The Financial Forum welcomes Erik Lehr, Chief Investment Officer at Empirical Wealth Management, to the Fireside Room on Friday, September 11 at 10:00 AM. Topic: AI, Elections & the Markets: What Investors Need to Know in 2026
How should investors think about artificial intelligence, market volatility, geopolitical events, and the upcoming election cycle? Join Erik for an educational and timely discussion of current market trends, historical investing lessons, and the opportunities and risks shaping today’s financial landscape. You’ll gain practical insights to help you stay confident and focused in an ever‑changing market environment.
As Chief Investment Officer, Erik oversees portfolio research, investment strategy execution, and the Portfolio Management team. He works directly with clients to design and maintain investment portfolios and serves as Portfolio Manager of the Empirical Alternative Income Fund, LP. Outside of work, he is an active community member and serves on several city boards and commissions.
Empirical Wealth Management is headquartered in San Francisco, Empirical is an independent firm founded to solve the financial challenges of high‑net‑worth individuals. It has been recognized as one of the Top 100 RIA firms in America by Barron’s Advisor and a Top 100 RIA firm by Forbes in 2025.
The Financial Forum is a 501(c)(3) nonprofit organization dedicated to educating its members on estate planning, wealth management, insurance, real estate, elder abuse, fraud, identity theft, and other financial topics.
A continental breakfast will be provided by Ming Chen of Charles Schwab, Walnut Creek. This is a member‑only event.
To register, press the Register button. For more information about the speaker or to inquire about membership, please contact Joe Hoffman at 925‑954‑7912.
