Discover the strategies used by the 1% to unlock Wealth Creation


Date and Time
Thursday, October 10, 2024
12:00pm— 1:00pm
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Location
VIRTUAL - Link will be released shortly after registration
Contact
Sonali Damle
Who's coming
Eric Bradley Devon Still Sarah Dong Bill Stevenson Mary Elizabeth Allred Cornelius Adetiba Lydia Musher Naresh Sabhnani Varun Mishra Ivan Parra Camilo Munoz James Goettee Brandon Ray Andrew Jean-Louis Adrian Magana
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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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MEMBERSHIP MATTERS!
JOIN or RENEW your Wharton Club of Houston membership!

Click HERE & start enjoying all the benefits today!

Questions, or need help, contact us at [email protected]

 

 


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Non Member Ticket (per person)
$15.00
Wealthcare Bootcamp - Arta Finance
Member Ticket:any
Free
Wealthcare Bootcamp - Arta Finance
Map & Directions

VIRTUAL - Link will be released shortly after registration

by public transit by car by bike Walking