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Investing for a Better Tomorrow.


Past Events

2017

February

BSWM Client Appreciation Cooking Class Feb 28th 2017

Our first ever BSWM Client Appreciation Cooking Class was an absolute success. We were thrilled to have brought together such a fun and engaged group of clients and friends! It was really wonderful to get out of the office and get to know you all in a more social and interactive setting. We hope you, and your tastebuds, had as much fun as we did!

2016

May

Blue Summit’s Medicare Lunch & Learn

Our first ever Medicare event was a wonderful shared learning experience! We heard many positive comments about how well-informed everyone felt afterwards. We were so glad we could help educate everyone on an important aspect of their life, health and wealth. This event was so well-attended, we plan on hosting another one in September 2016.

April

EHC 2016 Gala "One People, Una Frontera"

We had a wonderful time at the Environmental Health Coalition’s “One People, Una Frontera” Annual celebration on April 14th. This gathering recognized the individuals and groups that have dedicated their lives to building a healthy, unified border region. Blue Summit was proud to support the EHC and all their hard work in supporting clean air & water efforts in San Diego and Mexico. It was great to see our clients come out and support this cause too!

2015

December

2015 Holiday Party

It was great to get out from behind the desk and be with you in a light-hearted social setting! We hope you enjoyed meeting and hearing from all of our staff members about their roles in the firm. We also hope you walked away with some new connections, a happy belly of terrific food from our caterer, and some crafty gifts from our 10,000 Villages Booth! Til next time!

Wine Tasting Event with Environmental Health Coalition & Bonterra Wines

We wanted to share with you a short recap of our very first W.I.N.E. (Wine, Investing, Networking, Environment) event last week.  We had about 50 people in attendance who all walked away with a better understanding of the environmental sustainability work being done in our communities by the EHC, the shareholder activism work done by Blue Summit, and the many benefits of drinking organic wines by Bonterra.  We thought it was a special way to intertwine some delicious food and drink with some food for thought.   Everyone had a great time mingling and meeting with fellow clients, Blue Summit and EHC staff, and other members of the community!

2014

June

Breakfast Botanical Garden Tour
Sunday, June 22, 8:30 AM to 5:00PM

Our client, Jim Wright, opened his famous “Botanical Haven” to Blue Summit for a Saturday morning Garden Tour. We got an up close & personal tour of one of the most amazing gardens in San Diego!

Jim’s Botanical Paradise is host to over 50 species of palm trees, along with hundreds of varieties of orchids, bromeliad, and much, much more! This garden has been featured on 4 TV stations including interviews with Dave Scott and Loren Nancarrow. It’s been highlighted in Sunset and San Diego Home & Garden magazines as well as voted #1 on the Claremont garden tours.

The purpose of this informal get-together was for our wonderful, like-minded clients and circle of trusted professional advisors, to be able to mix and mingle in a relaxing environment.

August

2014 EHC Awards Celebration
Friday, August 22, 6:00-8:30PM

We are excited to announce that Blue Summit was a proud sponsor of the Environmental Health Coalition's Annual Gala at Casa del Prado. Some of the guests included: Todd Gloria (Pres. SD City Council, Toni Atkins (Speaker of the CA Assembly) and David Alvarez (SD City Council Member), among others.

Learn more about EHC Events

September

People's Climate March San Diego
Monday, September 21, 12:30-5:00PM
Contact us for event details

October

Barrio Live Bus Tour & Network Mixer
Friday, October 17, 3-7:00PM
Contact us for event details


2013

October

Friday Lunch & Learn Workshop
Investing in Distressed Affordable Housing Units
Friday, October 4th, 12-1:00 PM
Contact us for event details



June

Jim Wright's Famous Breakfast Garden Tour
Saturday, June 1st, 9-10:30 AM
Click here for photos of the garden

Friday Lunch & Learn Workshop
Investing in Healthcare
Friday, June 7th, 12-1:00 PM
Click here for event details

May

Friday Lunch & Learn Workshop
Four Steps to Invest in Real Estate
Friday, May 10th, 12-1:00 PM
Click here for event details

April

Tax-Relief Social Hour for Clients & Friends
In celebration of surviving yet another tax-filing deadline, we're hosting an informal get-together for our wonderful like-minded clients and professional colleagues to mix and mingle in a relaxing environment.
Thursday, April 18th 5:30 - 7:30PM

Blue Summit Sponsors Environmental Health Coalition's "Healthy Kids Victory" event
For 32 years the EHC has campaigned in San Diego to improve health and the environment for San Diego families impacted by toxic pollution. The event will feature San Diego Mayor Bob Filner, other elected officials & EHC supporters for an evening of recognition & celebration. You are invited to join us, info here: http://www.environmentalhealth.org/index.php/en/
Tuesday, April 23rd 6:30 - 8:30PM

