Chapter Events -- Past

January 10, 2023  (Tuesday) at the Pacific Club -- in person only
Lunch at 11:30 am            Program at Noon
Annual Participants (paid annual fee)

Topic:   Cannabis Market Update Presented by KEY Investment Partners  
(Accepted for -1- CFP®  CE Credit)

KEY is a Private Equity firm dedicated to the emerging cannabis industry. Over the past couple of years, there's been a lot of changes in not only the opportunity set, but on the regulatory front as well.  This  program will be an update on where the industry stands today, the expectations for the future, and where finding value and simultaneously avoiding traps. During 2019-2020, they hosted 40+ conferences to educate investors on cannabis across various CFA®, CFP® and CAIA societies.  If you missed their program to us in 2020, please join us for this one.

Speakers:   Jordan Youkilis, Peter Karabas & Tiby Erdely  (founding partners)

Registration begins on 12/20/2022

Event Date 01-10-2023 11:30am
Event End Date 01-10-2023 1:30pm
Cut off date 01-07-2023
Individual Price Free

We are no longer accepting registration for this event

February 14, 2023  (Tuesday)  at the Pacific Club - Card Room

Lunch at 11:30 am             Program at Noon
Annual Participants

Topic:  The Truth About Donor Advised Funds:  The Good, The Bad & The Ugly
(Accepted for -1- CFP®  CE Credit)

This program will provide an overview of DAFs with its benefits & drawbacks & how the Pension Protection Act has increased IRS enforcement & compliance on charitable organizations and clients' philanthropic objectives.

Speakers:   Eric La'a, Philanthropy Advisor and Jen-L Lyman, Senior Director of Gift Planning & Advisor Relations

Eric Laa 

Eric has been a part of Hawaii Community Foundation (HCF) since 2013.  He started as the Scholarship Officer overseeing the administration of the Scholarship Program and working with donors who wish to support the post-secondary goals of Hawaii’s students.  Currently, in his role as Philanthropy Advisor he works with individuals, families and businesses align their philanthropic interests and motivations to the causes they care about the most.  Prior to joining HCF, he worked as a Development Officer at Hawaii Baptist Academy.

Jen L Lyman  

Jen-L W. Lyman joined the Hawai‘i Community Foundation (HCF) in 2017.  She leads HCF’s Professional Advisor and Gift Planning Programs working closely with advisors and their clients in development, building relationships, legacies, and planned giving. Prior to joining HCF, Jen-L was Vice President and Team Leader with First Hawaiian Bank’s Personal Trust Division, associate attorney at the law firm Stirling & Kleintop, and law clerk to Justice Robert G. Klein on the Hawai’i Supreme Court.

Registration begins on 1/24/2023

Event Date 02-14-2023 11:30am
Event End Date 02-14-2023 1:30pm
Cut off date 02-11-2023
Individual Price Free

We are no longer accepting registration for this event

March 14, 2022  (Tuesday) at the Pacific Club - Card Room -- please register by March 10

Lunch at 11:30 am
Program at Noon

Annual Participants - no charge

Topic:  A Caregiver's Guide to Finances  (accepted for -1- CFP® CE credit)

This program will present an overview of how caregiving affects finances, employment, and health;  useful discussion about financial and planning decisions;  benefits of early  planning;  identify steps to lower chances of financial abuse and fraud;  backup plan when the caregiver can no longer provide care; and challenges for demential and Alzheimer's disease.

Presenter:        Steve Tam --  Alzheimer's Association Hawaii

Steve Tam was a caregiver for his late father who had Alzheimer's disease.  Two uncles have passed away with Alzheimer's and his one living uncle has the disease.  Steve retired from the Alzheimers' Associaiton in 2020 where he was the Director of Development & led fundraising programs.  He currently volunteers as a community educator & serves as Sponsorship Chair for the Oahu Walk to End Alzheimer's.  He was previously the manager of BrightStar Care of Honolulu which provided in-home caregiving for those with demential and other disabilities.  Prior to that he worked at Prudential Locations as VP--Sales and broker in charge.

Registration begins on February 21, 2023

Event Date 03-14-2023 11:30am
Event End Date 03-14-2023 1:30pm
Cut off date 03-10-2023
Individual Price Free

We are no longer accepting registration for this event

April 11, 2023  (Tuesday) -- Pacific Club - Card Room

Lunch at 11:30 am
Program at Noon

Annual Participants:  no charge

Topic:          The Time for ALTs Is Now  (accepted for -1- CFP CE credit id#:  311595)

With interest rates rising, economic and earnings growth slowing, the duration of traditional fixed income assets at all-time highs, and elevated inflation proving stickier than anticipated, we argue that a traditional stock and bond portfolio faces increasing headwinds and the prospect of lower forward returns versus the last decade. To address these challenges, investors must look outside traditional assets to generate income, growth, and diversification. In this presentation we discuss alternative investment strategies that may help investors reach these goals and the trends shaping the opportunity set for alternatives.

