About the Historic
Julia Morgan Ballroom
The Julia Morgan Ballroom at the Merchants Exchange is San Francisco’s most coveted special event venue, an architectural masterpiece that combines a timeless Beaux-Arts interior with superior modern amenities. The Ballroom’s historic significance, breathtaking details, professional production staff and strategic location make it an unparalleled space for any event.
The Julia Morgan Ballroom offers more than 4,300 square feet of unobstructed exhibit and event space, and its five accompanying breakout rooms and opulent bar and lounge range from 1,223 square feet to 360 square feet, making the venue flexible enough to handle multifaceted events and multiple breakout sessions.
Strategically positioned amid fine hotels, notable restaurants, cultural attractions and the energy of the City’s financial nerve center, the Ballroom offers guests the best of everything San Francisco has to offer, including excellent walkability, numerous public transportation options and abundant evening parking.
We strive to accommodate any special requests, maintain absolute discretion at all times, and offer our clients the City’s most professionally produced events in a truly legendary space. Our team is focused on the total guest experience, from gourmet food and beverage service down to the smallest detail of event production.
Our Namesake: Julia Morgan
One of America’s most important and prolific architects, Julia Morgan had her offices at the Merchants Exchange for forty-five years (1904-1950). Her connection to the building began early in her career when firebrand architect Willis Polk tapped her to design the common area interiors after the great earthquake of 1906.
She took the assignment seriously, making her most distinctive mark on the opulent, light-filled lobby and the breathtaking banking hall, which included the incorporation of the historic William Coulter maritime murals. Morgan’s most important work remains the La Cuesta Encantada (“Hearst Castle”) in San Simeon, California.
The first female architect to graduate from the École de Beaux-Arts in Paris, and the first licensed female architect in California, Julia Morgan designed over 700 buildings during her remarkable career. In addition to Hearst Castle, Wyntoon and other Hearst residences, Morgan is the visionary behind countless other California landmarks.
EXECUTIVE VP, SALES & OPERATIONS
Phil Spiegel is a third-generation native San Franciscan with more than a decade of executive experience in the City’s thriving hospitality industry. He oversees all sales and business operations for the Julia Morgan Ballroom, the Merchants Exchange Club, Credo Restaurant and the Nob Hill Gazette. Phil is a graduate of the University of San Francisco’s McClaren School of Business. If you spend much time in San Francisco, you’ve probably met him.
EXECUTIVE VP, MARKETING & STRATEGY
Frank Holland has spent the better part of a decade steering business, nonprofit and government initiatives in the Bay Area and in Italy. He oversees marketing and strategic initiatives for the Julia Morgan Ballroom, Merchants Exchange Club, Credo Restaurant and the Nob Hill Gazette. Frank holds a B.A. from UC Berkeley and an M.A. from UNC Chapel Hill and University of Siena in Italy. He has three kids and doesn’t sleep much. Forgive him.
DIRECTOR OF OPERATIONS
Vicki Tom is Director of Operations for the Julia Morgan Ballroom, the Merchants Exchange Club and Credo Restaurant. She joined Merchants Exchange Productions after 19 years at the Olympic Club in San Francisco. A graduate of San Francisco State University, Vicki holds a Bachelor of Science degree in Dietetics with a graduate certificate in hotel and restaurant management.
Larry Finn’s star-studded culinary career has included extended stops at legendary establishments such as Café Gray, Morimoto and Danny Meyer’s Union Square Café in New York City. Larry made the trek to California to assume the helm of Scala’s Bistro before bringing his considerable talent to the Julia Morgan Ballroom. Larry holds a B.S. degree in Food Service Management from Johnson & Wales.
- President Barack Obama Reception
- Jane Goodall 80th Birthday Celebration with Dave Matthews
- Roca Brothers World Tour presented by BBVA (Five-day event)
- First Lady Michelle Obama (Two events)
- App Direct Conference (Three-day event)
- Health 2.0 Conference (Two-day event)
- Project Production Institute Conference (Five-day event)
- Genentech Conference (Three-day event)
- National Football League Women’s Leadership Summit
- Next Generation LGBT Leaders Forum
- Dell Computer Spring Data Center Press Event (Three-day event)
- Harvard Business School Reception
- Edison Awards Gala honoring Elon Musk & Yang Yuanquing
- One Medical Holiday Party
- Princeton Alumni Association Reception
- Red Cross Annual Gala
- MIT Sloan Alumni Reception & Lecture
- Cisco Product Launch Event
- Asia Foundation with Nobel Laureate Aung San Suu Kyi
- Zephyr Opus Advisors Holiday Party
Larry introduced us to the menu in a way that made us all feel so welcome. The food was unbelievably delicious, the wines were unique and the service was perfect! My friends and I had a truly memorable time. — BEYOND DIFFERENCES, “WE DINE TOGETHER”
The feedback from our party was excellent! Everyone really enjoyed themselves and the setup was perfect. It was great working with you and I really appreciate your flexibility with the last minute changes we, as a company, needed to make. — ZEPHYR HEALTH
This was a party for the ages. It was a big event for our company to reach the billion dollar pinnacle and your venue served as the right place for us to celebrate that accomplishment. Hats off to your staff for providing first class service and professionalism. — FIRST NATIONAL BANK OF NORTHERN CALIFORNIA
Thank you so much for everything! Your staff was truly a delight to work with! Everything went so well -- we cannot thank you enough for making it easy for us and making us look good. — APP DIRECT
Thanks again for everything you and your amazing team did to help make this year’s event a great success. — AIDS LEGAL REFERRAL PANEL
Of all the feedback we received about the event, the venue and how amazing it is was on repeat. — GRANT THORNTON LLP
The event was successful and I think we pleased the people who are not easy to please... big thanks to you. We’re looking forward to working with you again. — ZHEJIANG CTS GROUP, CHINESE GOVERNMENT DELEGATES DINNER
Where to Find Us
The Julia Morgan Ballroom is located in the heart of San Francisco’s vibrant Financial District at the intersection of California & Montgomery Streets, right on the California Cable Car line.
We are four short blocks to BART/Muni, 14 miles to San Francisco International Airport and less than one mile to Moscone Center. With ample evening street parking and several nearby garages, your guests will enjoy a variety of transportation options.
Download and print detailed directions and parking information below.