Sponsor Library

Articles,  White Papers, Videos & Commentary

FPA of the East Bay has attracted premier organizations in financial services as sponsors. These experts provide white papers, webinars, and other resources to members in the fields of professional growth, investment management, practice management, lending and insurance solutions, executive coaching, and more. Below is recent content specifically for our members from our sponsors. If you are a sponsor and would like to submit materials for this page CLICK HERE

(415) 676-7801

Market Declines: A History of Recoveries
This is a timely piece from MFS that helps investors understand Market Declines (all the way through the great depression) and the subsequent recoveries.

Unique Traits of World Class Advisors
Excelling in a Virtual World
Meeting handout from our October Meeting featuring Susan Kay


Diamond Hill Capital Management
(925) 437-8678

The Case for a Strategic Allocation to High Yield
The high yield market has come a long way since its creation in the early 1970s, evolving from a tactical asset class to a significant component of investors’ asset allocation.

Dispelling the myths around the asset class is key to understanding the opportunity and value provided by high yield corporate credit.

Understanding the nuances of the high yield market can provide investors with exposure to the asset class while potentially avoiding some of the pitfalls of benchmark construction and ETFs.

(925) 787-7343

Virtual Meetings Checklist

Working remotely and communicating virtually have become the new standard. How you present yourself to other takes on a higher level of significance and accountability. That’ why your presentations have to be more than just effective – they need to be a seamless and professional performance.

We’ve prepared this checklist to help your next event go smoothly.

Please note: The Sponsor Circle web page is publicly available and relevant compliance requirements apply (i.e., we cannot distinguish between retail or professional viewers). Educational material, event invitations, and generic firm brochures are appropriate. No product pitches or fact sheets. All Sponsor Circle materials must be submitted via the website content submission form and will be reviewed and approved for posting by the Sponsorship Director of the East Bay FPA Board. Please limit submissions to one piece of content and one event per Sponsor, per month. 

This page may contain hyperlinks to content and/or websites operated by Sponsors and other parties.  The Board may not have screened or reviewed these websites, and they may contain or offer inaccurate, inappropriate or offensive material, products or services.  The Board does not control such websites and assumes no responsibility or liability for the accuracy, reliability, legality or decency of their content, products or services.   Any such hyperlinks are provided for the convenience of our membership only.  The Board’s inclusion of hyperlinks to such websites does not imply any endorsement of the material on them or any association with their operators.