chapter logo

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 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 next season (the 15th year that we have held costs at this level).

The meeting location for the winter season is:

The Franciscan Renewal Center
5802 E. Lincoln Drive
Paradise Valley, AZ 85253

www.thecasa.org
MAP (pdf)



LATEST NEWS

Russ Wiles' Slides from the April Meeting

Season Begins October 11. (See Schedule Below)
Chapter Meeting Fees

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.

Season Passes for the 2014/2015 season will go on sale on Sept 15th. The cost is $49 per person for members and family or $63 for guests, to cover all seven meetings October - April.


2014/15 SEASON SCHEDULE
Arrow October 11
Janet Yang, Senior Fund Analyst, Fund of Funds Research
Investment Research, Morningstar                   
Closing the Investor Return Gap
Arrow
November 1           
Allan Zee, Founder and Managing Director
Argeus Benefits Group       
Health Care Reform .....The Effects of ObamaCare and what the future holds
Arrow December 13
Elliott Gue, Founder and Chief Editor
Capitalist Times
Energy and Income Advisor
America’s Energy Renaissance: Top Plays for Income and Growth
Arrow January 10               
Dr. Alan Ellman, President
The Blue Collar Investor Corp.
Covered Call Writing to Generate Monthly Cash Flow
Arrow
February 7
Jackie Ann Patterson, Editor       
Back Testing Report - Own Mountain Trading Company
Techniques for Top Down Investing and Trading
Arrow March 7           
Charles Rotblut, Journal Editor
American Association of Individual Investors
Smart Investing: Seeking Reward While Reducing Risk
Arrow
April 11
Alan Willenbrock, Director
Greater Arizona Development Authority
Senior Portfolio Manager - Morgan Stanley
Municipal Bonds

2013/14 PAST MEETINGS

Arrow
April 5
Russ Wiles, Financial Columnist
Arizona Republic
Financial Literacy and the Rich-Poor Gap
Attendance: 81

Click Here for Slides
Arrow
March 8
Christine Benz, Director of Personal Finance,
Morningstar
Strategies for Pursuing your Retirement Check
Attendance: 132

Click Here for
Slides
Arrow
February 8
John Graves, Editor
The Retirement Journal
Fracking, America's Alternative Energy Revolution
Attendance: 87


Click Here for Slides
Arrow
January 11
David Johnson, Chief Portfolio Manager
Global Capital Group
Lessons Learned from Harvard and Yale Endowments: Using Managed Futures for Portfolio Diversification
Attendance: 111
Arrow
December 7
Don Scher, President
Donald Scher and Associates
Do You Have a Life Plan?
Attendance: 93
Arrow
November 2
Sheldon Jacobs, Founder
The No-Load Investor
How to get the Highest Returns with the Least Effort
Attendance: 113
Arrow
October 5
Nicholas Atkeson, Founder, Delta Investment Management
Tactical Investing
Attendance: NA

ARCHIVE

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.