Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

Building Engaged Communities in Financial Services Companies: Insights from Max Rothery, VP Community at Finimize


Listen Later

Today on the Alt Goes Mainstream podcast we have a special guest on an important topic that is core to why alts are going mainstream – community.

We have community builder extraordinaire Max Rothery, the VP Community at Finimize. Max is responsible for engaging and serving Finimize’s 1 million global audience. Finimize is building the world’s largest finance community of investors globally – and building community are they doing.

In 4 years, they reached over 1 million subscribers, 60 thousand per year attend member organized events, and Finimize was recently acquired by 197 year old Abrdn plc, formerly Standard Life Aberdeen, a FTSE 100 investment firm with over 464B pounds AUM that’s the UK’s largest active asset manager.

Max brings a wealth of experience in community building and digital transformation to the table as he builds community. He previously led innovation and digital transformation for Societe Generale’s private bank. He also brings a unique perspective from the creative industry to bear as a founder of an independent production, publishing, and recording company.

Max and I had an absolutely fascinating conversation on the underpinnings of community and how to build an engaged community in financial services businesses. His thoughtful views on how to build community serve as a playbook for how to successfully build a thriving and engaged community. We talk about everything from how community gives companies a way to scale trust and relationships to how to enable the community to self-regulate itself to taking me back to my days studying international relations as we discuss the parallels between nation-building and community building.

Thanks Max for such a rich conversation that we can all learn from on how to build community.

...more
View all episodesView all episodes
Download on the App Store

Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsBy Michael Sidgmore

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

26 ratings


More shows like Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

View all
Masters in Business by Bloomberg

Masters in Business

2,167 Listeners

Odd Lots by Bloomberg

Odd Lots

1,857 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

932 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

793 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

277 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,099 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

203 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

150 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

409 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

342 Listeners

FICC Focus by Bloomberg Intelligence

FICC Focus

30 Listeners

The View From Apollo by Torsten Slok

The View From Apollo

24 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

25 Listeners

The Insight by Oaktree Capital by Oaktree Capital

The Insight by Oaktree Capital

21 Listeners

Joys of Compounding by Colossus | Investing & Business Podcasts

Joys of Compounding

100 Listeners