In|Vest West 2018 Direct

Join Maggie Kimberl, President of the Bourbon Women Association for a peek behind the scenes of the bourbon industry. Learn more about the women that are rising in the male-dominated spirits sector, the proper bourbon tasting technique and a little bit of the history of bourbon.

The story of an obscure strategy for the ultrawealthy that became a $1 trillion opportunity for the masses

Luke Harangody is hoops royalty at Notre Dame. But at Midwest TAMP GeoWealth, he’s a rookie with a lot to prove.

The first rate hike since 2018 was expected, but its effects are still to be seen.

A new study shows game techniques can push consumers into riskier financial decisions, and advisors are seeing the effects on clients.

Two major hybrid RIAs using LPL as their brokerage are joining forces after the acquiring firm received an investment from Merchant.

James Roche is the vice president of product management at Verisk. He is responsible for product strategy and the development of new and enhanced, innovative solutions for personal lines property underwriting. James is a data analytics and insurance executive, having spent 25 years in the industry with roles across a variety of divisions including claims, operations, and underwriting.

The veteran journalist explains how he has adjusted quickly to a new beat and his plans for the series in future months.

Penny Lee is the president and chief executive officer of the Financial Technology Association, a trade group representing innovative financial technology companies.

Kevin Cannon is a director in Opportune’s valuation practice based in Houston. He has 17 years of experience performing business and asset valuations and providing corporate finance consulting. His experience includes valuations of businesses and intangible assets for purchase price allocations, impairment, tax planning, and portfolio valuation purposes for companies in a variety of industries, including oil and gas, oilfield services and industrial manufacturing.