The AAII Santa Barbara/ Ventura Chapter
Peter Andes, CFA, Director of Research, Motif Investing
"Motif’s Thematic Approach to Investing"
» Past Chapter Meetings:
Thursday, May 7, 2015
"Live It Up Without Outliving Your Money"
Paul Merriman, Founder, Merriman, Inc.; President, Merriman Financial Education Foundation
Saturday, January 17, 2015
"Special Financial Seminar: The Year Ahead for Stocks, Bonds, Indexes and ETFs"
Harvey Baraban, Former CEO, Baraban Securities
Thursday, January 30, 2014
"Estate Planning and Portability: Is It Ideal for You?"
Brett A. Bjornson, Brett A. Bjornson, Esq., Professional Law Corporation
"Building a Multi-Asset Low-Correlation Portfolio"
Thursday, September 19, 2013
"Smart Investing: Seeking Reward While Reducing Risk"
Charles Rotblut, CFA, Vice President, AAII; Editor, AAII Journal