GayeskiTroy  Speaker:    Troy Gayeski, CFA - Chief Market Strategist - FS Investments

Mr. Gayeski is responsible for research generation, positioning and conveying the FS Investments suite of alternative investments, and enhancing and expanding the current product suite.

Mr. Gayeski has a wealth of experience in the alternative asset management space. He most recently was Partner, Co-Chief Investment Officer and Senior Portfolio Manager at Skybridge Capital, where he ran discretionary funds of hedge funds and institutional separate accounts, and was responsible for idea generation, due diligence, portfolio construction, development and implementation of the macro framework, and client presentations. Mr. Gayeski has spent over a decade as a contributor on Bloomberg, Fox, Yahoo Finance, Reuters, Bloomberg, and CNBC. Mr. Gayeski has also been a Senior Portfolio Manager at Citigroup Alternative Investment, as well as a portfolio manager and senior hedge fund analyst at Bank of America and Yankee Advisors.  Mr. Gayeski received his BS in Chemical Engineering from MIT.

 

Event Date 04-11-2023 11:30am
Event End Date 04-11-2023 1:30pm
Cut off date 04-08-2023
Individual Price Free

We are no longer accepting registration for this event

May 9, 2023  (Tuesday) at the Pacific Club's Card Room

Lunch at 11:30 am
Program at Noon

Online Registration begins on April 20, 2023

Topic:    Market Intelligence    (Accepted for -1- CFP® CE credit)

This program will analyze and evaluate the market to develop a 12 to 18 month outlook on a range on US stocks, international equity & fixed income. The result is Market Intelligence.  The most important market & economic themes with the latest charts & data will be presented.

 Speaker:   Emory (Sandy) W. Sanders, Jr., CFA -- Senior Portfolio Manager, Core Value Equity, Manulife Investment Management

SandySanders May2023       

Sandy is a co-leader of the core value equity team, which manages the U.S. Large Cap Core, U.S. All Cap Core, U.S. LargeCap Value, and Global Focus Strategies. He’s also the lead portfolio manager of the U.S. Large Cap Core and U.S. All Cap Core Strategies, as well as the co-portfolio manager of the Global Focus, U.S. Large Cap Value, and Strategic Balanced Yield Strategies.

Prior to joining the firm, Sandy was a portfolio manager and senior equity analyst with the large-cap equity research team at Wells Capital Management; he began his career with Evergreen Investments. Sandy holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston.
Education: B.S., University of Vermont.  He joined the company in 2010.

 

Our Partner:      Christopher M. Bertorelli, CFP®, CIMA®, CRPC®
Senior Vice President -- John Hancock Investment Management
Christopher Bertorelli is a Senior Vice President at John Hancock Investment Management. Chris brings over 29 years of
experience to his current position as a Business Consultant and he has been with John Hancock for fifteen years. Prior to
joining John Hancock, Chris held a variety of positions at MFS Fund Distributors. He was a Regional Vice President for
over 10 years, an Internal Wholesaler for nearly two years and a Service Representative for one year.
Chris received a B.S. in Mathematics from Salem State College in Massachusetts. He holds the CFP® (Certified Financial
Planner, CIMA® (Certified Investment Management Analyst) and CRPC® (Chartered Retirement Planning Counselor)
professional designations.

 

Event Date 05-09-2023 11:30am
Event End Date 05-09-2023 1:30pm
Cut off date 05-06-2023
Individual Price Free

We are no longer accepting registration for this event

June 13, 2023  (Tuesday) at The Pacific Club

Lunch at 11:30 am
Program at Noon

Topic:    Business Valuation & Exit Planning Strategies for Private Company Owners
           
  (Accepted for -1- CFP® CE Credit)


This presentation will explore the main avenues for transferring the ownership and management of a private company, and related issues around the valuation of private companies in the different transfer scenarios.

Stinson  Speaker:   David Stinson, MBA, CEPA - Bank of Hawaii

Dave Stinson is Vice President and Senior Manager of the Business Interests and Valuation department at Bank of Hawaii. He provides business valuation, exit planning, and fiduciary asset management services for private companies. He is an Accredited Senior Appraiser (ASA) with the American Society of Appraisers in the field of Business Valuation. Mr. Stinson is a Certified Exit Planning Advisor (CEPA®) and holds an MBA from St. Mary’s College of California and a Bachelor’s of Science in Business Administration/Finance from the University of Oregon.  

Mr. Stinson began his career in the Business Advisory Services group of Wells Fargo Bank, providing trust and fiduciary management of business interests, and performing business valuations of equity interests in small companies. After completing his MBA he worked in the Office of Strategic Alliances and Partnerships at The Clorox Company. He then served as the Director of Real Estate and Unique Assets at First Republic Trust Company in San Francisco, prior to moving to Oahu to join the Bank of Hawaii Trust Services Group in his current role. Mr. Stinson has previously taught the subjects of finance and accounting at graduate and undergraduate levels as an adjunct professor at Cal State University East Bay – Hayward and Brandman University in the Bay Area, California.

