San Francisco Chapter Future Meetings
Mark Your Calendar!

Saturday, November, 15, 2014
Speaker: TBD
Topic: TBD

The AAII San Francisco Chapter presents...

"The Evolution of ETFs"

    Discussed by:

    Lynne Mosier
    Regional Vice President, Guggenheim Investments

Exchange-traded funds (ETFs), have gained the attention of both institutional and individual investors. From traditional market cap weightings to alternative or advanced beta (equal weight and other alternatives, etc.) the ETF landscape has evolved, giving investors greater precision and access to efficiency and transparency. Whether interested in equities or fixed income, understanding ETFs is an important part of any investor’s education.

Attend This Meeting and Learn...
The basics of ETFs
How ETF choices have evolved over time
Alternative ETF weightings vs. traditional market-cap weightings

"Motifs: A New Investment Product"

    Discussed by:
    Hardeep Walia
    Hardeep Walia CEO and Co-Founder, Motif Investing

Motif Investing is a new online broker with a unique investment product. “Motifs” are weighted baskets or portfolios of up to 30 stocks or ETFs. They are designed by the firm or custom-made by the individual investor, centering on an investment theme, or motif. They are then traded with a single low-cost commission for the entire portfolio. Hardeep Walia, co-founder and CEO of Motif Investing, will tell us about his firm’s unique approach and answer questions.

Attend This Meeting and Learn...
What Motif Investing does
How a “motif” compares to a targeted ETF
How a “motif” compares to other basket products

Saturday, September 20, 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 9/17) Prepaid by mail, $30/person; Email or phone or Phone: 510/526-1154 & 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 9/17
  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.


East Bay Discussion and Special Interest Group
Attendance is free for all AAII members & guests.
Date: Thursdays, September 11 and October 9
Time: 7:00–8:40 P.M.
Location: The Orinda Library, 24 Orinda Way, Garden Rooms
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, September 17 and October 15
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 415/509-1000.

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