In|Vest 2018 Direct

In|Vest 2018 brings together the entire wealth management industry – leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York July 10-11, In|Vest facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation meets the reality of market execution. Interested in seeing more? Click here for full access to this and other In|Vest sessions.

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Invest | Direct
  • The retirement crisis looms larger than ever as new research shows how many U.S. adults have no long-term savings.

    1h ago
  • As managing director and lead of Kotter's European practice, Nick Petschek draws on his wide skill set to help organizations formulate and achieve their strategy and culture goals. Nick aids clients in surfacing the delta between organizational aspirations and reality, closing that gap together. His career journey has been one of constant curiosity and learning. From the awe-inspiring circus to the nimble world of unicorn startups, to the process-oriented United Nations, he has tackled challenges related to telling a compelling story and envisioning a new future, scaling, sustainability, and culture transformation. His clients have ranged in size and industry, with a focus on technology and government.

    1h ago
    Headshot of Nick Petschek
  • Jeremy Bilsky is the senior director and general manager at Advance Partners, a Paychex subsidiary that provides payroll funding to staffing firms. He has direct leadership responsibility for the Advance Partners business unit, leading the senior management team and all related functional areas. He has been with Advance Partners for over 20 years in many capacities.

    2h ago
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  • Danielle Fagre Arlowe is the senior vice president of state government affairs for the American Financial Services Association.

    4h ago
  • The lengthy sentence marks a final chapter in a controversy that has captivated and overshadowed the crypto industry.

    6h ago
    Sam Bankman-Fried leaves court in New York in June 2023.
  • Private investigators for private products? More money managers are soliciting help to better determine actual values.

    6h ago
    Person using magnifying glass to scrutinize pages of data
  • Pooja Sharma is a manager in the consulting group at Crowe. She specializes in cybersecurity and risk management services and has experience in implementing business resiliency as well as developing and enhancing cybersecurity programs.

    6h ago
    Pooja Sharma of Crowe
  • Kristin Orrell is a managing director in the accounting advisory group at Crowe. She specializes in complex technical accounting topics including revenue recognition, consolidation and accounting for financial instruments. She also advises on a variety of issues in the mergers and acquisitions space.

    6h ago
    Kristin Orrell of Crowe
  • Alicia McKnight is a principal in the consulting group at Crowe. She specializes in governance, risk and compliance programs and technology-enabled business initiatives. She has experience providing GRC project management, advisory, solution design and software design services.

    6h ago
    Alicia McKnight of Crowe
  • Michael Lucas is a principal in the consulting group at Crowe. He has spent his career providing cybersecurity, privacy and third-party risk management services and solving challenges on these topics for regulated industries, focusing on large global organizations.

    6h ago
    Michael Lucas of Crowe