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
  • Rachel Anderika is chief operating officer and chief trust officer of Anchorage Digital Bank, the first federally chartered digital asset bank in the United States. She previously served as a national bank examiner at the Office of the Comptroller of the Currency. She was recognized in 2025 as one of American Banker's Most Powerful Women in Banking.

    June 23
  • Paul Blowers is partner and CIO at Plante Moran, where he oversees the firm's strategic technology vision. His deep experience in all aspects of IT strategy and innovation enables him to advise on a wide range of issues, including data analytics, enterprise architecture and large-scale business technology transformation.

    June 23
    Paul Blowers of Plante Moran
  • Loreene Kemperman, Product Owner at Apex HCM by IRIS, brings over a decade of expertise in payroll regulation and compliance across the U.S., making her a trusted advisor in navigating complex legislative environments and their impact on payroll systems. With a strong background in software validation, testing, and system compliance, she excels in ensuring that SaaS and SAP solutions meet regulatory and functional requirements through thorough testing, user acceptance validation, and traceability to key requirements. Loreene's ability to deliver effective training and documentation, combined with her exceptional technical communication skills, enables companies to remain agile and compliant as regulations and technologies rapidly evolve, particularly in today's dynamic regulatory landscape.

    June 23
  • The leading CPA financial planners with over $1 billion in assets under management, from Accounting Today's annual ranking.

    June 23
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  • JPMorgan wants a judge to overturn the FINRA arbitration award it was hit with after firing one of its brokers over expenses stemming from a Super Bowl-timed client meeting.

    June 22
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  • From Janus Henderson to independent RIAs, the mid-2026 investing consensus is quietly contrarian: diversify, rebalance, ignore the hype.

    June 22
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  • Nearly half of unadvised workers and 20% of retirees expect to hire an advisor, according to new research. Plus, many workers erroneously think they are saving.

    June 22
  • Many retirement savers will have no trouble choosing between an IRA or a trust. But experts say there are some important factors that add complication to the decision.

    June 22
    The breakdown of more than $49T in U.S. retirement savings assets
  • Jaime Henry is Vice President of Product at Origami Risk, where she drives product strategy and evolution across the company's platform and the markets it serves. Since joining Origami in 2015, she has held several leadership roles, including Director of Market Strategy, Healthcare Market Strategy Lead and Service Delivery Manager. 
    With 20 years of experience spanning client support, product management and strategy, Jaime brings a client-focused perspective to product innovation and cross-functional collaboration. She is passionate about advancing solutions that meet evolving market needs while supporting Origami's culture of collaboration and commitment to client satisfaction.

    Jaime received a bachelor's degree in management information systems from Saint Mary's College in Notre Dame, Indiana.

    June 22
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