May
11 & 13
2026
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Water Tower Kitchen

May 11 & 13, 2026 - 6:30 pm

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201 Orchard City Drive, Campbell, CA 95008

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!

Jun
23
2026
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Palermo

June 23, 2026

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6:30 pm

Palermo - 791 Auzerais Ave San Jose, CA 95126 United States

Join us for an evening of education and classic Sicilian cuisine!

Event Details & RSVP

More information and RSVP website coming soon ...

Apr
11
2026
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La Rinconada Country Club

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.

Feb
26
2026
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China Stix

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.

Jan
22
2026
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Villa Ragusa

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.

Dec
02
2025
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Michael's at Shoreline

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.

Oct
20 & 27
2025
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The Pastaria and Market

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.

Aug
18
2025
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Water Tower Kitchen - Q & A

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!

I would like to be invited to future events.