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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 16th year that we have held costs at this level).

The meeting location for the winter season is:

The Jewish Community Center,
12701 North Scottsdale Road,
Scottsdale, AZ 85254

MAP


LATEST NEWS

Summer SIG Meetings Schedule

Jim Gentrup's Slides from the April Meeting


Chapter Meeting Fees

Tickets for next season go on sale in September. Please register in advance by mail for best ticket prices. Advance Season Passes (7 full-day meetings) are $49 per-person for Members or their family members, or $63 for Guests.  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.

2016/17 SEASON SCHEDULE
Arrow
October 15th       
Scott Juds, Founder and President
Sum Growth Strategies
True Sector Rotation: Breaking Through the Efficient Frontier 

Arrow
November 5th   
Colin C. Grover, President and Founder
Portfolio Solutions                   
TBA
Arrow
December 3rd       
Fred Richards, President and Editor
Adrich Corporation and Strategic Investing
TBA
Arrow
January 14th
Janet Brown, President and Managing Editor
FundX Investment Group and NoLoad FundX
TBA

Arrow
February 11th
Mike Turner, President and Portfolio Manager
Turner Capital Management
Riding Bulls and Killing Bears
Arrow
March 11th
Mitch Zacks, Portfolio Manager
Zacks Investment Management
TBA

Arrow
April 8th
Marilyn Cohen, CEO
Envision Capital Management
TBA


2015/2016 PAST MEETINGS
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April 9th
Jim Gentrup, Portfolio Manager
Val Vesta Capital Management
Lessons from a Veteran Small-Cap Portfolio Manager
Attendance: 70


SLIDES
CLICK HERE
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March 5th
Wayne Connors, Founder,
RetirementInvestor.com
The Simplest Way to Increase your Portfolio’s Performance
Attendance: 113

SLIDES
CLICK HERE
Arrow
February 6th
Christine Benz, Director of Personal Finance      
Morningstar
7 Keys to a Successful Retirement Plan
Attendance: 147

SLIDES
CLICK HERE
Arrow
January 2nd
Brian Nelson, President       
Equity Research, Valuentum Securities
Value-Focused Momentum-Based Dividend Growth Investing
Attendance: 96

SLIDES
CLICK HERE
Arrow
December 12th
Alan Synder, Founder and Managing Partner, Shinnecock Partners
The Uberization of Finance: Investing in Non-Bank Banks
Attendance: 76

SLIDES
CLICK HERE
Arrow
November 21st
Nancy Tengler
Financial I.Q. Training Services                   
Stocks to Own for a Lifetime, develop an investment discipline informed by facts.
Attendance: 102

SLIDES-
CLICK HERE
Arrow
October 10th
Paul Deloughery, Senior Attorney
Magellan Law
Introduction to Creating a Family Dynasty
Attendance: 66
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.