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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Feb 2021

Date/Time Event
7:30 am - 9:00 am
Advisor Panel: Adjusting to the New Paradigm

Cheryl Holland, CFP; Abacus Planning Group, Columbia, SC

Leigh Shimamoto, CFP; Wealth Architects, Mountain View, CA

Eric Swensen, CFP, Vista Wealth Management, Palo Alto, CA

After nearly a year of “unprecedented” change in the American way of life, how are financial advisors and their clients dealing with the new paradigm? We’ll ask three experienced advisors how they are working with their team and their clients. Moreover, how do they plan to adapt and grow in 2021 and beyond? There will be time for our members to ask questions.

Click here to Register Now

Mar 2021

Date/Time Event
7:30 am - 9:00 am
The Green Revolution: Investing in Clean Energy

Presented by: John Van Moyland, Managing Director, S&P Global Head of S&P Kensho Indices, S&P Dow Jones Indices

Renewable energy consumption in the US has grown for the fourth consecutive year, and in 2020 exceeded coal consumption for the first time. Wind and solar are projected to account for more than 60% of new generating capacity over the next decade. Additionally, as people continue to work remotely and spend more time at home, energy consumption expenses will transition from businesses to household–leading to greater demand for cost-efficient energy. Clean power firms may provide a long-term growth opportunity as the transition to renewable energy around the world has accelerated quickly, stemming from improved efficiency, reduced costs and government support. During his presentation, John van Moyland will provide and overview of this burgeoning trend and offer ways that financial advisors can think about positioning client conversations and portfolios.

About the Speaker
John van Moyland is Managing Director and Global Head of the S&P Kensho Indices at S&P Dow Jones Indices (S&P DJI), having formerly run the Financial Products division of Kensho Technologies, which was acquired by S&P Global in April 2018. He leads a team of quants and data scientists who leverage advanced analytics, machine learning, and NLP techniques to create truly differentiated custom baskets and indices, including the flagship S&P Kensho New Economy Indices.

Prior to his role at Kensho, John held senior technology, quantitative, and business transformation roles at a number of blue-chip financial institutions on both the buy and sell sides. John read Law at the University of London and Information Technology at the American International University. He is also a keen rock climber and organic farmer when not contemplating the Fourth Industrial Revolution and ramifications thereof.