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
Interested in Being a Sponsor or Showcasing Your Product?
Interested in Being a Sponsor or Showcasing Your Product?

    PLAN YOUR STAY AT IN|VEST 2018:

    NEW YORK MARRIOTT MARQUIS



              
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
     

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Max G. Winthrop
CEO, Winthrop Wealth Management

Max leads the strategic vision of Winthrop Wealth Management and is responsible for overseeing the day-to-day business operations. Max led the restructuring, incorporation and setup of The Firm’s Registered Investment Advisor and the transition to a true ensemble model. He is actively involved in the financial services community, educating firms about the importance of business continuity and promoting the incorporation of technology to increase efficiency and achieve a better client experience.

Prior to Winthrop Wealth Management, Max worked for Sun Capital Advisers, LLC as a fixed income analyst where he focused on identifying, executing, and monitoring Section 4(a)(2) private placements as part of a $6 Billion + portfolio. He was responsible for providing analysis on multiple industries, company operating structures, and payment/collateralization structures. He also worked in a high-level strategic role for Sun Life Financial of Canada. He was charged with developing and implementing a number of new business initiatives that capitalized on incremental revenue opportunities for The Company’s, market leading, US Medical Stop Loss business.

Max graduated magna cum laude from Babson College with a Bachelor of Science in Business Administration and dual concentration in economics and finance. He was the captain of the Babson Alpine Ski Team and an active on-campus ambassador for athletics and health. He also serves on the Board of Governors of the University Club of Boston, a social athletic club with over 1,100 members. In his free time, Max enjoys travelling and adventure.

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