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The AAII Silicon Valley Chapter

» Upcoming Chapter Meetings:
Saturday, November 8, 2014 »
Al Zmyslowski, Computerized Investing Subgroup Leader, AAII Silicon Valley Chapter "Implementing Low-Volatility ETF and Stock Portfolios"

Hardeep Walia, CEO and Co-Founder, Motif Investing "Motifs: A New Investment Product"



 

» Past Chapter Meetings:

Saturday, October 11, 2014
"Commonly Held Beliefs and the Realities of Stock Market Investing"
Terrence Sullivan, Co-Founder, Bloodhound Investment Research, Inc.
Saturday, September 13, 2014
"Introduction to Estate Planning"
Rebecca E. Renzas, Attorney, Greene Radovsky Maloney Share & Hennigh LLP
Saturday, June 14, 2014
"Using Behavioral Finance to Improve Investment Profits"
Donald L. Cassidy, Founder and President, Retirement Investing Institute

"Investing for Income Without Losing Your Capital "
Donald L. Cassidy, Founder and President, Retirement Investing Institute

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

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

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, BioInvest.com
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.