The AAII Los Angeles Chapter presents...

"Inside Muni Bonds: A Hard Look at Interest Rates, Credit and All Things Municipal"

    Discussed by:

    Greg Morel
    Senior Vice President and Partner, Belle Haven Investments

Do you want the real lowdown on municipal bonds? Greg Morel, an expert on municipal bonds, will present an open forum discussion focusing on what most investors feel are pressing topics regarding investing in fixed income. Topics will include: interest rates, strategies to navigate the current environment, insight into how the municipal market trades, credit quality fears and dispelling common myths of municipals. For more information see

Attend This Meeting and Learn...
How and why the stock market is not efficient
Why trends are real
How to choose which trends and indicators to follow

"Diversification Heresy: Breaking Through the Efficient Frontier"

    Discussed by:
    Scott Juds
    President and CEO, SumGrowth Strategies, LLC

Modern portfolio theory teaches us to "diversify and rebalance," which inherently produces average performance. Why not change the game? Trends in the stock market are real. Markets are not efficient. Risk and return are not mutually exclusive. You can follow the trend. But which trend is your friend? They are not all the same. Learn how to use SectorSurfer's algorithm to build great portfolios. For more information see .

Attend This Meeting and Learn...
Which of the four likely world scenarios to the year 2030 will be favorable for the U.S.
Which investment sectors are expected to experience the greatest growth over the next seven years and why

Saturday, May 18, 2013
8:30 a.m.    Registration/Social
9:00 a.m.-12:00 p.m.    Program
Skirball Center
2701 N. Sepulveda Blvd.
Los Angeles, CA
[ Map This Location ]
In Advance (by 5/13), Everyone, $8/person;
At the Door (space permitting only) Everyone, $10/person
No Refunds

  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.


Members should check the LA chapter website for latest schedules. Click on for details.

Mutual Fund Group
The chapter needs a volunteer to coordinate meetings. Please contact
Howard Staniloff at

UltraFS Users Group
Don Gimpel,
Date/Time: The first Saturday of even-numbered months, 9:00 a.m.
Location: Culver City Veterans Memorial Complex, 4117 Overland Ave., Culver City

Computerized Investors Group
Don Gimpel,
Date/Time: First Saturday of all even-numbered months, 10:30 a.m.
Location: Culver City Veterans Memorial Complex, 4117 Overland Ave., Culver City

Stock Selection Group
Norm Langhout,, 310/391-6430
Date/Time: Fourth Wednesday of the month, 7:00 p.m. Next meeting Wednesday, May 22, 2013, 7:00 p.m.
Location: Fairview Branch, Santa Monica Library, 2101 Ocean Park Blvd., Santa Monica.

Neighborhood Subgroups

Pasadena Group
Ivan Wong,, 626/446-2486
Date/Time: The third Thursday of the month, 7:00?9:00 p.m. No meeting in August or December.
Location: Pasadena Main Public Library, 285 East Walnut St., one block south of the 210 Freeway and two blocks east of Marengo St.
Speaker: TBD

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