Note: The opinions of speakers are their own and not necessarily those of AAII. It is not the policy of AAII or its local chapters, officers or directors to promote any specific investments or techniques of analysis. Presentations are provided solely for informational purposes and should not be construed as solicitations. There are no representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability or suitability of meeting information. Investment information presented may not be appropriate for all investors and should be independently verified. For some speakers, html links are provided to their businesses, but AAII and this chapter do not necessarily endorse the products of those businesses.
2024
April 13, 2024: (Saturday) @ 9 AM PDT: “For Better or For Worse: What’s Happening to Our Digital World”, by Anne Saita. Ms. Saita spoke to us previously in April 2020. Many of us implement our investment strategies online, and it is wise for us to know how to protect our information. In today’s world, we can’t function without technology. Our personal, medical and financial data is all stored online, which puts us all at risk. Anne examined current threats and practical safeguards to stay safe in an increasingly online environment. Presenter Anne Saita, a 20-year cybersecurity industry expert, provided practical tools and tips that you can use to help you reduce the risk of being a victim of a cybersecurity threat. She explained what’s happened in recent years to make us more (and less) cyber safe. She also told us whom not to trust when data breaches are now a daily occurrence. She also suggested ways to maintain a strong[er] cybersecurity posture. | Slides
February 10, 2024: (Saturday) @ 9 AM PST: “Presentation”Where to Invest in 2024” by John Buckingham, Editor, The Prudent Speculator & Principal, Portfolio Manager, Kovitz Investment Group. John offered his secret to success, made a case for value, and provided 14 of his favorite undervalued stock selections. | Slides | Recording
January 13, 2023: (Saturday) @ 9 AM PST: “2024 Year Ahead Economic Outlook” by Andrew Reilly, Market Director, Principal Global Investors. Andrew Reilly has spoken to us in January of each year since 2020. In this talk, he shared with us Principal Global Investors’ view on the economy and investment landscape for 2024. He explained the significance of Total Global Liquidity.
2023
November 11, 2023: (Saturday) @ 9 AM PST: “Is this Normal or the New Normal?” by Strider Elass, Senior Economist, First Trust Portfolios. Mr. Elass provided his economic forecasts and explained his outlook for the health of the US dollar and other currencies. He also gave his opinion about prospects for inflation.
October 21, 2023: (Saturday) @ 9 AM PDT: “Rethinking Emerging Markets: The Driver of Global Growth” by Kevin Carter, Founder and Chief Investment Officer of EMQQ Global. Kevin explained the importance of including emerging markets in our portfolios, and he also described the kinds of companies in emerging market countries that merit investment. He talked briefly about investing in China and more extensively about investing in India. He described the ETFs managed by EMQQ Global and explained how they are different from other mutual funds and ETFs in the emerging market realm. Kevin also spoke about investment opportunities in Latin America. | Slides | Recording | How Digitization Is Transforming India
September 9, 2023 (Saturday) @ 9 AM PDT: “AAII’s Essential Investing Principles and Strategies” by Ray Rondeau, Senior Technical Analyst, AAII. Ray Rondeau covered several investing strategies step by step and applied them to our current market environment. Focus areas included strategy reasoning, methodology and interpretation; how to set them up (online for free); historical performance statistics and guidance on monitoring the signals; and the where, when and how to transact. The presentation concluded with coverage of the antithetical approach to investing and Rondeau’s staple segment, “10 Signs That Your Stock May Be in Trouble.”
