Bernstein & CalCPA: The New IPO Titans and the Changing Investment Landscape

Join Bernstein Private Wealth Management and CalCPA for an evening of networking, market insights, and conversation focused on the trends and opportunities reshaping investing, tax, and financial planning. The evening will begin with a networking reception, followed by a presentation featuring Jake Sheldon, Director of Wealth Strategies. Jake will explore the recent wave of high-profile private companies, including firms such as SpaceX, OpenAI, and Anthropic, and discuss how their growth trajectories and IPO or potential IPO paths are reshaping investment opportunities and capital markets. We will discuss some of the key strategies from a tax, investing, and planning perspective. We look forward to welcoming you for an evening of cocktails, hors d’oeuvres, engaging discussion, and networking with fellow professionals from across the Bay Area!