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.

InVest Video Content Hub-01.png
Invest | Direct
  • Top supervisory staffers from the Federal Reserve, Federal Deposit Insurance Corp. and Office of the Comptroller of the Currency defended their involvement with the Basel Committee during a contentious hearing in the House Financial Services Committee Thursday.

    March 21
    Rep. Patrick McHenry
  • Prathamesh Khedekar is a senior program manager at Creospan, where he leads technology programs for Fortune 100 clients. With a background in Silicon Valley, he has contributed to the launch of AI services across banking, pharmaceutical and technology industries. Previously, as a senior staff engineer at Motorola Solutions, he developed secure communication systems for government agencies in the U.S., U.K. and the Netherlands. He holds a master's in electrical engineering from the University of Southern California. 

    March 21
  • Criminals who buy and sell consumer data on the dark web are perpetrating increasingly complex credit and debit card fraud schemes, according to the card network's latest threats report.

    March 21
    A Visa credit card is arranged for a photograph in Tiskilwa, Illinois, on Sept. 18, 2018.
  • A recent survey showed a majority of banks use generative AI, mainly for tasks like writing emails and detecting fraud, but few say they have built customer-facing products with it.

    March 21
    Chatbot conversation Ai Artificial Intelligence technology online customer service.Digital chatbot, robot application, OpenAI generate. Futuristic technology.Virtual assistant on internet.
  • The market expects a wide variety of banks to issue CLNs to bolster their regulatory capital compliance, and support ongoing lending.

    March 21
  • Shree Reddy is the senior vice president of banking technology at PenFed, America's second-largest federal credit union.

    March 21
  • David Dawkins is managing director and business execution director at Wells Fargo Advisors.

    He is also a board member of the SIFMA Foundation, which focuses on youth investors and financial education.

    March 21
    David Dawkins Wells Fargo Advisors
  • M&A

    The FDIC proposed a new policy to intensify scrutiny on U.S. bank mergers Thursday that emphasizes the resulting institutions' financial stability and ability to serve its community's needs.

    March 21
    Martin Gruenberg
  • Lisa Cregan is head of field leadership readiness and acquisition at Morgan Stanley.

    Over a 40-year career, she has worked to make the financial services industry more inclusive and successful by welcoming talent from across the spectrum. In 2022, she founded the Climb-Pause-Lift Foundation, which supports women athletes through scholarships, grants and avenues to internships and full-time positions in wealth management. She is a trustee emerita for the Women's Sports Foundation, founded in 1974 by Billie Jean King, and is a contributor to the Georgetown University Women's Leadership Institute.

    March 21
    Lisa Cregan, head of field leadership readiness and acquisition at Morgan Stanley
  • Instability in mortgage rate movements should continue in the weeks ahead, even with Fed Chairman Jerome Powell's comments on inflation.

    March 21
    AI Boom Reawakens Silicon Valley's Housing Market