July 8, 2023 (Saturday) @ 9 AM PDT: “Applying Systematic Technical Analysis to Manage Risk” by Katie Stockton, CMT, founder and Managing Partner of Fairlead Strategies. Katie shared her long-standing methodology to help you manage risk in a challenging market. She explained why volume is no longer a good indicator because of the changes in market structure. She discussed her most valuable concepts and tools to keep on on the right side of the trend. Materials from this presentation are available only to AAII members who can log in to the aaii.com website When you click on the links for this presentation, you will need to log in. | Slides and Recording
May 13, 2023 (Saturday) @ 9 AM PDT: “5 Must-Knows About Retirement Spending” by Christine Benz, Director of Personal Finance and Retirement Planning, Morningstar, Inc. The presentation explained 5 things to know in managing one’s withdrawal rate after retiring. There was an explanation of how bucket investing can help with the asset allocation for a balanced portfolio and a slide that illustrated why a balanced portfolio offers the highest safe withdrawal rate. She addressed issues with stock market volatility, inflation, and variation in interest rates. | Slides | Recording
April 8, 2023 (Saturday) @ 9 AM PDT: “Why Buy Bonds Now” by Linda Beck, Senior Vice President, Director of Fixed Income, Bailard, Inc. Linda gave her outlook on bonds today. She pointed out that bonds are historically attractive compared to stocks. (A recent Wall Street Journal article explained that.) She explained how bonds can reduce risk in a portfolio with only a moderate reduction in return. She also explained why the bond bear market in 2022 was so extreme. She discussed the difference between owning individual bonds and bond funds. She also discussed the risk premium of municipals and corporate bonds. She explained yield curves. Linda can be contacted at (650) 655-5853 or at email hidden; JavaScript is required. | Slides | Recording
February 11, 2023 (Saturday) @ 9 AM PST: “What’s Happening with Cryptocurrencies” by James H. Lee, founder of StratFi, a boutique investment advisory firm that focuses on “What happens next?” Jim explained the differences in features between Bitcoin and Ethereum and discussed the volatility of these currencies. He also talked about non-fungible tokens (NFTs). He explained how NFTs may have a very important future. | Slides | Recording
January 14, 2023 (Saturday) @ 9 AM PST: “2023 Economic Update” by Andrew Reilly, Market Director, Principal Global Investors. In his 4th straight January visit to this chapter, Mr. Reilly shared with us Principal Global Investors’ on the economy and investment landscape for 2023. He spoke about the Quads and where we are in the Quads. He told us the two things we needed to get right on making investment decisions.
2022
November 12, 2022 (Saturday) @ 9 AM PST: “What We Got Wrong in our Market Outlook for 2022 and Its Impact on 2023” by Nick Atkeson, Principal of Delta Investment Management LLC. Nick explained what went wrong with forecasting the economy in 2022 and what to expect in 2023. | Slides
October 8, 2022 (Saturday) @ 9 AM PDT: “Welcome to the ‘Sweet Spot’ of the 4-Year Cycle” by Jeffrey Hirsch, CEO of Hirsch Holdings, editor-in-chief of the Stock Trader’s Almanac and publisher of Almanac Investor Newsletter at https://www.stocktradersalmanac.com/. Jeffrey Hirsch described the typical patterns of stock market behavior during 4-year cycles and 1-year cycles. He explained the “Sweet Spot” that exists in October, especially in midterm election years. He described how he decides how to invest his money and the tools he sells to enable us to make those decisions. | Presentation | Recording
September 10, 2022 (Saturday) @ 9 AM PDT: “Economic and Market Outlook” by Tom Wald, CFA®, Chief Investment Officer of Transamerica Asset Management (TAM). Tom provided an updated outlook on the economy, markets and major asset classes. He addressed:
- The state of the U.S. economy and its backdrop for the markets
- Overview of inflation trends and risk of recession
- Expected monetary policy from the Federal Reserve and the path of interest rates
- Opportunities and risks in the equity and fixed income markets
Additional market commentary from Tom is available online. Visit: transamerica.com/investments/market-insights-commentary We have the presentation (i.e., slides) and the recording of this event. Transamerica Asset Management (TAM) and San Diego Chapter of the American Association of Individual Investors are not affiliated.
Transamerica Asset Management, Inc. is an SEC-registered investment adviser. The funds advised and sponsored by Transamerica Asset Management, Inc. include Transamerica Funds and Transamerica Series Trust. Transamerica Asset Management, Inc., is an indirect wholly owned subsidiary of Aegon N.V., an international life insurance, pension, and asset management company.
