
May 11 & 13, 2026 - 6:30 pm
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We will be hosting two identical evenings where we will be discussing Crypto-Currency! We are excited to announce our return to the Water Tower Kitchen in Campbell!

June 23, 2026
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6:30 pm
Join us for an evening of education and classic Sicilian cuisine!
More information and RSVP website coming soon ...

We gathered for a wonderful and elegant evening at La Rinconada, undeterred by the rain, for an engaging discussion on False Positives in the market. The evening was paired with an exceptional meal thoughtfully prepared by Chef Nick Difu, making for a truly memorable experience.

We focused on the engineering that makes our portfolios "built to last" and how to survive a volatile market. As always, China Stix provided a bountiful family style meal for us to enjoy together.

We enjoyed gathering together for our first event of the year! We started the year strong with a foundational piece to help investors gain peace of mind around their investments.

We gathered together for our last event of the year to do a much anticipated deep dive on the 20 Must-Answer Questions. We enjoyed a delicious meal and great company at the festive Micheal's at Shoreline.

This year, we hosted two identical evenings dedicated to discussing portfolio rebalancing, while we enjoyed delicious fall-inspired meals at one of our favorite venues, The Pastaria and Market in Los Gatos.

We had a wonderful evening full of good questions and great conversation. We loved the outdoor area at Water Tower Kitchen and enjoyed their delicious buffet, especially their amazing churro waffles. We are excited to return again!