San Diego Chapter Future Meetings
Mark Your Calendar!

Saturday, November, 8, 2014
Speaker: TBD
Topic: TBD

Saturday, January 10, 2015
Speaker: George Chamberlin, Host of “Money Matters” for NBC 7, business editor and host of “Money in the Morning” on KOGO Radio
Topic: TBD

The AAII San Diego Chapter presents...

"Bond Strategies for an Evolving Market"

    Discussed by:

    Scott Martin CFA
    Senior Vice President and Account Manager, PIMCO

    Cort Escherich, CAIA
    Vice President and Account Manager, PIMCO

With the end of the Fed’s quantitative easing program in October, please join us for a timely discussion on the outlook for the global bond market and investment implications. Our speakers will discuss the factors driving bond market volatility and returns, and how to reduce interest rate risk in your bond portfolios. They will discuss specific non-traditional trade ideas in both the foreign and credit bond markets designed to reduce a bond portfolio’s overall interest rate volatility.

Attend This Meeting and Learn...
Which factors are driving bond market volatility and returns
What the new neutral policy rate means for the bond markets
How to structure and manage bond portfolio risk in a rising-rate environment

Saturday, October 11, 2014
8:30 a.m.    Registration/Social
9:00 a.m.    Program
10:30 a.m.    Q&A
Solana Beach Presbyterian Church Hispanic Chapel
120 Stevens Ave.
Solana Beach, CA 92075
[ Map This Location ]
In Advance (by 10/4)
Everyone, $5/person

At the Door
space permitting
Everyone, $8/person

  Special Interest Groups (SIGs)

SIG meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.


Mutual Fund/ETF/FastTrack SIG
Contact: Rob Bernstein,, 858-367-5200 for details and schedules.

Options SIG
Contact: Ryan McKeon,

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