The AAII San Francisco Chapter presents...

"The Art of Profitable Income Investing"

    Discussed by:

    Ken Winans

While it was a lost decade for many common stock investors, income investors found profitable opportunities in corporate bonds and preferred stocks. Kenneth Winans believes the rebirth of income investing is here to stay. Why? America’s aging population has lost much of its appetite for financial volatility and has chosen the same fiscal course as their ancestors, one where investment income matters as much as capital appreciation. Ken will cover time-tested basic rules for successful income investing, the long-term performance of these investments, integrating bonds and preferred stocks into your portfolio, and practical investment issues associated with preferreds. Come and listen to the person who literally “wrote the book” on this topic and built the benchmark for preferred stocks.

"The Outlook for 2011: The Emergence of New Investment Theories"

    Discussed by:
    David C. Wright
    Managing Director, Sierra Investment Management Inc.

Dave Wright will take a good hard look at 2010: what happened, why, and what can we learn from our observations to help us in 2011. The economic and investment landscape has changed dramatically. Dave will give us his insights into what it means and how new investment theories are emerging. What are the new trends we all are trying to find? How do they change investment theories?

Saturday, March 19, 2011
9:00 a.m.    Registration/Social/Continental Breakfast
9:30 a.m. - 12:00 p.m.    Program
10:45 a.m.    Break
12:00 p.m.    Q&A
Hs Lordships Restaurant
199 Seawall Dr.
Berkeley, CA
[ Map This Location ]
Choose one of three ways to register for this meeting: (Please
note change in fees for mail-in prepaid reservations only.
Other pricing tiers remain the same.)
1. PREPAID REGISTRATION by MAIL—use the form below to
register, form MUST be received by 3/16, $30/person
2. E-MAIL or PHONE (space available only, prepaid registrations
take preference)—make your reservation by e-mail: or Phone:
925/485-0890. Reservation MUST be received no later
than 3/16, $35/person to be paid at the door.
3. AT THE DOOR (space available only, prepaid registrations
take preference)—Register at the door the day of the
meeting—meetings are selling out, be aware that space
may NOT be available, $40/person
Refund Policy: Cancel reservations before cut-off date of 3/16

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