Networking Happy Hour @ Fieldwork
Join us on March 20 at Fieldwork Brewing in Berkeley for a professional networking happy hour.
Film Screening of Havana Curveball
Join us for a special screening of Havana Curveball on Sunday, October 7 at 4 p.m. along with a Q&A with the filmmakers. This is a heart-warming story of an American teenager who faces challenges donating baseball equipment to young Cuban players.
B Corp Social
Meet and connect with fellow B Corps at North Berkeley Investment Partners! All Bs (or friends of Bs!) are welcome to attend and network at our office. We also encourage anyone interested in learning more about B Corps to join us.
Professional Networking Breakfast
We’re hosting a fun and experienced group of real estate agents, attorneys, tax preparers, financial advisors, and other affiliated professionals at our offices in Berkeley. This is a great opportunity to build your professional network and learn where our businesses and referrals might overlap.
Developing Your Personal Legacy
What is your personal legacy? We believe that it is comprised of both financial assets and your personal history, vision and values. Join us for an informative seminar on how to plan your legacy.
Sponsoring Chocolate and Chalk Art Festival in the Gourmet Ghetto
We're proud to be one of the sponsors of this year's Chocolate and Chalk Art Festival.
Professional Networking Breakfast
We're hosting a fun and experienced group of professionals at our offices in Berkeley. If you're a local professional wanting to expand your network, join us for breakfast on August 8
Bike to Work Day 2018
Bike to work day is on May 10. Pump up those tires, put on your helmet and ride on over. Visit our Energizer Station to get your free Bike to Work Day bag.
Gesture: Opening Reception
Thursday, January 25 - 5:30 - 7:30 p.m. You're invited to the opening reception for Gesture featuring selected works by Leigh Wells, Diane Abt, and Jessica Williams. There will be great art, good conversation, and delicious food and wine.
Superstructure – Opening Reception
Thursday, November 2, 2017 - 5:30 - 7:30 p.m. Join us for an opening reception for 'Superstructure' featuring the art of Deborah Sibony and Anne Subercaseaux.
Investing Responsibly – Panel Discussion
Thursday, October 19 - 5 - 8 p.m. Our discussion features industry leaders in the measurement and construction of investment vehicles that use ESG principles in their decision-making. We will discuss the effects recent economic shifts have had on our economy and individual investors.
Patterns of Nature – Opening Reception
Thursday, July 20, 2017 - 5:30-7:30 p.m. You're invited to an opening reception for 'Patterns of Nature' featuring the art of Francesca Saveri and Nancy Hartley.
Building a Carbon Conscious Portfolio
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.
Creating an Integrated Estate Tax Planning Experience for Your Clients
Join us for a unique and interactive discussion of personal, estate and tax planning with a complex client case study. We strive to create an integrated experience for the clients we share with other professionals. Every case is different, and yet every case yields insights that apply to other situations. This case highlights the process of selecting estate planning strategies for a client with significant net worth ($35M), challenges encountered putting elements of the plan into place, as well as positive and negative outcomes.