The AAII San Francisco Chapter presents...

ETF Fundamentals and Risks: How To Select ETFs

    Discussed by:

    Matt Hougan
    CEO, Inside ETFs

Exchange-traded funds are changing the way investors approach the market. They allow investors to create institutional-quality portfolios at a fraction of the cost previously available. But how do you choose the right ETFs for your portfolio, and what hidden risks might exist? Matt Hougan, president of ETF Analytics and global head of editorial for IndexUniverse, will provide a complete overview of the ETF market and explain how to find the right ETFs in each area of the market. The talk will cover everything from the core basics to the most sophisticated strategies, and will review how ETFs work and what risks exist to consider.

Energy: The End of Scarcity

    Discussed by:
    Jack Bowers
    Editor, Fidelity Monitor

Popular speaker Jack Bowers joins us for a talk on the U.S. position in the energy industry. He feels that the shale fracturing revolution in the U.S, in combination with improving transportation efficiency, has fundamentally altered the domestic situation in a global industry. Jack remains steadfastly bullish despite widespread pessimism among individual investors. Drawing on his extensive and astute understanding of the economy and markets, Jack will discuss his primary reason for his bullish outlook: that the U.S. is becoming a powerhouse exporter, which he feels should have a positive impact on corporate earnings, regardless of what happens to our economy at home. In addition to sharing his economic views, Jack will review performance data for Fidelity mutual funds, and show you how to track and review your Fidelity holdings as they appear in his popular newsletter, Fidelity Monitor.

Saturday, September 15, 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 9/12, $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
9/12, $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 9/12.

  Special Interest Groups (SIGs)


East Bay Special Interest Group
Attendance is free for all AAII members & guests.
Date: Thursday, October 11, 2012*
Time: 7:00 – 8:45 p.m.
Location: The Orinda Library, 24 Orinda Way, Gallery Room
Speaker: Mike Skinner
Topic: Open Discussion of Current Interest Topics
Instead of focusing on a single investment topic, this meeting will address investment issues suggested by attendees. The meeting format will be similar to our discussion group, with a number of investment topics discussed rather than a focus on just a single presentation and discussion.
For more information, contact Mike Skinner, East Bay Special Interest Group Leader, at 510/526-1154 or email him at
*Please note that this month’s meeting is on the second Thursday of the month following the San Francisco AAII Chapter’s main meeting in Berkeley, a change from our previous schedule of the first week of the month.

East Bay Discussion Group
Attendance is free for all AAII members & guests.
Dates: Thursdays, September 13 and November 8, 2012**
Time: 7:00 – 8:30 p.m.
Location: The Orinda Library, Gallery and Garden Rooms, 24 Orinda Way,
Orinda, CA 94563,
Moderator: Mike Skinner
These meetings are held every other month on the second Thursday** and 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 when making their investment decisions? Attendees have different experience levels and approaches. These meetings are 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.
For more information, contact Mike Skinner, 510/526-1154 or
**Please note that this meeting will be held on the second Thursday of the month until futher notice.

San Francisco Downtown Experienced Investor
Discussion Group
Attendance is free for all AAII members, but space is limited to first 20 attendees.
Dates: Wednesdays, September 19 and October 17, 2012
Time: 12:00 p.m.
Moderator: Kevin Donovan
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. Please note there will be no meeting in December.
For more information contact, Kevin Donovan, group leader, at 415/788-1700.

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