SAN DIEGO Chapter Future Meetings
Mark Your Calendar!

Saturday, April, 8, 2017
Speaker: John Buckingham, Director of Research and Chief Portfolio Manager, AFAM Capital; Editor, The Prudent Speculator
Topic: Dividends Are Still Valuable













The AAII San Diego Chapter

» Upcoming Chapter Meetings:
Saturday, January 14, 2017 »
Christine Benz, Director of Personal Finance, Morningstar

"Morningstar’s Best Ideas for 2017 and Beyond "



 
Saturday, February 11, 2017 »
Steve Staab, Vice President and Regional Director, Investment Management Division, Goldman Sachs

"Macroeconomic Update and 2017 Outlook "



 

» Past Chapter Meetings:

Saturday, November 12, 2016
"Estate Planning: It's Not All About Taxes "
Cory C Grant, Founder & Shareholder, Grant, Hinkle & Jacobs, Inc.
Saturday, October 8, 2016
"Real Estate: More Than Just Location, Location, Location "
John C. Demas, Clinical Professor of Real Estate, University of San Diego
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

  Special Interest Groups (SIGs)

Mutual Fund / ETF / FastTrack SIG

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

 

Options SIG

Contact: Ryan McKeon, rmckeon@sandiego.edu

Value Investing SIG

Contact: Ryan McKeon, rmckeon@sandiego.edu