Events Calendar

Investment Process and Due Diligence Workshop - Sacramento

December 6, 2017
8:15am - 1:00pm

Zinfandel Grille

Organizer: The Financial Services Network lnicholas@fsnweb.com

Event Details:

We are pleased to be hosting an upcoming Investment Process and Due Diligence workshop as a follow-up from our summer series. Based on your feedback we’ve invited Goldman Sachs and American Funds to kick off the meeting with brief updates on the Fixed Income and Equity spaces. You’ve also made it clear that you’d like time with just our Portfolio Consulting team so that you can drill down on asset and portfolio construction questions.  The majority of the meeting time will be dedicated to this.

Investment Process and Due Diligence Workshop - Walnut Creek

December 7, 2017
8:15am - 1:00pm

Scott's Seafood

Organizer: The Financial Services Network lnicholas@fsnweb.com

Event Details:

We are pleased to be hosting an upcoming Investment Process and Due Diligence workshop as a follow-up from our summer series. Based on your feedback we’ve invited Goldman Sachs and American Funds to kick off the meeting with brief updates on the Fixed Income and Equity spaces. You’ve also made it clear that you’d like time with just our Portfolio Consulting team so that you can drill down on asset and portfolio construction questions. The majority of the meeting time will be dedicated to this.

Sacramento I-Forum Workshop

February 28, 2018
8:00-3:30pm

Raley Field - Legacy Club

Organizer: The Financial Services Network lnicholas@fsnweb.com

Event Details:

North Bay I-Forum Workshop

March 1, 2018
8:00am-3:30pm

Santa Rosa Golf & Country Club

Organizer: The Financial Services Network lnicholas@fsnweb.com

Event Details:

East Bay I-Forum Workshop

March 7, 2018
8:00am-3:30pm

Blackhawk Country Club

Organizer: The Financial Services Network lnicholas@fsnweb.com

Event Details:

South Bay I-Forum Workshop

March 8, 2018
8:00am-3:30pm

The Westin Hotel - Sainte Claire Ballroom

Organizer: The Financial Services Network lnicholas@fsnweb.com

Event Details: