Date & time
Thursday, February 26, 2026
5:30 p.m. – 7:30 p.m.
5:30 p.m. – 7:30 p.m.
Conferences & lectures
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Investing in your future: A conversation with wealth management expert Ajay Gupta
Cost
This event is free.
Organization
University Advancement
Contact
Where
John Molson Building
1450 Guy St.
Concordia Conference Centre, 9th Floor
Accessible location
Yes - See details
Join Anne-Marie Croteau, dean of the John Molson School of Business, for a conversation with wealth management executive and investor Ajay Gupta, BComm 95.
Gupta began his career with the goal of managing $100 million. When he sold his stake to private equity and retired years later, that figure was closer to $100 billion.
Today, he is a founding principal of Robbins Gupta Holdings, the exclusive family office for Tony Robbins, Ajay Gupta and their families.
Don't miss this opportunity to learn from the industry veteran!
Fireside chat: 5:30 – 6:30 p.m.
Networking reception: 6:30 – 7:30 p.m.
We strive to host inclusive, accessible events that enable all individuals, including those with disabilities, to engage fully. If you require disability-related accommodations, please contact alumnievents@concordia.ca by February 19 to allow us time to coordinate your request.
Gupta started in the wealth management business with the ultimate goal of managing $100 million. When he sold his stake to private equity and retired years later, that figure was closer to $100 billion.
Gupta was raised on Montreal’s South Shore in a family that “worked hard and was dedicated to constant self-improvement.”
Inspired by his father, who worked in financial services, Gupta became a standout finance student at Concordia and a dynamic presence on campus.
After his graduation from Concordia, Gupta furthered his education at Harvard and Wharton, moved to San Diego, and promptly made a name for himself in the world of wealth management at both Merrill Lynch and UBS.
Eager to strike out on his own, he founded Gupta Wealth Management, which later merged with Creative Planning. As chief investment strategist, Gupta helped steer the company to national recognition, including being named the top independent wealth management firm in the United States by Barron’s in 2017.
Gupta’s expertise drew the notice of Tony Robbins, the self-help guru who featured him in The New York Times bestseller Money: Master the Game. That professional relationship evolved into a friendship and the formation of Robbins Gupta Holdings (RG Holdings). The family office for the Robbins and Gupta families manages a vast portfolio of investments which includes traditional liquid investments, private equity, real estate and various alternative investments.