About the event 

We’re looking forward to seeing you at our next Addepar community meetup.

These get-togethers are your opportunity to hear from Addepar experts, have your questions answered, share your personal experiences using the Addepar platform, track industry trends such as AI and more. You’ll also hear from our Research and Development team on what we are building and why, covering the latest updates about our platform.

A cocktail reception will follow where you can continue your conversations while networking with fellow users — exchanging ideas for how to get even more out of our platform.

We’re excited to connect with you and share our latest information and insights. Space is limited so please register today.

Register

Friday December 1, 2023

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(3) Showcase - #showcase-section

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FRIDAY DECEMBER 1ST

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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FRIDAY DECEMBER 1ST

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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Event Agenda

Thursday, August 10, 2023

3:00 PM ET

Welcome

3:15 PM ET

Roundtable discussion led by Addepar experts

4:00 PM ET

Product panel — learn about new features and updates

4:30 PM ET

Q&A and sponsor remarks

4:45 PM ET

Happy hour and community networking

6:00 PM ET

Event ends

Speakers

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CHIEF MARKETING OFFICER

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Kelly Brennan

ADDEPAR
SR. ACCOUNT EXECUTIVE

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Steven Lamb

ADDEPAR
SR. LEAD, PRODUCT MANAGEMENT

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Vlad Rav

ADDEPAR
DIRECTOR OF ENGINEERING, OPERATING PLATFORM

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Speaker Name 26

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