The AAII Silicon Valley Chapter
» Upcoming Chapter Meetings:
Saturday, June 8, 2013 »
Harry Domash, Editor and Publisher, Dividend Detective
"High Dividend Investing: What You Need to Know
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» Past Chapter Meetings:
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Saturday, May 4, 2013
"Shareholder Yield: A Better Approach to Dividend Investing " Mebane Faber, Chief Investment Officer, Cambria Investment Management |
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Saturday, April 13, 2013
"Financial Roundtable Seminar: Planning and Rebalancing Your Retirement Portfolio" Harvey Baraban, Former CEO, Baraban Securities |
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Saturday, March 9, 2013
"AAII Workshop: Design, Construction and Implementation of Your Investment Policy Statement (IPS)" Richard Farkas, CMT, President, Strategic Global Investment Services |
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Saturday, February 9, 2013
"The Road Ahead: Good, Bad or Ugly?" Kevin Gahagan, CIMA, CFP, Principal, Senior Adviser, Mosaic Financial Partners
"Secular Update: Are You Prepared for Another Lost Decade? Is the Cyclical Bull Market for Stocks Almost Over?" |
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Saturday, January 12, 2013
"2012 State & Federal Tax Update" Claudia Hill, EA, MBA, President, TaxMam, Inc. |
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Saturday, November 10, 2012
"2013: New Year, New Approaches, New Tools" Al Zmyslowski - Moderator, Individual Investor, Computerized Investing Chapter Board Member—8:30 a.m. Maz Jadallah, Founder and CEO, AlphaClone—9:00 a.m. Marc H. Gerstein, Independent Investment Analyst/Consultant—10:30 a.m. |
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Saturday, October 13, 2012
"2012 Changes and Updates to Medicare" Connie Corrales, HICAP Director, Council on Aging Silicon Valley |
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Saturday, September 8, 2012
"Investing in REITs (Real Estate Investment Trusts)" Don Stewart, Registered Investment Advisor & REIT Investor |
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Saturday, June 9, 2012
"Smart Investing: Seeking Reward While Reducing Risk" Charles Rotblut, CFA, vice president and AAII Journal editor, American Association of Individual Investors Roddy Sloss, individual investor
"Investing in Bonds: Potential Risks and Rewards" |
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Saturday, May 19, 2012
"Increasing Equity Returns While Decreasing Drawdowns Using Behavioral Finance" Lee Levy, Managing Partner, Canid Asset Management, LLC |
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Saturday, April 14, 2012
"Options Fundamentals for Traders" Mark Eidem, CMT, CFA, Active Investor Market Manager, Charles Schwab |
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Saturday, March 10, 2012
"European Sovereign Debt and Global Investing" David John Marotta, President, Marotta Wealth Management |
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Saturday, February 11, 2012
"Process-Driven Investing Using ETFs" F. Chris Greene, CFA, Founder, ETFreplay.com
"Tips and Tricks Every ETF Investor Should Know" |
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Saturday, January 14, 2012
"2011 Federal Tax Law & Forms Update" Claudia Hill, EA, MBA, Tax Mam Inc. |
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Saturday, November 5, 2011
"Can Computerized Investing Save Time, Increase Profits and Reduce Risk?" Bob Smithson, Member and Manager, Anava Capital Management LLC; Board Member, AAII Silicon Valley Chapter Al Zmyslowski, Vice President of Engineering, Fujitsu America Richard Oehlberg, Owner and Consultant, Oehlberg Consulting |
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Saturday, October 15, 2011
"Changes and Updates to Medicare" Connie Corrales, HICAP Director, Council on Aging Silicon Valley |
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Saturday, September 10, 2011
"Getting Better at Selling" Don Cassidy, President, Retirement Investing Institute |
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Monday, July 25, 2011
"Workshop Series: Using Excel for Investments" Al Zmyslowski, Vice President of Engineering, Fujitsu America; Investor Dr. Robert C. Smithson, Manager, Anava Capital Management LLC; Board Member for AAII Silicon Valley Computerized Investing |
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Saturday, June 18, 2011
"Estate Planning101: The Basics and Beyond" Rebecca Renzas, Attorney, Greene Radovsky Maloney Share & Hennigh LLP |
