SAN DIEGO Chapter Future Meetings
Mark Your Calendar!

Saturday, November, 12, 2016
Speaker: Cory Grant, Partner, Grant, Hinkle & Jacobs
Topic: Estate Planning: Its Not all About Taxes













The AAII San Diego Chapter

» Upcoming Chapter Meetings:
Saturday, October 8, 2016 »

John C. Demas, Clinical Professor of Real Estate, University of San Diego

"Real Estate: More Than Just Location, Location, Location "



 

» Past Chapter Meetings:

Saturday, September 10, 2016
"Know Where Wall Street’s Smart Money Is Being Invested in Real Time "
Bud Leedom, President, Leedom Asset Management
Saturday, July 9, 2016
"To Hedge or Not to Hedge? "
Ada Baker, Senior Regional Vice President, Deutsche Asset Management
Saturday, May 14, 2016
"Predicting Market Trends With Barron's "
Peter Miller, Statistics Director, Barron's
Saturday, April 9, 2016
"Looking for Elephants "
Fred Richards, Editor, Strategic Investing
Saturday, February 13, 2016
"Smart Investing: Seeking Reward While Reducing Risk"
Charles Rotblut, CFA, Vice President, AAII; Editor, AAII Journal
Saturday, January 9, 2016
"How to Profit With the Shareholder Yield Screen "
Al Zmyslowski, Board Member, AAII Silicon Valley Chapter
Saturday, November 14, 2015
"It’s What You Learn After You Know it All That Counts"
Paul Townsend, Associate Vice President and Investment Officer, Wells Fargo Advisors, LLC
Thursday, October 8, 2015
"Robo-Advisers: The Good, The Bad and The Ugly"
Gary Karz, Publisher, InvestorHome.com; Principal, Proficient Investment Management LLC
Saturday, September 12, 2015
"Social Security: An Overlooked Financial Asset"
Brett Gottlieb, Investment Adviser Representative, Comprehensive Adviser
Saturday, June 6, 2015
"How to Invest Like Warren Buffett...Or His Wife"
Dan McSwain, Business Columnist, U-T San Diego
Thursday, May 14, 2015
"MLPs and Beyond: Growing Opportunity in Midstream Energy"
Bradley A. Bredemann, CFA, Vice President, Cohen & Steers
Saturday, April 18, 2015
"The Physics of Wall Street "
James Owen Weatherall, Associate Professor, University of California—Irvine
Thursday, February 5, 2015
"How to Invest Like a Professional "
Daniel Charbonnet, COO, FastTrack Capital Management
Rob Bernstein, President, RGB Capital Group LLC
Saturday, January 10, 2015
"Investing With Your Eyes Open "
George Chamberlin, Executive Editor, The Daily Transcript
Saturday, November 8, 2014
"Lessons From a Vulcan: Why Spock’s Portfolio Does Better Than Yours"
Kevne Sharpe, Regional Vice President, Toews Corporation
Saturday, October 11, 2014
"Bond Strategies for an Evolving Market "
Scott Martin, CFA, Senior Vice President and Account Manager, PIMCO
Cort Escherich, CAIA, Vice President and Account Manager, PIMCO

  Special Interest Groups (SIGs)

Mutual Fund / ETF / FastTrack SIG

Contact: Rob Bernstein, rob@rgbcapitalgroup.com, 858-367-5200

Our next meeting will be on Saturday, Dec. 10 at 9:30 am at the Solana Beach Presbyterian Church (120 Stevens Ave., Solana Beach, CA 92075) in room C111. Please check www.aaiisandiego.com for updated information. There is a $5 per person charge to cover the costs of hosting the meeting.

Options SIG

Contact: Ryan McKeon, rmckeon@sandiego.edu

Value Investing SIG

Contact: Ryan McKeon, rmckeon@sandiego.edu

We generally meet on the third Saturday of each month. Please email Ryan for details.