UC Berkeley Haas School of Business | Groups
Finance Teach-in: Personal Finance and Investing, with alumni Dan Kanivas, Matt Gunderson & Sherwood Yuen - Wed 3/22 12:30-2:00 in S480 (ExecEd room)

Wednesday, March 22
12:30pm – 2:00pm 
S480 (ExecEd classroom)
2220 Piedmont Avenue, Berkeley, CA 94720, United States
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Event Details
Maybe you're graduating and just starting to think about how you'll save, pay down debt, invest and make other financial decisions starting this year. Maybe you've already started and want to explore some alternative platforms for investing and advice. Or maybe you're more interested in the meta-aspects of such a discussion, to get to know three startups in both emerging and more traditional forms of the investment management and advisory sector.

All are welcome to join this discussion with three Haas alumni working in different parts of this space:
- Dan Kanivas, MBA '12, and his RIA startup Triple Summit Advisors: https://www.linkedin.com/in/dankanivas
- Matt Gunderson, MBA '15, Director of Business Development at Personal Capital: https://www.linkedin.com/in/mattgunderson
- Sherwood Yuen, EMBA '08 at JustInvest, which has an SRI/ESG focus: https://www.linkedin.com/in/sherwood-yuen

RSVP below to attend. And please feel free to bring lunch.
Where & When

S480 (ExecEd classroom), 2220 Piedmont Avenue, Berkeley, CA 94720, United States

Wednesday, March 22, 12:30pm – 2:00pm

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