Date: Feb 20, 2018Time: 6:30 PM to 8:30 PM

CANCELLED! Addepar CEO Eric Poirier: Innovations in Fintech

Tue, 6:30 PM to 8:30 PM Knobbe Martens Law Firm


Two years ago, serial entrepreneur Joe Lonsdale participated in an online Q&A with Quora to talk about his newest platform, Addepar. There were a lot of startups in the online wealth management space (Wealthfront, Personal Capital, etc) that would reduce fees and manage money passively. How would Addepar be different?

“..the majority of actual capital in the world is managed in billion-dollar + portfolios, and when you manage capital at this scale it’s actually not a great idea to just do passive investing. Lots of the top family offices and investment groups have achieved higher returns with alternatives like savvy real estate, private equity, and technology and resource investments, and these are important areas for the world for this money to flow into,” he said. “But this other investing is a mess, and it’s not very data-driven – the infrastructure behind global finance and these more complex portfolios was mostly built 20 to 40 years ago.”

Lonsdale went to say Addepar is a data platform that underlies this more complicated area of global finance and connects thousands of custodians and fund administrators and others, and provides tools to the advisors running these very large portfolios. Lonsdale knows data – he is the mind behind other heralded Silicon Valley startups such as Palantir, OpenGov and the venture capital firm, 8VC.

Fast forward to 2018: Addepar is one of shining stars in the fintech space. Six months ago, the startup closed a $140 million round Series D financing, establishing itself as a unicorn (although the company won’t divulge valuation). Addepar also manages over $700 billion in assets.

“The company’s extraordinary growth speaks for itself,” Lonsdale observed. “Addepar is now poised to become the universal operating system to power global finance. It has already connected much of the financial services ecosystem as the leading platform for the highest caliber of asset owners and advisors, capturing and aggregating data from numerous sources and helping to apply it in the most intuitive and impactful ways.”

Eric Poirier, the CEO of Addepar, will join the HBS Club of NY to shed light on Addepar, the state of global finance, and areas that need further innovation.

Tuesday, February 20, 2018
Time: 6:30 – 8:30 pm
6:30 to 7:00 – Registration & cocktails
7:00 to 8:00 – Discussion
8:00 to 8:15 – Audience Q&A
Venue: Knobbe Martens Law Firm, 1133 6th Ave (43rd & 44th St), 36th floor
$20/Member; Member Guest
$50/Non Member
Free/Patron Members (please email
Please note no refunds will be issued.



Eric Poirier

Chief Executive Officer

Eric Poirier has been the Chief Executive Officer at Addepar, Inc. since 2013. Poirier focuses on driving continued growth as well as technology and product innovation. He is an Advisor at Eight Partners. Throughout his career, he has demonstrated a unique ability to solve intractable data and scale challenges in the financial sector with innovative technology. He has worked at Palantir. He joined Palantir in in 2006 as a Developer and one of its first 20 employees. He continually shaped the core technology there while building the finance business, which now represents half of the company’s revenue base.

Previously, he worked in the Fixed Income Analytics group at Lehman Brothers where he built tools to model, simulate and analyze data on a variety of debt and credit instruments. It was at Lehman that he first became passionate about reimagining large-scale financial technology, so that it empowers professionals with transparent, unified data and powerful, intuitive tools. He co-founded his first business in the industry when he was 15, focused on massively scaling mission critical web sites with high performance requirements, winning eBay and Priceline as customers. Poirier graduated from Columbia University with a B.S. in Computer Science.


Maneet Ahuja

Hedge Fund Specialist

Maneet Ahuja is CNBC’s Hedge Fund Specialist and a producer on Squawk Box. In 2011, she co-created and developed the network’s Delivering Alpha hedge-fund summit in conjunction with Institutional Investor and was awarded CNBC’s prestigious Enterprise Award in 2009 for her groundbreaking coverage of the industry. Prior to joining CNBC in 2008, she was a part of the Wall Street Journal’s Money and Investing team. She began her career on Wall Street in 2002 at age 17 in Citigroup’s Corporate and Investment Banking division as a credit risk analyst. She is one of Forbes magazine’s 30 Under 30 (January 2012), has been featured in Elle magazine’s annual Genius issue (April 2011) and in 2010, was nominated for Crain’s NY Business Forty Under 40 Rising Stars. She is also author of the book, The Alpha Masters (Wiley 2012).


Date Time

Date: Feb 20, 2018Time: 6:30 PM to 8:30 PM


Knobbe Martens Law Firm1133 6th Ave
36th Floor, New York NY
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  • Free / Patron Members
  • 20 / Member; Member Guest
  • 50 / Non-Member

Knobbe Martens Law Firm

1133 6th Ave, 36th Floor, New York, NY, 10036