As we enter 2026, the AI hype cycle is giving way to a race for execution.

The question for investment management leaders is no longer whether to use AI—but how to deploy it fast enough, and on the right foundation, to capture “data alpha” before competitors do.

Join Bob Pisani, CTO at Addepar, and Kunal Gosar, Head of AI Platform at Addepar, for a strategic conversation on the five AI shifts redefining investment management—and separating first-movers from the status quo.

In this 45-minute session, you’ll learn:

  • Why 2026 marks a turning point from “digital transformation” to AI-native operating models
  • How AI is beginning to dissolve front-, middle-, and back-office data silos to unlock true decision making
  • Why data architecture is now your most valuable asset—and how to turn it into measurable investment edge
  • How leading firms are moving beyond chatbots to embedded, high-stakes decision support
  • Why true interoperability—not more tools—is the key to scaling AI across the entire investment lifecycle

Event Details

Date: Tuesday, February 10, 2026
Time: 10:00 AM PT / 1:00 PM ET
Duration: 45 minutes

Reserve your spot and get a clear view of what it takes to win in the AI-first era of investment management.


RSVP for Webinar

Thursday December 1, 2022

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Register Now

(6) Meeting Details - #details-section

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WEDNESDAY NOVEMBER 18TH

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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7:00 PM — 9:00 PM ET

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MEETING DETAIL 4

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 5

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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MEETING DETAIL 6

4:00 PM — 6:00 PM PT
7:00 PM — 9:00 PM ET

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Event Agenda - #agenda-section

Thursday, December 1st

11:00 - 11:30 AM ET
8:00-8:30 AM PT

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(3) Showcase - #showcase-section

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WEDNESDAY, NOVEMBER 2ND

9:45 am

Speaker: Don Nilsson, Chief Product Officer, Addepar

Helping your firm grow with Addepar: Unlocking the Power and Possibility of More Informed, Data-driven Investing and Advice

Addepar’s culture of constant innovation is key to keeping its leading portfolio aggregation, analytics and reporting platform on the cutting edge of game-changing technologies in fintech. Chief Product Officer Don Nilsson will discuss some of the latest updates to the Addepar platform, including Trading and Rebalancing, Integration Center and the next evolution of the client experience, and explain how these tools enable financial professionals to spend more time delivering value to their clients.

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WEDNESDAY, NOVEMBER 2ND

11:45 am

Speaker: Don Nilsson, Chief Product Officer, Addepar

Helping your firm grow with Addepar: Unlocking the Power and Possibility of More Informed, Data-driven Investing and Advice

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WEDNESDAY, NOVEMBER 2ND

12:45 pm

Speaker: Don Nilsson, Chief Product Officer, Addepar

Helping your firm grow with Addepar: Unlocking the Power and Possibility of More Informed, Data-driven Investing and Advice

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Presenters

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Bob Pisani

Chief Technology Officer
Addepar

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Kunal Gosar

Head of AI Platform
Addepar

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Video 2 Column Section 1 - #video2col-section

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Legal - #legal-section

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