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Date & Time

December 1, 2021 at 1:30 pm ET / 10:30 am PT

Location

303 Bryant Street, Mountain View, CA

About this on-demand webinar

Addepar CEO Eric Poirier, Geller Advisors’ Chief Investment Officer Robert Wedeking and Chief Client Officer Scott Bush discussed how to remain resilient and even thrive during times of market volatility.

We’ll explore:

  • Top investor concerns given market and geopolitical disruption and how Geller is meeting client needs
  • Market impact to portfolios with substantial alternative and thinly traded assets
  • How Geller leverages operational efficiency and technology to support their clients

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Thursday December 1, 2022

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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

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Meeting Details

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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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MEETING DETAIL 2

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

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MEETING DETAIL 3

4:00 PM — 6:00 PM PT
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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In this webinar you will learn

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Event Agenda

Thursday, December 1

10:00-10:30 AM ET
1:00 - 1:30 PM PST

Session Title 1

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10:30-11:30 AM ET
1:30 - 2:30 PM PST

Session Title 2

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10:00-10:30 AM ET
1:00 - 1:30 PM PST

Session Title 3

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10:00-10:30 AM ET
1:00 - 1:30 PM PST

Session Title 4

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10:00-10:30 AM ET
1:00 - 1:30 PM PST

Session Title 5

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10:00-10:30 AM ET
1:00 - 1:30 PM PST

Session Title 6

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10:00-10:30 AM ET
1:00 - 1:30 PM PST

Session Title 7

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10:00-10:30 AM ET
1:00 - 1:30 PM PST

Session Title 8

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10:00-10:30 AM ET
1:00 - 1:30 PM PST

Session Title 1

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10:00-10:30 AM ET
1:00 - 1:30 PM PST

Session Title 10

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Your Speakers

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Eric Poirier

ADDEPAR

CHIEF EXECUTIVE OFFICER

Eric Poirier is the CEO of Addepar, spearheading the company’s mission to bring data, technology and people together to maximize the impact of the world’s capital. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions managing over $4 trillion assets on the company’s platform.

Before joining Addepar, Eric spent nearly seven years at Palantir Technologies creating tools that enable organizations to reconcile large, disparate datasets. As one of Palantir’s first 20 employees, he helped shape its core technology while building its finance business. Earlier in his career, Eric worked in Lehman Brothers’ Fixed Income Analytics group modeling, simulating and visualizing data across a broad range of debt and credit instruments.

Eric received a B.S. in Computer Science from Columbia University.

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Robert Wedeking

GELLER ADVISORS

CHIEF INVESTMENT OFFICER

Robert serves as the Chief Investment Officer at Geller Advisors, setting the strategic direction that guides all investment management decisions for clients. He has extensive experience in asset management and investing in a wide variety of hedge fund, private equity and traditional investment vehicles. Robert is responsible for all investment matters including asset allocation, portfolio structuring, manager due diligence, risk management and the selection and review of investment managers.

Prior to joining Geller Advisors, Robert worked at Caxton Associates LP for more than 21 years serving as Director of Alternative Investments and as Portfolio Manager for Caxton Select LLC, a $1.1 billion multi-strategy fund of funds. Robert received a BA in Accounting and Finance from Hartwick College and is a Chartered Financial Analyst™.


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Scott Bush

GELLER ADVISORS

CHIEF CLIENT OFFICER

Scott serves as the Chief Client Officer at Geller Advisors. With over 30 years of experience in financial services and leadership, Scott leads all client teams, business development, and how the firm delivers the highest quality client experience consistently and for all clients.

Prior to joining Geller Advisors, Scott spent seven years at J.P. Morgan Asset Management as a Managing Director and Market Leader, leading teams that develop select markets in the Midwest and Florida. Before joining J.P. Morgan, Scott worked as founder and partner of the private equity firm WhiteHawk Capital, a Hunt Company. Previous to Hunt, Scott spent eight years at Maritz Inc. as the Chief Executive Officer of the Maritz Performance Improvement Company, Chief Marketing Officer and Corporate Senior Vice President & Chief Sales Officer. Previous to Maritz, Scott served as the CEO of Trans World Express and Head of Global Sales at Trans World Airlines.

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Scott Bush

GELLER ADVISORS

CHIEF CLIENT OFFICER

Scott serves as the Chief Client Officer at Geller Advisors. With over 30 years of experience in financial services and leadership, Scott leads all client teams, business development, and how the firm delivers the highest quality client experience consistently and for all clients.

Prior to joining Geller Advisors, Scott spent seven years at J.P. Morgan Asset Management as a Managing Director and Market Leader, leading teams that develop select markets in the Midwest and Florida. Before joining J.P. Morgan, Scott worked as founder and partner of the private equity firm WhiteHawk Capital, a Hunt Company. Previous to Hunt, Scott spent eight years at Maritz Inc. as the Chief Executive Officer of the Maritz Performance Improvement Company, Chief Marketing Officer and Corporate Senior Vice President & Chief Sales Officer. Previous to Maritz, Scott served as the CEO of Trans World Express and Head of Global Sales at Trans World Airlines.

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