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The AAII Los Angeles Chapter

» Upcoming Chapter Meetings:
Saturday, October 18, 2014 »
Donald Pelgrim, CEO, Wilshire Finance Partners "Lower-Risk, Higher-Yield Investing"

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



 

» Past Chapter Meetings:

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
Saturday, July 20, 2013
"The Talk: Getting Prepared for the Inevitable"
Terry Woods, President, ABCAlwaysBetterCare
James Goldberg, President, Goldberg Economic Advisors

"Trout Farms and Markets"
Evan Press, Financial Adviser, Hornstein Investment Group

Saturday, June 15, 2013
"Our Behavioral and Cognitive Biases and How They Impact Our Investment Decisions"
Bob Seawright, Chief Investment & Information Officer, Madison Avenue Securities

"Diversifying With Negatively Correlated Investment Strategies"
Ryan Deming, Managing Partner of Monterosso Investments

Saturday, May 18, 2013
"Inside Muni Bonds: A Hard Look at Interest Rates, Credit and All Things Municipal"
Greg Morel, Senior Vice President and Partner, Belle Haven Investments

"Diversification Heresy: Breaking Through the Efficient Frontier"
Scott Juds, President and CEO, SumGrowth Strategies, LLC

Saturday, April 20, 2013
"Where Are We Now? Where Are We Going?"
Frank Barbera, Co-Manager, Sierra Core Retirement Fund; Executive Vice President, Sierra Investment Management

"Beyond 2013"
Don Gimpel, Ph.D, Board Member, AAII Los Angeles Chapter

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