July 9, 2022 (Saturday) @ 9 AM: “How the Federal Reserve Works for You” by Chi K. Elder of the Federal Reserve Bank of San Francisco. Chi explained the structure of the Federal Reserve and how it is divided up into districts containing regional banks. She also explained how the Federal Reserve fulfills its mission; how local perspectives are obtained and considered in the monetary policy-making process; and what the Fed’s dual mandate is. | Presentation | Key Facts | Sorry, but we are not authorized to provide the recording.
- Federal Reserve Bank of San Francisco Web Site
- Web Page of FedViews, produced by the Economic Research group from the Federal Reserve Bank of San Francisco
- Web Page of the Community Development team at the Federal Reserve Bank of San Francisco
- Federal Reserve Board Chairman Powell’s statement before Congress in June 2022
May 14, 2022 (Saturday) @ 9 AM: “The Roaring 2020s: How to Invest in the Best Decade Ever for Innovation” by Matthew McCall of Stansberry Research. Matt spoke about how the convergence of several technologies in the next decade would lead to one of the greatest technology revolutions in history. Everything from artificial intelligence to genomics to clean energy and blockchain will come together to create trillions in economic activity. Similar to the 1990s when personal computers and the Internet changed the world forever and led to a great stock market rally – the Roaring 2020s will offer even great investment opportunities. Matt described various investment opportunities that will let us profit from these opportunities. | Presentation | Recording | We learned:
- Which megatrends will benefit from the convergence of emerging technologies
- The companies that will lead the second wave of the greatest bull market in history
- How to invest in blockchain technology and cryptocurrencies
April 9, 2022 (Saturday) @ 9 AM: “Damn the Torpedos…Inflation Ahead: Bonds as Ballast to Your Portfolio”, by Marilyn Cohen, CEO of Envision Capital Management and author of the Bonds column in Forbes Magazine. The Federal Reserve is trying to engineer a soft landing by taming inflation without pushing the economy into a recession. This will likely lead to a period of rising rates and It’s been many years since investors have been in this type of environment. If the Fed is steadfast in its approach, bond investors will need to consider a different approach. Prior to founding Envision Capital, Marilyn Cohen was an analyst at William O’Neil & Company and then a broker at Cantor Fitzgerald. She has a BA from UCLA and an MBA from Pepperdine. | Presentation | Recording | We learned:
- How to barbell your portfolio
- Take advantage of floating rate debt
- Why coupon payments are key to reinvestment
- Why duration, not maturity, is the secret sauce
February 12, 2022 (Saturday) @ 9 AM: “Identifying Institutional Activity to Optimize Your Portfolio” by Bud Leedom, President of Leedom Asset Management, Inc. Bud provided those attending this meeting with easy-to-use tools to spot institutional activity in stocks. Using these tools, investors can identify leading stocks to buy in ever changing market conditions. The presentation helped investors assess current market conditions and developing trends over the coming year. The morning concluded with a select list of stocks to buy in 2022. | Presentation | Recording | We learned:
- How to identify institutional activity in stocks
- To make sense of current market rotation trends
- Selected stocks to buy in 2022
January 8, 2022 (Saturday) @ 9 AM: “2022 Economic Update by Andrew Reilly, Senior Director, Principal Global Investors, LLC. For the third year in a row, Andrew Reilly has kicked off the start of the year by sharing his views on the economy and the investment landscape for the new year. He reviewed his previous year’s forecasts and gave us some new forecasts. He talked about his 4 economic quadrants and where we are and will be among those quadrants in 2022. He explained why he thinks we are experiencing inflation. We learned:
- The pulse of the economic data and why it matters
- The investment landscape — two things you must get right
- Inflation — does it matter?
