[Jtpa-list] Personal Finance Seminar: 6/2

jtpa-list@jtpa.org jtpa-list@jtpa.org
Tue, 25 May 2004 12:40:07 -0700


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=1B$B!|!!>l=3Dj!!=1B(BGlobal Catalyst Partners,
                255 Shoreline Drive Suite520
                Redwood Shores, CA
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Subject =3D Seminar 6/2
=1B$BAw6b=1B(Btype =3D Service

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Perhaps more than ever, uncertainty rules today=1B$B!G=1B(Bs financial =
markets.
Over only the past five years we=1B$B!G=1B(Bve witnessed the highs and =
lows of the
internet bubble, corporate fraud perpetrated by companies such as Enron,
Worldcom and Tyco, wide-spread ethical lapses within the mutual fund and
investment brokerage industries, global terrorism, short-term fears of
deflation and now growing inflationary concerns. We all recognize the
risks after they occur, but how should investors approach the goal of
building wealth for the long-term?

In many ways the steps every investor should take in building wealth are
similar to those they would take in building their dream house.  Both
endeavors start with a well-crafted design that addresses your personal
situation, current and future needs, and desires.  The foundation for
successful investing is poured with the selection of a long-term
strategic asset allocation. Quality products reduce the annual cost of
upkeep and risk of catastrophic failure - both in your home and your
investments.   Diligent and informed oversight is key in assessing
whether your wealth building plans remain on course, and if not what
should be done to correct them.  Finally, small tactical decisions made
over the years can enhance both your home and your investments.

Mr. Murphy will provide insights into each of these investment topics
and his thoughts on the current market environment that are sure to be
of benefit to novice and informed investors alike.  Be sure to attend
this presentation as plenty of time will be allowed audience interaction
and questions.

=1B$B!|!!=1B(BSpeaker Bio

Brian Murphy, Founder & CEO - Pariveda, Inc.
Brian Murphy is founder and CEO for Pariveda, Inc. an independent
Registered Investment Advisor located in Burlingame, California. Mr.
Murphy founded Pariveda with the goal of providing high-quality managed
account and investment advisory services to individual investors.

In addition to his work with Pariveda, Mr. Murphy serves as an
Investment Strategist for Mainstay Capital Management of Grand Blanc,
Michigan where he helps shape and implement investment decisions for
over 1,000 client accounts.

Mr. Murphy was previously employed as a quantitative portfolio
strategist at Massachusetts Financial Services in Boston and as a senior
product manager at Barra, an investment risk management technology firm
based in Berkeley, California.=20

Mr. Murphy holds the Chartered Financial Analyst(r) designation, an MBA
from The Wharton School of the University of Pennsylvania and a Bachelor
of Science degree in mechanical engineering from Northwestern
University.

Chako Ando
Chako Ando has over 15 years of experience, both as a financial
professional and management of entrepreneurial companies. Chako has an
in-depth understanding of financial, strategic and operational issues
that entrepreneurs face. Most recently, Ms. Ando was Chief Operating
Officer and Vice President, Business Development of Fitech Laboratories,
a cross-border software startup based in San Francisco and Tokyo. Prior
to Fitech, Chako was a financial professional with institutions such as
The Industrial Bank of Japan, Sumitomo, and Daiwa, responsible for
venture investment, strategic alliance and M&A.=20

Ms. Ando holds BA from Tokyo University of Foreign Studies, and MBA from
Stanford University. Her major interests include Salsa dancing, jazz
piano, cooking and gardening.


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