Events

Chapter Meetings

Our chapter meetings are held the first Wednesday of each month at Round Hill Country Club in Alamo. This is a great time to network with other members and partners, as well as learn from noted regional and national speakers.

 

 

 

 

 

Upcoming Events

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Jul 2020

Date/Time Event
07/08/2020
7:30 am - 9:00 am
A Roadmap for Fixed Income Investing in a Pandemic Economy

Speaker: Eddy Vataru, Portfolio Manager of the Osterweis Total Return Fund

Covid-19 has thrown a wrench in all risk markets in 2020, forcing asset managers to look deeper in their playbooks to manage their risk while seeking investment opportunities. Monumental fiscal and monetary stimulus programs have buoyed markets but are not themselves curative of the underlying cause of the economic shutdown. Join us in July when Eddy Vataru helps navigate these turbulent condition. Eddy will provide a framework for reviewing the current landscape in fixed income in the context of central bank intervention. He will help identify opportunities and potential pitfalls in the current market and share insights from his experience during the Global Financial Crisis of 2007-2008.

Click Here to register

Aug 2020

Date/Time Event
08/05/2020
7:30 am - 9:00 am
"FinTalks - Three Philanthropic Topics for Planners during Covid-19"
Round Hill Country Club, Alamo California

Speakers: Christine Lim & Amy Fitzgerald, East Bay Community Foundation

Financial advisors and community foundations have a long history of supporting their communities during times of crisis and disaster–connecting those who want to help with nonprofits that offer critical services. The initial response to Covid-19, however, is unprecedented in its size and scope–and community foundations are rising to the challenge. The East Bay Community Foundation, for example, launched the “Covid-19: Just East Bay Response Fund” on March 18th and raised more than $4 million in pooled resources to deploy to organizations addressing the social and economic impacts of the outbreak. EBCF has already granted over $1 million to East Bay organizations who are providing direct financial assistance to individuals and families experiencing economic hardship, as well as frontline organizations that are supporting the most vulnerable populations in our community. Join us for our August meeting to hear how FPA members and the East Bay Community Foundation can continue to support our clients’ philanthropic needs and support our community. We will hear three short presentations on these topics:
* Grantee Spotlight — Safe Return Project: Prison is No Place for a Pandemic
* Utilizing the Strength of YOUR Community Foundation, by Amy Fitzgerald, Sr. Program Officer at EBCF
* Successful Philanthropic Conversations During the Covid-19 Pandemic, by Christine Lim, Sr. Development Officer at EBCF
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