- Impact of Mid-Term elections and the Fed Tightening
Andrew gave us the following Resource List:
- For raw data, my favorite sources are the FRED https://fred.stlouisfed.org/ and www.tradingeconomics.com
- For the quads and other macro stuff, I use Hedgeye (www.hedgeye.com) as I mentioned.
- The book by Rothbard is Man, Economy, & State.
- For Fed Funds Futures, try https://www.cmegroup.com/trading/interest-rates/countdown-to- fomc.html
- For good fundamentals on crypto, try Cryptopedia on Gemini’s website.
2021
November 13, 2021 (Saturday) @ 9 AM: “The Value of Dividends: Ghouls and Goblins Galore Edition” by John Buckingham, Editor, The Prudent Speculator & Principal and Portfolio Manager, Kovitz. In this webinar, John explained why he likes dividend-paying value stocks and why he stays in the market instead of trying to time it. He covered various myths about investing. | Presentation | Recording
October 9, 2021 (Saturday) @ 9 AM: “How the Maturing Economic Cycle Could Impact Your Portfolio” by Ed Clissold, Chief U.S. Strategist, Ned Davis Research Group. Ed displayed charts from the database of NDR (Ned Davis Research) and explained what he expects to happen in the markets going forward. His forecasts were data driven. | Presentation | Recording
September 11, 2021 (Saturday) @ 9 AM:“We Can Predict The Future (of the stock market, anyway)” by Tom McClellan, Editor, The McClellan Market Report. Tom explained correlations in data that help to predict the direction of the stock market. This includes a correlation that worked in the past but no longer works, numerous correlations that still work, and one correlation that has worked only in the past few years. He explained why changing conditions can affect the workability of correlations.
September 11, 2021 (Saturday) @ 10:15 AM: “Impacts of the Biden Tax Proposals” by Cory Grant of Grant Partners. Cory Grant explained to us various tax proposals that are brewing in Washington and gave his opinion of which proposals were likely to be adopted. He shared his experience as an estate planning attorney to allow us to avoid these taxes legally.
September 11, 2021 (Saturday) @ 9 AM and 10:15 AM: Here is the recording of both presentations on this date. Sorry, but the presenters did not permit us to post the slides.
July 10, 2021 (Saturday) @ 9 AM: “Protect Your Investments: An Update from the U.S. Securities and Exchange Commission” by Thomas Manganello, Senior Counsel in the Securities and Exchange Commission’s Office of Investor Education and Advocacy (OIEA). Tom researches and drafts investor alerts and bulletins, helps manage investor education on the SEC’s website, www.investor.gov, conducts investor education to a variety of audiences including at AAII, and regularly contributes on behalf of OIEA to Twitter and Facebook. Tom has prior experience in the SEC’s Division of Enforcement investigating violations of federal securities laws. He has a law degree from the University of Pittsburgh and a BS in journalism from Ohio University. Tom provided an overview of the SEC’s mission and provided updates on key initiatives. He discussed tenets of sound investing and types of investment fraud that the SEC’s Enforcement Division encounters. He also covered ways you can protect your investments and explained SEC resources that can assist your efforts. | Presentation | Recording
May 8, 2021 (Saturday) @ 9 AM: “The Ins and Outs of Investing with ETFs” by Ben Johnson, CFA, Director of Global ETF Research and Passive Strategies Research, Morningstar. Mr. Johnson shared the lessons he has learned working with ETFs (Exchange Traded Funds), how to pick the best of breed, and how to use ETFs in your portfolio.
