The AAII Silicon Valley Chapter
» Upcoming Chapter Meetings:
Saturday, April 13, 2013 »
Harvey Baraban, Former CEO, Baraban Securities
"Financial Roundtable Seminar: Planning and Rebalancing Your Retirement Portfolio"
Mebane Faber,
"Relative Strength Investing or Sector Investing
"
» Past Chapter Meetings:
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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 |
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Saturday, May 14, 2011
"Today’s and Tomorrow’s Fixed-Income Investments" Bill Mullally, President and Head Fixed-Income Trader, Alamo Capital |
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Saturday, April 16, 2011
"What Investors Should Know About Master Limited Partnerships" Mary S. Lyman, Executive Director, National Assoc. of Publicly Traded Partnerships Richard A. Robert, Executive VP and CFO, Vanguard Natural Resources M. Neale Hickerson, Vice President, Holly Energy Partners, Holly Corp. |
