Professional Advisors

Continuing Education on Successfully Closing Legacy and Estate Plans (Palace Hotel, Marina Room, 2 New Montgomery St, San Francisco, from 2011-09-15 12:00 PM to 2011-09-15 05:00 PM) — by Cole Krawitz

Please join us on Thursday, September 15th for a four-hour continuing education approved session on how to implement a successful legacy plan.

Annual Legacy Society Luncheon (The City Club of San Francisco, 155 Sansome Street, 11th Floor, San Francisco, from 2011-05-09 11:30 AM to 2011-05-09 02:00 PM) — by Talya Gould Sanders

Please join us on Monday, May 9th for our annual Legacy Society Luncheon to celebrate our legacy donors whose vision and generosity truly transforms the lives of so many in the Bay Area.

Annual Investment Forum (City Club of San Francisco, 155 Sansome Street, San Francisco, from 2010-11-30 11:30 AM to 2010-11-30 01:30 PM) — by Talya Gould Sanders

Please join us for lunch on Tuesday, November 30th for an overview of our investment strategy and performance, and a panel of investment experts discussing “Predictions and Forecasts When All Bets Are Off.”

The San Francisco Foundation 2010 Community Leadership Awards (Herbst Theatre, 401 Van Ness Avenue, San Francisco, from 2010-09-28 06:30 PM to 2010-09-28 08:30 PM) — by Talya Gould Sanders

Join us on September 28th to celebrate extraordinary leaders for their innovations and solutions as we work toward a more vibrant region.

Professional Advisor Seminar: Profound Risks to a Family of Means (The City Club of San Francisco, 155 Sansome Street, 11th Floor, San Francisco, from 2010-06-03 11:30 AM to 2010-06-03 01:30 PM) — by Talya Gould Sanders

Join us on June 3rd as we explore the primary financial and non-financial risks faced by affluent clients, and provide suggestions and strategies on how to manage these risks.

Professional Advisor Seminar: A New Era for Delivering Trusted Advice (The Bar Association of San Francisco -- 301 Battery Street, Third Floor, San Francisco, from 2010-05-13 11:30 AM to 2010-05-13 01:30 PM) — by Talya Gould Sanders

Join us on May 13th as we explore the findings of the 2009 Global Private Banking and Wealth Management survey and discuss current industry trends.

Annual Donor Investment Forum (The San Francisco Foundation or online via webinar, from 2010-04-15 09:30 AM to 2010-04-15 11:30 AM) — by Talya Gould Sanders

Please join us on Thursday, April 15th for an overview of our investment strategy and performance, as well as commentary on recent investment trends.

Annual Legacy Society Luncheon (The San Francisco Foundation, 225 Bush Street, Suite 500, San Francisco, from 2010-03-24 11:30 AM to 2010-03-24 02:00 PM) — by Talya Gould Sanders

We are honored to recognize our legacy donors who play a pivotal role in The San Francisco Foundation’s significant impact on the lives of so many in the Bay Area. Hear from the innovative leaders at Davis Street Family Resource Center, EARN, and Red Poppy Art House.

Professional Advisor Seminar: Active vs. Passive Investing (The San Francisco Foundation -- 225 Bush Street, Suite 500 -- San Francisco, CA 94104, from 2009-11-19 11:30 AM to 2009-11-19 01:30 PM) — by Talya Gould Sanders

Join us for a debate about active versus passive investment strategies on November 19, 2009.

Professional Advisor Seminar: Reassessing Asset Allocation (The City Club of San Francisco, 155 Sansome Street, 11th Floor, from 2009-11-16 12:00 PM to 2009-11-16 01:30 PM) — by Talya Gould Sanders

Join us for a panel discussion examining how advisors and investors are reassessing the theories underlying their asset allocation and portfolio construction.

Professional Advisor Series: To Roth or Not? (California Academy of Sciences, 75 Middle Drive East (back entrance), Golden Gate Park, from 2009-11-05 04:30 PM to 2009-11-05 06:30 PM) — by Susan Macintyre

Join us to learn about tools and techniques for helping your clients obtain the best advantages possible from the new Roth IRA Conversion rules in effect in 2010.

