Town Hall Discussion on the Economy, Financial Markets, and Investment Strategy.

You’re invited to attend a Town Hall discussion with Don Calcagni, Chief Investment Officer, on the economy, financial markets, and investment strategy.

We are offering two dates and locations for this event. Please RSVP accordingly.


Berkeley Event

Wednesday, January 16, 2019

Claremont Club & Spa: 41 Tunnel Road, Berkeley, CA 94705 – Click here for directions

6:00- 7:00 pm Reception

7:00- 8:00 pm Town Hall

Room: Skyline A


San Mateo Event

Thursday, January 17, 2019

The Peninsula Golf and Country Club: 701 Madera Drive, San Mateo, CA 94403 – Click here for directions

5:30- 6:30 pm Reception

6:30- 7:30 pm Town Hall


Hors d’oeuvres and cocktails will be served.

Please RSVP by January 7th.



Please contact Jessica Caruso at [email protected] or 877.494.5123 with questions about the San Mateo event.

Please contact Alise Kraus at [email protected] or 877.494.5123 with questions about the Berkeley event.

The Mercer Advisors San FranciscoSunnyvale, and Walnut Creek teams looks forward to seeing you there!

Please RSVP by January 7th

Don Calcagni

As Chief Investment Officer, Don’s primary responsibilities include setting the strategic direction of the firm’s investment offerings, stewarding the firm’s assets under management, and acting as firm liaison to clients and institutional partners alike. He is an expert in the areas of financial mathematics, corporate finance, portfolio management, and taxation. A renowned thought leader, Don produces the CIO Forum, a weekly market outlook and commentary that explores markets, economic developments, and other issues impacting client portfolios. He also serves on the editorial board of the Journal of Financial Service Professionals and as Adjunct Professor of Taxation at Widener University. Don earned his MBA in Finance from The University of Chicago and his Masters in Taxation from Widener University.

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