The AAII Silicon Valley 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. AAII Journal Editor Charles Rotblut gives you actionable strategies for striking a prosperous balance between reward and risk.

"Investing in Bonds: Potential Risks and Rewards"

    Discussed by:
    Steve Younes
    fixed-income market director–Northern California, Charles Schwab and Co. Inc.

Concerned about the bond market and how it might impact your portfolio? Do you want to become a savvier bond investor? Learn about the structure of the bond market, sophisticated investing strategies and tools to help you build a sound portfolio.

"Niche for an Individual Investor: Low Risk Muni Bond Strategy"

    Discussed by:

    Roddy Sloss
    individual investor

An individual investor is usually at a disadvantage to a professional investor as measured by access to securities, information flow, and analysis. In the secondary California muni bond market, the individual investor has an advantage. The advantage translates into superior returns compared to mutual funds with similar criteria, because the individual investor can buy and hold, does not pay management fees, and can perform original research using sources the institutional investor typically ignores. {p} Learn to build your own muni bond portfolio laddered with safe California municipal bonds maturing in 1–5 years with tax-free yields averaging 4% without relying on investment ratings or the new issues market.

"Using a Variable Annuity to Generate Income"

    Discussed by:

    Chris Castro
    regional vice president, Jackson National Life

Chris Castro will discuss diversification of key threats while generating stable retirement income solutions to mitigate those threats. His presentation will focus on generating predictable sources of income from a portfolio for long periods of time. He will also discuss generational changes in our society and the resulting new challenges in how one prepares for retirement. Using annuities, he will cover some solutions investors should consider

Saturday, June 9, 2012
9:00 a.m.    Registration/Social/Breakfast
9:30 a.m.    Program
12:30 p.m.    Lunch
3:30–4:00 p.m.    Discussion and Q&A
Lookout Restaurant at Sunnyvale Muni Golf Course
605 Macara Ave.
Sunnyvale, CA
[ Map This Location ]
In Advance (Online by 6/5 or Mail by 6/2)
Everyone, $50/person
Register online at

. At the Door
Space permitting.
Everyone, $60/person
No Refunds

Pay Online
  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.

Sunnyvale Discussion Group
The Sunnyvale Discussion Group meets on the fourth Tuesday of each month at 6:30 p.m. at Coco’s Restaurant, 1209 Oakmead Parkway in Sunnyvale. The meeting is held every month except December.
SI Pro User Group
No meetings are planned.

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