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Limited Partner Holiday Appreciation Dinner

On December 14, 2023 we gathered at Humphrey’s Half Moon Inn to show our gratitude to the Fidelis limited partners for their support and commitment, underscoring that their participation is vital to Fidelis’s success. Long-standing partners and friends, Dan Birmingham and Tim Penkala, shared their positive investment experiences with Fidelis, illustrating the fund’s credibility. The “2028 vision for Fidelis” was presented which outlines the fund’s identity, strategies, and methods of achieving success, as wll as its projected evolution over the next four years. The event also supported a charity, the San Diego Rescue Mission, with gifts raffled as personal donations from Fidelis partners, fostering a sense of community and generosity among attendees.

5th Annual Building Relationships Event