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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)

by Finance Club

Lecture

Wed, 22 Mar 2017

12:30 PM – 2:00 PM

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S480 (ExecEd classroom)

2220 Piedmont Avenue, Berkeley, CA 94720, United States

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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.



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Where

S480 (ExecEd classroom)

2220 Piedmont Avenue, Berkeley, CA 94720, United States

Hosted By

Finance Club

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