Upcoming Events -- 2nd Tuesdays in 2022 but subject to change

May 10, 2022 (Tuesday) -- Dave & Busters at Ward Village (in Paina Hale)
Lunch at 11:30 am    Program at Noon

Bierkamp Fidelity      Speaker:  NILS BIERKAMP, PhD -- Porfolio Strategist,  Fidelity Investments

Dr. Bierkamp offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses.  He works to arm financial advisors with tools, know-how, and confidence to build robust model portfolios and explain them to their clients.  Prior to joining Fidelity in December 2017, Dr. Bierkamp was a senior policy analyst with Wells Fargo Advisors and a senior vice president of portfolio management at Vescore where he was head of trading and execution.  He earned his Diplom-Kaufmann in economics and his doctorate in statistices and economics from Friedrich-Alexander Universital Erlangen-Numberg.

Topic:  Advisor As Chief Investment Officer -- An Agenda for Investment Committee Meetings
          (Accepted for -1- CFP® CE Credit)

Most advisors’ time is occupied with managing clients, managing compliance, and managing their practice. Yet clients want their financial advisor, first and foremost, to serve as a fiduciary, as their Chief Investment Officer.  This talk helps you cut through the noise of the talking heads and identify what you and your clients should be focused on as you look to tune up your portfolio in this turbulent environment using Fidelity’s multi-horizon framework.  We give the advisor an Agenda for Investment Committee Meetings on current hot topics to engage the client.  We pinpoint common mistakes, offer actionable guidance to navigate the current market, and give you the talking points you need to help your client to achieve their wealth goals.

 

 

Event Date 05-10-2022 11:30am
Event End Date 05-10-2022 1:15pm
Registration Start Date 04-19-2022
Cut off date 05-06-2022
Individual Price Free

We are no longer accepting registration for this event

May 10, 2022 (Tuesday) -- Dave & Busters at Ward Village (in Paina Hale)
Lunch at 11:30 am    Program at Noon

FPA Member -- Individual Meeting Cost:  $40.00 via PayPal

Bierkamp Fidelity      Speaker:  NILS BIERKAMP, PhD -- Porfolio Strategist,  Fidelity Investments

Dr. Bierkamp offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses.  He works to arm financial advisors with tools, know-how, and confidence to build robust model portfolios and explain them to their clients.  Prior to joining Fidelity in December 2017, Dr. Bierkamp was a senior policy analyst with Wells Fargo Advisors and a senior vice president of portfolio management at Vescore where he was head of trading and execution.  He earned his Diplom-Kaufmann in economics and his doctorate in statistices and economics from Friedrich-Alexander Universital Erlangen-Numberg.

Topic:  Advisor As Chief Investment Officer -- An Agenda for Investment Committee Meetings
          (Accepted for -1- CFP® CE Credit)

Most advisors’ time is occupied with managing clients, managing compliance, and managing their practice. Yet clients want their financial advisor, first and foremost, to serve as a fiduciary, as their Chief Investment Officer.  This talk helps you cut through the noise of the talking heads and identify what you and your clients should be focused on as you look to tune up your portfolio in this turbulent environment using Fidelity’s multi-horizon framework.  We give the advisor an Agenda for Investment Committee Meetings on current hot topics to engage the client.  We pinpoint common mistakes, offer actionable guidance to navigate the current market, and give you the talking points you need to help your client to achieve their wealth goals.

Event Date 05-10-2022 11:30am
Event End Date 05-10-2022 1:15pm
Registration Start Date 04-19-2022
Cut off date 05-10-2022
Individual Price $40.00

We are no longer accepting registration for this event

May 10, 2022 (Tuesday) -- Dave & Busters at Ward Village in Paina Hale
Lunch at 11:30 am    Program at Noon

Guest (non-FPA member):    $45.00 via PayPal

Bierkamp Fidelity      Speaker:  NILS BIERKAMP, PhD -- Porfolio Strategist,  Fidelity Investments

Dr. Bierkamp offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses.  He works to arm financial advisors with tools, know-how, and confidence to build robust model portfolios and explain them to their clients.  Prior to joining Fidelity in December 2017, Dr. Bierkamp was a senior policy analyst with Wells Fargo Advisors and a senior vice president of portfolio management at Vescore where he was head of trading and execution.  He earned his Diplom-Kaufmann in economics and his doctorate in statistices and economics from Friedrich-Alexander Universital Erlangen-Numberg.

