San Diego Chapter Future Meetings
Mark Your Calendar!

Saturday, January, 9, 2016
Speaker: Cory Grant Partner, Grant, Hinkle & Jacobs
Topic: Estate Planning: It’s Not All About Taxes

DATE: Saturday, February 13, 2016
SPEAKER: Charles Rotblut, CFA
Vice President, AAII; Editor, AAII Journal 
TOPIC: Smart Investing: Seeking Reward While Reducing Risk


The AAII San Diego Chapter

» Upcoming Chapter Meetings:
There are no upcoming meetings posted at this time.

» Past Chapter Meetings:

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,; 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
Saturday, September 13, 2014
"What Can Nobel Prize-Winning Economists Teach Us About Investing? "
Ryan McKeon, Ph.D., Assistant Professor of Finance, University of San Diego
Saturday, July 12, 2014
"Market Timing: Seeking Reasonable Returns While Reducing Risk"
Rob Bernstein, President, RGB Capital Group LLC
Thursday, May 15, 2014
"Diversification Heresy: Breaking Through the Efficient Frontier "
Scott Juds, President and CEO, SumGrowth Strategies LLC
Saturday, April 5, 2014
"Exploring the Power of ETF-Based Investing "
Herb Morgan, CEO and Chief Investment Officer, Efficient Market Advisors LLC
Saturday, March 8, 2014
"Leveraging Alternative Assets to Reduce Risk"
Brian Clark, Regional Vice President of Sales, CLS Investments
Saturday, February 1, 2014
"Building a Fed-Resistant Portfolio "
Dan McSwain, Business Columnist, U-T San Diego
Saturday, January 4, 2014
"Best Internet Investment Sites 2014"
Don Gimpel, Chairman, AAII Los Angeles Chapter Strategic Investing Group

Mutual Fund/ETF/ FastTrack 
Rob Bernstein
Next meeting: Saturday, 
Saturday, November 21, 9:30 a.m. 
Meets at Solana Beach Presbyterian Church, room C111; $5 collected at the door.

Ryan McKeon 
Value Investing
Ryan McKeon