Cover Image for DataDasher Dinner: AI Wealth Management (OC)
Cover Image for DataDasher Dinner: AI Wealth Management (OC)
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Kamp

DataDasher Dinner: AI Wealth Management (OC)

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Newport Beach, California
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About Event

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.

Location
Please register to see the exact location of this event.
Newport Beach, California
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Presented by
Kamp