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
  • A report on efforts to deconflict federal cybersecurity regulations found the Treasury in particular has not completed its recommendations.

    June 6
    Treasury Yields Dip After Inflation Gauges Match Estimates
  • Most banks are starting their generative AI experiments with closed-source models before progressing to open source. For some, the ultimate goal is to be model-agnostic.

    June 6
    From left to right: Imran Khan, head of TD Invent at TD Bank Group; Ryan Hildebrand, chief innovation officer of Bankwell Bank; Sathish Muthukrishnan, chief information, data and digital officer at Ally Bank
  • Roishetta Ozane is the founder of Vessel Project of Louisiana, and Gulf Fossil Finance Coordinator with the Texas Campaign for the Environment.

    June 6
  • The 30-year fixed-rate mortgage average dropped back below the 7% level as investors reacted positively to news the economy is slowing, Freddie Mac said.

    June 6
    Houses For Sale In Texas As Existing Homes Sales Figures Released
  • Now the head of the Mizuho Americas' equity division, Pasquill started her career selling textiles, industrial products and medical equipment.

    June 6
    darlene-pasquill.jpg
  • The 3-year-old Climate First in St. Petersburg appears primed to take its renewable energy lending nationwide now that it's exiting the de novo phase.

    June 6
    Climate First Bank building in St. Petersburg, Florida
  • By making it easier to enroll and access financial services such as buy now/pay later lending, the search giant hopes to enhance connections with users.

    June 6
    The Google company logo sits on revolving doors.
  • James Pruskowski is the CIO and co-founder of 16Rock, a full-service asset management firm specializing in Municipal Bonds. He leads the firm's flagship 16Rock Municipal Opportunities Fund LP, a long-short hedge fund, as well as the firm's long-only Separately Managed Account (SMA) client business.

    Mr. Pruskowski spent nearly three decades at BlackRock starting in 1994 shortly after the firm was founded, when it had only 50 employees and $25 billion in assets under management. He was a Managing Director, Portfolio Manager, and Head of Municipal Bonds, Institutional & Wealth Management. Mr. Pruskowski was a member of the management committee and led a team of 58 investment professionals, driving strategic growth initiatives and innovation. He has a proven track record over multiple investment cycles and award-winning performance.

    Before focusing on municipal bonds, Mr. Pruskowski was a multi-sector taxable fixed income portfolio manager. He was instrumental in launching BlackRock's Financial Institutions Group, which has grown into the world's leading insurance asset management business. He provided a wide array of services in balance sheet management, analytics, capital markets, and portfolio construction to banks, insurance companies, and official institutions worldwide. Mr. Pruskowski began his career in Risk & Quantitative Analytics as a risk analyst and programmer, playing a key role in the development of what is now known as BlackRock Solutions.

    Mr. Pruskowski is a thought leader and content expert, known for his diverse skills, experience, and energetic, detail-oriented, and structured approach. His hands-on, can-do attitude drives results. As an industry advocate with strong brand awareness, he frequently speaks publicly, engages with the media, and collaborates with clients. He possesses a unique talent for understanding, designing, and clearly explaining markets and complex concepts in an accessible manner.

    June 6
    James Pruskowski, chief investment officer at 16Rock Asset Management
  • Rather than fueling uncertainty, the Consumer Financial Protection Bureau should be devising strategies that facilitate clearer policies that bring more certainty to lending markets.

    June 6
  • Paul Wnek is founder, CEO and principal solutions architect at ExpandAP, a 14x certified Salesforce B2B solutions architect, founder and CEO of Coalescence Cloud (Salesforce Consulting Partner) and Salesforce certified AI associate.

    June 6
    Paul Wnek of ExpandAP and Coalescence Cloud