Mr. Johnson was previously director of ETF Research for Europe and Asia. He also previously served as a senior equity analyst, covering the agriculture and chemicals industries. Before joining Morningstar in 2006, he worked as a financial advisor for Morgan Stanley. In 2015, Fund Directions and Fund Action named him among the 2015 Rising Stars of Mutual Funds. Mr. Johnson holds a bachelor’s degree in economics from the University of Wisconsin. | Presentation | Recording
April 17, 2021 (Saturday) @ 9 AM: “Family Investing Day”. Gatis Roze and his son Grayson Roze provided their insights on investing. Gatis is a veteran full-time private investor and blogger who has traded his own account since 1989. He is also an Expert Contributor at stockcharts.com. Gatis and Grayson presented 3 topics. Gatis presented the first topic, “The Most Important Investing Tools I Gave My Son”. | Presentation | Recording
Grayson Roze is VP of Operations and Expert Contributor at stockcharts.com. He presented the second topic, “It Pays to Be Young: How to Turn Your Age Into Profits”.| Presentation | Recording
Father and son together presented the third topic, “Passing the Baton: Investing Together”.| Presentation | Recording
March 13, 2021 (Saturday) @ 9 AM: “A contrarian analysis of market timer sentiment in the stock, gold and bond arenas” by Mark Hulbert, President and Founder of the Hulbert Financial Digest. Mr. Hulbert currently operates a website called Hulbert Ratings that tracks the performance of leading investment newsletters. Mark Hulbert has over four decades of experience analyzing investments and market trends. He is a frequent guest on TV and radio and leader of investment seminars and workshops. In this presentation, he reported on the distinct patterns that have emerged from his 40+ year database of investment newsletter recommendations. As expected by contrarian analysis, the markets tend to struggle in the wake of extreme bullishness–and vice versa. Armed with this historical context, Mr. Hulbert discussed current market timer sentiment in the stock, gold and bond arenas and what it signifies. | Presentation | Recording
Feb 13, 2021 (Saturday) @ 9 AM: “Massive Monetary Stimulus; Geopolitical Tensions; Election Uproar; Pandemic Economy; What to Do?” by Bruce Johnstone, Managing Director and Senior Marketing Investment Strategist of Fidelity Investments. The presentation discussed the current state of the economies around the world, with particular focus on potential corporate profits growth in the U.S. The presentation attempted to create a narrative for the stock and bond markets. Geopolitical factors (world event risk) and Covid vaccinations affect the odds of both the economic and the markets’ outlook. Bruce Johnstone joined Fidelity Investments in 1966. From 1972 to 1990, he managed the Fidelity Equity-Income Fund. During this period, the fund had a return of over 1100%, nearly double that of the S&P 500. | Presentation | Audio Recording
January 9, 2021 (Saturday) @ 9 AM: “2021 Economic Update” by by Andrew Reilly, Senior Director, Principal Global Investors, LLC. Andrew Reilly returned to speak to us again. He spoke to us in January 2020. Pandemic, crash, recovery, new government regime – what a year 2020 was! Now what? Andrew Reilly shared with us Principal Global Investors’ views on the economy and the investment landscape for 2021 and beyond. What are the expectations for global and domestic growth, inflation and monetary policy? What are the investment implications of a Biden presidency and divided Congress? And what are the risks to watch out for as the market continues to hang around all-time highs? Andrew also reviewed what he got wrong/right about last year at the beginning. We learned:
- The pulse of the economic data and why it matters
- The investment landscape—two things you must get right
- The potential implications of the Biden administration (presuming it holds)
2020
November 14, 2020 (Saturday) @ 9 AM: “Using Data-Driven Investing to Find the Best Post-Election Opportunities” by John Kosar, CMT, Chief Market Strategist of Asbury Research and Chief Investment Strategist of Asbury Investment Management (AIM). John explained how he uses data to make investment decisions. His method is designed to minimize emotional decisions that may be driven by current events or other considerations. | Presentation | Recording
