2019 Investor Roundtable
October 3, 2019
Held at the Museum of International Folk Art, SFA’s Investor Roundtable featured Carl M. Kawaja, Chairman of Capital Research and Management Company, American Funds. Carl provided insights on international markets and global economies, as well as a glimpse into medical and technological advances. David Marion, CFA (SFA) also provided updates for domestic markets as well as the reasoning behind SFA’s strategic planning.
Santa Fe Advisors 5th Anniversary Party
May 16, 2019
Santa Fe Advisors celebrated 5 years with clients, colleagues, and friends! We’re very proud of our commitment to serve our clients and the Santa Fe community, and thankful for your continued support.
Elder Fraud and Cyber Security Seminar
October 12, 2017
Santa Fe Advisors hosted an educational seminar focused on the prevention of elder fraud and cyber security. Benjamin Schrope and Brandon Toensing, from the Securities Division of the State of New Mexico provided useful information about how to identify and prevent fraud attempts and what to do when others may be a victim of fraud.
Educational Seminar for Charitable Organizations and their Advisors
February 16, 2017
Santa Fe Advisors and the Santa Fe Community College hosted an educational seminar for charitable entities and their advisors. Grace Allison of UNM Law School, Amy Grossman from Fidelity, and SFA’s Kristina Alley spoke about the importance of compliance with the Uniform Prudent Management of Institutional Funds Act (UPMIFA), the charitable donation of complex assets, and institutional investment best practices.
2016 Investor Roundtable
September 22, 2016
The Santa Fe Advisors Investor Roundtable event featured a discussion of 2016 market developments by David Marion, CFA (SFA) as well as an introduction to SRI (Socially Responsible Investing) by Molly Ono (Impax Asset Management) and a review of our new long-term planning tool by David Kantor (SFA). The event was well attended by current clients, colleagues, and friends.
2014 Investor Roundtable
October 2, 2014
The Santa Fe Advisors Investor Roundtable event featured three guest speakers: Jim Fellows (THL Credit), Tom Russo (Gardner Russo & Gardner), and Todd Thompson (Reams Asset Management). The event was well attended by current clients, colleagues, and friends.