Sponsors



We could not provide the level of educational programs and networking events without the generous and caring support of our sponsors.  We recognize them here and encourage our members to consider their advice and support in your practice as the circumstances dictate and the needs arise.

Click on their logo or on their link to go to their website.

 2014 SPONSORSHIP OPPORTUNITIES NOW AVAILABLE! CLICK HERE

franklinsquarecapitalpartners

Franklin Square Capital Partners

John M. Sorrell – (925) 838-1700

GOLD SPONSOR

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Franklin Templeton Investments

JB Walker – (925) 708-4672

GOLD SPONSOR

download (8)

Lord Abbett & Company

Douglas Stockslager – (201) 827-2897

GOLD SPONSOR

Banner

MFS Investment Management

Grant Martin – (602) 322-8007

GOLD SPONSOR

DeustcheAWM

DWS Investments

Michael Fredrick – (925) 360-4116
Allen Carr - – (510) 849-7314

GOLD SPONSOR

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Voya Investment Management

Daniel Gasper – (480) 316-0753

GOLD SPONSOR

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Signet Mortgage Corporation

Clay Selland – (925) 807-1500 ext. 303

GOLD SPONSOR

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David Shaffer Insurance Services

David Shaffer – (925) 944-7100

GOLD SPONSOR

Article: Bridging the Property & Casualty Gap 
from the Journal of Financial Planning

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Strategic Capital

Roshan Weeramantry – (408) 314-7895

GOLD SPONSOR

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Fidelity Investments

Campbell Judge – (877) 544-8026

GOLD SPONSOR

oppenheimer-funds

Oppenheimer Funds, Inc.

Alex Hayes – (925) 234-8544

GOLD SPONSOR

blackrock

BlackRock

Michael Wade – (415) 264-8346

SILVER SPONSOR

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Goldman Sachs Asset Management

Brian Nash – (312) 655-6324

SILVER SPONSOR

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Vanguard

Diron Scott – 800-997-2798 ext. 28166

SILVER SPONSOR

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Virtus

Joe Norton – (415) 652-2511

SILVER SPONSOR

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Sammons Retirement Solutions

Brent Fisk – (415) 264-4721

SILVER SPONSOR

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American Century Investments

Matt Beck – (816) 340-9771

SILVER SPONSOR

UCBerkExt

UC Berkeley Extension

Anna Lee – (510) 664-4019

SILVER SPONSOR

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Payden Mutual Funds

Brenda O’Leary – (213) 830-4240

SILVER SPONSOR

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American Funds

Kristina Page – (415) 517-4088

SILVER SPONSOR

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Weitz Investment Partners

Sean Mihal – (310) 853-9278

SILVER SPONSOR

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Hennessy Funds

A. J. Hennessy – (800) 966-4354

SILVER SPONSOR

Orinda Logo

Orinda Asset Management

Eugene Huang – (925) 402-1671

SILVER SPONSOR

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Alliance Bernstein

Lou Tousignant – (415) 857-0655

SILVER SPONSOR

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Beacon Capital

Allen Hirsch – (510) 851-6624

SILVER SPONSOR

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Neuberger Berman

Stephanie Shuler – (415) 249-8080

SILVER SPONSOR