The AAII San Francisco Chapter presents...

Financial Roundtable Seminar: Market Projections for the Second Half of the Year

    Discussed by:

    Harvey Baraban

Former Wall Street CEO, educator and investing guru Harvey Baraban will present his popular seminar for AAII members today. At his last appearance here last year, Baraban provided wise and accurate investment advice. Baraban will share his inside secrets for successful investing and where the best opportunities for profit in the markets are now. With insight from over 40 years in the investment industry, he will show how being an informed investor can lead to better overall performance. With timely, market-sensitive information, Baraban will review current world events and the opportunities they present for your investment dollars, which will include stocks, foreign markets, metals, oil and bonds. This program will provide anyone who owns stocks, mutual funds or bonds with insight into market behavior and a sense of what to do now and in the coming months.

Saturday, May 19, 2012
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 pre-paid reservation
only. Other pricing tiers remain the same.)
1. PREPAID REGISTRATION by MAIL—use the form below to
register, form MUST be received by 5/16, $30/person.
2. EMAIL or PHONE (space available only, prepaid registrations
take preference)—make your reservation by email: or Phone:
925/485-0890. Reservation MUST be received no later than
5/16, $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 5/16.

  Special Interest Groups (SIGs)


East Bay Special Interest Group
Attendance is free for all AAII members & guests.
Date: Thursday, June 14, 2012
Time: 7:00 – 8:45 P.M.
Location: The Orinda Library, 24 Orinda Way, Gallery Room
Speaker: Mike Skinner
Topic: “Current Problems and Inconveniences With Brokerage
Investment record-keeping has always presented some challenges. This past year saw new IRS reporting requirements placed on brokers, new tax forms for reporting your trades, and new accounting systems implemented at broker firms, including increased order routing/splitting for many trades. This meeting will provide an opportunity to share how we are dealing with these issues with other members of the group.
For more information, contact Mike Skinner, East Bay Special Interest Group Leader, at 510/526-1154 or
Please note that this month, this meeting is on the second Thursday of the month following the S.F. AAII Chapter’s main meeting in Berkeley, a change from our regular schedule of meeting on the first Thursday of the month.

East Bay Discussion Group
Attendance is free for all AAII members & guests.
Dates: Thursdays, May 3 and July 12, 2012
Time: 7:00 – 8:30 P.M.
Location: The Orinda Library, Garden Room, 24 Orinda Way, Orinda, CA 94563
Moderator: Mike Skinner
These meetings are intended to give members and guests the opportunity to discuss current investment issues. How do members view the state of the markets and how are they dealing with them in making their investment decisions? Attendees have different experience levels and approaches. Here is an opportunity to share questions and discuss strategies with other members of the group. Bring your questions, comments, insights and opinions to share in an open forum.
Please note that beginning in July, this meeting will be held on the second Thursday rather than the first Thursday of the month, until further notice.
For more information, contact Mike Skinner, 510/526-1154 or

San Francisco Downtown Experienced Investor Discussion Group
Attendance is free for all AAII members but space limited to first 20 attendees.
Moderator: Kevin Donovan, 415/788-1700
Dates: Wednesdays, May 16 and June 20, 2012
Time: 12:00 Noon
These meetings, held the third Wednesday of each month, are a general discussion of timely topics for experienced investors. Space is limited to 20 attendees, so please call for reservations and location. There will be no meeting in December.
For reservations and location call Kevin Donovan, group leader, at 415/788-1700.

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