About Coldstream

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.

New Team Members  Coldstream welcomed aboard three new team members in December!  Previously a practicing estate planning attorney, Kurt Biederman has joined Coldstream in the role of Associate Relationship Manager providing wealth management services to clients. READ MORE

Coldstream attending Schwab Impact

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 the forefront of the industry.

Liz & Hilary

Darren Ritchie attaining the CAIA designation

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 a wide range of topics within the alternative universe, including professional standards and ethics, regulation, private equity, real estate, commodities and managed futures, hedge funds, structured credit, manager due diligence, risk management, and portfolio management.  Since its inception in 2003, more than 5,400 individuals in over 75 countries have earned the CAIA designation and thousands more have become candidates in the CAIA program.  The CAIA Association was co-founded by the Alternative Investment Management Association, the global trade association for the alternative industry, and the Center for International Securities and Derivatives Markets at the University of Massachusetts, a leader in alternative investment research and education.

Fashion Show to support BYTF

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 charities. The show continually sells out, with 100% of tickets purchases going to the Detlef Schrempf Foundation and selected children’s charity partners. Past beneficiaries include: Central Area Youth Association; Clothes For Kids; Little Bit Therapeutic Riding Center; Family & Adult Service Center; Bellevue Youth Theatre Foundation.READ MORE

Walk & Roll

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 supporters. Mother Nature providing a beautiful sunny morning also helped enhance the experience!READ MORE

Walk and Roll Event

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 to helping them.  We hope to see you there.READ MORE

“Standing in the Gap” support from Coldstream

Coldstream team members Hilary, Susan, Carolyn, James, Vince and Kevin have had the opportunity to attend the annual Recovery Cafe event ‘Standing in the Gap’ for the past several years. Introduced to us by a client, the Cafe offers a safe haven for those struggling in the process of reclaiming their lives from addiction. Members are offered a safe place for meals, but most importantly support groups, and activities such as yoga and art classes to name a few.READ MORE

Coldstream Acquires Ascent Capital

Coldstream Acquires Ascent Capital  

Chris Blakeslee joins Coldstream as Portfolio Manager

BELLEVUE — June 28, 2012 — Coldstream Capital Management (“Coldstream”) today announced that it has acquired Ascent Capital, a real estate lending partnership specializing in lending to single family home builders in King, Snohomish and Pierce counties.  Chris Blakeslee, Ascent Capital’s Managing Member, has joined Coldstream as a Portfolio Manager.READ MORE

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