Jimmy’s Lakeside Grill Windsor Golf Club, Windsor, California
Seat
$95 per person Reception, dinner and program
Credit
CE credit available
The program
What the evening covers.
Artificial Intelligence is no longer a future concept; it’s reshaping the economy today. Join us for an insightful discussion on how AI is transforming industries, driving productivity, creating investment opportunities, and redefining the competitive landscape for professionals, businesses, and investors alike.
The council opens its 2026–27 season with a presentation from Franklin Templeton’s equity group: where AI sits against the internet, mobile and cloud shifts before it, how far the technology has actually come, and what that means for the clients that estate planners, advisors, CPAs and trust officers serve.
In this session
Why AI is being called a platform shift on the scale of the internet, mobile and the cloud
What generative AI is, and the layers of data, models, training and hardware behind it
How fast it is being adopted, and where it already matches or outperforms industry experts
Where the investment opportunity sits today, and how it may spread beyond the technology sector
What AI is expected to do to knowledge work, and to professions like the ones in this room
The open challenges: energy, water, regulation, misinformation, bias and intellectual property
George Russell joined Franklin Templeton in 2010 and is a Senior Client Portfolio Manager for Franklin Equity, where he represents the team and explains its investment philosophy, process and current strategy to clients, consultants and decision makers in the United States and abroad.
He has more than twenty‑five years of investment experience. Before Franklin Templeton he spent eleven years at McMorgan and Company as an equity portfolio manager and co‑director of the equity group, and later worked at American Century Investments as a client portfolio manager covering quantitative equity and asset allocation strategies.
He holds a B.S. in Business Administration from the University of Arizona and an M.B.A. from the Fuqua School of Business at Duke University, and is a CFA charterholder.
Register
Take a seat at this evening.
Registering here reserves a seat at the October 7, 2026 meeting at Jimmy’s Lakeside Grill, and takes the $95 dinner fee. A confirmation follows by email. Members and guests register the same way.
Registering for someone else? Enter the attendee’s own email address and mobile number, not yours — the booking, the dinner choice and the receipt are all filed against whoever is entered here.
Book a seatthe October 7, 2026 dinner meeting
With thanks
The firms behind this evening.
Sponsors for this evening are being confirmed. The dinner sponsor and the wine sponsor appear here, with their details, once they are on record.
