About the event

We’re pleased to be returning to BNY MELLON | Pershing INSITE®23, this year as Silver Sponsors. Chief Technology Officer Ruchir Swarup and Deputy Head of Research Dan Golosovker will be on the showcase stage on June 6 at 5:25 pm to talk about how investors can move forward in the face of challenging market conditions.

You’re invited to join Ruchir and Dan, or schedule time with any other Addepar team members who will be in attendance. We’ll see you there!


Exhibit Dates & Times

Addepar Booth #200

Tuesday, June 6, 2023
  • 7:15 am - 7:00 pm
  • 5:30 pm - 7:00 pm - Opening Reception
Wednesday, June 7, 2023
  • 7:15 am - 4:30 pm
Location
Orlando World Center Marriott - Level 1

Follow us for event updates on LinkedIn.

Meet With Us

Thursday December 1, 2022

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Register Now

Showcase Stage

June 6, 2023
5:25 pm - 5:50 pm EST


How Investors Will Move Forward? By Addepar

In today’s challenging market conditions, it’s never been more important to have a real-time, holistic view of a client’s financial picture. Addepar’s Chief Technology Officer Ruchir Swarup and Deputy Head of Research Dan Golosovker will discuss how firms are leveraging Addepar’s robust Operating Platform to conduct immediate apples to apples analysis across the entire portfolio, and share some of the ways Addepar is leveraging its’ data foundation to provide data-backed projections and insights to help investors navigate the turbulent environment.

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Ruchir Swarup
Chief Technology Officer
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Dan Golosovker
Deputy Head of Research
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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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Event Agenda - #agenda-section

Thursday, December 1st

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

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Showcase Stage

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June 6, 2023

5:25 pm - 5:50 pm EST

Speaker: Ruchir Swarup, Chief Technology Officer and Dan Golosovker, Deputy Head of Research

How Investors Will Move Forward? By Addepar

What are investors doing with their portfolios in these volatile markets? In this session we’ll review insights into how firms are deploying capital in these challenging times with Addepar’s Deputy Head of Research Dan Golosovker who is part of a larger team at Addepar dedicated to improving client investment and financial decision-making through data, analytics and technology.

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June 6, 2023

5:25 pm - 5:50 pm EST

Speaker: Ruchir Swarup, Chief Technology Officer and Dan Golosovker, Deputy Head of Research

How Investors Will Move Forward? By Addepar

What are investors doing with their portfolios in these volatile markets? In this session we’ll review insights into how firms are deploying capital in these challenging times with Addepar’s Deputy Head of Research Dan Golosovker who is part of a larger team at Addepar dedicated to improving client investment and financial decision-making through data, analytics and technology.

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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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Meet the Team

 

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Kelly Brennan

Senior Account Executive

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Janson Evans

Senior Product Specialist

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Dillon Glascott

Account Executive

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Bobby Denam

Senior Client Engagement and Success Manager

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Tammy Kim

Senior Campaign Marketing Manager, Events

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Andrew McMeekin

Business Development Representative

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Jon Perkins

Data Partners Relationship Manager

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Sarah Puglsey

Product Communications Manager

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Lauren Rodriguez

Senior Sales Engineer

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Paul Rojek

Director, Strategic Partnerships and Alliances at Addepar

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