Addepar to Present at Two Upcoming Chicago Events

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Apr 22, 2015, 09:00 ET

MOUNTAIN VIEW, Calif., April 22, 2015 /PRNewswire/ -- Addepar, the leading investment management technology platform for the $120 trillion investment management industry, today announced that its executives will be speaking at two upcoming events in Chicago. Addepar's CEO Eric Poirier will participate in a panel discussion at Institutional Investor's First Annual Central RIA Investment Forum.

Staying Competitive: From Strategy to Execution

WHAT: The panel will focus in part on how registered investment advisors (RIAs), family offices and wealth managers are adapting their approaches and offerings to stay competitive in today's data-driven, on-demand landscape.

WHERE: Four Seasons Hotel | Chicago IL, The State Room

WHEN: Tuesday, April 28, 2015, 9:10 AM

WHO: Addepar CEO Eric Poirier will be joined by Eric Godes, Chief Operations Officer & Chief Wealth Advisory Office, Federal Street Advisors, and Kreighton Bieger, Principal, KilterHowling LLC. This panel will be moderated by Gary P. Henson, President, Mariner Holdings.

Accelerate Into the Future

Additionally, Addepar will be hosting an event at Tesla's downtown Chicago showroom. This special event includes a panel discussion, featuring Addepar CEO Eric Poirier, Valor Equity Partners' CEO and CIO Antonio Gracias, and Formation 8's Joe Lonsdale, co-founder of Addepar.

WHAT: This exciting event explores how advisors and investors can accelerate into the future of investment management. Speakers will discuss key trends shaping the investment management industry and the transformational role of technology. Hosted at the Tesla Motors showroom, the event will also give guests an opportunity to experience Model S, the fastest four door production sedan ever made.

WHERE: Tesla Chicago | 1053 W Grand Ave, Chicago, IL 60642

WHEN: Tuesday, April 28, 2015, 5:00 PM

About Addepar:
Addepar is the investment management technology company empowering investors and advisors to navigate the increasingly complex world of finance. Addepar brings a new level of integrity, transparency and impact to investment management by giving investors and advisors a complete, accurate and investor-centric picture across every portfolio. The Addepar platform is built to allow investors and advisors to operate more efficiently, freeing them up to spend more time on what matters most: investment analysis, building trusted relationships and growing their businesses. With offices in Silicon Valley, New York and Chicago, Addepar works with more than 100 single and multi-family offices, wealth advisors, large financial institutions, and endowments and foundations representing more than $300 billion assets under management.

SOURCE Addepar