Topic:  Advisor As Chief Investment Officer -- An Agenda for Investment Committee Meetings
          (Accepted for -1- CFP® CE Credit)

Most advisors’ time is occupied with managing clients, managing compliance, and managing their practice. Yet clients want their financial advisor, first and foremost, to serve as a fiduciary, as their Chief Investment Officer.  This talk helps you cut through the noise of the talking heads and identify what you and your clients should be focused on as you look to tune up your portfolio in this turbulent environment using Fidelity’s multi-horizon framework.  We give the advisor an Agenda for Investment Committee Meetings on current hot topics to engage the client.  We pinpoint common mistakes, offer actionable guidance to navigate the current market, and give you the talking points you need to help your client to achieve their wealth goals.

Event Date 05-10-2022 11:30am
Event End Date 05-10-2022 1:15pm
Registration Start Date 04-19-2022
Cut off date 05-06-2022
Individual Price $45.00

We are no longer accepting registration for this event

June 14, 2022 (Tuesday)   -- Lunch at 11:30 am at Dave & Busters
Program:  Noon to 1:15 pm

Program:  Active vs Passive -- Individual Securities vs Funds

Since the Great Financial Crisis of 2008, passive investing has been an excellent alternative to traditional active management.  As a general observation, higher performance, lower cost, ease and speed of trading and diversification all favored a passive approach.  This presentation will examine whether that is likely to continue in the years ahead.  Similarly, investors have a choice whether to use funds or individual securities.  The presentation will also explore the relative merits of these strategies.             (Accepted for -1- CFP CE Credit)

Steve Nelson, CFA  Speaker:  Seven Nelson, CFA -- Capital Insight Partners

Steve is the Chief Executive Officer of Capital Insight Partners. He is a past Trustee of the Phoenix Art Museum and served on the Board of Directors of the Catholic Community Foundation and CFA Society of Minnesota. He has experience with finance and investment, audit and development committees. He is a strong board member in those areas and brings a keen focus on governance structure and strategic thinking. Steve actively seeks a for-profit board role in the Western U.S. His media work includes quotes in the Wall Street Journal, other print, radio and television appearances. Steve is reachable at (480) 295-7020 and This email address is being protected from spambots. You need JavaScript enabled to view it..

Event Date 06-14-2022 11:30am
Event End Date 06-14-2022 1:15pm
Registration Start Date 05-24-2022
Cut off date 06-10-2022
Individual Price Free

We are no longer accepting registration for this event

June 14, 2022 (Tuesday)   -- Lunch at 11:30 am at Dave & Busters
Program:  Noon to 1:15 pm
Individual Member Cost:  $40.00

Program:  Active vs Passive -- Individual Securities vs Funds

Since the Great Financial Crisis of 2008, passive investing has been an excellent alternative to traditional active management.  As a general observation, higher performance, lower cost, ease and speed of trading and diversification all favored a passive approach.  This presentation will examine whether that is likely to continue in the years ahead.  Similarly, investors have a choice whether to use funds or individual securities.  The presentation will also explore the relative merits of these strategies.             (Accepted for -1- CFP CE Credit)

Steve Nelson, CFA  Speaker:  Seven Nelson, CFA -- Capital Insight Partners

Steve is the Chief Executive Officer of Capital Insight Partners. He is a past Trustee of the Phoenix Art Museum and served on the Board of Directors of the Catholic Community Foundation and CFA Society of Minnesota. He has experience with finance and investment, audit and development committees. He is a strong board member in those areas and brings a keen focus on governance structure and strategic thinking. Steve actively seeks a for-profit board role in the Western U.S. His media work includes quotes in the Wall Street Journal, other print, radio and television appearances. Steve is reachable at (480) 295-7020 and This email address is being protected from spambots. You need JavaScript enabled to view it..

Event Date 06-14-2022 11:30am
Event End Date 06-14-2022 1:15am
Registration Start Date 05-24-2022
Cut off date 06-10-2022
Individual Price $40.00

We are no longer accepting registration for this event

June 14, 2022 (Tuesday)   -- Lunch at 11:30 am at Dave & Busters
Program:  Noon to 1:15 pm
Guest Cost:  $45.00

Program:  Active vs Passive -- Individual Securities vs Funds

Since the Great Financial Crisis of 2008, passive investing has been an excellent alternative to traditional active management.  As a general observation, higher performance, lower cost, ease and speed of trading and diversification all favored a passive approach.  This presentation will examine whether that is likely to continue in the years ahead.  Similarly, investors have a choice whether to use funds or individual securities.  The presentation will also explore the relative merits of these strategies.             (Accepted for -1- CFP CE Credit)

Steve Nelson, CFA  Speaker:  Seven Nelson, CFA -- Capital Insight Partners

Steve is the Chief Executive Officer of Capital Insight Partners. He is a past Trustee of the Phoenix Art Museum and served on the Board of Directors of the Catholic Community Foundation and CFA Society of Minnesota. He has experience with finance and investment, audit and development committees. He is a strong board member in those areas and brings a keen focus on governance structure and strategic thinking. Steve actively seeks a for-profit board role in the Western U.S. His media work includes quotes in the Wall Street Journal, other print, radio and television appearances. Steve is reachable at (480) 295-7020 and This email address is being protected from spambots. You need JavaScript enabled to view it..

