# Claude for Wealth Managers & Family Offices · Mon, Nov 16, 2026 · San Francisco Source: https://events.trymimetic.com/events/sf/claude-for-wealth-managers-family-offices-nov-2026 High Signal Event # Claude for Wealth Managers & Family Offices 📅 November 16, 2026 🕐 5:00 PM PT 📍 San Francisco 🎟️ $50 · Approval required ## What we're seeing - **Approval required · venue shared on acceptance** ## About This Event ### 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. The 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. ### EVENT DETAILS Wednesday, November 16, 2026 5:00 PM – 8:00 PM San 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. ## Hosted by [The AI Collective](https://luma.com/genai-collective) [Shilpi Nayak](https://luma.com/user/shilpinayak) [Travis Johnson](https://luma.com/user/travisjohnson) [AJ Green](https://luma.com/user/ajsai) ## Location 📍 San Francisco, CA AI Meetup Founders Investors Conference Talk Agents Research [Register for This Event](https://lu.ma/mg9bwdwr?utm_source=trymimetic&utm_medium=calendar&utm_campaign=ai_events) [96 more SF AI events this week](/events/ai/sf) Free Growth Analysis ## Get a free growth analysis for your company See how your website, messaging, and go-to-market strategy stack up, in minutes. 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