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San Mateo Meeting - Modern Financial Theory and the Prudent Investor Rule
San Mateo - Hobee's
1101 Shoreway Road
Belmont, California 94002
United States
Friday, January 17, 2020, 11:30 AM - 1:30 PM PST
Category: Chapter Meetings

Click Here to Register


Meeting Title:
Modern Financial Theory and the Prudent Investor Rule

Meeting Description:
Learn how modern financial science offers a step-by-step guide to superior outcomes for trustees and beneficiaries. Our presenter will be TJ Troutner, Managing Partner of Equius Partners, RIA and one of the first financial planning and investment advisory firms to fully reject active management and adopt an indexed “asset class” strategy built on the tenants of modern finance.

Please make sure to complete ALL registration steps (you should receive a confirmation email upon completion).

Please RSVP by Noon on Thursday, January 16th so that we can provide an accurate head count to the venue.

Walk-ins are welcome if space is available.

Please bring a $35 check payable to PFAC.

Speaker Name:
TJ Troutner
Managing Partner
Equius Partners

Sponsor:
Brock C. Riddle
Real Estate Appraisals

CEU:
Trusts: 1.0

Meeting Date:
Friday January 17, 2020

Meeting Time:
11:30AM - 1:30PM

Venue Name and Address:
Hobee's
1101 Shoreway Road
Belmont, California 94002

PFAC Members Only:
No

Meeting Price:
Members: $35
Non-Members: $35

Management Level of Difficulty:
Beginning to Intermediate

Will food be served at this event?:
Yes

Food and Menu Details:
Our ordering system is as follows:

  • Look for menu board in back of the room
  • Select 2 poker chips to match your desired menu item
  • Place 1 poker chip in box next to menu board (to inform kitchen of your order)
  • Place 1 poker chip in front of you during meeting (to inform server of your order)

Agenda

  • 11:30AM – Networking
  • 11:50AM – Introductions & Sponsor Remarks: Brock C. Riddle - Real Estate Appraisals
  • 12:00PM - Modern Financial Theory and the Prudent Investor Rule, J Troutner
  • 01:00PM – San Mateo Chapter Business (PFAC Fiduciary and aspiring members only)

Contact: Erin Markey - [email protected] - (415) 483-2620