Investing in Ten Basic Steps
Come learn from three seasoned practitioners how to invest in 10 basic steps.
Ever wondered about the basics of investing? This will be an interactive lecture and discussion on the Ten Basic Steps of Investing. Come to learn about allocating to risk tolerance, why not to be afraid of stocks, consider alternatives to conventional active management, and many more nuggets of wisdom in the field of investing. While the information is fundamental, these principles can be applied at any stage of an investor’s lifetime.
Wednesday, October 2, 2024
6:00 - 6:30 Networking
6:30 - 7:30 Panel Presentation
7:30 - 8:00 Networking
Hanson Bridgett
425 Market St.
26th Floor
Golden Gate Conference Room 2
Walking Distance from Embarcadero MUNI/BART
HCSF Members: $25
Non Members: $35
Click here to register
Bio Panelist 1: Keley Petersen
What really sets Keley Petersen (she/her) apart from others in her industry is that she is an independent—fee only—wealth advisor that acts as a fiduciary, taking her responsibility to always act in the client’s best interests very seriously. She is the CEO of your overall wealth picture, with over 37 years of global experience in the financial services industry. Beginning her career with Kidder Peabody in New York and London on the Fixed Income Sales and Trading desk, Keley worked with central banks globally. Upon returning to the United States, she held the position of Director of Progressive Portfolio Services at Progressive Asset Management, where she developed investment strategies and recommended money managers to individuals and institutions interested in socially responsible investing. She then spent three years at Progress Investment Management, where she was Director of Manager Development, researching and recommending women-, minority-owned- and emerging money managers & hedge funds to institutional clients/public funds. She went on to be a Senior Manager and Practice Leader at Deloitte & Touche, where she launched a new specialty service practice offering investment-consulting services to wealthy individual clients. Subsequently, Keley had positions as the C.O.O. at Hewins Financial Advisors and in the Ultra High Net Worth Group as a Wealth Manager at Contango Capital Advisors. At these companies, she assumed responsibility for large, multi-entity clients and expanded her capabilities for providing wealth management services to global, multi-constituency, multi-currency families.
Keley founded Willow Grove Advisors in 2009 to use her expertise and experience to provide the highest quality, individually-tailored wealth strategies for global entrepreneurs, tech entrepreneurs and their extended families. It is important to Keley that as an independent advisor, Willow Grove is free from conflict of interest. She combines global research, analytics, an extensive network of professionals, and decades of international experience to customize wealth strategies for her clients. Keley maintains the highest standards of financial planning principles, but over and above the detailed research and number crunching, she never forgets that numbers are only part of the wealth equation. She puts the utmost priority on developing a relationship with her clients in order to understand them and their unique needs when creating their wealth plan.
Bio Panelist 2: Frank Pare
Frank Paré began his career over 30 years ago at a financial services firm in San Francisco. He holds a Certificate in Financial Planning from the University of California at Berkeley, where he taught courses on financial planning and taxes. Frank is also a Chartered Advisor in Philanthropy® and Chartered Special Needs Consultant®. He has been quoted in various financial publications, including Barron’s, The Financial Times, InvestmentNews, Money.com, Bloomberg.com, and others.
Frank serves on the boards of several civic and non-profit organizations, including UC Berkeley’s Personal Financial Planning Board. Previously, he served on the CFP Board of Standards’ Public Policy Council, addressing the financial challenges faced by families. As a result of his Public Policy Council work, the U.S. Treasury Department invited him to participate in a roundtable discussion on how the U.S. Treasury might provide financial planning services to low-income Americans. Frank served on the Financial Planning Association (FPA) board for six years and was elected national president and chair in 2018 and 2019. After serving on the national board, he was chair of the FPA Political Action Committee.
He is president and managing partner of PF Wealth Management Group, a firm he founded over 18 years ago with a “People First” approach when working with high-net-worth families.
Bio Panelist 3: Dan Beck
Bio Dan has been a financial advisor with Equitable Advisors since 2016 where he helps individuals with financial planning, investment management, and life insurance, disability insurance, long term care insurance, and annuities. From 2011 to 2015, Dan managed Beck Investment Partners, a fundamental value investment partnership. Prior finance experience includes work at Parnassus Investments, State Street Bank, and Starwood Capital Group. Before starting his finance career he spent seven years as a Navy officer, including three deployments to the Persian Gulf on a destroyer and cruiser. He is a CFA Charterholder, taught in the CFA Society of San Francisco review course for eight years, was an adjunct professor of finance at the University of San Francisco where he taught a graduate level class in Behavioral Finance for five years, and is Series 7 and 66 licensed. Dan holds an MBA from Harvard Business School, and MA in History from the University of Maryland College Park, and a BS (with honors and with distinction) from the United States Naval Academy.
Event Registration (Harvard Alumni):
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HCSF Guidelines for attending in-person events
If you are showing COVID-19 or Flu symptoms, please stay home. This is critical to the health and safety of our staff and communities.
Event Organizer:
Dan Beck
dan.leo.beck@gmail.com