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How I Invest with David Weisburd
E57: Eric Poirier CEO of Addepar on Lessons from $6 Trillion in Assets
Apr 9, 2024
Eric Poirier, CEO of Addepar, discusses managing $6 trillion in assets, leveraging data insights for investment optimization, predicting future trends, transitioning from Palantir, and emphasizing team culture for portfolio management success.
24:33
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Quick takeaways
- Adapar consolidates investment portfolios, offering granular insights across diverse asset classes for informed decision-making.
- Success attributed to client-centric approach, talent excellence, and high-velocity execution strategy for innovative asset management solutions.
Deep dives
Adapar's Rapid Growth and Client Base Expansion
Adapar, led by its CEO since 2013, has witnessed significant growth in both assets under management and client base. The platform boasts nearly six trillion assets and serves over a thousand firms across more than 45 countries. Initially known for its work with single-family offices, Adapar has broadened its reach to include multifamily offices, RIAs, and larger banks, attracting interest from institutions like endowments and foundations. The platform consolidates investment portfolios, providing clients with a comprehensive view, integrating data from various asset classes for informed decision-making.
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