San Diego Chapter Future Meetings
Mark Your Calendar!

Saturday, November, 14, 2015
Speaker: Paul Townsend Associate Vice President & Investment Officer, Wells Fargo
Topic: It’s What You Learn After You Know it All That Counts

DATE: Saturday, January 9, 2016
SPEAKER: TBD
TOPIC: TBD
 
DATE: Saturday, February 13, 2016
SPEAKER: TBD
TOPIC: TBD












The AAII San Diego Chapter

» Upcoming Chapter Meetings:
Saturday, September 12, 2015 »

Brett Gottlieb, Investment Adviser Representative, Comprehensive Adviser "Social Security: An Overlooked Financial Asset"


 
Thursday, October 8, 2015 »

Gary Karz, Publisher, InvestorHome.com; Principal, Proficient Investment Management LLC "Robo-Advisers: The Good, The Bad and The Ugly"


 

» Past Chapter Meetings:

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