Professional Advisors

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 Bridgette Lehrer

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.

Philanthropic Services Stewardship dinner for CPAs and Estate Attorneys (One Market Restaurant, from 2007-10-23 06:00 PM to 2007-10-23 09:00 PM) — by Bridgette Lehrer

The San Francisco Foundation and First Republic are hosting a dinner to recognize a select group of CPAs and estate attorneys who have referred clients to the Foundation or helped in other ways.

Annual Investment Forum (Koshland Room, The San Francisco Foundation, from 2007-10-24 05:30 PM to 2007-10-24 07:30 PM) — by Bridgette Lehrer

We invite you to join us for this annual event for our donors and professional advisors to hear about The San Francisco Foundation's investment strategy and performance. Presenters include T. Robert Burke of AMB Property Corporation, Mike Miller of Colonial Consulting, and The San Francisco Foundation's CFO Monica Pressley.

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

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

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.