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
  • Ravi has over 13 years of actuarial experience in the property and casualty insurance industry. Working in WTW's Insurance, Consulting, and Technology practice as an Associate Director, Ravi works with clients to provide industry leading insights and solutions. Throughout his tenure, he has worked as an effective leader and business partner on both the carrier and consulting side. Ravi's experience includes exposure to a vast array disciplines including analytics, ratemaking, reserving, capital management, and enterprise risk management.

    In addition to his professional responsibilities, Ravi actively volunteers with the Casualty Actuarial Society.

    Ravi holds a Bachelor of Science degree in Applied Mathematics from Kettering University. He is also a Fellow of the Casualty Actuarial Society and a Member of the American Academy of Actuaries.

    May 23
  • Patrick Walsh, CPA, MBA, is the managing partner and CEO of Withum, an advisory, tax and accounting firm with 2,200 team members across the U.S. and internationally. He served on the firm's management committee for six years, leading up to his role as managing partner. Walsh led the firm's national tax practice strategy for five years and oversaw the corporate tax services practice. He is also the executive sponsor for Withum's expansion overseas in opening and growing its India office. Walsh is actively involved in the firm's alliance with HLB International and is committed to leading an inclusive and diverse place of work as seen in his CEO Statement on Inclusion and Diversity.

    May 23
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  • Tim Stein is Senior Vice President of Human Capital at American Addiction Centers (AAC). His wealth of experience in training and development has greatly benefitted the entire company by fostering an engaged workforce dedicated to transforming the lives of those with addiction, a cause close to Stein as he is in recovery himself. As Senior Vice President of Human Capital, leadership, strategic vision and organizational change remain Stein's focus, as does the company's most important asset — the employees.

    May 23
  • Tax

    Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.

    May 23
  • One industry recruiter called the Aegis group at Lincoln 'the last people we expected to move.'

    May 22
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  • Garrett A. Hartzog is the Principal of Fundamental Advisory and Consulting, LLC. He previously was a Director at MGIC and also served in the Office of Housing and Regulatory Policy at the Federal Housing Finance Agency.

    May 22
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  • The banking giant plans to put all asset managers through training in Python programming language, whether they 'like it or not.'

    May 22
  • James Wallis is vice president of Central Bank Engagements and CBDCs at RippleX.

    May 22
  • Financial Planning's analysis of core pay at wirehouses, and regional and national broker-dealers.

    May 22
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