

DataDasher Dinner: AI Wealth Management (OC)
AI x Wealth Management: The Dinner You Don’t Want to Miss
DataDasher & Kamp are teaming up to throw a night that’s part industry intel, part power networking, part VIP dinner party.
This isn’t another dry panel. This is where independent RIA firms, hybrid OSJs, and multi-advisor practices sit shoulder-to-shoulder, swap real insights, and actually enjoy themselves while talking AI and the future of client service.
Speakers include:
Alexander Kearns - CEO @ DataDasher
Tom Taulli - AI Investor & Advisor
Phil Castro (Moderator) - CEO @ Kamp
Why show up?
Be in the room for an unfiltered convo on how AI is shaking up compliance, meeting prep, and the advisor-client workflow.
Dine like a VIP — Tulum style vibes with a 3 course dinner in a private setting
Connect with the right peers who get your pain points and what you’re building
The Flow:
5:30pm – Networking that actually works
6:00pm – Quick intros (keep it real)
6:30pm – Panel: AI & Wealth Management
7:00pm – VIP Dinner
8:45pm – Call it a night (or the start of something big)
⚠️ Seats are extremely limited. Applying doesn’t guarantee entry — give us the good details at registration and lock in your shot.
Hosted by Kamp – the crew behind the most talked-about startup & business events around the world.