Events

Ridgeline will be at InvestOps this year! We're thrilled to sponsor this event and can't wait to connect with you. Stop by our booth to explore the latest innovations in our product and AI, and don’t miss our engaging speaking sessions packed with exclusive insights. See you there!

From AI in everyday work to the evolution of investment delivery, the Future Proof Festival brings the wealth management community together to explore the industry’s next chapter. Ridgeline will join peers and partners in Huntington Beach for four days of discussion, discovery, and connection. Planning to attend? Reach out to your Ridgeline contact about the private dinner we’re hosting September 8

Join Ridgeline’s Head of Strategy, Jack Lynch, for a 30-minute walkthrough of the Ridgeline platform—and hear firsthand from Mike Diccico, Director of Operations of Reynders, McVeigh Capital Management, LLC as he shares his experience with being live on Ridgeline and takeaways.

Base Camp is Ridgeline’s annual gathering for investment management leaders to connect, share ideas, and explore what’s next in the industry. Now in its fourth year, the event is heading to Deer Valley, UT, with 50+ firms and 50 Ridgeline experts joining for 2.5 days in the mountains. Registration is by invite only.

Join us October 7th in Philadelphia for the Ridgeline Summit, an evening designed for investment management professionals. Together with peers and Ridgeline experts, you’ll explore how AI is moving from experimentation to everyday use across the front, middle, and back office. Conversation continues throughout the event with apps and drinks on hand.

The asset management industry faces rapid innovation, evolving investor expectations, and global uncertainty. Rising costs, margin pressure, and fierce competition make adaptation essential. Future of Asset Management North America will explore: meeting demand for private markets and tailored strategies, disruptive technologies reshaping winners and losers, navigating geopolitical risk and deregulation, and balancing innovation with efficiency under cost pressures.

The Ridgeline Summit arrives in New York October 8th to gather industry leaders for real-world perspectives on AI in investment management. Expect practical takeaways, firsthand customer stories, and open dialogue on how firms are embedding digital coworkers into daily operations. Apps and drinks will keep the discussion flowing.

Ridgeline will be onsite at TSAM New York for a full day of peer exchange and problem-solving. Stop by our booth or join us for a roundtable conversation focused on the strategies and technologies shaping the future of asset management. With leaders from operations, data, and technology in the room, it’s a chance to compare notes and surface ideas that move the industry forward. We hope to see you there.

Coming to Boston October 16th, the Ridgeline Summit brings executives, operations leaders, and technologists together for an evening of insight and exchange. Discussion will focus on the state of AI adoption, the guardrails that make it trustworthy, and lessons from peers navigating the same transformation. Apps and drinks are included to fuel the conversation.

The Ridgeline Summit in Chicago is coming October 22 and offers a forum to explore AI’s impact on investment decision-making and firm operations. Attendees will hear customer perspectives, gain expert guidance, and connect with peers facing the same opportunities and challenges. Apps and drinks will be available throughout the event.