Registration begins on May 23, 2023

 

Event Date 06-13-2023 11:30am
Event End Date 06-13-2023 1:30pm
Cut off date 06-10-2023
Individual Price Free

We are no longer accepting registration for this event

July 11, 2023  (Tuesday) at Oahu Country Club --  Please do NOT go to the Pacific Club

Lunch at 11:30 am -- Program at Noon

Registration begins on June 20, 2023 for Annual Participants

Topic:   Investing in the Zone Qualified Opportunity Zones
            (Accepted for -1- CFP®\ CE Credit)

This program will provide an understanding of the Opportunity Zones legislation, which was created by the Tax Cuts and Jobs Act of 2017.  Get educated to help your clients make an informed decision about how the structure works, what investments may qualify and how to assess the pros and cons of the program.

IRS Opportunity Zones

JohnGrady Cantor     Speaker:    John Grady, Senior VP - Cantor Fitzgerald Capital

Mr. Cantor of San Diego, CA has a demonstrated history of working in the financial services industry.  He's skilled in wholesale, asset management, securitites and investment strategies.  He earned his Bachelor's degree from Wester New England Univiersity focused in Finance.

 

 

Event Date 07-11-2023 11:30am
Event End Date 07-11-2023 1:30pm
Cut off date 07-08-2023
Individual Price Free

We are no longer accepting registration for this event

August 8, 2023  (Tuesday) at The Pacific Club - Card Room

Lunch at 11:30 am -- Program at Noon

Topic:  Principal Business Owners Insights

         
   This program provides insights into the importance of knowing the value of an owner's business, prepare the business owners for each phase of the business cycle and explains how clients and advisors can benefit.  Be an integral part of the strategy discussions to sell or transition their company.  Exit planning, succession, and business valuations will be addressed.

Wetherell Principal     

Speaker:  Ian B. Wetherell, CRPC, AIFA -- Senior Director - Wealth Advisory | Principal Asset Management

Registration begins on July 18, 2023 for Annual Participants

Event Date 08-08-2023 11:30am
Event End Date 08-08-2023 1:30pm
Cut off date 08-05-2023
Individual Price Free

We are no longer accepting registration for this event

September 12, 2022 (Tuesday) at the Pacific Club - Card Room

Lunch at 11;30 am
Program at Noon

Topic:   How Personality Influences Behaviors, Bias, & Risk Tolerance
              (Accepted for -1- CFP® CE Credit  course id: 316828)

Investors willingness to take risk are often difficult to assess and quantify. Many asset allocators create models based on the ability to take risk without properly considering investors willingness to take risk; as a result, a great dichotomy between portfolios created taking into account ability (objective factors) and investors true risk tolerance considering willingness to take risk. The BNY Mellon Portfolio Strategy group provides solutions on assessing client’s willingness to take risk, pinpointing emotional or cognitive bias, reconciling objective and subjective factors, and tailoring advice to each client based on personality and risk tolerance.
 
 Macey.png       Speaker:    James Macey, CFA, CAIA, Senior Investment Strategist -- BNY Mellon
 
Mr. Macey is responsible for outcome oriented investment solutions, risk management, portfolio construction, manages due diligence and macroeconomic research.  He earned a Master in Science, Astrophysics from University College in London and has 21 years of industry experience

Registration begins on August 22, 2023

Event Date 09-12-2023 11:30am
Event End Date 09-12-2023 1:30pm
Cut off date 09-08-2023
Individual Price Free

We are no longer accepting registration for this event

October 10, 2023 (Tuesday) at the Pacific Club - Card Room

Lunch at 11:30 am
Program at Noon

Topic:  721 Real Estate Exchanges & Global Market Update

This program will provide an overview of the global real estate and market themes with a critical emphasis on the global multifamily, industrial, office, and retail/mixed-use sectors.  You will walk away with a deeper understanding of the trends, headwinds, and tailwinds within respective global markets.

 Jeffrey Walters, CFP®, CMFC®  Speaker:   Jeffrey Walters, CFP®, CMFC® -- Senior Regional Director, Hines Securities

Mr. Hines oversees raising capital for Hines Real Estate in six states on the West Coast.  He has held this role with Hines since 2012 and similar roles for firms such as Hartford Funds since 2000.   Having an extensive history of working with family offices and financial planners on their investment portfolios, and he has unique insights on best practices in the diligence, implementation, and management of alternative investments.  Jeff graduated from the University of Washington with a B.A. in Business with a concentration in Finance and has the designation of Certified Financial Planner®. 

Event Date 10-10-2023 11:30am
Event End Date 10-10-2023 1:30pm
Cut off date 10-07-2023
Individual Price Free

We are no longer accepting registration for this event