The AAII San Francisco Chapter presents...

Introduction to Behavioral Finance

    Discussed by:

    Richard Lehman
    U.C. Berkeley Instructor, Author, Investment Adviser

Behavioral finance is an important new field that combines psychology with conventional economic and financial theory to explain why people (including professionals) are prone to making irrational financial decisions. Knowledge of behavioral finance principles can reveal how we make investment decisions and enable us to become much more effective as a result. We have not had a presentation on this topic before at our chapter meetings.

Attend This Meeting and Learn...
Behavioral finance principles
How to use behavioral finance principles to make better decisions
How to use behavioral finance principles to better interpret market behavior

Looking Ahead in an Uncertain World

    Discussed by:
    Fred Richards
    President, Adrich Corporation

Fred Richards will examine the opportunities available to investors in 2014, as well as the pitfalls that might upset the economy. He will outline what industries should grow in 2014 and his domestic and international concerns going forward. Richards will also discuss what might be the impact of the Federal Reserve’s decision to reduce quantitative easing and the effect of possible interest rate increases.

Attend This Meeting and Learn...
Whether the economy will “muddle through”
What you should be worried about going forward
How should you take advantage of the opportunities and pitfalls that may arise in the future

Saturday, March 15, 2014
9:00 a.m.    Registration/Social/Continental Breakfast
9:30 a.m.    Richard Lehman Presentation
10:45 a.m.    Break
11:00 a.m. - 12:15 p.m.    Fred Richards Presentation
Hs Lordships Restaurant
199 Seawall Dr.
Berkeley, CA
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Choose one of three ways to register for this meeting: In Advance (by 3/12) Everyone prepaid by mail, $30/person Everyone by email or phone (by 3/12) and pay at the door, space permitting $35/person (; 510/526-1154) At the Door space permitting Everyone, $40/person Refund Policy: Prepaid reservations cancelled before 3/12 will have their checks shredded.

  Special Interest Groups (SIGs)


East Bay Discussion and Special Interest Group
Attendance is free for all AAII members & guests.
Date: Thursdays, March 13 and April 10, 2014
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, March 19 and April 16, 2014
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 415/788-1700.

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