Upcoming Chapter Events

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.

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2023

Anne Saita

Click/touch to register for the meeting of April 13, 2024: In Person | On Zoom

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.  Dive into the dynamic realm of cybersecurity as we examine current threats and practical safeguards to stay safe in an increasingly online environment.  Presenter Anne Saita, a 20-year cybersecurity industry expert, will provide practical tools and tips that you can use to help you reduce the risk of being a victim of a cybersecurity threat. Join us and learn:

  • What’s happened in recent years to make us more (and less) cyber safe
  • Whom to trust when data breaches are now a daily occurrence
  • How to maintain a strong[er] cybersecurity posture

May 11, 2024: (Saturday) @ 9 AM PDT: (Date subject to change) “Unlocking the Power of ETFs”, by Dustin Sheppard, Sr. Vice President, ETF Strategy and Distribution, PIMCO. Mr. Sheppard works in the Newport Beach office and is an ETF strategist. As a member of PIMCO’s global wealth management team, he focuses on business development and managing client relationships across GWM (Global Wealth Management). Prior to rejoining PIMCO in 2018, he was a regional director at the Ashmore Group, an asset manager specializing in emerging markets. Previously, Mr. Sheppard spent five years on PIMCO’s ETF team in both New York and Newport Beach. Earlier in his career, he was a fixed income trader at Morgan Stanley and UBS, focused on corporate credit and sovereign debt. He has 20 years of investment experience and holds an MBA in finance and economics from the Stern School of Business at New York University. He received an undergraduate degree from Salisbury University.

July 13, 2024: (Saturday) @ 9 AM PDT: “Bond Market Outlook”, by Tim Dubost, CFA, Client Portfolio Manager, Nuveen Investments.