Category Archives: Firm updates

Arnerich Massena Publishes New White Paper – Retirement Plan Best Practices: Investment Menu Construction

Arnerich Massena is pleased to announce the publication of a new white paper, Retirement Plan Best Practices: Investment Menu Construction. This paper is the third of a five-part series outlining retirement plan best practices; the series began with plan governance and plan design, and will also cover plan monitoring and participant education. In Investment Menu Construction, we look at how to build a retirement plan investment menu that will result in improved long-term participant outcomes. Read more »

Tony Arnerich Featured as Keynote Speaker at the Bend Venture Conference

Tony Arnerich was featured as the Social Impact Keynote speaker at the Bend Venture Conference, the largest Angel Conference in the Pacific Northwest. The event took place on October 19-20, 2017 in beautiful downtown Bend at the historic Tower Theatre. Tony discussed the transition from private wealth management to impact investing, and led into the Social Impact competition on Thursday afternoon to an audience of 600 investors, entrepreneurs, and fund managers. Read more »

Arnerich Massena Sponsors the Simon Benson Awards

Portland State University and the PSU Foundation hosted the 18th Annual Simon Benson Awards on Thursday, Nov. 9. to honor philanthropy and community involvement. The evening featured keynote speaker Captain Chesley B. “Sully” Sullenberger, who became internationally renowned after guiding US Airways Flight 1549 to an emergency water landing in the Hudson River. 2017 honorees included Pete Nickerson, a global entrepreneur and past chair of the PSU Board of Trustees, and Dorothy Lemelson, who serves as chair of the Lemelson Foundation. Read more »

Arnerich Massena Sponsors Randall Children’s Hospital Foundation

The Randall Children’s Hospital Foundation and Legacy Health, in conjunction with Fred Meyer, hosted “#MyRCH: an evening to celebrate kids” on Friday, October 13, an event to raise money for the Randall Children’s Hospital Foundation. The Foundation supports the Randall Children’s Hospital at Legacy Emanuel, which is a regional leader in the care of infants, children, and teens. Arnerich Massena is a proud sponsor of this event: principals Terri Schwartz, Bryan Shipley, and Karl Hausafus attended. Terri Schwartz is also a member of the Board of Trustees of the Randall Children’s Hospital Foundation. Read more »

Arnerich Massena Senior Consultant Ryan Cunningham Moderates a Panel at the Pensions & Investments DC West Coast Conference

“Helping DC plan executives distill the key metrics, current priorities, and innovative solutions in order to best succeed, Pensions & Investment’s 2017 West Coast Defined Contribution conference is the industry-leading event that shows what plan sponsors are focusing on today,” states the P&I West Coast Defined Contribution conference agenda. Read more »

Zero Mass Water – Capital and Hard Work Making a Difference

Sometimes we are reminded of just how profound the combination of capital and hard work can be in effecting changes in the world. Zero Mass Water, one of the investments in private equity venture 3×5 Partners LLC, recently had a launch event and they visited some of the sites where their devices were installed in Lebanon. If you haven’t heard of Zero Mass Water, the company builds a device called SOURCE, a solar panel that makes water out of moisture in the air. Using only solar energy, the device literally creates clean water out of thin air. Read more »

Arnerich Massena is Honored at Invest in Others Charitable Foundation Award Gala

As one of three finalists for the prestigious Invest in Others Corporate Philanthropy Award, Arnerich Massena was invited to attend the 11th Annual Invest in Others Award Gala in New York City. The event, on September 28, celebrated this year’s awards finalists and winners, and the outstanding contributions they have all made to their communities. Tony and Christine Arnerich were among the 4,000 attendees of this tremendous event! Read more »

Hood to Coast Team Firm Assets Reaches the Finish Line!

Congratulations to the Arnerich Massena Hood to Coast team, Firm Assets! They completed the grueling two-day, 201-mile relay race from Mount Hood’s Timberline Lodge (at 6,000 feet on the southern flank of the mountain) to the Oregon coast, reaching the finish line with a time of 29 hours, 26 minutes, and 17 seconds. We finished 31st of 131 mixed corporate teams and 356th out of 1,050 teams overall! Not only did they reach the finish line, but the team also raised more than $2,000 for the Cole Parker Randall Foundation, in honor of Jeff Van Damme, Kristi Van Damme’s husband, and Don Mirich, Peg Terry’s partner. Read more »