San Francisco - 2012
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Please join other high net worth individuals and single family offices for a half day of timely investment ideas from accomplished financial professionals. Held in the prestigious A.P. Giannini Auditorium at 555 California Street, the Accredited Investor Conference provides clear economic insights in the heart of San Francisco's financial district.
The date of the 2012 Accredited Investor Conference is yet to be announced. The last conference was held on November 17, 2010. Registered attendees included individual accredited investors from throughout Northern California, as well as 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 |
Accredited investors such as high net worth individuals, single family offices, and angel investors have a unique set of financial requirements, more robust than those of retail investors, yet more straightforward than those of endowments, foundations, and pension funds.
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, a federal reserve bank, mutual fund companies, and a thriving angel investment community; as well as to Silicon Valley, one of the most durable engines of new wealth generation in the world. The area also hosts powerful vanguards for socially responsible investing and corporate social responsibility.
An accredited investor can be an individual or couple with a net worth exceeding $1 million; an individual with income exceeding $200,000 for each of the last two years, with a reasonable expectation of similar current year income; a couple with joint income exceeding $300,000 for each of the two last years, with a reasonable expectation of similar current year income; or a trust, charitable organization, corporation, or partnership with assets exceeding $5 million. Investors fitting these descriptions benefit most from the Accredited Investor Conference.
