||SPECIAL INTEREST GROUPS
location for the winter season is:
The Jewish Community Center,
Janet Brown's Slides from the January meeting are posted (pdf)
Our March Speaker, Mitch Zacks, has canceled. Joyce Morningstar has kindly stepped into the breach (see below).
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.
| March 11th
Dr. Joyce Morningstar, Senior Wealth Manager
Dynamic Wealth Advisors
Navigating a World in Transition - Challenges and Opportunities
Marilyn Cohen, CEO
Envision Capital Management
Let the Bond Autopsy Begin
Mike Turner, President and Portfolio Manager
Turner Capital Management
Riding Bulls and Killing Bears
Janet Brown, President and Managing Editor
FundX (DAL) Investment Group and NoLoad FundX
How to Make Money and Make a Difference
Fred Richards, President and Editor
Adrich Corporation and Strategic Investing
There is Always Opportunity!
Colin C. Grover, Director of Advisory Services & Strategy
Anthony R. Watson, Director of Oversees Portfolio Management & Trading Operations
Charting your own course toward your financial goals: Navigating the marketplace for Financial Advice and the case for a Passive Investment Management approach
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