October 9-10 | Napa, California

Addepar Summit

Share in exclusive conversation, connection and insights in an intimate Napa Valley setting at the first ever Addepar Summit. Together, we’ll tap into our wealth of collective knowledge and expertise to better shape the future of the industry.

We look forward to seeing you there.

Agenda

Wednesday October 9th

Welcome Dinner
Ad Hoc - 6PM

The sister restaurant to the renowned French Laundry, Chef Thomas Keller opened the doors to Ad Hoc in September 2006, his casual dining venue for showcasing the American comfort food of his childhood.

Thursday October 10th

Addepar Summit - Estate8
9:00AM-4:30PM

Happy Hour - Estate8
4:30PM-6:00PM

Thursday, October 10th

8:30 AM

8:30 AM

Check-in & Breakfast

9:30 AM

9:30 AM

Summit kick-off
Eric Poirier, CEO, Addepar

9:45 AM

9:45 AM

Panel Session

10:55 AM

10:55 AM

Breakout session option 1
Looking ahead: future-proofing your RIA 

Breakout session option 2
Beyond investment management: giving your firm a competitive edge

11:45 AM

11:45 AM

Lunch

1:00 PM

1:00 PM

Panel Session

2:10 PM

2:10 PM

Breakout session option 1
Positioning your tech stack: winning UHNW clients

Breakout session option 2
Services and strategies for the expanding alternatives space

2:55 PM

2:55 PM

Break

3:15 PM

3:15 PM

Breakout session option 1
Preparing for the great wealth transfer

Breakout session option 2
Data-driven decision making

4:00 PM

4:00 PM

Closing remarks
Eric Poirier, CEO, Addepar

4:30 PM

4:30 PM

Happy Hour

Arrangements

Hotel
Our preferred hotel is the Estate Yountville. If you would like to book this hotel to receive an Addepar rate please email events@addepar.com.

Transportation
Transportation will be provided between Estate Yountville and Estate8 on Thursday, October 10. Shuttles will begin at 8:15 am PST. If you are lodging elsewhere, we encourage you to meet at Estate Yountville to take the shuttle, as on-site parking is limited.

Summit Venue
Estate8
8301 St Helena Hwy, Napa, CA 94558

Select your sessions

Please use the form below to select the breakout sessions you would like to attend at the Addepar Summit. Breakout sessions are smaller, more intimate discussions with your peers on relevant topics.

Thank you for selecting your sessions for the Addepar Summit. You response has been recorded. If you have any questions please email events@addepar.com