Category: Coldstream Happenings

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.     [...]

Coldstream Special Event – Jason Trennert  Join us Wednesday, January 23rd at the Overlake Club in Bellevue where Strategas Partners Chief Strategist, Jason Trennert will share his major investment themes for 2013.  Strategas serves as a key research and investment strategy partner to Coldstream. Don’t miss this unique opportunity!  Email susan@coldstream.com if interested in attending. [...]

The recent Seattle Times article summarizes the current strength of the local home construction industry.  Our Coldstream affiliate, Ascent Capital, continues to participate in this market as a niche player by financing a number of home builders and projects in the Puget Sound area. [...]

Coldstream partner Detlef Schrempf had the honor of being the 12th man flag raiser at the Seattle Seahawks vs. Minnesota Vikings game November 4th.   [...]

Coldstream members Hilary Clark, Catherine Williams and Liz McQueen attended the Schwab Impact event in Chicago. IMPACT is an invitation-only industry conference where advisors come together with influential presenters, exhibitors, and subject-matter experts to learn about and collaborate on key issues and best practices. Every facet of the conference is designed to help attendees remain at [...]

Congratulations to Coldstream Senior Analyst Darren Ritchie for attaining the CAIA designation. The Chartered Alternative Investment Analyst (“CAIA”) program comprises a two-tier exam process through which one may earn the CAIA charter, the global mark of distinction in alternative investments.  The CAIA program curriculum covers various topics within the alternative universe, including professional standards and [...]

Coldstream partner Detlef Schrempf and his wife Mari were thrilled to be kicking off Fashion Week at The Bellevue Collection. It began in 2005 when Nordstrom asked the Detlef Schrempf Foundation to partner with them in producing this premier event. Thanks to Nordstrom’s leadership and generosity, this event has raised over $180,000 for local children’s [...]

Coldstream fielded a team of supporters for the recent 2nd Annual Green Lake Walk & Roll event. Evidence of the tremendous grass roots community support was found in the bushels of homemade tamales, the plentiful supply of water bottles and balloons, the dozens of donuts and the huge smiles provided by the cheers of sideline [...]

Come join Coldstream team members for the 2nd annual Walk and Roll event held at Seattle’s Greenlake Park on Saturday October, 6th 2012.   This is our second year teaming up with the Spinal Cord Injury Association of Washington. SCIAW is the Washington State organization for people with spinal cord injuries and for all people committed [...]