2020 Annual Investment Dinner
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When: Thursday, February 13
4:30 pm - 8:30 pm
Where: Palace Hotel
2 New Montgomery St
San Francisco, California  94105
United States

Online registration is closed.
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2020 Annual Investment Dinner

The 2020 Annual Investment dinner at the Palace Hotel is only a few weeks away and nearly SOLD OUT! This annual gala attracts over 500 Bay Area investment industry professionals to share in an evening of good cheer and great discussion centered on important issues facing the world of finance. Guests will enjoy cocktails, a delicious meal, vast networking opportunities, and engaging content from prominent speakers.

The evening kicks off with a cocktail reception in the elegant Garden Court, featuring one of the largest expanses of stained glass in the world. Guests will then proceed to the Grand Ballroom for dinner and the keynote addresses with speakers Dr. David Kelly, CFA and Ms. Rosie Rios. Following both keynotes will be a moderated Q&A discussion with the opportunity for guests to ask questions of both speakers. Guests will then reconvene in the candle-lit Garden Court for our annual After Dinner Soiree for more networking and engaging conversation.

Space is limited - register today to secure your seat at the 2020 Annual Investment Dinner!



David Kelly, PhD, CFA, Chief Global Strategist, J.P. Morgan Asset Management

Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 20 years of experience, Dr. Kelly provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities. Throughout his career, he has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC, Bloomberg, and other financial media outlets. Prior to joining J.P. Morgan Asset Management, Dr. Kelly served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill. Dr. Kelly is a CFA charterholder. He also has a PhD and MA in Economics from Michigan State University and a BA in Economics from University College Dublin in the Republic of Ireland.


Rosie Rios, CEO, Red River Associates; 43rd US Treasurer

Rosie Rios was the 43rd Treasurer of the United States. In her role as Treasurer, Ms. Rios oversaw the Bureau of Engraving and Printing and the U.S. Mint, including Fort Knox. Her signature currently appears on a world-record $1.69 trillion of the $1,71 trillion in circulation worldwide. Rosie was the longest serving Senate-confirmed Treasury official beginning with her time on the Treasury/Federal Reserve Transition Team in November 2008 at the height of the financial crisis. She initiated and led efforts to place a portrait of a woman on the front of U.S. currency for the first time in over a century. In 2016, she received the Hamilton Award, the highest honor bestowed in the U.S. Department of the Treasury. Ms. Rios recently completed her term as a Visiting Scholar at the Radcliffe Institute for Advanced Study at Harvard University. She is a graduate of Harvard University and was selected as the first Latina in Harvard’s 383-year history to have a portrait commissioned in her honor. She currently serves on the board of Fidelity Charitable Trust, the Schlesinger Council at Harvard and the Advisory Committee for Artemis Real Estate Partners and was previously a Trustee with the Alameda County Employees Retirement Association (ACERA). Most recently, Ms. Rios was appointed as a member of America 250, a Congressional Commission to commemorate the 250th anniversary of the nation’s founding in 2026. Her personal passion includes EMPOWERMENT 2020, an initiative that facilitates the physical recognition of historical American women.  She remains active in real estate finance and is consulting on several transformational projects in the Bay Area under her “RESCUE” initiative: Real Estate for Socially Conscious Urban Empowerment.



Taylor Riggs, CFA, Journalist, Bloomberg News

Taylor Riggs, CFA, is a journalist for Bloomberg News, currently reporting on general news and bond, equity and currency markets as an on-air reporter for Bloomberg TV and Bloomberg Radio. She was previously an editor for Bloomberg Brief: Municipal Market, a daily print publication covering municipal debt. Before joining Bloomberg LP, she was a markets reporter for The Bond Buyer, a daily print trade publication covering municipal bond buy-side investors and sell-side analysts. Riggs received her BS in communication studies and BA in journalism from New York University. She is a CFA Charterholder. She is currently earning an MS in finance at Johns Hopkins University’s Carey Business School.



Early Bird
Ended 1/10/20


$325 $225


$385 $285



  4:00 p.m. - Registration

  4:30 p.m. - Reception Opens

  6:00 p.m. - Dinner & Presentation

  8:30 p.m. - After Dinner Soiree

10:00 p.m. - Evening Concludes



Interested in sponsoring this year's Annual Investment Dinner? Email sponsorships@cfa-sf.org for more details.

Platinum Sponsors -Sponsorship Opportunities Available


Gold Sponsors - Sold Out



Silver Sponsors - Sponsorship Opportunities Available


Bronze Sponsors - Sponsorship Opportunities Available

  • Amundi Pioneer Asset Management
  • Artisan Partners
  • Credit Suisse Asset Management
  • First Republic Bank
  • Franklin Templeton
  • Hartford Funds/ Schroders
  • John Hancock Investments
  • JP Morgan Investment Management
  • Morgan Stanley
  • Natixis
  • Northern Trust/ FlexShares
  • Qontigo
  • Wharton, University of Pennsylvania
  • Wells Fargo Private Bank

Centerpiece Sponsor -
Sold Out

Name Badge Sponsor - 
Sold Out

Cocktail Reception Bar - 
Sold Out

  •  Caissa
  • Lord Abbett
  • Lord Abbett


Continuing Education:
This event qualifies for 2 hours of continuing education credit for CFA charterholders

The final day to request a refund is Friday, January 31st

235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E: info@cfa-sf.org

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