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.

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.