Event Date 06-14-2022 11:30am
Event End Date 06-14-2022 1:15am
Registration Start Date 05-24-2022
Cut off date 06-11-2022
Individual Price $45.00

We are no longer accepting registration for this event

July 12, 2022 (Tuesday) -- Location TBA

Lunch at 11:30 am        Program at 12:00 pm

Cost:      Lunch Participants -- No charge

Program:  Digital Assets    (Accepted for -1- CFP® CE credit)

This program will provide background on House Bill 2108  that failed to pass the 2022 Hawaii legislative session & the current law in place governing money transfer businesses.   HB 2108 would have Hawaii enact a first of its kind license for digital currency companies and a regulator sandbox aka the Digital Currency Innovation Lab (DCIL).  Also of concern are those companies operating outside of the DCIL.  The balance of consumer choice and financial innovation with consumer protection is a major concern.

A task force will be established and report back prior to the start of the 2024 legislative session.  The current pilot program was set to expire on June 30 but instead has been extended for another two years. Note that the state’s program does not insure against customer financial losses, and a disclosure is made that customers could lose all the money they invest.

The existing 15 participants are Apex Crypto, bitFlyer USA, BitStop, BlockFi Trading, CEX.IO, Cloud Nalu, Coinme, ErisX, Flexa Network, Gemini Trust Co., Novi Financial, Provenance Technologies Inc., River Financial, SoFi Digital Assets LLC and Uphold HQ Inc.  Robinhood dropped out.

Speakers:    

Iris K. Ikeda, Commissioner of Financial Institutions – DCCA
     Iris Ikeda has been Commissioner since January 2011 & served as Chairperson of District V of the Conference of State Bank Supervisors from 2014 to 2019.  She also served as Associate Counsel at American Savings Bank and Legal Counsel & SVP at Ohana Pacific Bank and Finance Factors.  She’s a graduate of UH Manoa with a BA in Political Science & Government, earned her JD at Willamette University College of Law & also attended Pacific Coast Banking School at the University of Washington.                            
                                                                                                                      and

Ellen Ng, Economic Develpoment Specialist -- Hawaii Technology Development Corporation

     Prior to joining HTDC, Ellen Ng served as a B2B Business Development Associate for LG Mobile. In that role, she worked in Silicon Valley alongside rising startups like Box, DocuSign, and Okta, and she witnessed their growth from infancy to the large entities they are today. Ellen also served as the Go-to-Market Lead for startups in the Singapore-based accelerator, The Co-Foundry (now known as TNB Ventures). Today, she helps small-medium tech companies grow beyond Hawaii.

Event Date 07-12-2022 11:30am
Event End Date 07-12-2022 1:15pm
Registration Start Date 06-20-2022
Cut off date 07-08-2022
Individual Price Free

We are no longer accepting registration for this event

July 12, 2022 (Tuesday) -- Dave & Busters (next to Ward Theaters)

Lunch at 11:30 am        Program at 12:00 pm
Cost:    FPA Members -- $40.00

Program:  Digital Assets      (Accepted for -1- CFP® CE credit)

This program will provide background on House Bill 2108  that failed to pass the 2022 Hawaii legislative session & the current law in place governing money transfer businesses.   HB 2108 would have Hawaii enact a first of its kind license for digital currency companies and a regulator sandbox aka the Digital Currency Innovation Lab (DCIL).  Also of concern are those companies operating outside of the DCIL.  The balance of consumer choice and financial innovation with consumer protection is a major concern.

A task force will be established and report back prior to the start of the 2024 legislative session.  The current pilot program was set to expire on June 30 but instead has been extended for another two years. Note that the state’s program does not insure against customer financial losses, and a disclosure is made that customers could lose all the money they invest.

The existing 15 participants are Apex Crypto, bitFlyer USA, BitStop, BlockFi Trading, CEX.IO, Cloud Nalu, Coinme, ErisX, Flexa Network, Gemini Trust Co., Novi Financial, Provenance Technologies Inc., River Financial, SoFi Digital Assets LLC and Uphold HQ Inc.  Robinhood dropped out.

