| SCHEDULE |
SPECIAL INTEREST GROUPS |
CONTACTS |
|---|
| The meeting location for the
winter season is: The
Franciscan Renewal Center |
LATEST NEWS: The Brunch Bunch and VectorVest SIGs continue to meet during the summer. NOTE CHANGE: The Brunch Bunch SIG meets this month on June 20th at 10:30 The winter season begins in October. |
Registration for the 2013/14
Season opens on Sept 5th. Please register in advance by mail
for best ticket prices. Season Passes (7 meetings) are $49 per
person for members and their family or $63 for non-members.
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.
 |
October 5 Nicholas Atkeson, Founder Delta Investment Management Tactical Investing Location: Piper Hall |
|
November 2 Sheldon Jacobs, Founder The No-Load Investor Investing without Wall Street
Location: Piper Hall |
|
December 7 Don Scher, President Donald Scher and Associates Estate Planning to Protect Yourself During Your Lifetime [not to avoid probate] Location: Piper Hall |
|
January 11 David Johnson, Chief Portfolio Manager Global Capital Group Robust Portfolio Approaches to the Challenging Decade Ahead Location: Father Owen |
|
February 8 John Graves, Editor The Retirement Journal You CAN Afford a Comfortable Retirement Location: Father Owen |
|
March 8 Christine Benz, Director of Personal Finance Morningstar Strategies for Pursuing your Retirement Check Location: Father Owen |
|
April 5 Russ Wiles, Financial Columnist Arizona Republic Timely Topics that Investors should be watching Location: Father Owen |
|
April 13 How Money Supply, Taxes and Regulation Impact the Stock Market and Prosperity Simon Reeves, Wealth Manager, Tide Rock Financial Attendance: 88 |
|
March 9 Getting Back on Track Jason Browne, Chief Investment Officer, FundX Investment Group/NoLoad FundX Attendance: 96 |
Slides (pdf) FundX Study of 360 Mutual Funds. |
|
February 9 Profit from a Changing World Robert Hsu, President, Absolute Return Capital Investors Attendance: 123 |
|
January 12 All I Needed to Know I Learned in Kindergarten Paul Townsend, Associate Vice-President –Investment Officer Wells Fargo Advisors, East Lansing Michigan Office Attendance: 111 |
|
December 8 Currencies: Diversion and Downside Protection Kieran Osborne, Director of Research, Merk Investments Attendance:
83
|
|
|
Nov 10th Are You Ready for Another Lost Decade? Tom Kopas, Portfolio Manager at Pring Turner Capital Group Attendance: 111 |
Click
here for Slides
|
|
October 13 Looking at Markets Fred Richards, President, Strategic Investing Attendance: 88 |
Click
here for Slides
|
Web 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.