In|Vest West 2018 Direct

More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm. For more, please see: InVest Conference.

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Invest West | Direct
  • September 18
  • Pradip Patiath is a senior partner in McKinsey & Company's Miami office.

    September 18
  • September 18
  • Tax

    Senate and House Democrats proposed a bill to ensure billionaires pay a "fair share" of taxes, without actually raising their tax rate under current law, while Republicans advanced legislation pertaining to the IRS and the U.S. Tax Court.

    September 18
    Pedestrians on Pennsylvania Avenue near the U.S. Capitol in Washington, D.C.
  • Wealth management firms can purposefully create an atmosphere centered on growth — but it takes effort and intention, said Daniel Crosby of Orion and Brad Johnson of Triad Partners.

    September 18
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  • Dan Himmerich is an Insurance Consulting Partner at Kyndryl, where he leverages expertise in P&L management, lead qualification, and financial literacy to bridge the gap between business and technology for insurance clients. Previously, he served as Strategic Markets Business Development Leader at Kyndryl, leading initiatives across more than 30 countries, and today he focuses on advancing the success of the firm's U.S. insurance customers.

    September 18
    Dan Himmerich
  • September 18
  • Michelle Westfort, Chief Product Officer at InStride, is a globally recognized leader in post secondary education with over 20 years of experience. An integral member of InStride since its inception in 2019, she brings a bold sense of innovation to drive successful programs and partnerships derived from a humble immigrant family upbringing. Her career has centered around unlocking access to education from high school launch programs to adult career pathways and from digital transformations to workforce skilling. Her work has spanned marketing, business development, program design, and strategy at mission-centric organizations such as The Learning House (acquired by Wiley NYSE: WLY), Pivot, Navias (ASX:NVT) and Education Management Corporation.

    September 18
    Michelle Westfort