Speakers:    

Iris K. Ikeda, Commissioner of Financial Institutions – DCCA
     Iris Ikeda has been Commissioner since January 2011 & served as Chairperson of District V of the Conference of State Bank Supervisors from 2014 to 2019.  She also served as Associate Counsel at American Savings Bank and Legal Counsel & SVP at Ohana Pacific Bank and Finance Factors.  She’s a graduate of UH Manoa with a BA in Political Science & Government, earned her JD at Willamette University College of Law & also attended Pacific Coast Banking School at the University of Washington.                            
                                                                                                                      and

Ellen Ng, Economic Develpoment Specialist -- Hawaii Technology Development Corporation

     Prior to joining HTDC, Ellen Ng served as a B2B Business Development Associate for LG Mobile. In that role, she worked in Silicon Valley alongside rising startups like Box, DocuSign, and Okta, and she witnessed their growth from infancy to the large entities they are today. Ellen also served as the Go-to-Market Lead for startups in the Singapore-based accelerator, The Co-Foundry (now known as TNB Ventures). Today, she helps small-medium tech companies grow beyond Hawaii.

Event Date 07-12-2022 11:30am
Event End Date 07-12-2022 1:15pm
Registration Start Date 06-20-2022
Cut off date 07-09-2022
Individual Price $40.00

We are no longer accepting registration for this event

July 12, 2022 (Tuesday) -- Dave & Busters (next to Ward Theaters)

Lunch at 11:30 am        Program at 12:00 pm

Cost:   $45.00  Guest (not FPA member)

Program:  Digital Assets     (Accepted for -1- CFP® CE credit)

This program will provide background on House Bill 2108  that failed to pass the 2022 Hawaii legislative session & the current law in place governing money transfer businesses.   HB 2108 would have Hawaii enact a first of its kind license for digital currency companies and a regulator sandbox aka the Digital Currency Innovation Lab (DCIL).  Also of concern are those companies operating outside of the DCIL.  The balance of consumer choice and financial innovation with consumer protection is a major concern.

A task force will be established and report back prior to the start of the 2024 legislative session.  The current pilot program was set to expire on June 30 but instead has been extended for another two years. Note that the state’s program does not insure against customer financial losses, and a disclosure is made that customers could lose all the money they invest.

The existing 15 participants are Apex Crypto, bitFlyer USA, BitStop, BlockFi Trading, CEX.IO, Cloud Nalu, Coinme, ErisX, Flexa Network, Gemini Trust Co., Novi Financial, Provenance Technologies Inc., River Financial, SoFi Digital Assets LLC and Uphold HQ Inc.  Robinhood dropped out.

Speakers:    

Iris K. Ikeda, Commissioner of Financial Institutions – DCCA
     Iris Ikeda has been Commissioner since January 2011 & served as Chairperson of District V of the Conference of State Bank Supervisors from 2014 to 2019.  She also served as Associate Counsel at American Savings Bank and Legal Counsel & SVP at Ohana Pacific Bank and Finance Factors.  She’s a graduate of UH Manoa with a BA in Political Science & Government, earned her JD at Willamette University College of Law & also attended Pacific Coast Banking School at the University of Washington.                            
                                                                                                                      and

Ellen Ng, Economic Develpoment Specialist -- Hawaii Technology Development Corporation

     Prior to joining HTDC, Ellen Ng served as a B2B Business Development Associate for LG Mobile. In that role, she worked in Silicon Valley alongside rising startups like Box, DocuSign, and Okta, and she witnessed their growth from infancy to the large entities they are today. Ellen also served as the Go-to-Market Lead for startups in the Singapore-based accelerator, The Co-Foundry (now known as TNB Ventures). Today, she helps small-medium tech companies grow beyond Hawaii.

Event Date 07-12-2022 11:30am
Event End Date 07-12-2022 1:15pm
Registration Start Date 06-21-2022
Cut off date 07-10-2022
Individual Price $45.00

We are no longer accepting registration for this event

August 9, 2022 (Tuesday) - Oahu Country Club (Gallery)
Lunch service at 11:30 am
Program at 12:00 pm to 1:15 pm

Brandon  Lau     Speaker:    Brandon Lau, REALTOR® of Chaney Brooks Choice Advisors

Topic:     CARE For Our Kupuna

Although a successful realtor, Brandon is also active with KupunaWiki, a Hawaii Senior Resource Center.  It is from that perspective the he will share the diligence and expertise needed to assist our kupuna in their various transitions of life.  Four areas will be considered for kupuna (in & out of the workforce) and their families to plan for a healthy lifestyle to help ensure that their best years are yet to come.  When these issues are adequately addressed then your senior clients will receive the kind of care they deserve.

 

 

Event Date 08-09-2022 11:30am
Event End Date 08-09-2022 1:15pm
Registration Start Date 07-13-2022
Cut off date 08-05-2022
Individual Price Free

We are no longer accepting registration for this event