
October 22, 2026
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6:30 pm
Each year we host our annual parking lot event at our office. This year's theme is fiesta! Dressing on theme is always encouraged and a great way to join in on the fun. Join us for tacos, churros, and more, to celebrate the fall season!
RSVP website coming soon!

We covered a foundation topic around common investing myths and dove into an alternative option using science-based academic investing principals. We enjoyed a delicious Italian meal and great company.
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We had a wonderful evening at our newest venue, Saratoga Springs! Surrounded by beautiful redwoods and a peaceful creek, we enjoyed thoughtful questions and conversation during our annual question and answer. The delicious dinner and ice cream sundae bar were the perfect finishing touches to a warm summer evening.

We dove in and explored the question, “Why not just use a traditional index fund?” and the academics around Index funds vs our structured market funds. Thank you to everyone who joined us in the heart of San Jose to enjoy classic Sicilian cuisine.

We had a wonderful evening discussing crypto-currency with everyone who joined us both evenings. Water Tower Kitchen provided another delicious buffet, especially their amazing churro waffles. We are excited to return again!

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.