The AAII Los Angeles Chapter

» Upcoming Chapter Meetings:
Saturday, September 19, 2015 »

Bob Seawright, Chief Investment Officer, Madison Avenue Securities "The Hierarchy of Investor Needs"

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



 
Saturday, October 17, 2015 »

Don Pelgrim, CEO, Wilshire Finance Partners "Lower-Risk, Higher-Yield Investing"

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



 

» Past Chapter Meetings:

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

Saturday, January 18, 2014
"How to Profit from Rising Rates: Why Dividend-Paying Stocks Are the Investor’s Best Friend "
Mark Skousen, Ph.D., Presidental Fellow, Chapman University

"It’s Not Rocket Science: Keys for Investment Success in 2014"
Tom Petruno, Financial Journalist

Saturday, November 16, 2013
"Is the Secular Bear Starting to Growl?"
Don Richner, CFP, Vice President, Churchill Management

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

Saturday, October 19, 2013
"Generating Monthly Income With Covered Call Writing"
Alan Ellman, President, Blue Collar Investor

"The 30-Year Bond Market Rally Is Over: Generating Income With Dividend-Paying Stocks"
Monty Guild, Chief Investment Officer, Guild Investment

Saturday, September 21, 2013
"Smart Investing: Reducing Risk While Seeking Reward"
Charles Rotblut, CFA, Vice President, AAII; Editor, AAII Journal
Nick Atkeson, Founding Partner, Delta Investment Management, LLC