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.


– 3.24.21  Purpose-Led Portfolios: An Intro to ESG Investing

with Jay Lipman, Cofounder and President of Ethic, Inc.    View Details

– 3.9.21  Municipal Bond Landscape

with John Wiley, Senior Vice President, Fixed Income Portfolio Manager, Franklin Templeton    View Details

– 2.23.21  Paycheck Protection Program (PPP) Loans: What you Need to Know Now and What’s Next

with Larry Trujillo, Managing Director, The Ryan Tyler Group     View Details

– 1.14.21  2021: Winds of Change

with Brad Rutan, CFA, Investment Product Specialist and Managing Director, MFS Investment Management     View Details



– 12.1.20 Market Update & 2021 Outlook

with Samantha Azzarello, Global Market Strategist, J.P. Morgan Asset Management  View Details

– 11.9.20 Investing After the U.S. Election

with Libby Cantrill, Head of Public Policy, PIMCO  View Details

– 10.27.20 Municipal Bond Market Update and Outlook

with Daryl Clements, Lead Municipal Bond Portfolio Manager, Alliance Bernstein  View Details

– 10.14.20 Digital & Street Safety: A Virtual Workshop for Parents, Teens and Caregivers

with Jonathan Cristal, Esq., Veteran Prosecutor for the City of Los Angeles  View Details

– 10.1.20 2020 Election: Politics, Do They Matter When Investing?

with Rick Brink, CFA, Chief Investment Strategist, Alliance Bernstein  View Details

– 9.10.20 Cybersecurity Through the COVID Crisis and Beyond

with Gary F. Rossi, Vice President, Fidelity Security Services  View Details

– 8.18.20 Macroeconomic and Financial Market Update

with Kurt Reiman, Managing Director, Senior Strategist, BlackRock  View Details

– 6.18.20 Welcome to the (New) Real World: Exploring Life After College in Uncertain Times

with Kathi Barnhard, ICF Certified Life/Event Coach  View Details

– 6.9.20 A Geopolitical Perspective

with David Bridges, Senior Geopolitical Advisor, Fidelity Investments View Details

– 5.21.20 The Bad, The Ugly… and The Good!

with Brad Rutan, CFA, Investment Product Specialist and Managing Director, MFS Investment Management View Details

– 4.28.20 Market Update & Outlook

with Samantha Azzarello, Global Market Strategist, J.P. Morgan Asset Management View Details

 – 4.6.20 Coronavirus Update: What’s Next for Global Markets?

with Kent Chan, Equity Investment Director and Investment Specialist, Capital Group View Details

– 3.4.20 U.S. Global Capital Market Insights

with Jurrien Timmer, Director of Global Macro, Fidelity Investments View Details

– 2.20.20 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 View Details



– 12.12.19 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 View Details

– 11.11.19 Exploring the Psychology Behind Investing

with Kenneth Haman, Managing Director, Alliance Bernstein Advisor Institute View Details

– 8.7.19 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 View Details

– 6.25.19 Through the Lens of JSF: Our Experience so Far and Where We Go Next

featuring a Panel of JSF Experts View Details

– 4.30.19 The Kindness Advantage: Cultivating Compassionate and Connected Children

with Author Dale Atkins, PhD View Details

– 3.26.19 Your Score: An Insider’s Secrets to Understanding, Controlling and Protecting Your Credit Score

with Anthony Davenport, Founder of Regal Credit Management View Details

– 2.26.19 2019 Outlook: Putting Markets in Perspective

with Kenneth Chambers, Fixed Income Strategist, PIMCO View Details

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