Tips and Traps for the Advisor Post Prop 8 (The San Francisco Foundation -- 225 Bush Street, Suite 500 -- San Francisco 94104, from 2009-07-22 09:00 AM to 2009-07-22 11:00 AM) — by Talya Gould Sanders

Join The San Francisco Foundation and Horizons Foundation for an interactive discussion as we examine how to advise clients in a world of legal uncertainty.

Professional Advisor Series: Economic Outlook (The City Club of San Francisco -- 155 Sansome Street, 11th Floor, from 2009-06-04 11:30 AM to 2009-06-04 01:30 PM) — by ksellman

Join The San Francisco Foundation and the Institute for Private Investors for a panel discussion as we examine where our economies are headed, when we can expect recovery, and what opportunities and challenges lie on the road ahead. Lunch will be provided.

Professional Advisor Series: Charitable Trusts and the Financial Meltdown (Bar Association of San Francisco -- 301 Battery Street, Third Floor, from 2009-04-28 11:30 AM to 2009-04-28 01:30 PM) — by ksellman

Join us for the latest session in our ongoing series for professional advisors. We'll discuss options for you and your clients when managing charitable trusts or foundations with severely diminished assets. Lunch will be provided.

2008 Investment Forum (The San Francisco Foundation -- 225 Bush Street, Suite 500 -- San Francisco 94104, from 2008-11-06 05:30 PM to 2008-11-06 07:30 PM) — by ksellman

Join us for this annual event and hear Bimal Patel, director of Columbia Management, discuss implications of the current crisis for U.S. finances and the potential impact on the capital markets. Colonial Consulting's Mike Miller will also review current investment trends and the Foundation’s investment strategies.

Professional Advisor Series: Managing Wealth in Down Markets (The City Club of San Francisco - 155 Sansome Street, 11th Floor - San Francisco, CA 94104, from 2008-10-29 12:00 PM to 2008-10-29 01:30 PM) — by ksellman

Join us for the latest session in our ongoing series for professional advisors. In this panel discussion, we'll examine estate planning, tax, and wealth management strategies that make sense in today’s economic environment. Lunch will be provided.

Exclusive and Urgent Briefing: How LGBT People and Our Allies Can Defeat Proposition 8 (City Club of San Francisco - 155 Sansome St., #950 - San Francisco, from 2008-08-27 12:30 PM to 2008-08-27 02:00 PM) — by jcorten

This event will introduce you to the leaders of the movement—as well as the “hired guns” who design and execute the strategy for this critical civil rights campaign. Please join us to learn more about how you can be meaningfully involved.

Professional Advisor Seminar: The Changing Role of Alternatives in a Volatile Economy: Current Trends and Recent Developments in Alternative Investing (The City Club of San Francisco, 155 Sansome Street, 11th Floor , from 2008-06-05 11:30 AM to 2008-06-05 01:30 PM) — by Talya Gould Sanders

The turbulence in the credit markets has had a dramatic effect on the economy. Join The San Francisco Foundation and the Institute for Private Investors for a panel discussion as we examine the impact that this recent economic instability has had on the commercial real estate, hedge fund, private equity, and venture capital fields. The panelists, all experts in the field of alternative investing, will discuss current trends and recent developments in these areas.

Briefing: Responding to the Crisis in Burma (The San Francisco Foundation, 225 Bush Street, Suite 500, San Francisco - or via telephone conference call, from 2008-05-16 08:30 AM to 2008-05-16 09:30 AM) — by Talya Gould Sanders

We are hosting an emergency briefing for professional advisors, clients, and donors about relief and recovery needs, and effective philanthropic strategies in response to the crisis in Burma. The program is co-hosted by Give2Asia, The Foundation for the People of Burma, and The San Francisco Foundation.

Professional Advisor Seminar - Unrelated Business Income Tax and Alternative Investments: Practical Strategies to Manage Related Legal and Tax Issues (The City Club of San Francisco, from 2007-10-31 12:15 PM to 2007-10-31 03:00 PM) — by blehrer

The seminar is focused on estate and financial professionals who have clients investing charitable assets in alternative investments including hedge funds, private equity, and real estate.