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.
NOTE: Meetings are in Roetter Hall. You may use the main entrance to enter the building.
2026
Register here to attend the April 11 meeting in person. We hope you are able to attend. But if you can’t attend, you may register here to attend on Zoom. If you attend on Zoom, you will be able to hear the lecture and see the slides, but you will miss out on sharing investment ideas with other investors while eating free donuts and drinking free coffee.
April 11, 2026: (Saturday) @ 9 AM PDT: Small Cap Stocks to Own in 2026 by Bud Leedom, President of Leedom Asset Management, Inc., a company based in San Diego. Bud is also Portfolio Manager of the LSI Select Fund LP, a hedge fund specializing in small cap stocks. Bud will take a deep dive into where institutional investors are placing their bets on small cap stocks. Even considering the turmoil of today’s markets, he’ll look at opportunities arising within the small cap stocks as well as areas to avoid. Additionally, he’ll review current institutional activity in oil, gold, commodities impacted by war as well as current trends in the realm of AI. He’ll conclude with a selection of exciting small cap stocks to watch over the coming year. Bud has spoken to us previously in 2022 and 2016. Join us and learn:
- Where “smart money” is investing in small cap stocks.
- An institutional window into stocks impacted by war in the Middle East
- Selected stocks to watch over the year ahead
Register here to attend the May 9 meeting in person. We hope you are able to attend. But if you can’t attend, you may register here to attend on Zoom. If you attend on Zoom, you will be able to hear the lecture and see the slides, but you will miss out on sharing investment ideas with other investors while eating free donuts and drinking free coffee.
May 9, 2026: (Saturday) @ 9 AM PDT: Bitcoin, Your Portfolio, and the Future of Finance by Matt Hougan, Chief Investment Officer, Bitwise Asset Management. Matt represents a company that offers investments in crypto currencies. Some of their products include ETFs that are invested in these currencies.