San Francisco Chapter Future Meetings
Mark Your Calendar!

Saturday, September, 20, 2014
Speaker: TBD
Topic: TBD

The AAII San Francisco Chapter presents...

Smart Investing: Seeking Reward While Reducing Risk

    Discussed by:

    Charles Rotblut CFA
    Vice President and Financial Analyst, AAII; Editor, AAII Journal

Maximizing the potential for reward is about identifying attractive investments and prudently managing your portfolio. Reducing risk is about limiting behavioral errors and avoiding investments with a greater likelihood of decreasing in price. In this presentation, AAII Journal editor Charles Rotblut will describe actionable strategies for striking a prosperous balance between reward and risk.

Attend This Meeting and Learn...
A simple strategy for reducing behavioral errors and improving your investment decisions
How to maintain the benefits of diversification and reduce portfolio risk
Key criteria to consider for managing your portfolio

Saturday, July 19, 2014
9:00 a.m.    Registration/Social/Continental Breakfast
9:30 a.m.    Program
11:00 a.m.    Q&A
Hs Lordships Restaurant
199 Seawall Dr.
Berkeley, CA
[ Map This Location ]
In Advance (by 7/16) Prepaid by mail, $30/person; Email or phone (see below) & pay at
the door (space permitting) $35/person
At the Door (space permitting): $40/person (by cash or check only)
Refund Policy: Checks shredded for cancellations before 7/16
  Special Interest Groups (SIGs)


East Bay Discussion and Special Interest Group
Attendance is free for all AAII members & guests.
Dates: Thursdays, July 10 and August 14
Time: 7:00–8:40 P.M.
Location: The Orinda Library, 24 Orinda Way, Garden Room
Moderator: Mike Skinner
These meetings are held every month except December. The agenda varies between open forum topics suggested by attendees at the meeting, and speakers and presentations on topics suggested in advance. Attendees have different experience levels and investment approaches. This is an opportunity to discuss current investment issues, share questions and concerns in an open forum, and interact in a small group setting with presenters and other attendees.
For more information, contact Mike Skinner, group leader, at 510/526-1154 or

San Francisco Downtown Experienced Investor
Discussion Group

Attendance is free for all AAII members, but space is limited to first 20 attendees.
Dates: Wednesdays, July 16 and August 20
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. For more information contact Kevin Donovan, group leader, at 415/788-1700.

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