The AAII Santa Barbara/ Ventura Chapter

» Upcoming Chapter Meetings:
Saturday, September 12, 2015 »

Tom J. Kopas, Principal and Portfolio Manager, Pring Turner Capital Group "What Do Fed Rate Hikes Mean for Investors?"

Peter Andes, CFA, Director of Research, Motif Investing "Motif’s Thematic Approach to Investing"



 

» Past Chapter Meetings:

Thursday, May 7, 2015
"Live It Up Without Outliving Your Money"
Paul Merriman, Founder, Merriman, Inc.; President, Merriman Financial Education Foundation
Saturday, January 17, 2015
"Special Financial Seminar: The Year Ahead for Stocks, Bonds, Indexes and ETFs"
Harvey Baraban, Former CEO, Baraban Securities
Thursday, January 30, 2014
"Estate Planning and Portability: Is It Ideal for You?"
Brett A. Bjornson, Brett A. Bjornson, Esq., Professional Law Corporation

"Building a Multi-Asset Low-Correlation Portfolio"
Craig L. Israelsen, Ph.D., Associate Professor, Utah Valley University

Thursday, September 19, 2013
"Smart Investing: Seeking Reward While Reducing Risk"
Charles Rotblut, CFA, Vice President, AAII; Editor, AAII Journal