October 10, 2020 (Saturday) @ 9 AM: “Why the Stock Market, As the Great Humiliator, Has a Gotcha Just Ahead For Bulls and Bears Alike” by Ken Fisher, Founder, Executive Chairman, and Co-Chief Investment Officer of Fisher Investments. Ken explained what normal market features drove 2020 to seem abnormal, while being very normal, and how you could apply this to future bull and bear markets. He also parsed out how markets do and don’t pre-price and post-price presidential election effects in ways that are consistent with market theory but likely surprise you regardless of your presidential or ideological preferences. | Presentation | Recording
September 12, 2020 (Saturday) @ 9 AM: “The ABCs of Retirement Income” by Hal Ratner, Global Head of Research, Morningstar Investment Management. Mr. Ratner examined the primary variables impacting retirement income success: longevity risk, drawdown risk, and inflation risk. He did this within the context of a lifetime investment model to illustrate the relationship between investment goals and portfolio and product selection. | Presentation | Recording
July 11, 2020 (Saturday) @ 9 AM: — WEBINAR — “Rethinking Bond Investing” by Steve Shaw, founder and president of BondSavvy. Mr. Shaw explained why traditional methods of bond investing, such as buying bond funds and building bond ladders, do not work. He told us how to select bonds for investment. | Presentation | Recording | Answers
May 9, 2020 (Saturday) @ 9 AM — WEBINAR — “The Ultimate Buy and Hold Strategy” by Paul Merriman, The Merriman Financial Education Foundation. Mr. Merriman explained his ultimate buy and hold strategy. His associate, Chris Pedersen explained a two-fund strategy to implement Merriman’s ultimate buy and hold strategy. | Presentation of Ultimate Buy and Hold Strategy | Presentation of Two Fund Strategy | Recording on YouTube
April 11, 2020 (Saturday) @ 9 AM — WEBINAR — “Think Your Personal Data Can’t Be Compromised?” by Anne Saita, Editorial Director and Managing Partner of Twirling Tiger Media and Editor-In-Chief of InfoSecurity Professional. | Presentation | Recording | Answers to offline questions
February 8, 2020 (Saturday) @ 9 AM — “Two Leading Indicators of Recessions and Stock Market Crashes” by Nick Atkeson, Founding Partner, Delta Investment Management and co-author of Win by Not Losing: A Disciplined Approach to Building and Protecting Your Wealth in the Stock Market. | Presentation
January 11, 2020 (Saturday) @ 9 AM — “2020 Economic Outlook: What You Need to Know…More Than the Election” by Andrew Reilly, Senior Director, Principal Global Investors, LLC.
2019
November 9, 2019 (Saturday) @ 9 AM — “6 Retirement Portfolio Blind Spots and How to Fix Them” by Christine Benz, Director of Personal Finance, Morningstar. | Presentation
October 12, 2019 (Saturday) @ 9 AM — “The Value of Dividends” by John Buckingham, Chief Investment Officer of AFAM Division of Kovitz Investment Group and Editor of the Prudent Speculator.
September 14, 2019 (Saturday) @ 9 AM — “High Income in Turbulent Times” by Marvin Appel, President, Signalert Asset Management and Editor-in-Chief, Systems and Forecasts. Dr. Appel is the author of 3 investment books and has a PhD in Biomedical Engineering from Harvard University. His father, Gerald Appel, is the founder of Signalert Asset Management. | Presentation
July 13, 2019 (Saturday) @ 9 AM – “The Future of Emerging Markets” by Kevin Carter, Founder and Managing Partner, Big Tree Capital LLC, and Founder and Chief Investment Officer of EMQQ (Emerging Markets Internet and Ecommerce ETF). | Presentation
May 11, 2019 (Saturday) @ 9 AM – “The Everyday Math for Retirement Portfolios: A Guide for Everyone” by Craig Israelsen, Ph.D., Executive-in-Residence, Utah Valley University. | Presentation
April 13, 2019 (Saturday) @ 9 AM – “The Past, Present and Future of ETFs” by Ryan Kirlin, Head of Capital Markets at Alpha Architect. | Presentation
February 9, 2019 (Saturday) @ 9 AM – “Common Myths of Investing” by Cullen Roche, author of “Pragmatic Capitalism” and Founder of Orcam Financial Group, LLC. | Presentation
January 12, 2019 (Saturday) @ 9 AM – “The SWAN Strategy: Beat the Market and Earn High Income in 2019” by Mark Skousen, Presidential Fellow, Chapman University; Editor, Forecasts & Strategies. | Presentation
2018
November 10, 2018 (Saturday) @ 9 AM – “The Income Investing Obstacle Course” by Martin Fridson, Lehmann Livian Fridson Advisors. | Presentation
October 13, 2018 (Saturday) @ 9 am – “The Quiet Power of Quality — A Different Approach to Small Cap Investing” by Jordan Greenhouse, Portfolio Specialist, Kayne Anderson Rudnick Investments.
