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Excellence in Investing

EIN: 27-2015422San Francisco, CAZIP: 94123
P123 - Human Services501(c)(3)

Mission

The conference brings together some of the world's top investors and other prominent thinkers to share their investment ideas and insights. The conference was inspired by and is patterned after the Ira Sohn Investment Research Conference.

Financials

YearRevenueExpensesAssets
2024$524k$0$44k
2023$438k$0$48k

Compensation

2024

Seth Blackman
President
chief executive officer
$0
$0
$0
$0
Peter Lardner
Treasurer
officer (unspecified)
$0
$0
$0
$0
Jim Frolik
Secretary
officer (unspecified)
$0
$0
$0
$0
Alice Kennon
Director
board member
$0
$0
$0
$0
Lindsay Costigan
Director
board member
$0
$0
$0
$0

2023

Lindsay Costigan
Director
board member
$0
$0
$0
$0
Alice Kennon
Director
board member
$0
$0
$0
$0
Seth Blackman
President
chief executive officer
$0
$0
$0
$0
Peter Lardner
Treasurer
officer (unspecified)
$0
$0
$0
$0
Jim Frolik
Secretary
officer (unspecified)
$0
$0
$0
$0

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Data from IRS Form 990 filings (2023-2024).