SAN FRANCISCO Chapter Future Meetings
Mark Your Calendar!

Saturday, May, 21, 2016
Speaker: TBD
Topic: TBD

The AAII San Francisco Chapter

» Upcoming Chapter Meetings:
Saturday, March 19, 2016 »

Raife Giovinazzo, Ph.D., CFA, Director of Research and Partner, Fuller & Thaler

"How We Use Behavioral Finance to Invest "

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


» Past Chapter Meetings:

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

Saturday, November 15, 2014
"How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety-First Approach"
Andrew Houghton, Partner, Delta Investment Management
Saturday, September 20, 2014
"The Evolution of ETFs "
Lynne Mosier, CFA, Regional Vice President, Guggenheim Investments

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

Saturday, July 19, 2014
"Smart Investing: Seeking Reward While Reducing Risk"
Charles Rotblut, CFA, Vice President, AAII; Editor, AAII Journal
Saturday, May 17, 2014
"Financial Roundtable Seminar: How to Profit in Today’s Low-Volume, High-Volatility Market"
Harvey Baraban, Former CEO, Baraban Securities
Saturday, March 15, 2014
"Introduction to Behavioral Finance "
Richard Lehman, Instructor, University of California Berkeley; Author; Investment Adviser

"Looking Ahead in an Uncertain World"
Fred Richards, President, Adrich Corporation


East Bay Discussion and Special Interest Group
Attendance is free for all AAII members & guests.
Date: Thursday, March 10 and April 14, 2016
Time: 7:00 – 8:40 P.M.
Location: The Orinda Library, 24 Orinda Way, Garden Room
Moderator: Mike Skinner
These meetings are held every month except December. 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.
For more information, contact Mike Skinner, group leader, at 510/526-1154 or .