We meet on the first Wednesday of the month for breakfast from 7:15 a.m. to 9:00 a.m. at Round Hill Country Club, 3169 Round Hill Road in Alamo. Click here for a map and directions in PDF.
The Chapter meetings are of a technical nature for financial services professionals and are not open to the public.
Those who are not yet members of the Financial Planning Association are invited to attend. The advance meeting fee is $30 for FPA members and $40 for non-members. Registration not received by the Monday preceding the general meeting by 4pm will be considered at the door registrants and are subject to $40 for FPA members and $50 for non-members respectively; please see the meeting notice for complete reservation details.
May 1, '13 (1 Hour of CE Approved)
Presented By:Charles Blankley, CFA, Gemmer Asset Management, LLC
Charles will detail attractive asset classes and investment opportunities given the myriad of market influences: subdued growth in the developed world, the inevitable rise in interest rates and the grand experiment being employed by central banks around the globe.
April 18, '13
Please join us for a lunch meeting at the Hennessy Funds headquarters in Novato, CA on Thursday, April 18, 2013. Masakazu Takeda, Portfolio Manager of the Hennessy Japan Fund, will present his views on the resurgence of the Japanese equity market as well as the themes shaping the portfolio of the 2013 Lipper Award winning Hennessy Japan Fund (HJPIX).
Click the links below for two documents that supplement the meeting.