In|Vest 2018: Innovations & Digital Transformations in Wealth
In|Vest 2018: Innovations & Digital Transformations in Wealth

Boomers are the new Millennials. 401ks are hot. All the major market leaders are looking for the perfect robo + advisor strategy. No one’s actually executed it.. AI is more than a buzzword, but not yet worthy of the hype. Customer acquisition and engagement are on everyone’s mind. Competing technology models are forcing firms to choose a path—soup-to-nuts solution, or a la carte ordering? Partnerships. Blockchain. Chatbots. Beyond TDFs. Innovation, innovation, innovation.

The wealth management industry is at a crossroads, as industry leaders embrace digital transformation. But embracing and rolling out across customer segments are proving to be two very different challenges.

Now in its fourth year, In|Vest 2018 will bring together the entire wealth management industry – those that serve retail customers, HNW, UHNW, digital advisors, insurance, asset managers, investors, all manners of solution providers, and consultants to debate and uncover the solutions that are working today, and on the horizon.

Brochure
Brochure
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    The In|Vest 2018 program is designed to keep you ahead of an ever-changing industry and position you for success during the digital transformation of wealth management. Year after year, the event is an unqualified success, attracting nearly 1,000 executives from the U.S. and abroad. Download the brochure today to learn more.

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Featured Speakers
Featured Speakers
Schedule at a Glance
Schedule at a Glance
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Matt Brinker
Chief Business Development Officer, Head of Acquisitions , United Capital

Matt Brinker is a member of United Capital's Executive Committee, and is responsible for growing the firm through strategic partnerships and acquisition of select wealth management firms around the country. Matt and his team seek out exceptional firms whose culture and business show compatibility with United Capital's financial life management client experience. His team evaluates specific areas in a potential partner's business where United Capital can be additive to ensure they can improve on client experience, growth and operational scale.

Before joining United Capital, Matt was a founder of Kelly Consulting Group, based in San Francisco, which provided outsourced "COO" services to emerging and start-up hedge fund managers. He was also a registered marketing associate for Citigroup/Smith Barney's prime brokerage team, providing hard-to-borrow securities, enhanced leverage, and capital introductions to alternative money managers. Lastly, Matt was a junior investment advisor for J. Daniel Brinker & Company in Denver, Colorado.

Matt holds a BA in Economics and Minor in Finance from the University of Colorado, Boulder and earned his MBA from the University of California, Irvine focusing on Finance and Strategy.

Matt and his family travel the world seeking soft snow to ski, waves to surf, good dirt for mountain biking, and cultures to experience while helping where they can.

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