Educational Events

2018 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: Walnut Creek, San Rosa, and San Rafael. 
 
Our Keynote speakers from J.P. Morgan's Global Multi-Asset team will Guide us into 2018, as many investors are questioning whether the length and strength of the bull market to this point may limit returns going forward, and how to best position their portfolios.
 
Our San Rafael and Santa Rosa presentations will take place in their respective offices. The Walnut Creek event will be hosted at Scott's Seafood Restaurant. Further details will be provided upon RSVP.
 
Please join us in your area on the following dates:
 
Walnut Creek: Thursday, January 18th - 6pm to 7:30 pm
Santa Rosa: Tuesday, January 23th - 6pm to 7:30 pm
San Rafael: Thursday, January 25th - 6pm to 7:30 pm
 
We are delighted to feature Tim Duenas on the piano for our San Rafael and Santa Rosa presentations. His keyboard will accompany discussion before and after the presentation. Hors d'oeuvres, light refreshments and wine will be served.
 
Please RSVP by Monday, January 15th, 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.