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February 2019

Market Risks and Opportunities . . . Ideas for Investor Actions

Tuesday, February 12 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110

Today’s economic environment is more complex than ever, a complicated intersection of economics, politics, and events at the local, national, and global levels. It is a lot to keep current on and to process, what can private investors do to ensure that their investment portfolios will be able to meet the intended objectives? Erik Davidson, CFA, Executive Vice President and Chief Investment Officer of Wells Fargo Private Bank, is passionate about bringing clarity to complicated economic and market topics and…

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March 2019

The Silicon Valley Real Estate Cycle: Another Bubble or Just Another Day?

Tuesday, March 19 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110

Has the Silicon Valley “boom” peaked? What’s ahead? More smooth sailing or choppy waters? Assessor Larry Stone will discuss the current status and trends of Silicon Valley’s real estate markets from office, industrial and retail, to single-family and apartments. He will also comment on key economic indicators, including venture capital investment, IPO’s, patents, and immigration. A real estate investor and developer by profession, Stone has served as the elected Assessor for 24 years and has been re-elected by large majorities…

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April 2019

Health Care: Can I really manage the cost?

Tuesday, April 16 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110.00

As an employer, if you want to pay less for health care, then you should be able to pay less for health care. However, most employers feel they have no control over the cost of health care, premiums paid to insurance carriers, or choices in plan designs. What are the four competing interests that keeps companies from managing their health care costs? How does an employer navigate all the moving parts that go into managing health care cost? How do…

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