San Diego Regional Economic Development Corporation’s Post

I've had an incredible 8 weeks, working on projects I would have never dreamed to be a part of and meeting some of the coolest people. But, I have the say, the most exciting thing of all was that I got to vote…for myself!!! And I won (although unopposed but, hey, a win is a win!). The decision to run occurred through a series of conversations over the last decade, along with an increased involvement in local and national conversations about biotechnology, the environment, and education. But one that stands out was with a close friend, who said: ‘You should only run for office if there are things you want to change’. At the time that wasn’t the case, but over the last decade, I’ve learned that, while things are pretty good, we need to do more and move faster to prepare for the coming future. We need to modernized our systems, create opportunities for housing and food security, rapidly adapt our education systems to reflect the role of AI and other advances, deploy cleaner, greener technologies, and make significant advances in healthcare, especially in diagnostics and preventative medicines. But most importantly, we need to learn to work together. Because the problems we need to solve are too big to do them alone and it’s only through kindness, cooperation, and collaboration that we will be able to do it. So, as a first step, I ran for town meeting member as a way to learn more about the inner workings of my town. Over the next 3 years, I’m excited to learn more about how my town and precinct are planning for these futures and accelerating our preparedness. And I look forward to contributing my views to these important discussions. Who knows what this will lead to, but for now, I’m looking forward to being the change I wish to see in my small sliver of the world. Picture is from a recent visit to DC, from one of my favorite spots in DC.

Only one week left to secure your spot at Altruist Academy Nashville! Join us for an exclusive workshop for advisors looking to drive better client outcomes at scale. Designed for just 40 advisors, you'll receive one-on-one attention from our speakers and build community with fellow advisors. Why should you attend? ✅ Network with industry leaders, including Altruist CEO Jason Wenk, Chief Product Officer Harpreet Ahluwalia, Head of Investments Adam Grealish, VP of Customer Success Michelle Shotts, and more! ✅ Gain tactical strategies from seasoned advisors on how to scale your practice. ✅ Hear from Benjamin Beck, CFP®, and Angel Williams as they share their mistakes while building their $1B firm, how to avoid them, and the tactics they used to steer their business to success. ✅ Discover why Altruist was named the #1 custodian advisors are considering switching to according to the T3 survey. Secure your spot before it's too late: https://lnkd.in/gDiS8rH6

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WHY ARE FEW CONFERENCES THE HIGHEST RATED GATHERINGS IN FAMILY WEALTH? Cutting edge presentations! FEW is a marketplace of ideas and opportunities for high performing family offices and family businesses. For almost fifteen years we have offered "the right people at the right time with the right ideas." Each year, by invitation, FEW offers a unique peer to peer sharing of expertise. See our presenter summary below... This year's FEW CONFERENCE will be held June 6th in Chicago. Where is the world going? Join us to find out! Inquire: john@privatefamilyadvisor.com #familyoffice #familybusiness #familywealth #fewconference

We offer invaluable expertise, helpful resources, and insightful tools. 💌 Haven't joined us yet? Subscribe to our exclusive WFG National Title - Arizona newsletter. Monthly, you'll receive valuable market and industry insights, updates on our upcoming events, a look into our vibrant company culture, and much more. ✨ To receive straight to your inbox, sign up via https://lnkd.in/ehf-_Cvc. #wfgarizona #wfgnationaltitlearizona #wfgnationaltitlecompany #newsletter #realestateknowledge #realestateinsights #realestateexperts #realestatetips #realestateexperts #companyculture #upcomingevents

We have the knowledge, resources and, tools you need. 🗞️  If you haven't already joined us on our journey, we suggest signing up for our exclusive WFG National Title - Arizona email newsletter. It's chock-full of market and industry insights, information on our upcoming events, a glimpse into our amazing company culture, and beyond. ✨  To receive straight to your inbox, sign up via https://lnkd.in/ehf-_Cvc. #wfgarizona #wfgnationaltitlearizona #wfgnationaltitlecompany #newsletter #realestateknowledge #realestateinsights #realestateexperts #realestatetips

