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San Francisco Chapter Future Meetings
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Saturday, November, 15, 2014
Speaker: TBD
Topic: TBD













The AAII San Francisco Chapter

» Upcoming Chapter Meetings:
Saturday, November 15, 2014 »
Andrew Houghton, Partner, Delta Investment Management "How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety-First Approach"


 

» Past Chapter Meetings:

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

Saturday, January 18, 2014
"Year 2014 Outlook for the Economy and the Dollar "
Axel Merk, President and Chief Investment Officer, Merk Investments

"The Stock Split Anomaly"
Neil Macneale, Publisher, 2 for 1 Stock Split Newsletter

Saturday, November 16, 2013
"ETF Rotation: Backtesting and Live Account Management"
Jackie Ann Patterson, Editor and Publisher of BackTesting Report; Founder of Own Mountain Trading Company

"The Upgrading Strategy and What It Is Telling Us Now"
Janet Brown, President, FundX Investment Group

Saturday, September 21, 2013
"Investment Opportunity: The Last Two Hundred Years, and the Next Eight"
Bill Ragsdale, Editor, Good Fortune Advisory Letter

"The Coming U.S. Energy Revolution"
Jack Bowers, CEO, Independent Fidelity Investors, Inc.; Publisher, Fidelity Monitor & Insight

Saturday, July 20, 2013
"Time to Be Offensive, Defensive or Both?"
Kenneth G. Winans, President and Founder, Winans Investments

"What the Past 24 Years Taught Us and Where We Might Be Heading"
Nate Pile, Founder and Publisher, Nate’s Notes

Saturday, May 18, 2013
"Financial Roundtable Seminar: Market Projections for the Second Half of the Year"
Harvey Baraban, Former CEO, Baraban Securities
Saturday, March 16, 2013
"Fidelity Outlook: Quarterly Market Update"
William Gabri, CFP, Vice President, Regional Planning Consultant, Fidelity Investments

"Estate Planning: Are You Prepared?"
Christian Kimball, CFP, Wealth Management Adviser, Fidelity Investments

Saturday, January 19, 2013
"MLP 101: What You Need to Know About Investing in Master Limited Partnerships"
Mary Lyman, Executive Director, National Association of Publicly Traded Partnerships

"Shareholder Yield: A Better Approach to Dividend Investing"
Mebane Faber, Chief Investment Officer, Cambria Investment Management

Saturday, November 17, 2012
"How Much Life Is Left in the Current Cyclical Bull Market?"
Tom J. Kopas, Principal, Portfolio Manager, Pring Turner Capital Group