Sunday's news of President Biden's decision not to seek reelection, see how the past two administrations handled banking reforms and what the future might hold.

    July 22
  • Gilles Gade is the founder and CEO of Cross River Bank, or CRB, and has served as its chairman, president and CEO since its inception in 2008. Gilles possesses over 20 years of experience in investment banking and venture capital including co-founder and managing director of Chela Technology Partners and Chela Internet Ventures, a boutique investment bank and venture fund focusing on emerging technologies and telecommunications; technology investment banker at Barclays Capital; and FIG investment banker at Bear Stearns. Gilles started his career in 1990 at Citicorp Venture Capital. Gade graduated from the MBA Institute IMIP (Groupe IPESUP) in Paris with an M.S. in international management.

    July 22
  • Daniel Brockley is the head of content at Vanilla, where he and his team support advisors and clients with the resources they need to have more powerful estate planning conversations.

    Prior to joining Vanilla, he led an industry-leading content program for TaxJar, a sales tax compliance platform, which was acquired by Stripe. Previously, he led brand, advertising, visual design and content as the director of brand creative at Axon. Before that, he worked as a writer and creative leader on the agency side for clients such as Microsoft, Amazon, Hulu, Starbucks, Homestreet Bank and more.

    July 22
    Daniel Brockley, Vanilla VP
  • Nine international fintech companies are participating in the credit card network's accelerator program.

    July 22
    Mastercard
  • Laird Nossuli is CEO of iEmergent, a provider of mortgage lending forecasts and analytics to the lending, housing and real estate industries.

    July 22
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  • Arrested four times for blocking the entrance to Citigroup, a veteran climate protester wonders why more rank-and-file bankers don't make common cause with activists trying to prevent the funding of fossil fuel development.

    July 22
  • When the superregional bank sold its insurance business for $10.1 billion, it laid out three ways to use the proceeds: buybacks, a balance sheet repositioning and loan growth. The latter plan is so far proving to be elusive.

    July 22
    Truist Bank Branches Ahead Of Earnings Figures
  • Bank OZK is the latest commercial real estate-heavy bank to announce plans to diversify its business. CEO George Gleason emphasized that he's confident in the bank's loan portfolio, but said he thinks misperceptions are dragging down the stock price.

    July 22
    Bank OZK
  • In this edition of American Banker's news quiz, test yourself on the latest items covering FedNow's progress since launch, the merger between Capital One Financial and Discover Financial Services and more.

    July 22
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