September 8, 2018 (Saturday) @ 9 am – “How the 2018 Tax Legislation impacts you and your wallet in 2018 and beyond!” by Jake Lincoln, CPA, Coastal Tax Advisors. | Presentation
July 14, 2018 @ 9 am – “Strategic Allocation with a Tactical Twist: Managing Mid-Term Elections, Rising Rates and More” by Jason Browne of FundX. Mr. Browne is Chief Investment Strategist of FundX Investment Group.
May 12, 2018 @ 9 am – “Investing in 2018: How to Navigate an Over-Extended Market in an Uncertain World”, presented by John Kosar CMT, Chief Market Strategist of Asbury Research. | Presentation
April 14, 2018 @ 9 am – Presentation by Ray Rondeau, President of Q-Prime2. Ray provided a number of simple, practical and applicable techniques that can be effectively utilized by today’s investor in the critical determinations of when to buy and when to sell an investment. | Presentation (large file of 15.8 MB; may take time to download)
February 10, 2018 @ 9 am – “Keeping Your Eggs in Different Baskets: Making Sense of Diversification and Implementing the Concept Effectively” by Ryan McKeon, Associate Professor of Finance, University of San Diego. | Presentation
January 13, 2018 @ 9 am – “How to Construct Your Own Quantitative Investment Model” by Dr. Paul M. Wendee of Paul Wendee & Associates and editor of the Intrinsic Value Wealth Report. | Presentation
2017
November 11, 2017 @ 9 am – “Global Stock Valuations and the Big Mistakes You’re Making Now” by Mebane Faber, Chief Investment Officer and Portfolio Manager of Cambria Investment Management.
October 14, 2017 @ 9 am – “So You Think Bonds are Boring? Au Contraire …”, presented by Marilyn Cohen, CEO of Envision Capital and author of the bond column in Forbes. | Presentation
September 9, 2017 @ 9 am – “AAII Investment Strategies – the good, the bad and the ugly”, presented by Randall Olsen, active member of AAII and of the San Diego Chapter. | Presentation
July 8, 2017 @ 9 am – “Generate Superior Equity Returns with Dividends and Premium Income”, presented by John Dobosz, Editor of Forbes Dividend Investor column and Forbes Premium Income Report. | Presentation
May 13, 2017 @ 9 am – “Investing in Oil, Gas, and Other Commodities: What You Need to Know”, presented by Donovan Schafer, founder and CEO of Deep Drilling Insights. | Presentation
April 8, 2017 @ 9 am – “Dividends Are Still Valuable”, presented by John Buckingham, Director of Research and Chief Portfolio Manager of AFAM Capital and Editor of the Prudent Speculator. | The Prudent Speculator has been characterized by Mark Hulbert as “one of this country’s most successful investment newsletters of the past four decades. | Presentation
”February 11, 2017 @ 9 am – “Macro Economic Update and 2017 Outlook”, presented by Steve Staab, Vice President and Regional Director, Goldman Sachs.
