Building Life Plans, One Client at a Time

2015 Investment Seminar

The following is the entire seminar recording which was held at San Ramon Marriott and was attended by over 40 clients and prospects. There were 6 presenters which included the our CEO, Faraz Sattar. Five managers presented, including TRICO Fund III, VII Peaks, Morgan Creek, Aperio Group and GPB Capital. The seminar received an overall rating of 4.9 out of 5.0 from the attendees.