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InvestOps 2025

JW Marriott Grande Lakes, Orlando FL
 
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All Day
 - 
 
(
)
TBD
All Events
In-person
In-person
Industry Conference

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!

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TSAM BOS 2025

Renaissance Boston Seaport Hotel, Boston, MA
 
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All Day
 - 
 
(
)
TBD
All Events
In-person
In-person
Industry Conference

Join us! Ridgeline will have a booth on site throughout the day, and VP of AI Alex Benke and VP of Regional Sales Lauren Manchester will be hosting a roundtable on how firms are using AI in meaningful, practical ways across their operations.

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Meet Ridgeline - 5/9/2025

Online
 
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2:00 PM
 - 
2:30 PM
 
(
EST
)
TBD
All Events
Virtual
Virtual
Product Demo

Ridgeline’s Head of Strategy Jack Lynch and VP of Product Strategy Ali Stewart will take us through a virtual demo showcasing Ridgeline’s latest developments, and we'll hear from Raj Shah, Chief Strategy Officer at Kennedy Capital Management, who will share how his team is using Ridgeline’s report builder and revenue management tools to gain clarity and drive better decisions.

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Meet Ridgeline - 6/13/2025

Online
 
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2:00 PM
 - 
2:30 PM
 
(
EST
)
TBD
All Events
Virtual
Virtual
Product Demo

Join Ridgeline’s Head of Strategy, Jack Lynch, for a 30-minute walkthrough of the Ridgeline platform—and hear firsthand from Cole Smead, President of Smead Capital Management, as he shares his takeaways from Base Camp, Ridgeline’s flagship customer event. Cole will offer a firsthand look at the Base Camp experience, how its evolved, and what he's excited about for 2025.

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Base Camp 2025

Deer Valley, UT
 
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 - 
 
(
)
TBD
All Events
In-person
In-person
Industry Conference

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.

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The Exchange Network 2025

Gleacher Center, Chicago, IL
 
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All Day
 - 
 
(
)
TBD
All Events
In-person
In-person
Industry Conference

We’re proud to sponsor this year’s event in Chicago and join the conversation on AI, cybersecurity, and the future of investment management. Catch our team on site and join us for the Sunday networking reception—we hope to see you there!

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FOX Family Office & Wealth Advisor Forum 2025

Swissotel Chicago
 
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All Day
 - 
 
(
)
TBD
All Events
In-person
In-person
Industry Conference

Catch our team onsite at this year's Chicago—we hope to see you there!

Learn more

MMI Women in Advisory Solutions Forum 2025

BNY Office, NYC
 
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All Day
 - 
 
(
)
TBD
All Events
In-person
In-person
Industry Conference

Catch our team onsite at this year's event —we hope to see you there!

Learn more

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