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AMERICAN ASSOCIATION of INDIVIDUAL INVESTORS PHOENIX CHAPTER

SCHEDULE
SPECIAL INTEREST GROUPS
CONTACTS

The Phoenix Chapter welcomes both our full time and winter residents to informative and varied financial presentations.

MEETINGS ARE HELD MONTHLY ON A SATURDAY (9 a.m. to 4:30 p.m.) FROM OCTOBER TO APRIL.

We hope you will attend our Chapter and Special Interest Group (SIG) meetings. The Phoenix Chapter is an all-volunteer non-profit educational group. Fees are charged to cover expenses only and are unchanged for this season (the 16th year that we have held costs at this level).

The meeting location for the winter season is:

The Jewish Community Center,
12701 North Scottsdale Road,
Scottsdale, AZ 85254

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LATEST NEWS

IMPORTANT: There will be an early cut-off for advance Registrations
for the DECEMBER meeting ONLY. Checks must be received by
Saturday, November 19th to get the discount.
This is due to a scheduling conflict. Apologies for any inconvenience.
Chapter Meeting Fees

Tickets for this season are now on sale. Please register in advance by mail for best ticket prices. Advance day passes are $9 per person for members and family or $11 for guests.  All advance checks, made out to 'AAII', must arrive by the Wednesday prior to the meeting. After that, if space is available, on-site registration is $15 per person for all. Mail checks to the Registrar. We do not accept cards. Cancellations, by e-mail or phone, will be accepted up to the Wednesday prior to the meeting. No cancellations will be accepted for season passes.

2016/17 SEASON SCHEDULE

Arrow
December 3rd       
Fred Richards, President and Editor
Adrich Corporation and Strategic Investing
There is Always Opportunity!
NOTE: Registration closes early, see above.
Arrow
January 14th
Janet Brown, President and Managing Editor
FundX Investment Group and NoLoad FundX
How to Make Money and Make a Difference

Arrow
February 4th
Mike Turner, President and Portfolio Manager
Turner Capital Management
Riding Bulls and Killing Bears
Arrow
March 11th
Mitch Zacks, Portfolio Manager
Zacks Investment Management
TBA

Arrow
April 8th
Marilyn Cohen, CEO
Envision Capital Management
TBA

2016/17 PAST MEETINGS
Arrow
November 5th   
Colin C. Grover, Director of Advisory Services & Strategy
Anthony R. Watson, Director of Oversees Portfolio Management & Trading Operations
Portfolio Solutions                   
Charting your own course toward your financial goals: Navigating the marketplace for Financial Advice and the case for a Passive Investment Management approach
Attendance:
Arrow
October 15th       
Scott Juds, Founder and President
Sum Growth Strategies
Part I - True Sector Rotation Made Simple and Practical
Part II - Addressing the Seven Faces of Risk

Attendance: 95

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CHAPTER MISSION STATEMENT

AAII local chapters, grassroots organizations led by volunteer AAII members, allow AAII to extend its mission "person to person" to individual investors in their own communities by programming meetings that provide unbiased investment education in a social context.


asu logoWeb site hosted by Arizona State University. The opinions expressed here are not necessarily those of ASU, the AAII-Phoenix Chapter or AAII, whose only intent is to provide a background for the understanding of investment theory and practice.