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X-WR-CALDESC:Events for Financial Planning Association of Silicon Valley
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DTSTART;TZID=America/Los_Angeles:20210212T090000
DTEND;TZID=America/Los_Angeles:20210212T103000
DTSTAMP:20210121T004826Z
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UID:2145-1613120400-1613125800@www.fpasv.org
SUMMARY:February 2021 Chapter Meeting
DESCRIPTION:Overview:\nSign up by January 31st to be automatically entered into a raffle to win a dozen roses for your or a friend. \nTopic: A Roadmap for Fixed Income Investing in a Low Rate Environment \nPassively managed vehicles have grown exponentially over the past decade\, buoyed by low fees\, ease of use\, and robust returns. \nBut with yields at all-time lows\, the risk of indexed strategies has steadily increased. If rates remain near current levels\, then all is well. But if 2019’s historic fixed income rally is a short-term phenomenon (e.g.\, a bubble)\, passive vehicles could struggle. \nDuring the presentation\, Eddy Vataru\, a portfolio manager experienced in passive\, active and absolute return strategies\, will review each approach and evaluate them in the context of the current environment. Additionally\, he will discuss the benefits and risks of both quantitative and fundamental investment disciplines. Finally\, he will share his outlook for the investment-grade fixed income market. \nAbout the Speaker: Eddy Vataru\, CFA · Chief Investment Officer – Total Return; Lead Portfolio Manager of the Osterweis Total Return Fund (OSTRX) \nEddy Vataru graduated from California Institute of Technology (B.S. Chemistry & Economics) and from Olin Business School at Washington University in St. Louis (M.B.A.). Mr. Vataru holds the Chartered Financial Analyst designation. \nPrior to joining Osterweis Capital Management in 2016\, Mr. Vataru worked in senior management positions at Incapture\, LLC and Citadel\, LLC. Prior to that he spent over 11 years at BlackRock (formerly\, Barclays Global Investors)\, where his last position was as Managing Director and Head of U.S. Rates and Mortgages. \nMr. Vataru is a principal of Osterweis Capital Management and a Portfolio Manager for the total return fixed income strategy. \nFeatured Partner: Mike Sukle\, NFP \nVenue: Online \nCost: Members $25\, Non-members $75 \nSign up by January 31st to be automatically entered into a raffle to win a dozen roses for your or a friend. \nFirst time attendees and UCSC Extension Students attend at no charge. \nRegistration: Click here
URL:https://www.fpasv.org/event/february-2021-chapter-meeting
LOCATION:CA
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DTSTART;TZID=America/Los_Angeles:20210226T115000
DTEND;TZID=America/Los_Angeles:20210226T133000
DTSTAMP:20210218T230449Z
CREATED:20201231T050731Z
LAST-MODIFIED:20210218T230449Z
UID:2269-1614340200-1614346200@www.fpasv.org
SUMMARY:February 2021 Student Forum
DESCRIPTION:Student Forum Meetings are intended for current\, former and prospective students\, and all current and former instructors in the UCSC-Extension Personal Financial Planning Program\, and for members of any FPA chapter. These meetings are not open to the general public.\n \n\n\nOverview:\nTopic: Top 10 Skills and Attributes for New Planners to Master \nPanelists: Sarah Burchardt\, CFP®\, VP – Corporate Financial Conssultant; Renata Carico\, CFP®\, Financial Advisor\, USE Credit Union \nLocation: Zoom Session \nLaunching your career as a personal financial planner requires mastery of some key skills. In this UCSC Silicon Valley Extension Student Forum\, panelists will share their observations about: \nThe skills that needed development.\nThe skills that surprised them.\nThe skills that they thought were important\, but in the scheme of things\, were less important. \nSome students are challenged by the analysis\, calculations and financial software\, while others struggle with the softer skills such as client engagement\, professional networking\, and how to listen like a counselor. We’ll talk about it all to narrow in on the skills and attributes that contribute most to success and avoid some stumbling blocks along the way. \nPlease join us at this dynamic online session to learn from financial planning professionals as they talk about how they applied their academic learning to their first year in practice. \nThere will be time for questions. \nThis event will be held online via Zoom.  We will open with announcements at 11:50 a.m. and stay open for networking and Q&A after the presentation. Registration is required. Check back soon for additional information. Registration will be open soon at www.fpasv.org.  Registration closes on February 24th\, 2021.Click here to register.\n \nAbout the Panelists:  \nSarah Burchardt\, CFP®\, works with clients from all walks of life and has been helping people navigate their financial lives for the past six years. Sarah’s recent experience with guiding her sister through a small tech-start up acquisition confirmed her commitment to helping people navigate and embrace the complexity of financial decision making. Sarah likes to work with people to help them turn financial stress into financial confidence. Whether you don’t know where to start or you want to dive deeper into an investment strategy\, Sarah has the ability to simplify and activate people to help them make progress and build confidence. Sarah earned her Bachelor’s Degree from Washington University in St. Louis and holds the CERTIFIED FINANCIAL PLANNER™ designation. During normal times\, Sarah spends her time playing ice hockey\, riding horses\, and volunteering with the Rotary Club of Menlo Park. \nRenata Carico\, CFP®\, is a Financial Advisor with USE Credit Union in Northern California. In this role\, she helps members work toward the future of their dreams with comprehensive wealth and retirement planning and investment management. Drawing on strong analytical skills and her own life experience\, she helps both new and experienced investors identify their financial goals\, then create and implement plans tailored to their individual situation. Prior to joining the USECU team\, she spent eight years with one of the nation’s largest investment brokerage firms\, holding the position of Vice President and Financial Consultant. A CERTIFIED FINANCIAL PLANNER™\, she holds Series 7\, Series 66 and California insurance (#0I75340) licenses. She also taught the math course for the Personal Financial Planning curriculum at the University of California\, Santa Cruz extension. Renata earned her Bachelor’s degree in Metallurgical Engineering from the University of Illinois\, Urbana-Champaign and spent the early part of her career working in Silicon Valley’s high technology and medical device industries. A health\, wellness and exercise enthusiast\, Renata enjoys spending her free time with family and friends.
URL:https://www.fpasv.org/event/february-2021-student-forum
LOCATION:CA
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