Claude for Wealth Managers & Family Offices

CLAUDE FOR WEALTH MANAGERS & FAMILY OFFICES

How AI is changing the way private capital is researched, managed, and deployed.

What happens when AI becomes part of every investment decision?

Join us for an intimate evening bringing together family office principals, wealth managers, LPs, venture capitalists, and investment leaders exploring the next generation of wealth management.

AI is already changing how investors research opportunities, evaluate companies, monitor portfolios, and manage client relationships. But where is it creating real value today, and what's coming next?

We'll move beyond the headlines with practical examples, live Claude demonstrations, and candid conversations about how AI can transform investment workflows.

WHAT WE'LL EXPLORE

Investment research & due diligence: Accelerating company analysis, market intelligence, and investment evaluation.

Portfolio monitoring: Tracking companies, markets, and emerging risks.

Client relationships: Preparing for meetings, creating investment updates, and improving communication.

Knowledge & operations: Making better use of internal research, documents, and institutional knowledge.

AI agents & automation: Exploring what happens when AI moves from answering questions to executing workflows.

Beyond the demonstrations, this is an opportunity to connect with a curated group of people managing capital, backing companies, and shaping the future of investing.

No crowded conference halls. Just useful insights, thoughtful conversations, and meaningful connections.

WHO SHOULD ATTEND

Family office principals and investment professionals, wealth managers, LPs, VCs, private market investors, and select founders and operators exploring the practical applications of AI in investing and wealth management.

HOSTS & FEATURED GUEST

Shilpi Nayak — Founder, 434 VC & House of 434

Featuring Travis Johnson — Anthropic Claude Ambassador, leading practical Claude demonstrations and sharing how investment professionals can incorporate AI into their workflows.

HOSTED BY:

House of 434A curated community bringing together founders, investors, operators, and researchers building the future of AI through intimate conversations and meaningful connections.

EVENT PARTNERS

Nixon PeabodyNixon Peabody works with startups and the investors who fund them, from formation through financing, growth, and exit. Their practice supports founders and investors on the legal and strategic decisions that matter most, including company formation, fundraising, investor relationships, governance, and scaling.AI CollectiveThe AI Collective is the world's largest nonprofit AI community, building the human layer for the AI era. We unite 500,000+ leaders, builders, and stakeholders across 300+ chapters worldwide to democratize the frontier, build trust, and coordinate how society navigates the rapid acceleration of technological progress.Redeem InvestmentsAt Redeem Investments, we bring deep experience in healthcare and real estate to a mission-driven investment approach.

The Redeem MRE Income Fund offers accredited investors an opportunity to pursue consistent income through high-quality medical real estate backed by long-term absolute triple-net (NNN) leases, where the future of healthcare, access to care, and investment intersects.

DETAILS

Monday, November 16, 20265:00 PM – 8:00 PMSan Francisco

Attendance is limited to maintain a highly curated experience. Registration is subject to host approval.

Photography and Filming: This event may be photographed and recorded for event recaps, social media, and promotional purposes. Guests who prefer not to be filmed should notify event staff upon arrival.

Registration and Capacity: This is a curated gathering with limited capacity. RSVPs are non-transferable, and admission is subject to availability. Early arrival is encouraged.

Community Guidelines: We ask everyone to treat one another with respect. Organizers reserve the right to refuse entry or remove anyone whose behavior is disruptive or inappropriate.

Event Updates: Speakers, timing, venue, and programming are subject to change. Organizers will make reasonable efforts to notify registered guests of material updates.