San Francisco - 2012
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A.P. Giannini Auditorium, San Francisco, California
Filing Flash™: What Warren Buffett Just Bought
3:35 PM - 4:35 PM
Overperforming investors made some big trades this quarter. What were they, and what can they teach us about making better capital allocation decisions? Join us as we learn from the just-disclosed investments of today's perennially successful money managers. Also, an audit of new Berkshire Hathaway portfolio manager Todd Combs.
Kenneth J. Marshall is chairman of Judicial Capital, a registered investment advisory firm; and Judicial Corporation, which he founded in 1995. He holds a B.A. in Economics, International Area Studies from the University of California, Los Angeles; and an M.B.A. from Harvard University.
ETF's: Derivatives in Disguise?
4:45 PM - 5:45 PM
Exchange-traded funds (ETF's) have become one of Wall Street's most popular products, with total assets now nearing $1 trillion. They've been likened to mutual funds. But are they more like derivatives, and as such, do they carry unexpected risks? A new study from Bogan Associates forces this question. Its author, fresh from interviews on CNBC and elsewhere, joins us.
Andrew A. Bogan, PhD is a Founder and Managing Member of Bogan Associates LLC, an investment firm. Previously, he was a Venture Partner at Tallwood Venture Capital in Palo Alto. Dr. Bogan holds an A.B. in Molecular Biology and a Certificate in Materials Science and Engineering from Princeton University, and a Ph.D. in Biophysics from the University of California, San Francisco.
Registered Attendees Included Professionals From:
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AllianceBernstein L.P.
Cardinal Point Capital Carrousel Capital Dodge & Cox Equanum Capital Management Industry Capital Judicial Capital Marcum LLP Merrill Lynch |
Misfit Financial Group
Sand Hill Angels Silicon Valley Bank True Bearing Asset Management U.S. Bank Wedbush Securities Wiel Capital Management Wells Fargo - The Private Bank |
Please join other family offices and high net worth individuals for an afternoon of financial insights from leading investment managers, wealth management companies, and private banks. Held in the prestigious A.P. Giannini Auditorium at 555 California Street, the Accredited Investor Conference provides useful economic perspectives in the heart of San Francisco's financial district. Space is limited to 170 accredited investors, so please register now.
The San Francisco Bay Area has one of the highest concentrations of high net worth individuals in North America. The region is home to major money center banks, hedge funds, and mutual fund companies; as well as to Silicon Valley, one of the most durable engines of new wealth generation in the world.
"Accredited investor" is generally defined to include individuals or couples with a net worth exceeding $1 million; individuals with incomes exceeding $200,000 in each of the two most recent years, with a reasonable expectation of the same current year income level; couples with joint incomes incomes exceeding $300,000 in each of the two most recent years, with a reasonable expectation of the same current year income level; and trusts, charitable organizations, corporations, and partnerships with assets exceeding $5 million. High net worth individuals and family offices falling within these guidelines will benefit most from the Accredited Investor Conference, and are welcome to register.
