The relationships we create between our clients, partners, and friends are precious. We find the best way to make those relationships stronger and build new ones is through events. Whether social, educational, or pure business – you can count on Coldstream for an engaging and valuable experience.

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October 2016

Female Leadership & Innovation

October 27, 2016 @ 5:30 pm - 8:30 pm
The Westin Bellevue, 600 Bellevue Way NE
Bellevue, WA 98004
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Free 120 spots left

  Join us for an evening of networking and conversation as we focus on how industry mavens rose to the top, broke new barriers, and stayed there. Hear women share their experiences navigating the management landscape, their tips for overcoming challenges effectively, and their advice…

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September 2017

Coldstream Welcomes Dan Clifton on September 6

September 6, 2017 @ 4:00 pm - 6:00 pm
Overlake Golf & Country Club, 8000 NE 16th St.
Medina, WA 98039
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Ever wonder what may happen to our economy if Congress implements President Trump's agenda? Want to better understand how Congressional decisions may affect another government shutdown? Register today to join Coldstream Wealth Management for a moderated discussion with Dan Clifton, director of legislative and public policy…

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October 2017


October 27, 2017 @ 1:00 pm - 1:30 pm

Join Coldstream's Investment Strategy Group (ISG) on Friday, October 27th at 1:00PM PST for a 30-minute report on "Reinsurance: Market Update". Hear our views of last quarter's economic and market conditions. Speakers: Howard Coleman, Chief Investment Officer James Walsh, Portfolio Manager Register today for this informative webcast!  …

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July 2018

Coldstream Welcomes Dan Clifton, Tuesday, July 10th

July 10, 2018 @ 3:30 pm - 6:00 pm

As we head into the second half of 2018, many legislative and policy questions remain unclear:   Are we about to enter into a trade war?  What will happen in the mid-term elections?  Will tax reform and corporate repatriation of earnings provide additional economic stimulus this…

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ISG Quarterly Webcast – Q2 2018

July 19, 2018 @ 1:00 pm - 2:00 pm

Join Coldstream's Investment Strategy Group (ISG) on Thursday, July 19th at 1:00PM PST for a 30-minute report on  "Strategic Regime and Tactical Allocation" as well as our views of last quarter's economic and market conditions. Featuring Speakers: Howard Coleman, Chief Investment Officer & General Counsel…

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