Events

A premier wealth management conference bringing together senior financial advisors, RIAs, and industry leaders focused on investment strategy, tech, growth and networking

Join JR Tippo, Ridgeline Solutions Consultant, for a live 30-minute demo focused on the value Ridgeline’s AI-powered platform delivers to fixed income investment managers. The webinar will focus on portfolio management, order generation, portfolio impact, and trade execution. What You'll See: How to get a single fixed income view of clients, portfolios, risk, and compliance How AI agents surface answers and automate routine fixed income tasks How to model trades and apply guideline checks across multiple portfolios at once How traders can manage orders and allocations in a configurable fixed income blotter How to build fixed income-specific client and compliance reports without IT help How to build fixed income–specific client and compliance reports without IT help Please note these webinars are live; recordings will not be shared.

Join the Ridgeline Customer Conversation! How Vulcan modernized trading, compliance, and growth

Come network with friends, colleagues, and clients in a fun, scramble format golf event at THE CLUB AT BOND HEAD, in BEETON, ON (just 30 minutes North of Vaughan). Both first-time and experienced golfers are welcome! Play a full 18-hole round on the beautiful north or south course. After a fun and relaxing morning of golf, join us for a cocktail reception and awards presentation, where the winning team will be announced.

Sponsored by: Ridgeline Investment firms are moving beyond one-size-fits-all SaaS platforms toward technology tailored to each firm's unique workflows through custom tools. This session explores real-world examples of how CTOs are using AI to securely extend the power of their software and give their teams the ability to shape ultra personalized custom tools. Presented by: ▪ Chris Flynn, VP of Strategy, Ridgeline ▪ Alex Benke, VP of AI, Ridgeline

Join John Morton, Technical Solutions Consulting at Ridgeline, for a live demo on building a practical framework for deciding what to build, buy, or avoid with AI — covering governance, trust, and business context.

AssetOps Chicago is purpose-built for asset management firms ready to move from discussion to actionable transformation. It’s a community platform—not just an event—where operational leaders can: Benchmark strategies regionally and globally. Learn from peers tackling similar challenges. Collaborate on content and thought leadership. Leave with concrete ideas and connections to drive change.

Christopher Poch, Founder and CEO of Promethium Advisors, joins Ridgeline for a live conversation on building a modern independent advisory firm, covering why advisors pursue independence, earning client trust, key technology decisions, and long-term business success.

Ridgeline's fifth annual Base Camp conference brings together investment management leaders, customers, and industry voices for four days of thought leadership, product deep-dives, and community. Register your interest to save your spot.

Hear from Jack Lynch, Chief Strategy Officer at Ridgeline, and join 600+ leaders from across the investment ecosystem for two days of insight, challenge, and collaboration.

Jack Lynch, Chief Strategy Officer at Ridgeline, joins Granahan Investment Management to talk "Rebuilding the Investment Management Stack."

Top leaders and executives from the fastest-growing RIA firms gather to explore how to scale with AI, navigate M&A, and attract top talent.

Join Lucas Stuyt and Seth Wilson of Ridgeline at this forum focused on asset allocation, equity, fixed income, ETFs, private credit, sustainable investing, and more.

See the latest from Ridgeline, network with your peers, and learn how independent RIAs and senior advisor leaders are navigating growth, regulations, AI, and more.

Join Ridgeline for a panel session and connect with your peers to explore how to strengthen the capabilities that support effective private-markets operations.

Experience a Ridgeline demo on the main stage and get insights from asset management peers focused on data platforms, investment operations, and AI.

Join Ridgeline's Alex Hunter, Lucas Stuyt, and Seth Wilson to learn practical approaches to AI, data, risk, efficiency, and operating models.

Executives, founders, investors, policymakers, and technology leaders share perspectives on the forces shaping technology and business.

Ridgeline's Chris Ruby joins leaders from asset managers, hedge funds, pension funds, and wealth managers for a day built around the conversations that matter most.

Cutter Associates joins Ridgeline to explore what it means to take a data-first approach to technology transformation.

Chris Flynn, VP of Product Strategy at Ridgeline, joins Sands Capital, Third Avenue Management, and Driehaus Capital Management for a panel on trading.

Sterling Perkins, Director of Solutions Consulting, provides a live look at Ridgeline's end-to-end platform, including built-in AI and automated workflows.

Connect with Ridgeline's Alex Hunter and Seth Wilson, and enjoy a program focused on industry education, peer connection, and issues affecting Canadian portfolio-management firms.