March


First Fridays Monthly Lunch & Learn Education Series
Investment that May Lower Your Taxes in 2013
Friday, March 1st, 12-1:00 PM
Click here for event details

Business Transition Workshop – Increasing Value Before Sale
Judith Seid & Shane Yonston speak on an expert panel of advisors to business owners on how to maximize the value of their interest before exit. Location & details to be announced

2012

August

Petco Park - Go Global, Go Green
Hines Real Estate & Zevin Asset Management discuss their views on investing globally in sustainable, responsible assets in today's market environment.
Tuesday, August 28th from 5:30 - 7:00 PM

May

Shareholder Action: Part II
Thursday, May 17th from 5:30 - 7:00 PM
Location & more info TBA

Business Transition Workshop – Discovering Life After Business
Wednesday, May 23rd from 8:00 - 9:30 AM

January

Business Transition Planning Workshop
Wednesday, January 25th from 8:00 - 9:30 AM

2011

December

Holiday Cocktail Party - RSVP Required
Thursday, December 8th from 8:00 - 11:00 PM
Click here to view event details
Click here to view event photos (slide show pending)

Shareholders Impacting San Diego: As You Sow Foundation Meets with Local Leaders
Tuesday, December 13th from 5:00 - 8:00 PM

October

Mo'olelo Theater Company - "26 Miles"
Thursday evening, October 13th from 7:30 - 9:30 PM
Click here to view event details

Shane Yonston Featured Speaker at Green MBA
Alliant International School of Management
October 21, 2011
Click here to view this post

July

Exploring the "Cool Rich Kids" Movement
Friday, July 29th at Noon

June

Meet your Money Manager Webinar
Friday, June 3rd at Noon

Leaving a Legacy - Private vs Public Foundation Workshop
Thursday, June 30th from 6:00 - 7:30 PM

May

Alternative Investments Happy Hour Chat
Thursday, May 26th from 6:00 - 7:30 PM

April

Should you Exclude Nuclear Energy from your Portfolio?
Friday, April 29th at Noon

Blue Summit Advisory Board Meeting

Saturday, April 30th from 8:30 - 10:00 AM


Webinar - Investment Opportunities in Green Real Estate
Thursday, March 17th from 10:00 - 10:30 AM

Mo'olelo Theater Presents "Stick Fly" — Blue Summit Sponsors Pre-Show Reception
Friday, March 11th at 6:00pm
Click here to view events details.

2010


Stock Market Hike
Thursday, October 7th at 6:15pm
Click here to view events details.

Green Real Estate in Your Portfolio
Thursday, August 19th at 7:30am - 9:00am

Breakfast Meeting at Gio's Restaurant, 8384 La Mesa Blvd. La Mesa, CA 91941
Click here to view events details.

Stock Market Hike
Thursday, August 5th at 6:15pm
Click here to view events details.

Stock Market Hike
Thursday, July 1st at 6:15pm

Slow Money's National Gathering
June 9-11th, Shelburne Farms, VT
Click here to view event details.

Bravo! Awards 2010
Wednesday, May 19th at 5:30pm - 8:30pm

2010 Trusts & Estate Symposium
Thursday, May 6th at 9:30am - 2:00pm
Click here to view event details.

Net Impact Hosts Shane Yonston to Discuss Career in SRI
Wednesday, March 24th at 6:30pm - 7:30pm

Blue Summit Advisory Board Meeting
Friday, March 5th at 8:15am - 9:45am
"Never doubt that a small group of people can change the world. Indeed, it is the only thing that ever has." ~Margaret Mead

2009


The Role of Money & Women in the Middle East - A Key Driver Toward Sustainable Prosperity
Thursday, October 29th at 7:30pm - 9:00pm
Click here to view event details.

Wealth Management and Your Business Workshop
Friday, October 9 at 12:00 pm - 1:00 pm
Click here to view event details.

First Fridays Webinar Featuring Tom Moser, Founder of High Impact Investments
Friday, October 2nd at 1:00pm - 1:30pm
"Do you ever wonder about the problems associated with poor water quality, reliance on fossil fuels, poor nutrition or an overly drug-prescribed population?"
Click here for event details

Blue Summit Presents SRI at Broker-Delaer Leadership Conference - Seattle, WA
Friday, September 18 at 10:00 am - 11:00 am

Judith Seid, Featured as NAWBO Panelist - "Secrets of My Success"
Wednesday, July 15 at 11:30am - 1:30pm

First Fridays Sustainable Money Manager Webinar Series - Kevin O'Keefe, First Affirmative Financial Network
Friday, July 10th at 1:00pm - 1:30pm
"FAFN manages over $500M in custom-tailored portfolios of mutual funds and separate accounts..."
Click here to view event details.

