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San Francisco In-Person Event | Seize The Moment – Understanding The Macro Landscape and Planning Amidst Uncertainty
Bernstein Private Wealth
555 California Street, Suite 4400
San Francisco, CA 94104
Thursday, September 15, 2022, 5:00 PM - 6:30 PM PDT
Category: San Francisco


 

05:00 PM - 06:30 PM (Pacific)
06:00 PM - 07:30 PM (Mountain)
07:00 PM - 08:30 PM (Central)
08:00 PM - 09:30 PM (Eastern) 

Registration

$10   Member Registration Fee
$15   Non-Member Registration Fee

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Overview

Join us for an in-person SF Chapter event hosted by one of our sponsors, Bernstein Private Wealth Management, at their offices in downtown San Francisco which have commanding views of the Bay! Hear what experts have to say about the uncertainties presented by the current macro environment and the implications for planning.  Engage in a dialogue by asking questions. Our sponsors will generously offer wine, soft drinks and light appetizers for our enjoyment. 

Come mingle with fellow PDA members IRL (IRL = “in real life” - that is what young people these days call the good-old “face to face”). 

Thank you to our National Sponsors!

Thank you to our Event Sponsor! 

 

Panelists

      


Jason J Nossiter

Principal & Financial Advisor
Bernstein Private Wealth Management

 

Jason Nossiter is a Principal and Financial Advisor in the San Francisco office of Bernstein Private Wealth Management. In his practice, Jason partners with entrepreneurs, corporate executives, and leading non-profits to help them achieve their unique investment and wealth planning objectives.

A San Francisco native, Jason joined Bernstein in June 2008 as an Associate and assumed his current role in 2012. Prior to Bernstein, Jason was an investment banking analyst with Bancroft Partners, a boutique investment bank focused on providing capital raising and M&A advisory services to early stage consumer products and technology companies.

Jason graduated magna cum laude, Phi Beta Kappa with a BA in Political Science from the University of California, Santa Barbara, and an International Diploma in Political Science and International Relations from the Institut D’Études Politiques, Paris.

Jason serves on the board of The Guardsmen, an all-volunteer non-profit organization dedicated to providing scholarship and campership opportunities for at-risk youth in the Bay Area. Jason also serves as chair of the San Francisco chapter of the Association for Corporate Growth Rising Stars and the French American International School’s Alumni Council.
and International Relations from the Institut D’Études Politiques, Paris.

      


Maura Pape

Senior Investment Strategist
Investment Strategies Group

Maura Pape is a Senior Investment Strategist in the Los Angeles office of Bernstein Private Wealth Management. Maura joined Bernstein from Eurasia Group where she worked with corporate and institutional clients on issues at the intersection of macro markets and geopolitics. Prior to Eurasia Group, she was a Strategist at a New York-based fintech startup focused on big data and macro markets. Maura also spent nearly a decade as a buyside macro strategist at Soros Fund Management and Laurion Capital Management. After graduating with a degree in economics from the University of Pennsylvania, Maura began her career in institutional research at Morgan Stanley.  

      


Steve S. Schilling, CFA

Managing Director
Bernstein Private Wealth Management

Steve Schilling is a Senior Vice President and Managing Director responsible for Bernstein’s private client practice in the San Francisco Bay Area. Prior to assuming his current role in July 2019, Steve was the western regional director of Bernstein’s Wealth Strategies Group that is focused on creating differentiated wealth planning analytical tools and research insights for high-net-worth and nonprofit clients, and working with those clients and their professional advisors to develop comprehensive wealth management and wealth planning strategies. Steve joined Bernstein in 2000 and has been an author of and contributor to the firm’s numerous published research black books and white papers. He earned a BA in economics from the University of California, Santa Barbara, and is a Chartered Financial Analyst charterholder.

      


Wrung Ved, CFA

Senior Investment Strategist
Bernstein Private Wealth Management

Wrug Ved is a Senior Investment Strategist in the San Francisco office of Bernstein Private Wealth Management. Wrug is a member of Bernstein’s Private Client Investment Policy Group, which provides asset allocation, investment and risk management advice for high-net-worth clients, endowments and foundations. Prior to joining the firm in 2019, he served as a portfolio manager at PAAMCO, a multi-strategy hedge fund. Before that, he was an acquisitions associate at JER Partners, a real estate private equity firm, and earlier, an investment banking analyst at Deutsche Bank. Wrug holds an MBA from Northwestern University Kellogg School of Management, and a BS in finance and accounting (magna cum laude) from Georgetown University. He is a CFA charterholder and holds a Certificate in Quantitative Finance (CQF). In his free time, he mentors a young boy in the Big Brothers Big Sisters of the Bay Area. Location: San Francisco.

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