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Market Outlook 2025 and Networking Reception
A Joint Event with the CFA Society San Francisco and the FPA East Bay
Event Overview
Join fellow financial planners and investment professionals for an exclusive evening of insights, strategy, and connections. This special joint event, hosted by the CFA Society San Francisco and FPA East Bay, combines a powerful market outlook panel with a lively networking reception.
With leading voices from Goldman Sachs, VanEck, and AssetMark, you’ll gain timely insights into the economic forces and megatrends shaping portfolio strategies heading into 2025. After the discussion, enjoy refreshments, build new relationships, and engage in deeper conversations with your peers.
Seats are limited, so reserve your spot today!
📅 Event Details
Date: Tuesday, October 21, 2025
Time: 4:00 PM – 6:30 PM
Location:
AssetMark Headquarters
1655 Grant Street, 10th Floor
Concord, CA 94520
Schedule:
- 4:00 PM – Check-In
- 4:30 PM – Panel Presentation Begins
- 5:15 PM – Q&A Session
- 5:30 PM – Networking Reception Begins
- 6:30 PM – Event Concludes
What You’ll Gain
- Exclusive access to expert insights on the 2025 market environment
- Perspectives on global trends, investment risks, and opportunities
- A better understanding of emerging strategies and portfolio solutions
- High-value networking with planners, analysts, and investment professionals
Featured Panelists
Juliana Hadas, CFA
Alternative Investment Strategist, Goldman Sachs
Juliana brings deep experience in private markets, portfolio strategy, and risk analysis. She leads client portfolio solutions in Asset & Wealth Management at Goldman Sachs.
Charlie Jonas, CIMA
Director of Model Portfolio Specialist, VanEck
Charlie specializes in model portfolios, digital assets, and investment strategy. He supports financial advisors and institutional clients nationwide.
Keith Parker, CFA
Investment Consultant, AssetMark
Keith provides strategic investment consulting for advisors using AssetMark’s platform. With over 25 years in financial services, he offers seasoned insight across economic cycles.
Registration & Pricing
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FPA Member: FREE
-
Non-Member / Guest: $25
Event Sponsors
This event is proudly presented in partnership with: Asset Mark, Goldman Sachs, VanEck, and Franklin Templeton.
Don’t miss this opportunity to learn from the experts and connect with leaders in finance and planning.
REGISTER HERE
- Parking information:
- The address for AssetMark is 1655 Grant Street. For people driving here for the event, they would take the first driveway on the right after passing our building (heading East – away from downtown Concord and toward the BART station) and that will lead them into the building parking lot. Guest will take a ticket to enter the parking lot and AssetMark will validate when they enter the building for the event. AssetMark will pay for the parking.
- Directions to the Asset Mark office:
- Guests can either take BART to the Concord station (which is very close by), or they can drive to 1655 Grant Street, Concord, CA and follow the instructions above to park. The event will be held in the Pacific Room on the 11th floor.
- CFA-SF volunteers will be onsite to greet guests at the front door of the building to direct attendees to the elevators and 11th Floor Pacific Room to check in.
