Events

Event Types
Apr 28, 2018
1:00 PM – 5:00 PM
 
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A visit from Treasurer-Tax Collector Dan McAllister

Dan McAllister has served San Diego County residents since as the County’s Treasurer-Tax Collector since 2002. He was reelected to his fourth term in June 2014 by an overwhelming 99% majority of the vote. Dan oversees the collection of more than $5.5 billion in property taxes each year, the management of more than $10 billion in the County’s Investment Pool, and the administration of the County’s $1 billion defined contribution program. Since assuming office, he has worked extensively to improve customer service, enhance communications and outreach initiatives, and ensure the fiscal stability of the treasury. Under his direction, his office collected nearly 60% of property tax payments electronically for the first time, while maintaining a 99% collection rate for the past three years. He is also a strong advocate for diversity, a value reflected in his staff that comes from all walks of life and backgrounds. His office now delivers service in 17 different languages.

As part of his duties, Dan serves as a member of the San Diego County Employees Retirement Association (SDCERA), which manages more than $10 billion of investments; he also serves as President of CalTRUST, which manages a portfolio of $2.8 billion. Additionally, he is a former chairman of the Board of Directors of the internationally recognized San Diego Convention Center Corporation. Prior to his election as San Diego County TreasurerTax Collector, Dan was a successful financial consultant and investment broker.

Dan contributes considerable time and resources to community service. He serves as Chair of the San Diego Unified School District’s Special Audit and Finance Committee, and he is a participating member of the Boards of Directors of the Jackie Robinson YMCA; Habitat for Humanity, San Diego; and New Americans Museum, San Diego. McAllister’s strong commitment and involvement in the community dates back to his service as a U.S. Peace Corps volunteer in the Western Pacific country of Micronesia.

A second-generation San Diegan, Dan has completed executive education programs in portfolio concepts and management at Stanford University and the University of Pennsylvania’s Wharton School. He also holds a Bachelor’s degree (BA) from California State University, Fresno, and a Master’s degree in Business Administration (MBA) from United States International University.

May 11, 2018
 
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70 years of San Diego Magazine

I am originally from Chicago, joined the Air Force immediately upon graduation from Valparaiso University, Married my wife Jan in 1968 and we are celebrating our 50th anniversary this year.
I scuba dive, play golf, do CrossFit and recently gave up flying my own airplane. I flew mach2 in tight formation in an F104, but get nervous over a 3 foot putt.

May 18, 2018
 

Clean Water for Schools in Uganda

Kathryn Ely is a structural biologist with more than 25 years experience
working in academia. Her laboratory determined the three-dimensional
structures of many key proteins including immunoglobulins, transcription
factors, and signaling molecules, using crystallography, nuclear magnetic
resonance and homology modeling. The basic discovery science that
came from these studies has set the framework to understand key
biochemical processes and basic mechanisms in human health, including
immunity, cancer and neurodegeneration. Her work has been published
in more than 95 papers in first-tier scientific journals, and was presented at
international conferences all over the world.

During her career, Kathryn has been a consultant for biotechnology
companies, and has served on numerous review panels for the National
Cancer Institute, as well as on the External Advisory boards of several
academic centers. She mentored the next generation of scientists, since
more than 30 graduate students and postdoctoral fellows from U.S.,
Europe and Asia trained in her lab.

Her international interactions with scientists and students made her aware
of the disparities in the quality of life in different countries, and especially
in developing nations. Recognizing that the lack of clean water is a major
impediment to good health, and that illiteracy and lack of technology
hampers the standard of living, she began to see the need for an
international program to provide water, health, and education to schools in
developing nations like Uganda. In 2010, Kathryn turned her professional
energy toward volunteer humanitarian outreach and established Quench
and Connect to focus on these intertwined problems.

May 25, 2018
 
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Transformational Boarding School Solving San Diego Disengaged Youth Problem

Jabez LeBret has been homeless, is a high school dropout, and was on a path to nowhere.

After getting his GED, Jabez studied finance and marketing at Gonzaga University. He went on to become a financial analyst at Nordstrom, an international public speaker, author, and Forbes Contributor.

He recently sold his award-winning marketing agency to free up time to pursue his passion in education as co-founder of Sisu Academy, a new education model.

Jabez is a coffee lover and Gin enthusiast.

Jun 15, 2018
 
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Camp Pendleton, Security and Emergency Services Battalion, U.S. Marine Corps in 2018

Colonel Stephen F. Keane, USMC 

Colonel Keane was raised in the Bronx, New York and Spring Lake Heights, New Jersey.  He enlisted in the Marine Corps Reserves in June 1989.  In January 1990, following Boot Camp and MOS school, he was assigned to 6th Engineer Support Battalion in Tucson, Arizona.  He graduated from the University of Arizona and commissioned a Second Lieutenant in May 1994. 

