The AAII Santa Barbara/ Ventura Chapter

» Upcoming Chapter Meetings:
Thursday, October 22, 2015 »

Rohit Millstein, Founder and Investment Manager, Millstein Advisors LLC "How to Safely Add Income to Your Portfolio"

Monty Guild, Founder and CIO, Guild Investment Management "A Year in Review: 2015 and the Global Outlook for 2016"


» Past Chapter Meetings:

Saturday, September 12, 2015
"What Do Fed Rate Hikes Mean for Investors?"
Tom J. Kopas, Principal and Portfolio Manager, Pring Turner Capital Group

"Motif’s Thematic Approach to Investing"
Peter Andes, CFA, Director of Research, Motif Investing

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"
Craig L. Israelsen, Ph.D., Associate Professor, Utah Valley University