SohnX Conference 2022


The Bay Area financial community is proud to unite to help improve life outcomes for underserved youth.

We look forward to coming together again this year on

Wednesday, October 19, 2022

REGISTER NOW

SohnX San Francisco Investment Conference

Please save the date of Wednesday, October 19, 2022 for the 13th Annual SohnX San Francisco Investment Conference.

The Sohn San Francisco Investment Conference, run by the Excellence in Investing Foundation, has raised more than $2 million in support of underserved youth in the Bay Area, thanks to the leading portfolio managers who have so generously shared their time and investment ideas.

This year’s funding recipients, Bridge the Gap College Prep in Marin City, 826 Valencia in San Francisco and Community Education Partnerships in Oakland continue to work hard in challenging and changing environments. We applaud their mission of providing education and support to the children in our most challenged communities. With your help, we can continue to support them to the greatest extent possible.

We will again be virtual this year, given the uncertainty around full-scale conferences, but we are excited to announce an exclusive in-person “watch party” in San Francisco so that sponsors can gather as a community. Thank you for your continued support, and we’re excited to once again come together to invest in Bay Area youth and hear best ideas from world-class investment managers.

Sponsorships and tickets are currently available. We look forward connecting in October!

Download our Sponsorship Packet for exclusive Benefits

SOHN SAN FRANCISCO INVESTMENT CONFERENCE

Seth Blackman

SOHNX SAN FRANCISCO WELCOME

Opening Remarks, Seth Blackman, Excellence in Investment in Children’s Causes Foundation

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Excellence In Investing - Logo
LEARN MORE ABOUT OUR BENEFICIARIES

SOHNX SAN FRANCISCO WELCOME

Opening Remarks, Seth Blackman, Excellence in Investment in Children’s Causes Foundation

Excellence In Investing - Logo
Seth Blackman
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MUNIR ALAM
CIO, Sentinel Dome Partners, LLC

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MUNIR ALAM
CIO, Sentinel Dome Partners, LLC

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SAIRA MALIK
Chief Investment Officer, Nuveen

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SAIRA MALIK
Chief Investment Officer, Nuveen

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Franklin Parlamis

FRANKLIN PARLAMIS
Portfolio Manager and CIO, Aequim Alternative Investments

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Aequim Alternative Investments Logo

FRANKLIN PARLAMIS
Portfolio Manager and CIO, Aequim Alternative Investments

Aequim Alternative Investments Logo
Franklin Parlamis
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BENEFICIARY PRESENTATION
James J. Frolik, Treasurer, Excellence in Investing in Children’s Causes Foundation

Excellence In Investing - Logo
James J. Frolik Headshot
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James J. Frolik Headshot

BENEFICIARY PRESENTATION
James J. Frolik, Treasurer, Excellence in Investing in Children’s Causes Foundation

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Excellence In Investing - Logo
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GIL SIMON
Chief Investment Officer & Managing Partner, SoMa Equity Partners

Soma Equity Partners
Gill Simon
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Gill Simon

GIL SIMON
Chief Investment Officer & Managing Partner, SoMa Equity Partners

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Soma Equity Partners

DAN MOREHEAD
Chief Executive Officer and Co-Chief Investment Officer

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DAN MOREHEAD
Chief Executive Officer and Co-Chief Investment Officer

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SAMARA COHEN
Managing Director, Chief Investment Officer of ETF and Index investments (EII) at BlackRock

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SAMARA COHEN
Managing Director, Chief Investment Officer of ETF and Index investments (EII) at BlackRock

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Seth Blackman

SOHNX SAN FRANCISCO CLOSING REMARKS

Seth Blackman, Excellence in Investment in Children’s Causes Foundation

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Excellence In Investing - Logo
LEARN MORE ABOUT OUR BENEFICIARIES

SOHNX SAN FRANCISCO CLOSING REMARKS

Seth Blackman, Excellence in Investment in Children’s Causes Foundation

Excellence In Investing - Logo
Seth Blackman
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Thank You to Our 2021 Sponsors

 

LEADERSHIP SPONSORS

 

NEXT WAVE SPONSOR

BTIG logo

BENEFACTOR SPONSOR

No Street Capital

PATRON SPONSORS

KPMG
EcoR1 Capital
Earnst and Y
Goldman Sachs

SUPPORTING SPONSORS

Abacus Group
BNP Paribas
Sentinel Dome Partners
TPG Public Equity Partners

AFFILIATE SPONSOR

Bailard Foundation
Citi
HC Global
Morgan Stanley
Systematic Active Equity | BlackRock
Think Investments

PROMOTIONAL PARTNER

Cal Alts Logo
Prometheus Logo

MEDIA PARTNER

CNBC

Over $2 Million Raised

to support Bay Area organizations focused on improving educational opportunities and life outcomes for underserved youth.

Make a Contribution Today!

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