Thursday, October 10, 2024
Sonali Damle
Wealthcare Bootcamp
Join us for an exclusive virtual event featuring Wharton alumni who are revolutionizing wealth management!
Date & Time of Event: October 10th, 2024; 12:00 PM CST
A Virtual Event (link will be released shortly after registration)
RSVP (please scroll down further on this page to sign-up)
FREE - Wharton Club Houston members
$15 - All non member guests
Please RSVP by Oct 9th
Arta Finance, founded by ex-Google executives, is building a "digital family office" to bring the financial strategies of the ultra-wealthy to a wider audience. Their platform offers:
- Access to exclusive private market funds: Invest in Private Equity, Venture Capital, Real Estate, and Private Credit alongside top-tier fund managers.
- Personalized public market portfolios: Benefit from AI-powered investment strategies tailored to your goals.
- Sophisticated tax and estate planning: Optimize your wealth with expert guidance.
At this event, you'll hear from:
- Samita Malik (Wharton alum), Chief Insurance Officer
- Venkat Rapaka (Wharton alum), Chief Product Officer
They'll share Arta's origin story and explain how technology and AI are democratizing access to family office services like tax planning, insurance, and alternative investments.
We look forward to seeing you there!
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