     Following The Basic School and Infantry Officer Course, Colonel Keane was assigned as an Infantry Officer with 2nd Battalion, 3rd Marines.  During this tour, he served as a Rifle Platoon Commander for his first Unit Deployment to the Western Pacific and as Echo Company Commander for a second Western Pacific Deployment. 

     In May 1998, Colonel Keane was assigned as a Nuclear Weapons Surety Inspector for the Defense Threat Reduction Agency and conducted global nuclear surety inspections.  In 1999, Colonel Keane was selected for the Funded Legal Education Program and began study at the College of William & Mary Law School in Virginia.  He served as a prosecutor at Marine Corps Base Quantico during summer 2000 and at Camp Lejeune, North Carolina during summer 2001. Upon graduation from law school and Naval Justice School in October 2002, he was assigned to Legal Services Support Section, 2nd Force Service Support Group, Camp Lejeune, North Carolina, again as a prosecutor.

     Colonel Keane deployed to Iraq in October 2003 with the Department of Defense Criminal Investigation Task Force, an interagency counter-terrorism task force.  Upon returning from deployment in 2004, Colonel Keane assumed the duties of Senior Prosecutor and Military Justice Officer at the Legal Services Support Section, 2nd Force Service Support Group, Camp Lejeune, NC.

     Colonel Keane reported to the Graduate Course at The Judge Advocate General's School in Charlottesville, Virginia in July 2005 where he was awarded a Master of Law (L.L.M.) degree with a specialty in Administrative (Labor and Employment) Law.  The following year, 2006, he was assigned to Seoul, Korea as the Deputy Chief of Operational Law for U.S. Forces Korea, Combined Forces Command, and the United Nations Command. During this tour, he served concurrently as the Staff Judge Advocate of U.S. Marine Corps Forces Korea and legal advisor to the United Nations Military Armistice Commission.

     In May 2009, Colonel Keane assumed duties as a Military Judge for the Western Judicial Circuit, Navy-Marine Corps Trial Judiciary.  From 2012-2013, he completed Top Level School as the Commandant of the Marine Corps Fellow to the U.S. Department of Justice, National Security Division, Counter-Terrorism Section.  From 2013-2015, Colonel Keane was the Commanding Officer of Marine Corps Security Force Battalion Bangor, Washington.  Prior to his current assignment, Colonel Keane was the Regional Trial Counsel (Senior Supervisory Prosecutor) for Marine Corps Installations West.

     Colonel Keane’s personal decorations include the Defense Meritorious Service Medal, Meritorious Service Medal, Joint Service Commendation Medal, Navy-Marine Corps Commendation Medal, Navy-Marine Corps Achievement Medal and other unit and service awards.

Jun 22, 2018
 

The UBS San Diego Human Trafficking Prevention Collective

Chris Marsh is a Managing Director at UBS Financial Services, responsible for the Wealth Management business across San Diego County: Rancho Bernardo, San Diego Downtown, Carmel Valley, and La Jolla branches.

Capabilities to impact your life and wealth
Chris has served in a variety of roles, across the US and International Wealth Management businesses, since joining the firm in 1999. Chris has worked with advisor teams serving clients in Asia Pacific, Switzerland,Germany,France,Monaco,UKand the United States. He has had the opportunity to work closely with advisor teams globally, create solutions for unique client situations using UBS's global resources.

Experience to guide you forward
Chris's prior experience, including roles in technology, business development,andasaprofessionalbusinesscoach, have given him insights into helping businesses grow quickly – despite the uncertainty of financial markets. His experience has also proven valuable in supporting financial and estate planning across generations – a challenge many clients face. Chris's passion lies in helping to create solutions for clients, their families, and often their companies, endowments, or foundations. "I find it extremely rewarding to connect San Diego-based colleagues and clients with experts and solutions from around the world. The talent and wealth of experience from our 150-year tradition at UBS creates confidence among our team; when something is important to our clients, and is the right thing to do, we can find a way to help them accomplish it."

Professional achievements and education
Prior to joining UBS, Chris worked with SNL Securities and Andersen Consulting in roles ranging from consulting to technology and sales. He holdsFINRA Series 3, 7, 9, 10, and 66 securities licenses, as well as a CaliforniaStateInsuranceLicense.ChrisearnedaBachelorof Science degree in Finance and MIS at the University of Virginia.

Outside the office
Chris and his wife, Malinda, have three sons: Sean Michael, Danny and Xavier. They enjoy participating in many cultural and philanthropic organizations throughout San Diego, as well as with Boy Scouts and many children’s sports.

Aug 17, 2018