Thankful for the opportunity to attend the Northwestern Mutual Annual Meeting with some of the Plancentric Financial Group team. It was a jam packed few days of learning and a great reminder of why we do what we do. Key Takeaways: -It's better to get things right in the long run even if it's disruptive in the short term. Do what's right, not what's easy -Have courage to take the path of most resistance. What would you do if you were not afraid? -Don't wait to build your financial plan - there are 7 days in a week and someday isn't one of them -Clients don't care how much you know until they realize how much you care

#Harvard TGIF - New Focus, New Venue If you are interested in lively conversation and networking with fellow alumni, join us for TGIF. We meet on the third Friday of each month. Date:                    Friday, January 19, 2024 Time:                    5pm (and typically running until 7 or 7:30 - so it's ok to arrive later) Place:          NEW VENUE Yankee Doodle Tap Room in the Nassau Inn, Palmer Square, @Princeton, NJ 08542                                      At our December TGIF, we discussed the focus of future TGIF's. Should they remain part of our Entrepreneur's series (Breakfasts on the 1st Friday, TGIF on the 3rd Friday). Or should we expand the focus to non-business topics - a what's-on-our-minds discussion to wrap up the week. We decided on B. So Entrepreneurs and Angel Investors - please continue to attend. (But remember, we're moving to the Yankee Doodle Tap Room). We will discuss innovations and opportunities. But other alumni should join us as well. We have been discussing Israel vs Hamas and Harvard's reaction, DEI and it's role on campus, and other topics of interest. You'll hear and air differing points of view in a collegial, respectful and good humored environment. Join us to celebrate the end of the week and the start of new connections! Our HARVARD TGIF is an informal gathering on the third Friday of every month for Harvard University Alumni to meet, toast, connect, and share ideas and opportunities.   ANY QUESTIONS, SUGGESTIONS, OR REQUESTS? Contact Fred Fritz at ffritz@neurodx.com.  Organizer:          Fred Fritz  Cost:           There is no charge for this event. Your only expense is your bar tab.  Registration:    None required but please email Fred if you plan to attend so he can give the venue a headcount  Dress Code:     Wear something crimson/burgundy

Our first conference of the year is just around the corner, and we can't wait to kick off this season. Our team is looking forward to seeing you at this year's SCOPE Summit in Orlando, FL! If you'll be there, you can connect with Chief Development Officer Jeff Kingsley, Executive Director of Business & Development Felicia Irvin, or Business Development Manager Rachel Lyons to find out more about how we're #revolutionzingresearch and changing lives! #clinicalresearch #clinicaltrials #SCOPEsummit

Let’s recap what happened last week at the Conference! It was an amazing time, and one of the things I love about attending events in our specialization is that no matter where you are in your professional journey, you can teach others AND learn from them as well! We all have something of value to share. I’m sharing these takeaways because one of the things I strongly believe in is being real with people. When we have things that we second guess about ourselves, connections like we make at these kinds of events can often shake us out of our doubts. So, my first take away is that I am on the right path, and that many of my very accomplished peers are using a similar model in the families that they work with. That was very affirming! My second set of takeaways came from “Partners In Time: Consulting to the Multigenerational Family Enterprise” by Mark Serkin. It reaffirmed my efforts in how I frame and understand the family system, business system and owner system; and, how I work with multigenerational family enterprises! It also expanded my understanding of how to work with families around core values, including additional tools to help articulate what can be sometimes difficult to put into words, which is our core values and beliefs, so that families can find ways to move from individual understandings of core values to how those come together to drive the work and philanthropy of the family My final key take away, was really around personal vulnerability during the conference. I was able to make deeper connections with people whom I look up to in respect within my profession, and more than ever was able to be comfortable with who I am as my authentic self, and was able to really exist in my full self within this community, and that allowed me to share things with others, that I might not always be open to sharing. I found that within that vulnerability there was a great opportunity for connection to people who I might look up to as role models shared their vulnerability and experience with me, and through those I was able to find not just professional connections, but additional opportunities for mentorship. And over all I was just amazed, and blown away by the generosity and understanding that can happen from just me being my quirky goofy vulnerable me! What about you? When you’re feeling disconnected and full of self doubt, what helps you to make connection?