NextFolio uses advanced technology to create custom portfolio models by accessing the current consensus, high conviction stock selections of multiple, mutual fund managers. This timely information provides a clear picture of a manager’s current, overweight security selections allowing NextFolio a previously unavailable information advantage from a powerful branch of machine learning called Ensemble Methods. The result is a set of innovative, first-of-its-kind, investment portfolios that accurately represent the current, consensus best stock picks across multiple mutual fund managers competing in the same style box, against the same benchmark.

NextFolio uses artificial intelligence to create custom portfolio models by accessing the current consensus, high conviction, over weighted (to benchmark) stock selections of multiple, fund managers (“HCOs” or high conviction overweighs). This technical ability to identify a clear picture of a manager’s current, overweight security selections provides NextFolio a previously unavailable information advantage from a powerful branch of machine learning called Ensemble Methods. The result is a set of innovative, AI-driven investment portfolios that accurately represents the current, consensus best stock picks across multiple fund managers competing in the same style box, against the same benchmark.

Paul G. Ahern is CEO of Winslow Capital Group, LLC, Winslow Capital Group, LLC is the leading independent consultant for banks, investment advisers, and broker-dealers seeking guidance on the assessment and implementation of technology to automation and in turn, scale. In the wealth management business, automation of process is necessary to create a common standard of "product" and process consistency as well as a means of controlling the growth of expense. The use of automation to drive scale in the wealth business can range from correctly evaluating and implementing UMA and overlay technology up to and including the use of artificial intelligence ("AI") / machine learning / predictive analytics which will continue to drive change in the wealth industry. Paul advises senior wealth management teams on how to: - Properly assess and implement technology aimed at creating scale and controlling cost. - Helping institutional clients eliminate redundant, highly manual process that destroys product consistency. - Guide clients through the impact of AI on the wealth management business model and on the investment management process including, how to better structure active portfolios; customized direct indexing; using AI data to derive information advantage in product design. - Control and reduce manufacturing costs underpinning the wealth product line.Clients include RIAs; broker-dealer platforms; trust organizations; family offices.

Prior to founding Winslow Capital Group, LLC, Paul was Executive Vice President and then CEO of BTI Financial Group from its founding as an operating subsidiary of Bar Harbor Bankshares until 2002. Paul also served as President of BTI’s subsidiary, registered investment adviser, Block Capital Management. He was also a director of BTI Financial Group, and Vice President of the Board of Directors of Bar Harbor Bankshares, a public company. Prior to Paul’s work establishing BTI Financial Group, he served as Chief Investment Officer of Bar Harbor Banking and Trust Company until his promotion within the greater Bankshares organization to CEO of BTI Financial Group.