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CAA Presents... Why Smart Money Matters

Cal Alumni Association & Charles Schwab

Tuesday, October 1, 2013 from 5:30 PM to 8:30 PM (PDT)

Registration Information

Registration Type Sales End Price Fee Quantity
CAA Members
Thank you to our valued CAA members.
Ended $5.00 $0.00
Cal Young Alumni (Classes of 2003-2013) Ended $5.00 $0.00
General Admission Ended $10.00 $0.00
Additional Donation to CAA
Thank you in advance for any additional monies you wish to donate to the Cal Alumni Association, a 501c3 nonprofit organization. Your additional donation is fully tax deductible.

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Event Details

Join us for a special panel discussion where 2 successful Cal alumni, one from academia and one from the industry, tackle the topics of how to wisely invest in your future, how to overcome investor pitfalls, and how everything you do affects your retirement.


5:30 p.m. - Hosted reception with appetizers, beer, wine, and non-alcoholic drinks
6:30 p.m. - Panel Discussion with an opportunity for Q&A
7:30 p.m. - Hosted dessert reception with beer, wine, and non-alcoholic drinks 

Meet our Panelists:

Carrie Schwab-Pomerantz

Carrie Schwab-Pomerantz is president of the Charles Schwab Foundation, a private, nonprofit organization funded by The Charles Schwab Corporation, whose mission is to help people achieve financial well-being. In 2010 Schwab-Pomerantz was appointed by President Obama to the President’s Advisory Council on Financial Capability, and served as chair of the Partnership Committee until early 2013 when the Council’s term expired. In that role, she led the Council’s efforts to strengthen and enhance coordination between public and private-sector financial education programs. For ten years (2003-2011, 2013), The San Francisco Business Times named her one of the San Francisco Bay Area's 100 Most Influential Women in Business. Carrie received her B.A. at UC Berkeley. 

Terrance Odean

Terrance Odean is the Rudd Family Foundation Professor and Chair of the Finance Group at the Haas School of Business at the University of California, Berkeley. He is a member of the Journal of Investment Consulting editorial advisory board, of the Russell Sage Behavioral Economics Roundtable, of the WU Gutmann Center Academic Advisory Board at the Vienna University of Economics and Business and is a Wall Street Journal Expert Panelist. As an undergraduate at Berkeley, Odean studied Judgment and Decision Making with the 2002 Nobel Laureate in Economics, Daniel Kahneman. This led to his current research focus on how psychologically motivated decisions affect investor welfare and securities prices. Professor Odean received his B.A., M.S., and Ph.D. at UC Berkeley.

The discussion will be moderated by Michelle Privitera, Vice President, Financial Consultant at Charles Schwab. Michelle is passionate about helping clients achieve their financial goals, create financial freedom, and leave a legacy for future Cal alumni to continue to become successful.


Passed Appetizers: Brown turkey figs with goat cheese and black pepper honey, Spicy vegetarian samosas with mango chutney, Jerked chicken brochettes with tangy scallion sauce, Seared Ahi tuna with wasabi cream and Daikon on a crispy wonton

Carving Station: Carved peppered beef with horseradish cream and caramelized onions with tiny rolls and baby arugula
Roasted fingerling potatoes with fresh garden herbs
Broccolini with red pepper flakes and buttered breadcrumbs
Little gem lettuces with Caesar dressing, garlic croutons and Parmesan Regianno

Antipasto Station: Dill marinated baby carrots, French radishes, Blue Lake green beans, Sweet 100 tomatoes, English cucumbers, Mortadella, black pepper salami and orange fennel salami with stone ground mustard, Heirloom tomatoes with basil and mint, Burrata cheese with olive oil and cracked black pepper, Sesame breadsticks and toasted sweet baguette

Passed Desserts: Individual berry trifles, Strawberries, pound cake, sweet cream, Miniature profiteroles, Miniature ice cream bonbons vanilla ice cream coated in rich chocolate, Coffee station with reg & decaf, hot teas


Sponsored by Charles Schwab




Are there ID requirements or an age limit to enter the event?

There are no age restrictions, but an ID might be requested to drink alcohol.


What are my transport/parking options getting to the event?

The Schwab offices are easily accessible via BART (Embarcadero station). The nearest parking lot is "Place 2 Park" at 281 Main Street.


Can I update my registration information?

Yes. Feel free to revisit the event while logged into your Eventbrite account to update your information.


Do I have to bring my printed ticket to the event?

No. There is no need for paper tickets or a printed email. Your name will be on a guest list at the door along with a printed name tag.


What is the refund policy?

Refunds will be accepted through September 27, 2013 at 12noon (the last day to register).


The name on the registration/ticket doesn't match the attendee. Is that okay?

Yes. As we are printing the name tags ahead of time, it is best for the person attending to match the name if possible, but we can handwrite name tags on the day of the event.


Questions? Contact the Cal Alumni Association at events@alumni.berkeley.edu or 510.900.8235.

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Have questions about CAA Presents... Why Smart Money Matters? Contact Cal Alumni Association & Charles Schwab

When & Where

Schwab Center Auditorium
211 Main St
San Francisco, CA 94105

Tuesday, October 1, 2013 from 5:30 PM to 8:30 PM (PDT)

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