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
May 11, 2024: (Saturday) @ 9 AM PDT: (Date subject to change) TBD (Webinar Only)
July 13, 2024: (Saturday) @ 9 AM PDT: “Bond Market Outlook”, by Tim Dubost, CFA, Client Portfolio Manager, Nuveen Investments.
September 14, 2024: (Saturday) @ 9 AM PDT: “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.