The Wharton SoCal Executive Dinner Speaker Series is the pillar of the club's programming for 2009.  We intend to hold five exclusive dinner events in 2009, each with 25 Wharton Alumni attendees.

These will be intimate evening dinner speaker sessions held at the Napa Valley Grille in Westwood, each with a prominent business leader discussing a business challenge and lessons learned, along with informal group question/answer session.

This month we are thrilled to host Spencer Sherman, CEO and Co-Founder of Abacus Wealth Partners and acclaimed author of 'The Cure for Money Madness' who will discuss his new book and investing philosphy:

We all know not to put our eggs into one basket.  We all know to buy low and sell high.  But few of us have followed these rules and the financial crisis is the result.

If you are wondering where the safe haven is for your money, you are not alone.  But as Spencer Sherman demonstrates in his new book 'The Cure for Money Madness', it's often the simplest strategies which produce not only the best results but the greatest peace of mind.  What do you have to commit to in order to enjoy better than average returns and more peace-of-mind?

• You must be invested for the long term.
• You must be willing to rebalance your portfolio by buying more of the asset categories that have decreased and trimming the asset categories that have increased (buy low and sell high).
• You must look elsewhere fore excitement (this kind of investing is, frankly, boring.  Yet the bottom line is very very exciting).

Topics Covered:  

• What drives us to make irrational financial decisions?
• The financial and mental health benefits of passive and highly diversified investing (It's consistently beaten the S&P 500 over the long term and it's decidedly not exciting - however you will sleep better at night).
• Retirement strategies and re-evaluating real estate
• The future of the market. (Put away the crystal balls and calculators.  It's not about how much you know.)
• Moving beyond fear and seizing present financial opportunities

The Cure for Money Madness is on sale now at Amazon and copies will be available on the evening of the dinner for $20.

About Spencer Sherman:   Spencer Sherman is CEO and Co-Founder of Abacus Wealth Partners.  He is regularly named one of the top 100 wealth advisors in the US by Worth magazine.  Spencer received his bachelor's degree in economics from Brandeis University (Phi Beta Kappa) and, in 1987, earned his MBA in Finance from the Wharton School.  He is a Certified Financial Planner.  In his book, 'The Cure for Money Madness', Sherman shares his highly-diversified, passive, and transparent investment strategy, the Rainbow Portfolio (TM), which has beatne the S&P 500 over the long term.  Sherman shows how to break bad money habits and spend, save, give, and earn money more wisely.  Sherman is widely quoted in the press including The Wall Street Journal, The New York Times, and Los Angeles Times, and has appeared on CNN, CNBC, and Oprah Radio.  For more information check out:  www.abacuswealth.com and www.curemoneymadness.com

Date: Tuesday, November 10th 2009

Time: 6:30pm - 9:00pm

Location:
Napa Valley Grille
1100 Glendon Ave. Ste 100
Los Angeles, CA 90024
Phone: 310-824-3322

Parking: Valet parking is available at $4.00 street parking is available nearby.

Tickets:
- Cost: $59 Wharton/Penn Club members only and their guests.  Limit 2 per member.
- Includes a gourmet 3 course meal, wine, coffee and tea - all in a private room at the restaurant.

Click here to RSVP!  Space is limited!

EXECUTIVE DINNER SPEAKER SERIES SPONSORS 

THE WORLD PROTECTION GROUP, INC

The World Protection Group, Inc.® is a leader in executive protection.  Our clients include some of the most prestigious companies in America and some of the most high-profile individuals in the world.  Our proactive, preventative approach builds upon US Secret Service philosophies and security best practices. With operational centers in Los Angeles and New York, the World Protection Group® is recognized for its high standards, training and customer support.  More information can be found at www.theworldprotectiongroup.com.

If you are interested in being a sponsor of the 2009 Executive Dinner Speaker Series please contact Sarah at wsc@onebox.com