SILICON VALLEY Chapter Future Meetings
Mark Your Calendar!

Saturday, February, 11, 2017
Speaker: Gary Antonacci and Peter Lingane
Topic: Momentum Investing

The AAII Silicon Valley Chapter

» Upcoming Chapter Meetings:
Saturday, December 10, 2016 »

Alan Pinck, Enrolled Agent and Owner, A. Pinck & Associates

"2016 Update for Individual Taxpayers "

Saturday, January 14, 2017 »

Bill Jump, Serves on the Board of AAII Silicon Valley Chapter

"A Review of Asset Class Performance: Election, Fed and Oil "

Michael Yoshikami, CEO and Founder, Destination Wealth Management "2017 U.S. and Global Outlook: Markets and the Economy"


» Past Chapter Meetings:

Saturday, November 12, 2016
"Investing in REITs "
Don Stewart, Investment Adviser and Longtime REIT Investor

"Computerized Investing: How to Verify Your Investment Strategy "
Al Zmyslowski, Computerized Investing Subgroup Chair, AAII Silicon Valley Chapter

Saturday, October 8, 2016
"Cybersecurity: Understanding the Threats and Staying Safe "
Judy Chow, Director of Product Management, Symantec Corporation

"Profitable High-Dividend Investing in Today’s Market "
Harry Domash, Publisher, and

Saturday, September 10, 2016
"Dissecting the Bond Market "
Marilyn Cohen, Envision Capital Management, Inc.

"Covered Call Writing: A Low-Risk Strategy to Generate Monthly Cash Flow "
Alan Ellman, President of the Blue Collar Investor Corp.

Saturday, June 11, 2016
"Morningstar's Best Ideas for 2016 and Beyond "
Christine Benz, Director of Personal Finance, Morningstar

"7 Keys to a Successful Retirement Portfolio Plan "
Christine Benz, Director of Personal Finance, Morningstar

Saturday, May 14, 2016
"Estate Planning "
Fred Smith, Registered Investment Adviser

"Fraud and the Individual Investor "
Erin E. Schneider, Associate Regional Director for Enforcement, Securities and Exchange Commission

Saturday, April 9, 2016
"Social Security Claiming Strategies "
Fred Smith, Registered Investment Adviser

"Predicting Market Trends with Barron's "
Peter Miller, Statistics Director, Barron's

Saturday, March 12, 2016
"Financial Planning Workshop: Safe Withdrawal Rates From Your Retirement Portfolio"
Fred Smith, Registered Investment Adviser

"Through the Looking Glass"
Richard Farkas, President, Strategic Global Investment Services, Inc.; Financial Adviser and Branch Manager, Raymond James Financial Services, Inc.

Saturday, February 13, 2016
"Financial Planning Workshop: Managing Your Cash Flow in Retirement"
Fred Smith, Registered Investment Adviser

"Navigating Stock Price Crashes"
Steven Rossi, Quantitative Analyst, RS Investments

Saturday, January 9, 2016
"Financial Planning Workshop: Retirement Planning"
Fred Smith, Registered Investment Adviser

"Financial Market Outlook: Welcome to the Challenges in 2016!"
Thomas J. Kopas, Principal and Portfolio Manager, Pring-Turner Capital Group

Saturday, December 5, 2015
"Financial Planning Workshop: Active Versus Passive Investment Strategies"
Fred Smith, Registered Investment Adviser

"2015 Taxes & Planning for 2016"
Claudia Hill, Principal, TaxMam

Saturday, November 14, 2015
"Financial Planning Workshop: Building a Diversified Portfolio"
Fred Smith, Registered Investment Adviser

"The Year Ahead for Stocks, Bonds, Indexes and ETFs"
Harvey Barabann, President, Harvey Baraban Financial Roundtable

Saturday, October 10, 2015
"Fundamentals of Investing"
Fred Smith, Registered Investment Adviser

"Everything ETF in 60 Minutes Or Less"
Matt Hougan, Chief Executive Officer,

Saturday, September 12, 2015
"Value-Focused, Momentum-Based Dividend Growth Investing"
Brian Nelson, President of Equity Research, Valuentum Securities
Saturday, June 13, 2015
"Gas Prices Dropping, Interest Rates Rising: What It Means"
Philip Friedman, Ph.D., President Emeritus and Economics Professor, Golden Gate University

"Managing Your Investment Risk in a Rising Interest Rate Environment"
Kevin Gahagan, Principal, Senior Advisor and CIO, Mosaic Financial Partners, Inc.

Saturday, May 9, 2015
"High-Dividend Investing in a Rising-Interest-Rate Environment"
Harry Domash, Publisher, and
Saturday, April 11, 2015
"Intelligent, Rule-Based ETF Investment Strategies"
Alexander Horn, Partner, Logical Invest
Saturday, March 14, 2015
"Managing Your Portfolio in Uncertain Times"
Anthony W. Muhlenkamp, President, Muhlenkamp & Company, Inc.
Saturday, February 14, 2015
"Robust Portfolio Diversification: Using Uncorrelated Asset Classes to Reduce Risk While Increasing Return"
David Johnson, Chief Investment Officer, Global Capital Group
Saturday, January 10, 2015
"2014 Tax Presentation"
Alan Pinck, Enrolled Agent and Owner, A. Pinck & Associates

  Special Interest Groups (SIGs)

Lynn Gillette and Valerie Fitch
The Investing Discussion Group meetings are a way to discuss investment ideas in a relaxed, small group setting. Meetings are on the fourth Monday of each month (except December) at 6:30 p.m. in the Holder’s Country Inn, 998 S. DeAnza Blvd., San Jose. Phone: 408-244-2798, map:

Our series of Financial Planning Workshops will be repeated beginning on the second Wednesday each month at 7:00 p.m. at the Special Interest Groups Los Altos Library, 13 S. San Antonio Road. The topic for the December 14 workshop is Active versus Passive Investment Strategies. Admission is free.

Al Zmyslowski
The CIMI group discusses and presents ideas on how to use computers in investing focusing on rules, algorithms, programs and computerized investing tools of various flavors. Meetings are on the first Thursday of each month at 6:30 p.m. at Holder’s Country Inn, 998 S. DeAnza Blvd., San Jose, CA. Phone: 408-244-2798, map: http:// See pug8ybv for further detail on CIMI.