Lessons from a 30-Year Career in Finance: An Evening with Ted Truscott
Ted Truscott enlightened an FWSF crowd with tales from his 30-year and still flourishing career during November's industry expert event held at the historic U.S. Bank building.
Read moreJoanne Medero on Derivatives Regulation After Dodd-Frank
On Tuesday, November 5, 2013, Joanne Medero, Managing Director of Blackrock, Inc., provided an impressive and informative presentation on the very technical area of "Derivatives Regulation After Dodd-Frank" to FWSF Members and guests.
Read more2013 FWOTY Luncheon
"I could have listened to her all day," was the comment heard at our table as everyone stood to applaud Pat Yarrington as she concluded her remarks at the 2013 Financial Woman of the Year Luncheon on September 27th at the SF Hyatt Regency.
Read morePLANNING AHEAD with Kristi Royse
Businesses plan all the time, but in the hustle and bustle of daily lives, our own personal plans often get back-burnered. Consultant Kristi Royse showed a packed room how to create our own personal strategic plan for achieving what we want out of life with a straight-forward approach in a thought-provoking program in October, 2013.
Read moreImpact Investing: Aligning Investments with Mission
Impact investing is increasingly popular among investors who seek social and environmental benefits along with financial returns. In September, FWSF and CFA co-hosted a packed event on impact investing, featuring an accomplished panel moderated by Kumiko Yoshinari, CFA.
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