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
  • Mariya Rosberg is named Americas head of banking and financial services at Marsh McLennan's Oliver Wyman unit; startup ZayZoon raised $15 million in a new funding round; and more in the weekly banking news roundup.

    March 28
    Roundup slide on Rosberg's promotion at Marsh’s Oliver Wyman
  • M&A

    Last year, the Raleigh, N.C.-based Integrated called off a deal to sell itself to MVB Financial after bank stocks took a hit in the aftermath of the regional bank failures. Capital hopes to expand its government-guaranteed lending with the transaction.

    March 28
    Raleigh, North Carolina
  • Once a prominent figure spurring financial institutions to engage in cryptocurrency, Bankman-Fried's downslide began with the collapse of the digital asset exchange FTX in late 2022 and hit rock bottom with his sentencing to 25 years in prison.

    March 28
    Bankman-Fried Released on $250 Million Bond in FTX Fraud Case
  • Danielle Fagre Arlowe is the senior vice president of state government affairs for the American Financial Services Association.

    March 28
  • But the 30-year fixed rate mortgage is still near 7%, and that remains the overhang on the housing market, Freddie Mac said.

    March 28
    Calculating housing or mortgage costs
  • In her new book, "Higher Ground," Alison Taylor, a business school professor, dives into how executives can grapple with thorny social and environmental challenges while ensuring an ethical culture within their companies.

    March 28
    Jackie Stewart
    American Banker Magazine
  • Senate Banking Committee Chairman Sherrod Brown faces a tough 2024 campaign to recapture his Ohio senate seat in a state that's increasingly Red. Can the same state that elected conservative populist firebrand J.D. Vance also re-elect Sherrod Brown? And what do the political undercurrents apparent in Ohio mean for banks?

    March 28
    Sen. Sherrod Brown, D-Ohio
  • Pooja Sharma is a manager in the consulting group at Crowe. She specializes in cybersecurity and risk management services and has experience in implementing business resiliency as well as developing and enhancing cybersecurity programs.

    March 28
    Pooja Sharma of Crowe
  • Kristin Orrell is a managing director in the accounting advisory group at Crowe. She specializes in complex technical accounting topics including revenue recognition, consolidation and accounting for financial instruments. She also advises on a variety of issues in the mergers and acquisitions space.

    March 28
    Kristin Orrell of Crowe
  • Alicia McKnight is a principal in the consulting group at Crowe. She specializes in governance, risk and compliance programs and technology-enabled business initiatives. She has experience providing GRC project management, advisory, solution design and software design services.

    March 28
    Alicia McKnight of Crowe