Event Details

Join us at the SFSTA 94th Annual Conference which will be held in San Francisco and Pebble Beach, CA. This highly anticipated event will bring together industry leaders for insightful discussions and networking opportunities. Don't miss out on this exciting opportunity to connect with professionals in the financial industry. Register now to secure your spot at this prestigious conference. See you there!


  • If you are a sponsor with complimentary registration, please email contact@sfsta.com for your complimentary discount code.
  • Please see the hotel link in your registration confirmation email to book your hotel.
  • If buying multiple tickets, please be sure to enter specific attendee details for each ticket.


Conference Updates

If you are registered for the Annual Conference and have issues reserving rooms through the hotel link, please contact sfsta6@gmail.com.

Jun 5 - 8, 2025 (PDT)

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Inn at Spanish Bay
Pebble Beach
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Agenda

  • Thursday - SF Happy Hour
    2:00 PM - 5:00 PMConference Kickoff at Chotto Matte in San Francisco
  • Friday - Pebble Beach Kickoff
    6:00 PM - 11:00 PMDinner and Cocktails at The Beach Club | Glow in the Dark Golf Charitable Fundraiser
    Glow in the Dark Golf starts at sunset. Purchase Glow in the Dark Golf balls in registration to participate.
  • Saturday - Breakfast Buffet
    7:30 AM - 8:30 AMBreakfast at the Inn
    Saturday - Business Meetings
    8:00 AM - 9:30 AMBusiness Panel Open to All
    Ballroom at the Inn.
    9:35 AM - 11:00 AMBuyside Breakout (Buyside Only)
    Ballroom at the Inn
    Saturday - Golf Tournament - SOLD OUT
    10:00 AM - 3:00 PMGolf Tournament at Spanish Bay
    Contact sfsta6@gmail.com to be placed on the waitlist.
    Saturday - 5k Run/Walk
    11:00 AM - 1:00 PMAnnual Richie Kane Memorial Run/Walk
    Meet at the Firepits at the Inn
    Saturday - Tennis and Pickleball
    11:30 AM - 1:00 PMTennis and Pickleball with the Pros
    The Pro Shop provides equipment if needed.
    Saturday - Wine Tasting
    4:00 PM - 6:30 PMNetworking and wine tasting at Stave Wine Cellars
    Saturday - Evening Event
    9:00 PM - 11:00 PMGames & Poker Tournament
    Purchase buy-in for the Poker Tournament in registration. Tournament starts at 9:00 pm.
  • Sunday - Brunch
    8:00 AM - 10:00 AMFarewell Brunch at Peppoli Restaurant

Speakers

  • Julie Andress (Managing Director, Institutional Equity Sales and Trading of Keybanc Capital Markets)

    Julie Andress

    Managing Director, Institutional Equity Sales and Trading of Keybanc Capital Markets

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  • Ashley Banfield (Co-Head, Global Execution Strategy at Fidelity Investments)

    Ashley Banfield

    Co-Head, Global Execution Strategy at Fidelity Investments

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  • Ben Batory (SVP/Head of Franklin Equity Group Trading at Franklin Templeton Investments)

    Ben Batory

    SVP/Head of Franklin Equity Group Trading at Franklin Templeton Investments

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  • Joe Gervais (Vice President at The Capital Group)

    Joe Gervais

    Vice President at The Capital Group

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  • Roman Ginis (Founder & CEO of Imperative Execution, the parent of IntelligentCross)

    Roman Ginis

    Founder & CEO of Imperative Execution, the parent of IntelligentCross

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  • Ed Nebens (Head of Trading at First Pacific Advisors)

    Ed Nebens

    Head of Trading at First Pacific Advisors

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