January 14, 2017 @ 9 am – “Morningstar’s Best Ideas for 2017 and Beyond: Join Us and Learn”, presented by Christine Benz, Director of Personal Finance at Morningstar | Presentation
2016
November 12, 2016 @ 9 am – “Estate Planning: Its Not all About Taxes”, presented by Cory Grant, Partner, Grant, Hinkle & Jacobs | Presentation
October 8, 2016 @ 9 am – “Real Estate – more than just location, location, location”, presented by John Demas, Clinical Professor of Real Estate at the University of San Diego | Presentation
September 10, 2016 @ 9 am – “Know Where Wall Street’s Smart Money is Being Invested in Real Time”, presented by Bud Leedom, President of Leedom Asset Management, Inc., and author of Supply and Demand Investing | Presentation
July 9, 2016 @ 9 am – “To Hedge or Not to Hedge – That is the Question” presented by Ada Baker, Senior Regional Vice President, Deutsche Asset Management
May 14, 2016 @ 9 am – “Predicting Market Trends with Barron’s”, presented by Peter Miller, Statistics Director, Barron’s
April 9, 2016 @ 9 am – “Looking for Elephants”, presented by Fred Richards, President, Strategic Investing | Presentation
February 13, 2016 @ 9 am – “Smart Investing: Seeking Reward While Reducing Risk”, presented by Charles Rotblut, CFA, Vice President, AAII | Handout
January 9, 2016 “How to Profit With the Shareholder Yield Screen”, presented by Al Zmyslowski, Chair of the AAII Silicon Valley Chapter Computerized Investing Subgroup and Senior Vice President of Engineering, Platform Products Group, Fujitsu America | Presentation | Spreadsheet
2015
November 14, 2015 “It’s What You Learn After You Know it All That Counts”, presented by Paul Townsend, Associate Vice President, Investment Officer and Fundamental Choice Portfolio Manager
October 8, 2015 “Robo-Advisors: The Good, The Bad and the Ugly”, presented by Gary Karz, CFA | Presentation
September 12, 2015 “Social Security: An Overlooked Financial Asset”, presented by Brett Gottlieb, Registered Investment Advisor
June 6, 2015 “How to Invest Like Warren Buffett…or his Wife”, presented by Dan McSwain, Business Columnist, U-T San Diego | Handout | Presentation
May 14, 2015 “MLPs and Beyond; Growing Opportunity in Midstream Energy”, presented by Brad Bredemann, Cohen & Steers | Handout
April 18, 2015 “Physics of Wall Street”, presented by James Owen Weatherall, Associate Professor,University of California, Irvine
February 5, 2015 “How Professional Managers Make Investment Decisions”, presented by Daniel Charbonnet, Investors FastTrack and Rob Bernstein, RGB Capital Group LLC | Presentation #1 | Presentation #2
January 10, 2015 “Investing with Your Eyes Open”, presented by George Chamberlin, Host “Money Matters” for NBC 7 and Business Editor and Host of “Money in the Morning” on KOGO Radio in San Diego
2014
November 8, 2014 “Lessons from a Vulcan: Why Spock’s Portfolio Does Better Than Yours”, presented by Kevne Sharpe, Toews Corporation Presentation
October 11, 2014 “Bond Strategies for an Evolving Market”, presented by Scott Martin and Cort Escherich, PIMCO
September 13, 2014 “What can Nobel Prize-winning Economists Teach us About Investing?”, presented by Ryan McKeon, Asst. Professor of Finance, University of San Diego Presentation
July 12, 2014 “Market Timing – Seeking Reasonable Returns while Reducing Risk”, presented by Rob Bernstein, President RGB Capital Group LLC Presentation
May 15, 2014 “Diversification Heresy: Breaking Through the Efficient Frontier”, presented by Scott Juds, President/Chief Sector Surfer, SumGrowth Strategies, LLC Presentation
April 5, 2014 “Exploring the Power of ETF-based Investing”, presented by Herb Morgan, CEO & Chief Investment Officer, Efficient Market Advisors, LLC Presentation
March 8, 2014 “Leveraging Alternative Investments to Reduce Risk”, presented by Brian Clark, CLS Investments Handout
February 1, 2014 “Building a Fed-resistant Portfolio”, presented by Dan McSwain, Business Columnist, U-T San Diego Handout | Presentation
January 4, 2014 – “Best Investment Websites 2014” presented by Don Gimpel, Chairman of the Los Angeles AAII Computerized Investor SIG Handout | Presentation