Join Us at SohnSF – September 26

Shartsis Friese LLP has joined other prominent firms in the San Francisco Bay Area investment funds community to sponsor the 14th annual Sohn San Francisco Investment Conference on September 26th.  One of the partners in our Investment Funds and Advisers group, Jim Frolik, is on the SohnSF board of directors, and several clients are strong supporters of the event, both as presenters and significant sponsors.

The event will be back in person this year at the Hyatt Regency at 5 Embarcadero in the heart of the SF Financial District. The 2023 beneficiaries include 826 Valencia (, SMART ( and Stephen & Ayesha Curry’s Eat. Learn. Play. ( Top investment managers will present specific investment ideas and world-class allocators will discuss the fund investment environment in an intimate setting that brings the SF investment community together again.  An inaugural Women’s Brunch will kick off the event this year (space is limited).

Since inception, SohnSF has raised over $2.25 million to support Bay Area organizations focused on improving educational opportunities and life outcomes for underserved youth.  The attached invitation and the conference website ( give more background on the speakers and the organizations being supported this year.  We are proud of our involvement with this great cause, especially now as families face increasing costs that make it even more difficult for at-risk students to achieve their full potential.

You can sign up on the conference website at and follow SohnSF on Linkedin – hashtag #SohnSF23 – for meeting updates, news and highlights. If you have questions, please get in touch with your usual contact at our firm. Looking forward to seeing everyone!