SVB State of the Markets Breakfast
Dec 
31
, 
2024
 - 
7pm 
EST

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SVB State of the Markets Breakfast
December 
31
, 
2024
7:00pm 
EST
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What to Expect

Join us for an exclusive economic update breakfast for a morning of networking, knowledge-sharing, and thoughtful discussion as we dive into the latest trends shaping the innovation economy. Get ahead of the curve with insights from Flavia Trento and Ryan Fox of First Citizens Wealth (formerly SVB Private), alongside Joaquin Gallardo of SVB as they cover some of these hot topics:

 

 • What's the state of the economy?

 • What's going to happen after the election?

 • What about interest rates?

 • Are VCs investing in Series A?

 

We look forward to seeing you at the Madison Centre Building in the Conference Center.

Agenda

Day 1
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Day 2
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Day 3
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Day 4
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Day 5
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Day 1 - Dec 1

DAY 1

8:00 am

Welcome

Networking over breakfast and plenty of coffee for early risers.

Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 1

8:45 am

Discussion Begins

Hear from Flavia, Ryan, and Joaquin as they provide insights on the current and future economic environments.

Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 1

9:30 am

Q&A

Please submit any questions you may have ahead of time, or feel free to ask them in person.

Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 1

10:00 am

That's a Wrap!

Panel session concludes with networking over (more) coffee.

Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Day 2 - Dec 2

DAY 2

1:00 pm EST

Welcome

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Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 2

1:00 pm EST

Key Insights

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Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 2

1:00 pm EST

Analysis

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Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 2

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Day 3 - Dec 3

DAY 3

1:00 pm EST

Welcome

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Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 3

1:00 pm EST

Key Insights

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. 

Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 3

1:00 pm EST

Analysis

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Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 3

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Day 4 - Dec 4

DAY 4

1:00 pm EST

Welcome

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Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 4

1:00 pm EST

Key Insights

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. 

Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 4

1:00 pm EST

Analysis

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Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 4

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Day 5 - Dec 5

DAY 5

1:00 pm EST

Welcome

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.

Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 5

1:00 pm EST

Key Insights

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. 

Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 5

1:00 pm EST

Analysis

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim.

Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 5

1:00 pm EST

Questions

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do.

Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Speakers

Speaker Name

Job Title

Company Name

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Speakers

Flavia Araujo Trento

CFA®, CPWA®

Managing Director

 Private Wealth Advisor

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Flavia Araujo Trento is a managing director, private wealth advisor for First Citizens Wealth (formerly SVB Private), in the San Francisco Bay Area. She develops comprehensive, customized wealth management strategies for high-net-worth individuals, families, foundations, and trusts. Flavia specializes in providing complex financial guidance to innovators and she has extensive expertise in working with women, entrepreneurs, and executives.

 

Before joining SVB Private in 2021, Flavia spent 9 years as a senior vice president, senior portfolio manager at the Northern Trust Company, where she developed and implemented wealth management solutions for her clients. In addition, she has more than 15 years of experience as an equity analyst and portfolio manager with firms that include HighMark Capital Management, Harris Bretall Sullivan & Smith LLC, Montgomery Asset Management, and Kayne Anderson Rudnick LLC.

 

Flavia earned an MBA from the University of California, Los Angeles, and she holds a bachelor’s degree with honors in Political Economy of Industrial Societies from the University of California, Berkeley. She holds the Chartered Financial Analyst® (CFA®) and Certified Private Wealth Advisor® (CPWA®) designations.

 

A native of Brazil, Flavia lives in the San Francisco East Bay with her husband and their two teenagers. She enjoys international travel and reading.

Ryan Fox

Managing Director

Private Wealth Advisor

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Ryan Fox is a managing director, private wealth advisor for First Citizens Wealth (formerly SVB Private), in the San Francisco Bay Area. In his role, he develops, implements, and manages comprehensive wealth strategies for high-net-worth individuals, families, foundations, and trusts. Ryan has extensive knowledge and experience working with the principals driving the innovation economy and is a thought leader in environmental, social and governance (ESG) investing and sustainable investment strategies.


Before joining SVB Private in 2021, Ryan was a senior vice president, senior portfolio manager at the Northern Trust Company. Earlier, he worked in wealth management and investment roles at HighMarkCapital Management, Alexander Capital Advisors, and Merrill Lynch, where he constructed portfolios, managed research, and traded for a long/short hedge fund.


Ryan holds a bachelor’s degree in economics and history from Boston College. He lives in Mill Valley with his wife and their three children. In his spare time, he enjoys the outdoors, cycling and reading.

Joaquin Ignacio Gallardo

Senior Relationship Manager

Silicon Valley Bank

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Joaquín is a Senior Vice President at SVB, a division of First Citizens Bank, in our Seattle/PNW market focusing on enterprise clients. In his role we helps Series A and beyond clients to scale their finance stack with venture lending alongside global treasury and liquidity solutions. 

 

Before joining SVB Seattle, he lived in San Francisco, learned to code at UC Berkeley, and helped to co-found a pre-seed company. 

 

Joaquín holds a bachelor's degree in economics from George Mason University. He lives in Ballard, Seattle with his wife and two children. In his spare time, he gets to think about how he wishes he had more spare time.

Venue

This event will take place in the Conference Center, located at the back end of the main lobby floor.

Venue

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Event Recap

Frequently Asked Questions

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Resources

Join us for an exclusive economic update breakfast for a morning of networking, knowledge-sharing, and thoughtful discussion as we dive into the latest trends shaping the innovation economy. Get ahead of the curve with insights from Flavia Trento and Ryan Fox of First Citizens Wealth (formerly SVB Private), alongside Joaquin Gallardo of SVB as they cover some of these hot topics:

 

 • What's the state of the economy?

 • What's going to happen after the election?

 • What about interest rates?

 • Are VCs investing in Series A?

 

We look forward to seeing you at the Madison Centre Building in the Conference Center.

Startup Banking

Early-Stage Startups

Startup experts with connections, advice, and solutions to help your company as you grow.

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The products and services that matter for growth-driven startups and executives.

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More than 30-years of experience and insights for late-stage private and public companies.

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Sponsors

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All non-SVB named companies listed are independent third parties and are not affiliated with Silicon Valley Bank, a division of First-Citizens Bank & Trust Company.


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Banking, lending, and trust products or services are offered by Silicon Valley Bank, a division of First-Citizens Bank & Trust Company. Accounts are subject to credit approval. Restrictions and limitations may apply.  

 

©2025 First-Citizens Bank & Trust Company. All rights reserved. Silicon Valley Bank, a division of First-Citizens Bank & Trust Company. Member FDIC.

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