This year, the FPA NorCal Conference offers 40 keynote and workshop sessions with some of the most outstanding, hand selected speakers in our industry.
To view the full lineup of this year’s sessions and speakers, follow the links below to this year’s event website:
FPA NorCal Conference 2017 Keynote Speakers
Alison Levine, MBA
Adventurer and Author
Peakonomics: Leadership Lessons from Everest and other Extreme Environments
You can’t control the environment — only the way you react to it. Alison Levine makes a compelling case that the principles that lead to success in the world of extreme adventure also apply to everyday settings — in business and in life. Levine draws authentic parallels between the mountains and the uncontrollable environments that advisors and their clients deal with every day — at work, at home, and in their communities. Set against the backdrop of her remarkable expeditions, Levine’s presentation provides a framework to help people scale whatever big peaks we aspire to climb. She offers practical, humorous, and often unorthodox advice about how to take risks, improve teamwork and deal with changing environments.
Jeffrey E. Gundlach
CEO & CIO – DoubleLine Capital
Economic & Stock Market Outlook
Jeffrey Gundlach manages approximately $1 billion and is recognized as an expert in bonds and other debt-related investments. In 2011 he appeared on the cover of Barron’s as “The New Bond King” and continues to be recognized as one of the most influential people in our industry. His presentations are always provocative and refreshing—he weaves his views of the world with interesting themes from his appreciation for art, music, and philosophy. He provides his unique and unvarnished observations after the first four months of the Trump Administration.
Laura Arrillaga-Andreessen, MA, MBA
Founder and President – Laura Arrillaga-Andreessen Foundation (LAAF.org)
Giving 2.0: Helping Clients Make More Effective Philanthropic Decisions
Laura Arrillaga-Andreessen is on a mission to inspire, educate and empower people to give in a way that matters more. For more than two decades, Laura has dedicated her life and career to studying, teaching and practicing strategic philanthropy, as well as encouraging others to discover the incomparable joy of giving. She believes that what matters in giving is not why or what you give, but HOW you give. In her presentation, she will share all she has learned and provide us with resources and support to amplify the power of giving as individuals and as advisors to our clients.
Salman Khan, MS, MBA
Founder and Chief Executive Officer – Khan Academy
Salman “Sal” Khan tells the inspiring story of how helping one of his cousins learn math turned into an idea for the transformative not-for-profit Khan Academy, and how the organization is now educating millions of people worldwide. Sal shares his thoughts on what education reimagined could look like and how his dream of “providing a free, world-class education for anyone, anywhere” could become a reality. Khan’s motto is simple: “Whoever you are, wherever you are, you only have to know one thing: You can learn anything.” Together, we can leverage technology to improve financial literacy and have a positive impact on the world.