We are excited to announce our next in-person lunch meeting of the year scheduled for:

Wednesday, Mar 11th at 11:00 a.m. to 2:00 p.m. 

at Ruth's Chris Steak House

with Speakers:

Kevin Guzman, Regional Director at Goldman Sachs

Topic: Tax-Smart Investing with Direct Indexing

&

Nicholas Phillips of Coleman & Horowitt LLP

Topic: Best Practices for the Purchase and Sale of a Business

Pending:

2 CFP CE Credits

Early Bird Deadline:  Feb 27th

For Members: $35 per person.

For Non-Members: $50 per person.

Standard Registration:  Mar 2nd-11th

For Members: $45 per person.

For Non-Members: $60 per person.

Kevin Guzman is a Regional Director at Goldman Sachs, where he covers the East Bay Area, Central California Valley, and Las Vegas. Before joining Goldman Sachs, Kevin served as a Portfolio Consultant at BlackRock for seven years. His earlier career includes roles as a Portfolio Manager for Bank of New York Mellon and Barclays Global Investors. Kevin holds an MBA from the University of Notre Dame and a Bachelor of Science from California Polytechnic State University.

Amina W. Mogaji is a Vice President and SMA Specialist with Goldman Sachs Asset Management, covering the Northwest Region. She joined Goldman Sachs after a 12-year career with Morgan Stanley Wealth Management, where she served as Consulting Group Advisory Director covering the Los Angeles, Westlake Village and Central Cal/Las Vegas markets. In that role, she partnered with financial advisors and teams to grow their advisory practices through scalable, tax-efficient solutions. During her time at Morgan Stanley, Amina was also Co-Head of Engagement and Adoption for Next Best Action, an AI-powered client engagement platform.
Originally from the Washington, D.C. area, Amina is a graduate of Virginia State University. Outside of work, she enjoys traveling, golfing, attending sporting events and caring for her 50+ houseplants.

Nick Phillips brings years of business counseling and transactional experience to his clients. Since 2015, he has acted as in house general counsel to companies located in the U.S., China, and Japan, including the Tokyo Stock Exchange traded, global #1 by market share, brushed DC electric motor manufacturing company, Mabuchi Motor Co. Ltd. (6592:TYO), helping them draft domestic and international agreements.

Nick’s practice currently focuses on the needs of the Central Valley’s small businesses, as well as lower middle market mergers and acquisitions throughout California. He represents sellers and buyers of businesses, conducting due diligence and drafting stockholders or buy-sell agreements, operating agreements, NDAs, LOIs, and definitive and ancillary agreements to consummate stock and asset purchases. Deal sizes range from under One Million Dollars to over One Hundred Million Dollars in aggregate purchase price.