Events

Join Sterling Perkins, Ridgeline Director of Solutions Consulting and John Morton, Senior Lead Technology for a live 30-minute webinar session. Operations leaders are often forced to work around systems that weren’t built for today’s scale, leading to strained processes, increasing exceptions, and heavy reliance on manual effort. While the work gets done, it requires constant follow-up and limits focus on higher-value activities. This webinar creates space to step back and rethink how operations are designed and executed. Participants will explore common challenges, examine how work actually flows within their organizations, and evaluate how agentic, intelligent workflows can transform coordination. Expect a session that is engaging and practical, grounded in the realities of running operations at scale. Note: These webinars are live and not recorded.

AssetOps Toronto 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.

The CTO Summit is FTF's annual meeting programmed specifically for the heads of IT at investment management firms. The theme of this year's CTO Summit is “Adapting to a Changing Marketplace,” as investment firms face a future of consolidation and de-institutionalization. On the afternoon of day two, join data management specialists at North American investment management firms for a deep dive into governing, managing, and extracting value from data in the investment enterprise.

The Ridgeline Chicago Summit is a half-day event held at Cindy’s Rooftop that brings together industry leaders to network and explore Ridgeline’s latest AI-driven updates and strategies for transforming the investment management landscape.

Hear firsthand how Driehaus Capital Management moved from fragmented legacy systems to a unified, real-time data foundation — and what that transformation meant for their global, multi-asset operations.

Experience the future of investment management. Join Ridgeline at Wally's Beverly Hills on May 12th for wine tasting, networking, and a look at our latest AI.

Join the Ridgeline team at Daintree on 5/14 for the NYC Spring Summit—an exclusive evening of peer insights, AI innovation, and high-level networking in Midtown.

A live demo built for Canadian equity and fixed income investment managers — see how Ridgeline consolidates operations into one real-time platform, supports Canadian benchmarks, and automates the full investment lifecycle.

An exclusive networking evening for Connecticut's investment management professionals — coastal views, high-level conversations, and a look at how Ridgeline's embedded AI agents are helping firms reclaim time and scale.

A live demo for wealth managers and RIAs ready to scale without the operational friction — covering Ridgeline's unified platform, AI-driven automation, and client reporting built for growing practices.

An invite-only evening in Philadelphia's business district exploring the future of the front office — featuring a panel with industry leaders, hands-on product demos, networking, and refreshments. Space is limited.

An exclusive gathering for Boston's investment management community — reconnect with peers in a curated food hall setting, explore Ridgeline's roadmap, and enjoy refreshments. Space is limited.

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