Judy Seid, Featured Speaker at Foothills Bar Associations - "The Value of Long Term Care Planning"
Thursday, July 9 at 12:00pm - 1:00pm

First Fridays" Sustainable Money Manager Webinar Series - Art Stevens, Calvert Foundation
Friday, June 5th at 1:00pm - 1:30pm
"Now in its 14 the year, the Calvert Foundation has grown to $200 Million of investor assets focused exclusively on investing in communities..." Click here to view events details.

Join us at the Theater - FREE Tickets - Here's How...
Friday, May 29th at 7:30pm - 9:30pm
"Two fathers. A school shooting. Eight years later, how do we forgive and heal? Good Boys is the story of two men, one black one white, who meet eight years after a school shooting in which both their sons died, one a victim the other the shooter..."
Click here to view event details.

"First Fridays" Sustainable Money Manager Webinar Series - Carsten Henningsen, Portfolio 21
Friday, May 1st at 1:00pm - 1:30pm
"Carsten is a pioneer in the field of social and environmental investing, as the founder of a global mutual fund committed to investing in companies incorporating environmental strategies into their business practices"
Click here to view event details.

Market Crisis Investment Opportunities
Saturday, April 4th at 8:30am - 10:00am
"We all know that declines in the real estate market have contributed to the current market crisis. High-risk mortgage backed securities, huge lenders going belly up, record-high foreclosure rates..."
Click here to view event details.

Real Estate & The Economy
Tuesday, September 30th at 8:00am - 9:30am - The Broken Yolk
"The bursting of the real estate bubble has now lasted 13 months and has caused far more damage than analysts initially forecast."
Click here to view event details.

Exploring a Green Building Partnership
Friday, September 19th at 8:30am - 12:00pm - Ridgehaven Green Building
"Imagine a building or an entire campus somewhere in San Diego, that incorporates the latest in sustainable design, where the tenants are a mix of non-profits, public offices, education centers, and social entrepreneurs..."
Click here to view event details.

Appreciation Event at The Theater
Friday, September 5th at 7:30pm - 9:30pm - La Jolla Playhouse
"Opening Night for Mo'olelo's showing of Susan Yankowitz's "Night Sky." Over 30 clients and professional affiliates enjoyed an evening..."
Click here to view event details.

2008

Blue Summit Hosts Art Gallery Happy Hour
Wednesday, July 30th at 6:30pm - 8:00pm - Morrison Hotel Art Gallery
Network with other socially responsible investors, enjoy Rock-N-Roll art, and get a brief update on the market.
Click here to view event details.

Green Investing: A Ripe Time for Alternative Energy
Thursday, July 17th at 6:00pm - 8:00pm - The Ridgehaven "Green Building" Auditorium
"Oil prices are skyrocketing. The temperature of the Earth is rising. Alternative energy has emerged as one of the fastest-growing markets in the past few years..."
Click here to view event details.


Healthy Portfolios, Healthy Environment: How to make your money matter
Wednesday, May 14th at 6:15pm - 7:45pm - The City's Environmental Services "Green Building"
"Learn about ways to support green companies and local efforts to reduce toxins in our environment."
Click here to view event details.

Y-Design Conference, 2008 - Thinkshop at USD: Investing in Sustainability
Saturday, March 29th at 10:00am - 12:00pm - University of San Diego
"Learn how aligning your investments with your values can reduce environmental, social, and governance risks."
Click here to view event details.

2008 Investor Education Workshop Series - Toxic Chemicals in Products
Thursday, February 28th at 6:30pm - La Mesa Office

"Toxic Chemicals in Products: Financial Risks & Opportunities"
Click here to view event details.

Breakfast Presentation - What to do in Volatile MarketsFriday, February 15th at 9:00am - RSVP Required
Click here to view event details.

2007


Investor Education Workshop Series - Women & Retirement
November 15, 2007
Click here to view event details.

Activists Tour Poseidon Desalination Plant
October 2, 2007
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Blue Summit Leads Panel on Sustainable San Diego
August 16, 2007
Click here to view event details.

Investor Education Workshop Series - Investing & Climate Change
August 22, 2007
Click here to view event details.

Green Investing: Fighting Climate Change With Your Investments
July 10, 2007
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Green Investing: Fighting Climate Change With Your Investments
May 31, 2007
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Investor Education Workshop Series - Sudan Divestment
May 10th, 2007
Click here to view event details.

Open House 2007
February 22, 2007
Click here to view event details.

2006


Investor Education Workshop Series - Socially Responsible Investment Basics
October 18, 2006
Click here to view event details.

Investor Education Workshop Series - Green Real Estate
June 21, 2006
Click here to view event details.

Investor Education Workshop Series - Alternative Energy
March 6, 2006
Click here to view event details.


Community Service

At Blue Summit Wealth Management, two of our core values are education and community.

As such, in addition to our ongoing quarterly investor-education workshops and our Annual Open House events, we make ourselves available as guest speakers at both local and national events, and volunteer our leadership for various community efforts.

Feel free to contact us to attend a future event or to learn of our speaking availability for an event you are organizing.