LOS ANGELES Chapter Future Meetings
Mark Your Calendar!

Saturday, April, 9, 2016
Speaker: Mark Skousen Economist and Author, “Forecasts & Strategies” and Monty Guild Chief Investment Officer, Guild Investment Management
Topic: The Growing Threat of Financial Terrorism: Is Your Portfolio Vulnerable to the Bad News Bears? and The Fed Has Taken Away Your Income Investments; When Will They Bring Them Back?













The AAII Los Angeles Chapter

» Upcoming Chapter Meetings:
Saturday, February 20, 2016 »

Tim Gramatovich, Chief Investment Officer and Co-Founder, Peritus Asset Management

"It’s Time to Move From Equities to High Yield"

Don Gimpel, Ph.D., President, AAII Los Angeles Chapter "No More Excuses: Always Know Where the Market is Trending!"



 
Saturday, March 19, 2016 »

Scott Juds, Founder and President, SumGrowth Strategies

"True Sector Rotation Made Simple and Practical "

Scott Juds, Founder and President, SumGrowth Strategies "Addressing the Seven Faces of Risk & Panel Session"

Gary Noreen, Richard Erkes and Scott Juds, "Sector Rotation Panel Session!"



 

» Past Chapter Meetings:

Saturday, January 16, 2016
"Prepare Your Investments for 2016! Two Speakers and One Great Roundtable"
Tom Petruno, Financial Journalist and Former L.A. Times Markets Columnist
Cullen Roche, Founder, Orcam Financial Group
Don Gimpel, President, AAII Los Angeles Chapter
Saturday, November 21, 2015
"Medicare Now"
Paul Davis, Paul Davis Insurance Agents
Saturday, October 17, 2015
"Lower-Risk, Higher-Yield Investing"
Don Pelgrim, CEO, Wilshire Finance Partners

"Preparing for the Challenges of Aging"
Panel Discussion, Senior Advisers, Hornstein Investments

Saturday, September 19, 2015
"The Hierarchy of Investor Needs"
Bob Seawright, Chief Investment Officer, Madison Avenue Securities

"Capturing Market Returns"
Tim Bock, President, Summit Portfolio Management

Saturday, July 18, 2015
"What Should Wendy Do? Advice for Aging, Home Care and Protecting Your Assets"
Expert Panel, Hornstein Law Offices
Saturday, June 20, 2015
"What Investment Advice Do You Need and Where Do You Find It?"
Mark Harbour, Past President, CFA Society of Los Angeles

"Robo-Advisers and the Evolution of Investment Advice"
Gary Karz, Founder, Proficient Investment Management, LLC; Publisher, InvestorHome.com

Saturday, May 16, 2015
"Consumer-Related Stocks: What Factors into Future Success?"
Brett Conrad, Founder, Longboard Capital Advisors LLC

"A Review of the World’s Top Investment Strategies"
Mebane Faber, Founder, Cambria Investments

Saturday, April 18, 2015
"One Up on Wall Street: My Favorite Way to Beat the Market"
Mark Skousen, Founder, markskousen.com

"Investing in a Negative Interest Rate Environment"
Monty Guild, Founder and CIO, Guild Investment Management

Saturday, March 21, 2015
"True Sector Rotation: Breaking Through the Efficient Frontier"
Scott Juds, Founder and President, SumGrowth Strategies
Saturday, February 21, 2015
"Motif’s Thematic Approach to Investing"
Tuhin Ghosh, Ph.D., CFA, Vice President of Investment Products and Analytics, Motif Investing

"Active Investing in Today’s Market"
Tim Gramatovich, CFA, Chief Investment Officer and Co-Founder, Peritus Asset Management

Saturday, January 17, 2015
"Why Markets Don’t Care What You Think"
Tom Petruno, Financial Journalist, Former L.A. Times Markets Columnist

"The Investor’s Conundrum"
Cullen Roche, Founder, Orcam Financial Group

Saturday, November 15, 2014
"Concordance to Market Questions and Answers"
Don Gimpel, President, AAII Los Angeles Chapter

"Lazy Man's Guide to Investing"
Don Gimpel, President, AAII Los Angeles Chapter

Saturday, October 18, 2014
"Lower-Risk, Higher-Yield Investing"
Donald Pelgrim, CEO, Wilshire Finance Partners

"The Future of Finance: Investor Rights and Ethical Decision-Making"
Mark Harbour, President, CFA Society of Los Angeles; Relationship Manager, Morgan Stanley

Saturday, September 20, 2014
"How to Beat the Market Without Outguessing the Market"
Timothy Bock, President, Summit Portfolio Management

"How to Overcome Cognitive Investment Traps"
Bob Seawright, Chief Investment Officer, Madison Avenue Securities

Saturday, July 19, 2014
"Investment Strategies From Now to Year-End"
James M. Goldberg, President, Goldberg Investment Advisors

"Global Value Hunting, Worldview and Japanese Specifics "
Greg Padilla, Global Portfolio Manager, Aristotle Capital Management

Saturday, June 21, 2014
"Commission-Free ETFs: Are Individual Investors Better Off?"
Jim DiLeillo, Assistant Professor of Decision Sciences, Pepperdine University

"Wall Street Is Using Social Media (And You Should Too) "
Vinny Jindal, President and CEO, Stockr

Saturday, May 17, 2014
"How to Own the Bubble and Catch a Rising Star: New Tools Simplify Everything "
Scott Juds, Founder and President, SumGrowth Strategies
Saturday, April 19, 2014
"Global Value: Spotting Bubbles, Avoiding Crashes, and Big Returns "
Mebane Faber, Mebane Faber Chief Investment Officer, Cambria Investment Management

"Expose the Chicanery, Avoid Losses "
John Del Vecchio & Tom Jacobs, Co-Authors, “What’s Behind the Numbers?”

Saturday, March 15, 2014
"Changing Policy and Rising Rates: Good for Investors "
Oliver Pursche, President, Gary Goldberg Financial Services

"Interest Rates vs. Income Generation: An Opportunity in Today’s High-Yield Market"
Tim Gramatovich, Chief Investment Officer, Peritus Asset Management

Saturday, February 15, 2014
"Hard Times Mean Easy Money is Here to Stay"
Cullen Roche, Founder, Orcam Financial Group

"How to Profit From Upcoming Volatility"
Charles Biderman, Founder, Trim Tabs

  SUBGROUPS

Members should check the LA chapter website for latest schedules. Click on http://www.aaiilosangeles.org for details.

Retirement Group:

Evan Press, PressEL99@aol.com
Richard Erkes, rerkes1@gmail.com

Date/Time: First Saturday of odd-numbered months, 9:30 a.m.
Location: Culver City Veterans Memorial Complex, 4117 Overland Avenue, Culver City

Strategic Investing Group

Jim Quinn, jquinn1469@verizon.net

Date/Time: The first Saturday of even-numbered months, 9:00 a.m.
Location: Culver City Veterans Memorial Complex, 4117 Overland Ave., Culver City

 

Stock Selection Group
Norm Langhout, normlang@verizon.net, 310/391-6430
Date/Time: Date/Time: Thursday, March 24, 7:00 p.m.
Location: Westside Pavilion, 10800 Pico Blvd, Community Room A

SumGrowth Group

Gary Noreen, yoda@ardio.com, 818/790-9863
Date/Time:  Fourth Saturday of each month, 10am
Location:  Culver City Veterans Memorial Complex, 4117 Overland Ave, Culver City