About the webinar

Most wealth managers use an outcome-driven approach to plan and execute their clients’ goals. But the uncertainty we’ve seen in 2020 has taught us that focusing on outcome becomes more difficult when conditions continuously shift. Managers must reimagine both how they handle exposure and how they run their business.

Addepar is committed to providing the wealth management community with critical, timely content to help create resilient portfolios. Join us as we discuss a better way to set priorities and goals, as well as how you can use Addepar and our partners to more effectively achieve the outcomes you want.

Your Speakers

Robin Melnick 

HEAD OF PARTNERSHIPS & STRATEGIC ALLIANCES
ADDEPAR
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Jeff Coyle   

FOUNDER & CHIEF INVESTMENT OFFICER
LIBRETTO
Jeffery Coyle is the founder and Chief Investment Officer of both Libretto and Monograph Wealth Advisors. Libretto is a SaaS company focused on delivering digital advice systems and resources to aide advisors in managing complex wealth. Monograph was founded in late 2014 and delivers tailored investment and wealth management solutions to ultra-affluent private clients within a flexible Wealth Strategist model. This Libretto-enabled model takes a comprehensive and multi-generational approach to planning and portfolio construction. It also establishes a business process that allows families to streamline and integrate the contributions of their professional advisors including the disciplines of estate planning, tax, insurance, private business operations and other non-financial contributors such as philanthropy and life-style services.


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Chris Mays   

PARTNER, FAMILY OFFICE & BUSINESS MANAGEMENT
ARMANINO LLP
Chris is a Partner at Armanino LLP serving the business and financial needs of high-net-worth individuals and families. Prior to Armanino, Chris was the CFO for a single-family-office and has held executive roles at Citigroup Alternative Investments and Nextera. Education: BS, Physics UCSB, 1992 and MBA, Finance USC, 1998.

About the event

We're bringing together a dynamic group of visionaries and changemakers to shape the future of our industry.

As a member of our RIA Client Advisory Board, you'll have the opportunity to input on Addeper's strategy and technology and engage with peers on the issues that are most important to you.

Benefit Include:

  • Directly influence Addepar's business and product plans
  • Preview Addepar enhancement and pilot new product features
  • Collaborate and share knowledge, experiences and best practies with a distinguished group or industry leaders and peers
  • Engage in thought leadership opportunities with Addepar

Our inaugural virtual event will take place in October and we'd be honored to have you join us. Please let us know by Monday, july20 whether you are able to accept this exclusive invitation.

Your Members

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Joe Lonsdale

FOUNDER & CHAIRMAN
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Natalie Sunderland

CHIEF MARKETING OFFICER

Your Speakers

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Joe Lonsdale

FOUNDER & CHAIRMAN
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Natalie Sunderland

CHIEF MARKETING OFFICER