Events & webinars
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Events
Event
Orion Ascent
The event brings together financial advisors, investment managers, and industry professionals for three days of valuable content, industry projections and networking. With the theme “Relentless,” this year’s conference will explore fierce commitment and drive that define today’s top advisors, who tirelessly pursue investor success, lead through challenge and change, and passionately deliver excellence in every outcome. Visit us at Booth #808 and attend our breakout session, “From Black Box to Balance Sheet: Retirement Advice Has Shifted” on Thursday, February 26 at 1:00 PM and our panel session “Tech Stack Strategy in an AI-Accelerated World” on Thursday, February 26 at 2:00 PM.
Yasmine Kacha
Director of Strategic Partnerships
Kevin Werner
Strategic Relationship Manager
Feb 24, 2026, 2:00 PM
–
Feb 26, 2026, 4:30 PM
(PT)
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Event
Future Proof Citywide
Future Proof Citywide isn’t about adding a tool. It’s about the next generation of investors, advisors, financial professionals, and firms who treat AI as the new operating model for strategy, investing, and operations. Come visit Pontera at Booth #413!
Attending and want to meet with us? Fill out the form below and a member of our team will set up time with you.
March 8
March 11, 2026
Show
All
Webinar
Events
Event
Orion Ascent
The event brings together financial advisors, investment managers, and industry professionals for three days of valuable content, industry projections and networking. With the theme “Relentless,” this year’s conference will explore fierce commitment and drive that define today’s top advisors, who tirelessly pursue investor success, lead through challenge and change, and passionately deliver excellence in every outcome. Visit us at Booth #808 and attend our breakout session, “From Black Box to Balance Sheet: Retirement Advice Has Shifted” on Thursday, February 26 at 1:00 PM and our panel session “Tech Stack Strategy in an AI-Accelerated World” on Thursday, February 26 at 2:00 PM.
Yasmine Kacha
Director of Strategic Partnerships
Kevin Werner
Strategic Relationship Manager
Feb 24, 2026, 2:00 PM
–
Feb 26, 2026, 4:30 PM
(PT)
Want to stay up to date with the latest Webinars and Events?
Sign up to our monthly newsletter, fresh thinking straight to your inbox.
Event
Future Proof Citywide
Future Proof Citywide isn’t about adding a tool. It’s about the next generation of investors, advisors, financial professionals, and firms who treat AI as the new operating model for strategy, investing, and operations. Come visit Pontera at Booth #413!
Attending and want to meet with us? Fill out the form below and a member of our team will set up time with you.
March 8
March 11, 2026
Show
All
Webinar
Events
Event
Orion Ascent
The event brings together financial advisors, investment managers, and industry professionals for three days of valuable content, industry projections and networking. With the theme “Relentless,” this year’s conference will explore fierce commitment and drive that define today’s top advisors, who tirelessly pursue investor success, lead through challenge and change, and passionately deliver excellence in every outcome. Visit us at Booth #808 and attend our breakout session, “From Black Box to Balance Sheet: Retirement Advice Has Shifted” on Thursday, February 26 at 1:00 PM and our panel session “Tech Stack Strategy in an AI-Accelerated World” on Thursday, February 26 at 2:00 PM.
Yasmine Kacha
Director of Strategic Partnerships
Kevin Werner
Strategic Relationship Manager
Feb 24, 2026, 2:00 PM
–
Feb 26, 2026, 4:30 PM
(PT)
Want to stay up to date with the latest Webinars and Events?
Sign up to our monthly newsletter, fresh thinking straight to your inbox.
Event
Future Proof Citywide
Future Proof Citywide isn’t about adding a tool. It’s about the next generation of investors, advisors, financial professionals, and firms who treat AI as the new operating model for strategy, investing, and operations. Come visit Pontera at Booth #413!
Attending and want to meet with us? Fill out the form below and a member of our team will set up time with you.
March 8
March 11, 2026
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