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
We have a room block at Estate Yountville that you are welcome to use for booking (but not required).
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