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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 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

Summer SIG Schedule (Excel) and Location (pdf) posted.

2015/16 Schedule now posted (see 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. The 2015/16 season begins in October. Day and Season Passes go on sale Sept 15th. Season Passes will be $49 per person for members and their family members, or $63 for guests to cover all seven meetings of the new season.

2015/16 SEASON SCHEDULE

Arrow
October 3rd
Alex Merk, President and Chief Investment Officer
Merk Investments       
TBA
Location: Father Owen Room
Arrow
November 21st
Nancy Tengler
Financial I.Q. Training Services                   
Five Intelligent Investing Rules That Will Make You Money and Keep You Out of Trouble
Location: Piper Hall [Garces/Serra]
Arrow
December 5th
Alan Synder, Founder and Managing Partner
Shinnecock Partners
Risk vs. Return Conundrum
Location: Father Owen Room
Arrow
January 9th
Brian Nelson, President       
Equity Research, Valuentum Securities
The Ultimate Dividend Growth Investing Tool
Location: Father Owen Room
Arrow
February 6th
Christine Benz, Director of Personal Finance       
Morningstar
TBA
Location: Piper Hall [Garces/Serra]
Arrow
March 5th
Paul Deloughery, Senior Attorney
Magellan Law
Asset Protection: Whether to use an off-shore trust
Location: Father Owen Room
Arrow
April 16th
Jim Gentrup, Portfolio Manager
Val Vesta Capital Management
How to Build a Dynamic Portfolio with Small Stocks
Location: Piper Hall [Garces/Serra]


2014/15 PAST MEETINGS
Arrow
April 11
Alan Willenbrock, Director, Greater Arizona Development Authority
Senior Portfolio Manager - Morgan Stanley
Municipal Bonds
Attendance: 88


SLIDES
(pdf)
Arrow March 7           
Charles Rotblut, Journal Editor
American Association of Individual Investors
Smart Investing: Seeking Reward While Reducing Risk
Attendance: 147

SLIDES
(pdf)

Arrow
February 7
Jackie Ann Patterson and Nicholas Atkeson, Delta Investment Management
Simple, Robust Methods to Grow and Protect Your Portfolio.
Attendance: 121

SLIDES
(pdf)
Arrow January 10               
Dr. Alan Ellman, President
The Blue Collar Investor Corp.
Covered Call Writing to Generate Monthly Cash Flow
Attendance: 120
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
Attendance: 122

SLIDES
(pdf)
Arrow
November 1           
Allan Zee, Founder and Managing Director
Argeus Benefits Group       
Your Health Care and the Affordable Care Act
Attendance: 65
Arrow October 11
Kathryn Spica, Senior Fund Analyst, Fund of Funds Research
Investment Research, Morningstar       
Closing the Investor Return Gap
Attendance: 82

SLIDES
(pdf)
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.