Silicon Valley Chapter Future Meetings
Mark Your Calendar!

Saturday, June,14, 2014
Speaker: Donald L. Cassidy, founder and president of the nonprofit Retirement Investing Institute
Topic: “Using Behavioral Finance to Improve Investing Profits" and “Investing for Income Without Losing Your Capital”

The AAII Silicon Valley Chapter

» Upcoming Chapter Meetings:
Saturday, May 10, 2014 »
Janet Brown, President, FundX Investment Group; Editor, NoLoad FundX Newsletter "How to Succeed in Changing Markets"

Nick Atkeson & Andrew Houghton, Partners, Delta Investment Management "How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety-First Approach"


» Past Chapter Meetings:

Saturday, April 12, 2014
"2014 U.S. and Global Outlook: Markets and the Economy"
Michael Yoshikami, CEO and Founder, Destination Wealth Management
Saturday, February 8, 2014
"College Savings: Investing in the Future"
Adam Frieg, Associate Financial Consultant, Charles Schwab

"Withdrawal Strategies for Your Retirement Portfolio"
Fred Smith, Registered Investment Adviser

Saturday, January 11, 2014
"Tracking the Fed in Transition"
R. Mark Rogers, Senior U.S. Economist, Econoday, Inc.
Saturday, November 9, 2013
"Taxes, Traps and Your IRA "
Angela Wong, Angela Wong, CPA
Saturday, October 19, 2013
"ETF Rotation: Backtesting and Live Account Management"
Jackie Ann Patterson, President, BackTesting Report

"Value-Oriented Stock Screening: The Good, the Bad and the Ugly"
Al Zmyslowski, Individual Investor, Computerized Investing Chapter Board Member

Saturday, September 14, 2013
"Biotech Investing: Catching the Next Wave"
John McCamant, Editor, Medical Technology Stock Letter,
Saturday, June 8, 2013
"High Dividend Investing: What You Need to Know "
Harry Domash, Editor and Publisher, Dividend Detective
Saturday, May 4, 2013
"Shareholder Yield: A Better Approach to Dividend Investing "
Mebane Faber, Chief Investment Officer, Cambria Investment Management
Saturday, April 13, 2013
"Financial Roundtable Seminar: Planning and Rebalancing Your Retirement Portfolio"
Harvey Baraban, Former CEO, Baraban Securities
Saturday, March 9, 2013
"AAII Workshop: Design, Construction and Implementation of Your Investment Policy Statement (IPS)"
Richard Farkas, CMT, President, Strategic Global Investment Services
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?"
Tom J. Kopas, Principal, Portfolio Manager, Pring Turner Capital Group

Saturday, January 12, 2013
"2012 State & Federal Tax Update"
Claudia Hill, EA, MBA, President, TaxMam, Inc.
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.
Saturday, October 13, 2012
"2012 Changes and Updates to Medicare"
Connie Corrales, HICAP Director, Council on Aging Silicon Valley
Saturday, September 8, 2012
"Investing in REITs (Real Estate Investment Trusts)"
Don Stewart, Registered Investment Advisor & REIT Investor
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"
Steve Younes, fixed-income market director–Northern California, Charles Schwab and Co. Inc.

Saturday, May 19, 2012
"Increasing Equity Returns While Decreasing Drawdowns Using Behavioral Finance"
Lee Levy, Managing Partner, Canid Asset Management, LLC