Educational Events

2019 Guide to the Markets - You're Invited!

We are pleased to bring in the New Year with our annual January educational event, Guide to the Markets, hosted in each of our three central locations: Santa Rosa, San Rafael and Walnut Creek.
 
Our Keynote speakers from J.P. Morgan's Global Multi-Asset team will help us digest the unusual volatility we’ve just experienced, and provide a brief update on the U.S. and global economies, geopolitical risks and late cycle opportunities. With the important awareness that further bouts of volatility may be on the horizon, we have planned these discussions to provide reassurance as we navigate what may lie ahead.
 
This year our San Rafael and Santa Rosa presentations will take place at Piatti restaurant (Mill Valley) and Ca’Bianca restaurant, (Santa Rosa). The Walnut Creek event will be hosted at Scott's Seafood Restaurant. Further details will be provided upon RSVP.
 
We will be broadcasting through zoom.us for several of the presentations, so let us know if you would like a virtual invitation.
 
Please Join Us in Your Area on the Following Dates:
 
Santa Rosa, Ca’Bianca Restaurant:
Thursday, January 17th - 6pm to 7:30pm
 
San Rafael, Piatti Restaurant:
Thursday, January 24th - 6pm to 7:30pm
 
Walnut Creek, Scott’s Seafood Restaurant:
Thursday, January 31st - 6pm to 7:30pm
 
We are delighted as always to feature Tim Duenas on the piano. His keyboard will accompany discussion before and after the presentation. Hors d'oeuvres, light refreshments and wine will be served.
 
Please RSVP by Friday, January 11th, or call Susan McKinney at 707.523.7400.

Previous Engagements

November 2nd, 2017 - Sustainable Investing Event - Co-hosted by Natixis Global Asset Management.

September 28th, 2017 - East Bay Educational Event - Part of our bi-annual spearker series featuring Peter Sousa, Senior Research Consultant at Litman Gregory Asset Management.

December 8th, 2016 - Virtual Webinar - A Discussion on Alternative Assets and Strategies featuring Amy Brothers, Vice President and Managing Regional Director for Natixis Gloabal Asset Management.