SAN DIEGO Chapter Future Meetings
Mark Your Calendar!

Saturday, September, 10, 2016
Speaker: Cory Grant Partner, Grant, Hinkle & Jacobs
Topic: Estate Planning: It’s Not All About Taxes













The AAII San Diego Chapter

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

» Past Chapter Meetings:

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
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

  Special Interest Groups (SIGs)

Mutual Fund/ETF/ FastTrack
Rob Bernstein
rob@rgbcapitalgroup.com
858/-67-5200
Next meeting: Saturday,
September 24

We meet at 9:30 am at the Solana Beach Presbyterian Church (120 Stevens Ave., Solana Beach, CA 92075) in room C111. There is a $5 per person charge to cover the costs of hosting the meeting.


Options
Ryan McKeon
rmckeon@sandiego.edu

Value Investing
Ryan McKeon
rmckeon@sandiego.edu
We meet on the third Saturday of each month. Please email Ryan for details.