Strategas Investment Strategy Outlook – Equities & The T.I.N.A. Factor January 2013

Coldstream had the honor of hosting Strategas Research Partners on January 23rd at Overlake GCC. Strategas’ Chief Strategist and a regular on CNBC, Jason Trennert shared his major investment themes for 2013 in a post-election environment with "fiscal cliff" uncertainty.

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College Planning Event, 5.14.2012

This is a Coldstream hosted event, geared towards both young adults and parents who are interested in, preparing for, or just embarking on the college application process or beginning a new career. Since this transitional time of life brings up different areas of concern for both students and parents, there will be two separate sessions held, both covering the basic necessities of budgeting, banking & credit, and identity safety. The parents’ session will also go more in depth into insurance & estate planning, as well as navigating the university landscape, where the young adult session will focus on the importance of investing early and saving for retirement. After these info sessions, keynote speaker Dr. Jonathan Rossouw will speak about his personal experiences and lessons learned in a talk entitled, “Where Life May Lead You.” Dr. Rossouw is a medical doctor by profession but his lifelong passion for wildlife has led him to take up a full-time career in the expedition travel industry. He is currently a partner with Eco-Expeditions and has guided wildlife expeditions throughout the globe, traveling to 25 countries annually.
St. Patrick’s Day Dash, 03.17.2012

Thanks to Team Coldstream and everyone who braved the snow and cold to celebrate the arrival of spring by participating in the St. Patrick’s Day Dash Challenge! The Dash began 27 years ago as a race between bars and as a training event for an Irish Olympian. Now it’s Seattle’s largest single-distance run/walk, jog or crawl where the 13,000+ winners cross the finish before the last person starts. As a corporate sponsor, Coldstream was pleased to help support local charities such as the Detlef Schrempf Foundation, Seattle Children’s Autism Center, Camp Fire, Rise ‘n Shine, The Healing Center and much more. Every runner helped to give back to our community while promoting wellness and great fun. Log on to to see videos and pictures from this year’s race, and don’t forget to sign up to be part of this event next year!

High Tea Events, December 2011

During several afternoons in December, Coldstream team members, clients and friends participated in the 2011 High Tea events at the Sorrento Hotel in downtown Seattle. This was a great opportunity to get together and connect with a community of women professionals and friends, while enjoying fine teas, specialty sandwiches and delicious pastries in the beautifully decorated Fireside Room at the Sorrento Hotel. Interested in being part of something like this? Keep posted for more connect events coming soon! 
Strategas Research Partners Event, 11.03.2011

On November 3, 2011 Coldstream hosted a Strategas Research Partners Event at the Westin Hotel in Bellevue, WA. “Investing in an Era of Financial Repression” featured guest speaker, Jason DeSena Trennert, Managing Partner of Strategas Research Partners. Mr. Trennert gave an overview of the current US policy and global markets including Europe and a possible China slowdown. Also Strategas’ Chief Investment Strategist, Mr. Trennert has been ranked consistently by Institutional Investor magazine as one of the top strategists on Wall Street and has been named to SmartMoney magazine's Power 30 list of the most influential people in the world of investing. He appears regularly on Bloomberg and as a guest host on CNBC's Squawk Box. Strategas is a firm that Coldstream partners with for investment and sector strategy, macro-economics, policy research, and technical analysis. They supplement our investment strategy and due diligence process with timely and insightful research on the global equity and debt markets. Stay in touch for future Strategas events to come!