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
  • Rama Sreenivasan is co-founder and CEO of Blitzz, a live, app-free remote video support and inspection platform. Sreenivasan has led the company through its initial inception, launch, and subsequent growth to several million video support minutes per month. Major customers include BMW, Sealy, Fedex, and Rogers telecommunications. 

    Before founding Blitzz in 2017, Rama spent several years working as a scientist and educator. His biggest joy comes from helping others solve their problems and he is passionate about finding effective ways to disseminate knowledge. Sreenivasan has a PhD and MS in chemical engineering from the University of Maryland, College Park. He also did his post doctoral research at MIT in Cambridge, Boston.

    April 17
  • Steve is a partner in PwC's Risk Modeling Services practice. He leads PwC's US Climate Risk Modeling team and has more than 24 years of experience in actuarial risk and financial modeling. Steve's team is comprised of actuaries, financial analysts, PhD climate scientists, data scientists, geospatial engineers, and other climate risk specialists. His approach blends climate science with geospatial analysis and financial modeling to help clients identify, measure, and manage climate risk exposure. Projects include climate change risk assessments and quantification for both physical and transition risk, emissions optimization, and other financial and risk modeling projects. Steve has a degree in Mathematics from Saint Joseph's University in Philadelphia, Pennsylvania. He is a fellow of the Society of Actuaries and a Chartered Enterprise Risk Analyst.

    April 17
  • Osho Jha is a co-founder of Arbol currently serving as its Chief Data Scientist. He is also a founding partner of dClimate, the first decentralized climate information ecosystem. As Chief Data Scientist at Arbol, he oversees the development of data-driven parametric products and climate risk solutions. Osho comes to Arbol with over a decade of experience as a product-focused data scientist. His experience ranges from cutting edge NLP research for DARPA resulting in a speech-to-speech translation system deployed by the U.S. military to using exhaust data for trading global equities.

    April 17
  • The giant financial institution's performance during the first three months of 2023 is being closely watched by the wealth management industry.

    April 17
    The financial giant's first-quarter earnings reflect a market and economy buffered by bank scares and higher interest rates.
  • The firm followed rival wirehouses that no longer share their exact number of brokers, which is a critical metric for industry recruiting trends.

    April 17
    Wells Fargo Says Client Borrowing Likely To Accelerate In 2022
  • Kiran Kumar Boosam is the head of Global Insurance Strategy & Portfolio at Capgemini. In his current role, he is responsible for enabling the top-line growth of Capgemini's Insurance business. He has more than 25 years of experience in P&C and Life Insurance. Kiran is a graduate in Electrical & Electronics Engineering from Andhra University.

    April 17
  • Tax

    While a securities-based loan is more commonly used to buy a fancy house or take a dream vacation, it's also an underused strategy for some affluent investors to pay large tax bills.

    April 16
    Interest rates are higher and stocks are worth less, but pledging securities for a cash loan that's used to pay a hefty tax bill can still be a good move.
  • Though revenue growth remains a challenge, Citigroup is still committed to its global wealth management expansion plan, CEO Jane Fraser said Friday. Andy Sieg is joining the bank from Merrill Lynch in September as head of global wealth management.

    April 14
  • ESG

    Researchers find that performance expectations are highest among people who invest in environmental, social and governance causes for moral reasons.

    April 14
  • The megabank had another productive recruiting quarter in its wealth units, as it reported record first-quarter revenue Friday.

    April 14
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