The RIA Summit is Addepar’s premier invitation-only event featuring discussions and insights shared with select peers and leaders from our industry.
Summit content is tailored to high performing, relationship-driven advisors in the RIA and MFO space and last year included M&A trends, talent retention strategies, AI and other innovation drivers in wealth management.
A welcome dinner will be held November 18 and the RIA Summit will take place November 19.
Please note that space is limited to those who have received an invitation and RSVPed, and this invitation is non-transferable. We are unable to accommodate additional guests.Thank you in advance, and we can’t wait to share this experience with you.
Gain perspective
Immerse yourself in
conversation with other prominent leaders and discover what’s
driving success.
Build connections
Network with peers and
exchange insights in a serene, private setting.
Share knowledge
From peer panels to
small group conversations, you’ll hear how others are
approaching today’s biggest challenges and opportunities.
Tuesday, November 18
Welcome
dinner:
Bottega
6:00-9:00 pm
Wednesday, November 19
RIA Summit at
OneHope Winery
8:30 am-4:30 pm
Happy Hour at OneHope
Winery
4:30-6:00 pm
Check-in and breakfast
Summit kick-off
Fireside chat
Join Addepar co-founder Joe Lonsdale and CEO Eric
Poirier as they discuss how global investors are
making decisions based on the current
macroeconomic and geopolitical environment.
Is alts the way of the future?
Help your clients clearly understand your
strategies for diversifying their portfolios into
private markets and how you can make data-informed
decisions about their assets, managers and
performance.
Defining your niche
Learn how your peers are identifying their ideal
client, sharpening their value proposition and
delivering integrated family office services to
attract new UHNW clients, deepen existing
relationships and diversify revenue streams.
Lunch
Scaling your growth
Top-tier firms are leveraging technology, talent
and M&A to achieve sustainable growth. We will
focus on strategies for optimizing operations and
building a resilient infrastructure to support
your firm's growth ambitions.
Diversification of risk and product
offerings
In today's volatile markets, diversification
across sectors, geographies, private markets and
more is increasingly important. Show clients how
you’re actively managing risk, returns and cash
flow given an accurate, holistic view of their
portfolios.
Winning the war for talent
The advisor workforce is predicted to decline
significantly, reaching a shortage of 100,000 RIAs
by 2034. Increasing advisor productivity and
satisfaction through technology and AI allows
advisors to focus on value-add activities and
eliminate low-value tasks.
Building a solid data strategy
Sound data management, governance and strategy
are the foundation of your firm's technology and
AI roadmap. Hear how your peers are setting a
clear data strategy and vision that ensures data
integrity and compliance, while delivering trusted
insights for clients.
Break
Incorporating AI into your firm
Our CTO Bob Pisani will discuss why AI is an
amplifier of human expertise, rather than a
replacement, and how firms are approaching risk
and data management to enable more automated
workflows and intelligent decision-making.
Closing
We'll close the day with highlights from our
sessions and key takeaways for your firms.
Happy Hour
The room block at Estate Yountville has been filled. Please reach out to addepar@credpr.com if you are interested in a room at Estate Yountville.
If you prefer not to stay at Estate Yountville, below are recommended hotels near the venue:
We offer transportation to and from OneHope Winery to Estate Yountville. More details will be provided.
Transportation:
Transportation will be
provided between Estate Yountville and OneHope Winery on
Wednesday, November 19. Shuttles will begin at 8:00 am PT at
Estate Yountville in the roundabout on Oak Circle. There will be
ample parking next to the roundabout. If you are lodging
elsewhere, you can meet at Estate Yountville to catch the
shuttle. Parking is available on site if you choose to drive.
Dress:
Business casual dress is encouraged for the Addepar
Summit welcome dinner and event. Note: part of the Summit will
take place outdoors, where winery flooring is dirt and gravel.
Please wear comfortable footwear.
Thank you for your interest in the RIA Summit. We are currently at capacity for this event. If you have any questions, please reach out to events@addepar.com