Events at North Berkeley

We host events throughtout the year so that we can stay connected with our clients and community and to strengthen the ties between our community members. Each quarter you'll find events ranging from artist receptions to workshops on timely planning issues.

Upcoming Events

November 13 - 2 p.m.

Third Quarter Client Conference Call

Our client conference call is coming up on Monday, November 13. This client-only broadcast is a recap of recent portfolio performance, a discussion of ongoing investment strategies, and thoughts on the current economic climate. There will be Q&A and a replay of the call will be available if you can’t join in live.

For more information, please contact James Wilson at

Recent Events


November 2 from 5:30. to 7:30 p.m.

Opening Reception for Superstructure

Join us in celebrating the art of Deborah Sibony and Anne Subercaseaux with an evening of great art, good conversation, and delicious food and wine.

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Investing Responsibly

October 19 from 5:30. to 8 p.m.

Investing Responsibly:
How values and finance intersect for today’s investor

There is a tidal shift happening in how investors view the impact of their capital and how institutional investors assess investments. A growing number of investors want to use their portfolios to address climate change, promote social equity, and encourage companies to behave as responsible corporate citizens. Within a very short period, this had led to a significant increase in utilizing ESG Investing criteria (environmental, social and corporate governance) to assess the performances of businesses beyond the bottom line to promote sustainable values without compromising performance. We will discuss the effects these recent shifts have had on our economy and individual investors, and how the investment industry is responding to the challenge.

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Carbon Conscious Portfolios

Investment Discussion

Building a Carbon Conscious Portfolio

Tuesday, August 15, 2017
5:30 - 7:30 p.m.

Join us for a discussion on our new carbon conscious portfolios and the benefits and challenges of building investment strategies that are divested from fossil fuel extraction without sacrificing return performance or proper diversification.

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