Jun
23
2026
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Palermo

June 23, 2026

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6:30 pm

Palermo - 791 Auzerais Ave San Jose, CA 95126 United States

Join us for an evening of education and classic Sicilian cuisine! During the evening, we will explore a common question: “Why not just use a traditional index fund?” 

Event Details & RSVP

RSVPify website coming shortly

Aug
01
2026
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Saratoga Springs

August 1, 2026

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5:00 pm

22801 Big Basin Wy, Saratoga, CA 95070

We are excited to invite you to our end of summer educational dinner at a new venue, Saratoga Springs! Join us for an evening of dinner, education, and good company!

Event Details & RSVP

More information coming soon ...

May
11 & 13
2026
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Water Tower Kitchen

We had a wonderful evening discussing crypto-currency with everyone who joined us both evenings. Water Tower Kitchen provided another delicious buffet, especially their amazing churro waffles. We are excited to return again!

Apr
11
2026
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La Rinconada Country Club

We gathered for a wonderful and elegant evening at La Rinconada, undeterred by the rain, for an engaging discussion on False Positives in the market. The evening was paired with an exceptional meal thoughtfully prepared by Chef Nick Difu, making for a truly memorable experience.

Feb
26
2026
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China Stix

We focused on the engineering that makes our portfolios "built to last" and how to survive a volatile market. As always, China Stix provided a bountiful family style meal for us to enjoy together.

Jan
22
2026
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Villa Ragusa

We enjoyed gathering together for our first event of the year! We started the year strong with a foundational piece to help investors gain peace of mind around their investments.

Dec
02
2025
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Michael's at Shoreline

We gathered together for our last event of the year to do a much anticipated deep dive on the 20 Must-Answer Questions. We enjoyed a delicious meal and great company at the festive Micheal's at Shoreline.

Oct
20 & 27
2025
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The Pastaria and Market

This year, we hosted two identical evenings dedicated to discussing portfolio rebalancing, while we enjoyed delicious fall-inspired meals at one of our favorite venues, The Pastaria and Market in Los Gatos.

I would like to be invited to future events.