SAN FRANCISCO Chapter Future Meetings
Mark Your Calendar!

Saturday, January, 21, 2017
Speaker: TBD
Topic: TBD

The AAII San Francisco Chapter

» Upcoming Chapter Meetings:
There are no upcoming meetings posted at this time.

» Past Chapter Meetings:

Saturday, November 19, 2016
"The Economy and the Election: Before and After "
Philip Friedman Ph.D., President Emeritus and Economics Professor, Golden Gate University

"Understanding Closed-End Funds "
Chad Gray CFA, Portfolio Manager and Director, Convergence Investment Management

Saturday, September 17, 2016
"Fraud and the Individual Investor "
Erin E. Schneider, Associate Regional Director for Enforcement, Securities & Exchange Commission

"Reducing Risk While Increasing Returns with True Diversification "
David Johnson, President and Chief Investment Officer, Global Capital Group

Saturday, July 16, 2016
"Intelligent Investing Fundamentals for Active and Passive Strategies "
Paul Schwarzbach, Founder, Allied Value Investment Management

"ETF Portfolio Management "
Jackie Ann Patterson, Author; Consultant to Delta Investment Management

Saturday, May 21, 2016
"Profitable High-Dividend Investing In This Crazy Market "
Harry Domash, Publisher, Dividend and Winning

"The Simplest Way to Increase Your Performance "
Wayne Connors, Founder, Retirement

Saturday, March 19, 2016
"How We Use Behavioral Finance to Invest "
Raife Giovinazzo, Ph.D., CFA, Director of Research and Partner, Fuller & Thaler

"Successful Investing Over the Long Haul "
Nate Pile, Editor and Founder, Nate's Notes Investment Newsletter

Saturday, January 16, 2016
"The Upgrading Strategy and What It is Telling Us Now"
Janet Brown, President, FundX Investment Group

"Maximize Gains by Changing Your Response to Risk and Opportunity"
Andrew Menaker, Ph.D., Clinical Psychologist, Trader, Performance Coach

Saturday, November 21, 2015
"How to Be Smarter Than a Robo-Adviser"
Elisabeth Kashner, CFA, Director of ETF Analytics, FactSet Research Systems, Inc.

"Time to be Offensive, Defensive or Both?"
Ken Winans, President and Founder, Winans Investments

Saturday, September 19, 2015
"Navigating Stock Price Crashes"
Steven Rossi, Quantitative Analyst, RS Investments

"Buying Leading Stocks at Low-Risk Entry Points"
David Grandey, CEO, All About Trends Newsletter

Saturday, July 18, 2015
"Are You Swimming Downstream in an Upstream Market?"
Harvey Baraban, Founder and CEO, Baraban Securities
Saturday, May 16, 2015
"The Trend is Your Friend: Technical Analysis of Securities"
Harry Portolos, Adjunct Professor, Golden Gate University

"Biotech Investing in the Future"
John McCamant, Editor, Medical Technology Stock Letter

Saturday, March 21, 2015
"What Changing Gas Prices and Interest Rates Mean for the Economy"
Philip Friedman, Ph.D., President Emeritus and Economics Professor, Golden Gate University

"Fixed-Income Investing in a Rising Interest Rate Environment"
Kevin Gahagan, Principal, Senior Adviser and Chief Investment Officer, Mosaic Financial Partners, Inc.

Saturday, January 17, 2015
"True Sector Rotation: Why Better Returns Don’t Require Higher Risk "
Scott Juds, Founder and President, SumGrowth Strategies

"Market Timing, Momentum and SectorSurfer"
Peter Lingane, Principal, Financial Security by Design

  Special Interest Groups (SIGs)

East Bay Discussion and Special Interest Group

Mike Skinner 


Next meetings: Thursday, November 10  (No meeting in December)

Location: The Orinda Library, Garden Room, 24 Orinda Way


Meetings are held every month except December at 7:00-8:40 p.m. The agenda varies between open forum topics suggested by attendees at the meeting, and speakers and presentations on topics suggested in advance. Attendees have different experience levels and investment approaches. This is an opportunity to discuss current investment issues, share questions and concerns in an open forum, and interact in a small group setting with presenters and other attendees. Attendance is free for all AAII members and guests.