Events

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Upcoming Events

Blue Summit Advisory Board Meeting
Friday, March 5th at 8:15am - 9:45am
"Never doubt that a small group of people can change the world. Indeed, it is the only thing that ever has." ~Margaret Mead
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Past Events

The Role of Money & Women in the Middle East - A Key Driver Toward Sustainable Prosperity
Thursday, October 29th at 7:30pm - 9:00pm
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Wealth Management and Your Business Workshop
Friday, October 9 at 12:00 pm - 1:00 pm
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First Fridays Webinar Featuring Tom Moser, Founder of High Impact Investments
Friday, October 2nd at 1:00pm - 1:30pm
"Do you ever wonder about the problems associated with poor water quality, reliance on fossil fuels, poor nutrition or an overly drug-prescribed population?"
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Blue Summit Presents SRI at Broker-Delaer Leadership Conference - Seattle, WA
Friday, September 18 at 10:00 am - 11:00 am
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Judith Seid, Featured as NAWBO Panelist – “Secrets of My Success”
Wednesday, July 15 at 11:30am – 1:30pm
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First Fridays Sustainable Money Manager Webinar Series - Kevin O'Keefe, First Affirmative Financial Network.
Friday, July 10th at 1:00pm - 1:30pm
"FAFN manages over $500M in custom-tailored portfolios of mutual funds and separate accounts..."
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Judy Seid, Featured Speaker at Foothills Bar Associations – “The Value of Long Term Care Planning”
Thursday, July 9 at 12:00pm – 1:00pm
First Fridays" Sustainable Money Manager Webinar Series - Art Stevens, Calvert Foundation
Friday, June 5th at 1:00pm - 1:30pm
"Now in its 14 the year, the Calvert Foundation has grown to $200 Million of investor assets focused exclusively on investing in communities..."
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Join us at the Theater - FREE Tickets - Here's How...
Friday, May 29th at 7:30pm - 9:30pm
"Two fathers. A school shooting. Eight years later, how do we forgive and heal? Good Boys is the story of two men, one black one white, who meet eight years after a school shooting in which both their sons died, one a victim the other the shooter..."
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"First Fridays" Sustainable Money Manager Webinar Series - Carsten Henningsen, Portfolio 21
Friday, May 1st at 1:00pm - 1:30pm
"Carsten is a pioneer in the field of social and environmental investing, as the founder of a global mutual fund committed to investing in companies incorporating environmental strategies into their business practices"
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Market Crisis Investment Opportunities
Saturday, April 4th at 8:30am - 10:00am
"We all know that declines in the real estate market have contributed to the current market crisis. High-risk mortgage backed securities, huge lenders going belly up, record-high foreclosure rates..."
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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."
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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..."
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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..."
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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.
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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..."
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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."
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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."
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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"
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Breakfast Presentation - What to do in Volatile Markets
Friday, February 15th at 9:00am - RSVP Required - Contact Us
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2007

Investor Education Workshop Series - Women & Retirement
November 15, 2007
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Activists Tour Poseidon Desalination Plant
October 2, 2007
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Blue Summit Leads Panel on Sustainable San Diego
August 16, 2007
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Investor Education Workshop Series - Investing & Climate Change
August 22, 2007
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Green Investing: Fighting Climate Change With Your Investments
July 10, 2007
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Green Investing: Fighting Climate Change With Your Investments
May 31, 2007
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Investor Education Workshop Series - Sudan Divestment
May 10th, 2007
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Open House 2007
February 22, 2007
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2006

Investor Education Workshop Series - Socially Responsible Investment Basics
October 18, 2006
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Investor Education Workshop Series - Green Real Estate
June 21, 2006
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Investor Education Workshop Series - Alternative Energy
March 6, 2006
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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.