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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 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

Kathryn Spica's
SLIDES
from the OctoberMeeting



IT IS WITH GREAT SADNESS THAT WE MOURN THE
DEATH OF RICK CLIMIE. HE GAVE MANY YEARS OF SERVICE
TO OUR CHAPTER AND WAS A MENTOR TO ALL OF US.
NOT ONLY OUR V.P. AND SIG LEADER, BUT ALSO A WISE FRIEND.
HIS WIT, ENTHUSIASM AND EXPERTISE WILL BE SORELY MISSED.


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 are now on sale. The cost is $42 per person for members and family or $54 for guests, to cover the remaining six meetings November - April.


2014/15 SEASON SCHEDULE

Arrow
November 1           
Allan Zee, Founder and Managing Director
Argeus Benefits Group       
Your Health Care and the Affordable Care Act
Location: Father Owen Room


Advance Registration is Open
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

2014/15 PAST MEETINGS
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.