• CLIENT SEMINARS + EVENTS

The commitment to lifelong learning is a core value at JSF.

Whether it be about the current economy, geopolitical perspectives, market trends, or even a roundtable with the author of a new book, we pride ourselves on offering our clients the ongoing opportunity to hear from a unique variety of speakers. Below is a list of past events we’ve hosted online, in our office or even at the occasional offsite venue. Click an event title to view more details.

2022

May 6 – Cybersecurity: Risks and Useful Practices in the New Normal  with Gary F. Rossi, Vice President, Fidelity Security Services

March 24 – On the World Stage: Geopolitical Challenges and Insights  with John Emerson, Vice Chairman, Global Distribution, Capital Group International, Inc.

March 3 – 2022 Market Update and Outlook  with David M. Lebovitz, Executive Director, Global Market Strategist, J.P. Morgan Asset Management

Feb 9 – In Conversation: Author Talk on A Shot to Save the World: The Inside Story of the Life-or-Death Race for a COVID-19 Vaccine with Author Gregory Zuckerman

Jan 19 – How the Current Political Environment May Impact 2022’s Economic and Investment Outlook  with Libby Cantrill, Head of Public Policy, PIMCO

2021

Dec 2 – Emerging Markets: 4th Quarter Update  with Jennifer Delaney, CFA and Sean Murphy, CFA, BlackRock

Nov 16 – In Conversation: A Book Talk with Author Cambria Gordon About her New Novel, The Poetry of Secrets  with Cambria Gordon, Author

Oct 27 –  College Admissions in Today’s Recovering World  with Nancy Steenson, College Admissions Coach, in partnership with John Hancock Investment Management

Sept 30 –  Economic Update: What’s Next for U.S. & Global Markets?  with Kent Chan, Equity Investment Director and Investment Specialist, Capital Group

June 29 –  Women & Retirement  with S. Katherine Roy, CFP®, Managing Director, Chief Retirement Strategist for Asset Management and Head of the Retirement Insights Strategy team at J.P. Morgan

May 19 –  The First 100 Days in the White House  with John Emerson, Vice Chairman, Global Distribution, Capital Group International, Inc.

April 22 –  Digital Defense: How to Protect Yourself from Identity Theft  with Anthony Davenport, CEO, Regal Credit Management

March 24 –  Purpose-Led Portfolios: An Intro to ESG Investing  with Jay Lipman, Cofounder and President of Ethic, Inc.

March 9 –  Municipal Bond Landscape with John Wiley, Senior Vice President, Fixed Income Portfolio Manager, Franklin Templeton

Feb 23 –  Paycheck Protection Program (PPP) Loans: What you Need to Know Now and What’s Next  with Larry Trujillo, Managing Director, The Ryan Tyler Group

Jan 14 –  2021: Winds of Change  with Brad Rutan, CFA, Investment Product Specialist and Managing Director, MFS Investment Management

2020

Dec 1 – Market Update & 2021 Outlook with Samantha Azzarello, Global Market Strategist, J.P. Morgan Asset Management

Nov 9 – Investing After the U.S. Election with Libby Cantrill, Head of Public Policy, PIMCO

Oct 27 – Municipal Bond Market Update and Outlook with Daryl Clements, Lead Municipal Bond Portfolio Manager, Alliance Bernstein

Oct 14 – Digital & Street Safety: A Virtual Workshop for Parents, Teens and Caregivers with Jonathan Cristal, Esq., Veteran Prosecutor for the City of Los Angeles

Oct 1 – 2020 Election: Politics, Do They Matter When Investing? with Rick Brink, CFA, Chief Investment Strategist, Alliance Bernstein

Sept 10 – Cybersecurity Through the COVID Crisis and Beyond  with Gary F. Rossi, Vice President, Fidelity Security Services

Aug 18 – Macroeconomic and Financial Market Update  with Kurt Reiman, Managing Director, Senior Strategist, BlackRock

June 18 – Welcome to the (New) Real World: Exploring Life After College in Uncertain Times with Kathi Barnhard, ICF Certified Life/Event Coach

June 9 – A Geopolitical Perspective with David Bridges, Senior Geopolitical Advisor, Fidelity Investments

May 21 – The Bad, The Ugly… and The Good! with Brad Rutan, CFA, Investment Product Specialist and Managing Director, MFS Investment Management

April 28 – Market Update & Outlook with Samantha Azzarello, Global Market Strategist, J.P. Morgan Asset Management

April 6 – Coronavirus Update: What’s Next for Global Markets? with Kent Chan, Equity Investment Director and Investment Specialist, Capital Group

March 4 – U.S. Global Capital Market Insights with Jurrien Timmer, Director of Global Macro, Fidelity Investments

Feb 20 – Coronavirus: Separating Fact from Fiction with Dr. Jeffrey Klausner, MD, MPH, Professor of Medicine in the Division of Infectious Diseases and the Program in Global Health, UCLA

2019

Dec 12 – Year-End Market Update and 2020 Outlook  with Bob Fields, Managing Director, Member of the Global Fixed Income, Currency & Commodities Group at J.P. Morgan Asset Management

Nov 11 – Exploring the Psychology Behind Investing with Kenneth Haman, Managing Director, Alliance Bernstein Advisor Institute

Aug 7 – What They Don’t Teach Teens: Essential Life Skills for Teens, Parents and Caregivers  with Jonathan Cristall, Esq. Veteran Prosecutor for the City of Los Angeles

June 25 – Through the Lens of JSF: Our Experience so Far and Where We Go Next featuring a Panel of JSF Experts

April 30 – The Kindness Advantage: Cultivating Compassionate and Connected Children with Author Dale Atkins, PhD

March 26 – Your Score: An Insider’s Secrets to Understanding, Controlling and Protecting Your Credit Score with Anthony Davenport, Founder of Regal Credit Management

Feb 26 – 2019 Outlook: Putting Markets in Perspective with Kenneth Chambers, Fixed Income Strategist, PIMCO

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