Events
Upcoming Events
- To Be Announced
Past Events
- Real Estate & The Economy
- Tuesday, September 30th at 8:00am - 9:30am - The Broken Yolk
- "The bursting of the real estate bubble has now lasted 13 months and has caused far more damage than analysts initially forecast."
- Click here to view event details.
- Exploring a Green Building Partnership
- Friday, September 19th at 8:30am - 12:00pm - Ridgehaven Green Building
- "Imagine a building or an entire campus somewhere in San Diego, that incorporates the latest in sustainable design, where the tenants are a mix of non-profits, public offices, education centers, and social entrepreneurs..."
- Click here to view event details.
- Appreciation Event at The Theater
- Friday, September 5th at 7:30pm - 9:30pm - La Jolla Playhouse
- "Opening Night for Mo'olelo's showing of Susan Yankowitz's "Night Sky." Over 30 clients and professional affiliates enjoyed an evening..."
- Click here to view event details.
- Blue Summit Hosts Art Gallery Happy Hour
- Wednesday, July 30th at 6:30pm - 8:00pm - Morrison Hotel Art Gallery
- Network with other socially responsible investors, enjoy Rock-N-Roll art, and get a brief update on the market.
- Click here to view event details.
- Green Investing: A Ripe Time for Alternative Energy
- Thursday, July 17th at 6:00pm - 8:00pm - The Ridgehaven "Green Building" Auditorium
- "Oil prices are skyrocketing. The temperature of the Earth is rising. Alternative energy has emerged as one of the fastest-growing markets in the past few years..."
- Click here to view event details.
2008
- Healthy Portfolios, Healthy Environment: How to make your money matter
- Wednesday, May 14th at 6:15pm - 7:45pm - The City's Environmental Services "Green Building"
- "Learn about ways to support green companies and local efforts to reduce toxins in our environment."
- Click here to view event details.
- Y-Design Conference, 2008 - Thinkshop at USD: Investing in Sustainability
- Saturday, March 29th at 10:00am - 12:00pm - University of San Diego
- "Learn how aligning your investments with your values can reduce environmental, social, and governance risks."
- Click here to view event details.
- 2008 Investor Education Workshop Series - Toxic Chemicals in Products
- Thursday, February 28th at 6:30pm - La Mesa Office
- "Toxic Chemicals in Products: Financial Risks & Opportunities"
- Click here to view event details.
- Breakfast Presentation - What to do in Volatile Markets
- Friday, February 15th at 9:00am - RSVP Required - Contact Us
- Click here to view event details.
2007
- Investor Education Workshop Series - Women & Retirement
- November 15, 2007
- Click here to view event details.
- Activists Tour Poseidon Desalination Plant
- October 2, 2007
- Click here to view event details.
- Blue Summit Leads Panel on Sustainable San Diego
- August 16, 2007
- Click here to view event details.
- Investor Education Workshop Series - Investing & Climate Change
- August 22, 2007
- Click here to view event details.
- Green Investing: Fighting Climate Change With Your Investments
- July 10, 2007
- Click here to view event details.
- Green Investing: Fighting Climate Change With Your Investments
- May 31, 2007
- Click here to view event details.
- Investor Education Workshop Series - Sudan Divestment
- May 10th, 2007
- Click here to view event details.
- Open House 2007
- February 22, 2007
- Click here to view event details.
2006
- Investor Education Workshop Series - Socially Responsible Investment Basics
- October 18, 2006
- Click here to view event details.
- Investor Education Workshop Series - Green Real Estate
- June 21, 2006
- Click here to view event details.
- Investor Education Workshop Series - Alternative Energy
- March 6, 2006
- Click here to view event details.
Community Service
At Blue Summit Financial Group, two of our core values are education and community.
As such, in addition to our ongoing quarterly investor-education workshops and our Annual Open House events, we make ourselves available as guest speakers at both local and national events, and volunteer our leadership for various community efforts.
Feel free to contact us to attend a future event or to learn of our speaking availability for an event you are organizing.
