The AAII Los Angeles Chapter

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

» Past Chapter Meetings:

Saturday, March 16, 2013
"Banking After the Troubled Asset Relief Program"
Dennis Santiago, Chief Executive Officer, Institutional Risk Analytics

"The Science of Investing"
Apollo Lupescu, Ph.D., Vice President, Dimensional Fund Advisors

Saturday, January 19, 2013
"Trends and Outlook for the Global Economy and Investment Markets"
David C. Wright, Managing Director, Sierra Investment Management, Inc.; Co-Portfolio Manager, Sierra Mutual Funds

"A Road Map for 2013 and Beyond"
Tom Petruno, Author and Columnist

Saturday, November 17, 2012
"How Money Supply, Taxes and Regulation Impact the Stock Market and Prosperity"
Simon Reeves, CEO, TideRock Financial

"Dumpster Diving in Europe "
Keith Fitz-Gerald, Chairman, The Fitz-Gerald Group; Chief Investment Strategist, Money Map Press

Saturday, October 20, 2012
"How to Analyze a Stock"
Wayne A. Thorp, CFA, Senior Financial Analyst, AAII; Editor, Computerized Investing
Saturday, September 15, 2012
"The Latest Innovations in the World of ETFs"
Doug Fabian, President, Fabian Wealth Strategies

"Opportunities for Investing in Southern California Real Estate: There Are More than You Think"
Todd Rubinstein, Senior Partner, The Rubinstein Group

Saturday, July 21, 2012
"How to Make Money in the Current Economic Environment"
James Goldberg, President of Goldberg Economic Advisors

"Medicare Basics: A, B, C, D...What Are Your Choices?"
Paul Davis, Paul Davis and Alberta Bellisario Insurance Services

Saturday, June 16, 2012
"Strategies for Pursuing Your Retirement Paycheck"
Christine Benz, Director of Personal Finance, Morningstar
Saturday, May 19, 2012
"My Favorite Growth and Income Investments After the Euro Crisis"
Dr. Mark Skousen, Editor, Forecasts & Strategies

"10 Investing Lessons From a Blade of Grass"
Keith Fitz-Gerald, CTA, Chief Investment Strategist, Money Map Press; Chairman, The Fitz-Gerald Group

Saturday, April 21, 2012
"Global Trends and Outlook"
Frank Barbera, Co-Manager, Sierra Core Retirement Fund; Executive Vice President, Sierra Investment Management

"Currencies: Diversification and Downside Risk"
Axel Merk, President and CIO, Merk Investments; Portfolio Manager, Merk Funds

Saturday, March 17, 2012
"7 Books in 49 Minutes"
Phil DeMuth, Ph.D., Managing Director, Conservative Wealth Management

"Is it Worth Trying to Beat the Market? How to Make Sound Choices in Today’s Volatile Markets"
Janet Brown, President, FundX Investment Group; Editor, NoLoad Fund*X

Saturday, February 18, 2012
"Cyclical Bull? Or Is the Secular Bear Resuming?"
Don Richner, CFP, Vice President, Churchill Management Group

"The Value of Dividends: The Prudent Speculator’s Top 2012 Stock Picks for Capital Appreciation and Income"
John Buckingham, Chief Investment Officer, Al Frank Asset Management; Editor, The Prudent Speculator

Saturday, January 21, 2012
"Trends and Outlook in the Economy and Investment Markets: a Challenging Year Ahead!"
David Wright, Principal, Sierra Investment Management Inc. and the Sierra Core Retirement Fund

"Investing 2012: Hope, Fear and Everything in Between"
Tom Petruno, Financial Writer and Columnist

Saturday, November 19, 2011
"Lessons Learned From the Market Downturns of 2000–2002 and 2007–2009"
Leonard “Pat” Goodall, Ph.D., CFP, Co-Editor, No-Load Portfolios

"The Writings of Warren Buffett"
Jeffrey Pierce, MBA and Kenneth Hanson, CFA, Financial Advisors, Stifel, Nicolaus & Co.

Saturday, October 15, 2011
"Reviewing 2011 and Previewing 2012"
Panel of Experts,

"Investing in High-Dividend Stocks"
Daniel J. Genter, President, CEO & Chief Investment Officer, RNC Genter Capital Management

Saturday, September 17, 2011
"Morningstar’s Best Ideas for 2010, 2011 and Beyond"
Christine Benz, Director of Personal Finance, Morningstar
Saturday, July 23, 2011
"Building a Portfolio for the Next 15 Years "
Matt McCall, Founder and President, Penn Financial Group

"Mining for Information Gold in Barron’s Weekly "
Don Gimpel, Ph.D., Board Member, AAII Los Angeles Chapter

Saturday, June 18, 2011
"Doing Business in China and the U.S.: Lessons Learned"
Henry Peng, CEO and President, Gadmei Electronics Technology Co. Ltd.

"The Economic Outlook and Its Implications for Your Investments "
James Goldberg, President, Goldberg Economic Advisors, California Lutheran University

Saturday, May 21, 2011
"Trends and Outlook for the Global Economy and Capital Markets"
Frank Barbera, Co-Manager, Sierra Core Retirement Fund; Executive Vice President, Sierra Investment Management

"Advanced Perspectives in Retirement Planning"
Somnath Basu, Ph.D., Professor of Finance, California Lutheran University; Director, California Institute of Finance, California Lutheran University

Saturday, April 16, 2011
"Confessions of a Newsletter Writer: What 22 Years in the Industry Have Taught Me"
Nate Pile, Founder and Publisher, Nate’s Notes

"Gold and Silver Shares, Act II "
Michael McGowan, J.D., CFP, Founder and Publisher, Financial Foghorn