BluePointe Capital Wealth Management Bootcamp For Women

* By Invitation Only

wednesday, may 24, 2017 · Irvine, ca

Bootcamp Highlights

EDUCATION

  • Have you wondered why some money goes into bonds and some into stocks, real estate or hedge funds?

  • If the unexpected were to happen, what are the first steps you need to take?

  • How do you protect your family’s wealth from being eroded over time?

  • What are the various ways to give to charity and have the biggest social impact?

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EXPOSURE

By enrolling in the BluePointe Capital Wealth Management Bootcamp For Women, you will meet with and learn from leaders in the investment world. You will hear from special guest speakers who can provide insight on investments and social impact.

 

COMMUNICATION

During the BluePointe Capital Wealth Management Bootcamp For Women, you will collaborate with other women to share challenges you may have faced and exchange your knowledge and expertise which could be helpful to others.

Bootcamp Video

 

Bootcamp Leader

BluePointe Capital has tapped Amy Parvaneh, who earned her training and stripes in the Investment Management divisions of Goldman Sachs and PIMCO, to lead this year's Wealth Management Bootcamp For Women. Ms. Parvaneh also has multiple years of experience working in investment banking and equity research at Citigroup and Bear Stearns.

Ms. Parvaneh has a Master's in Business Admistration from Duke University, and a Bachelor's Degree in Economics and Business Management from Stony Brook University.

She has taught extensively about investments, portfolio management, and alternative investments as a faculty professor at Pepperdine University and as an adjunct professor at City University of New York Baruch. She is also the CEO of a consulting firm called, Select Advisors, which works with different types of investment management firms, including mutual fund companies, wealth management firms, and single-strategy asset managers.

Bootcamp Topics

  • Overview of the financial market

  • Common Financial Mistakes Made by Investors

  • Protecting your family against cyber security

  • Planning for Life's Unexpected

  • Creating a Legacy While Living a Fulfilling Life

  • Financial Planning Challenges

  • INFLUENCING RESPONSIBILITY & VALUES WITH CHILDREN

  • Various Roads to Being Charitable