| SCHEDULE |
SPECIAL INTEREST GROUPS |
CONTACTS |
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April 11 Charles Rotblut, Vice President and Editor, AAII Journal Seeking Higher Returns by Investing Differently Online Attendance: 139 approx |
SLIDES |
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March 14 -Moved to online
Meeting MAY 16th, Kristel K. Patton, Attorney at Law, Empowered Legacy Planning. The
SECURE is HERE and It's Bad
for Beneficiaries! |
SLIDES |
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February 8 Lori Schock, Director, Office of Investor Education Securities and Exchange Commission Regulatory Update from the SEC Gerri Walsh, Senior Vice President of Investor Education Financial Industry Regulatory Authority [FINRA] Attendance: 71 |
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January 11 Scott M. Fischer, BSN, President and Owner Nicole Gurley, CLTC, Owner and Principal Planning Past 50.....Knowing What is Ahead Attendance: 72 |
NO SLIDES
SHOWN |
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November 30 Alec Lucas, Senior Analyst/ Research Manager, Morningstar Research Services, LLC Simple but not Simplistic Investing at Home and Abroad Attendance: 75 |
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November 9 Tim Bock, President How Professional Investors Beat the Market and You Can Too Attendance: 67 |
SLIDES |
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October
5 Simon Reeves, Founder and CEO, TideRock Financial Investing in Insecurities Attendance: 58 |
Slides Withheld |
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April 13 Christie Hillsman, Communications Manager National Futures Association Avoiding Fraud is Your Best Money Strategy Attendance: 44 |
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March 9 Rob Bernstein, President RCB Capital Group LLC Seeking Reasonable Returns while Reducing Risk Attendance: 90 |
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February
9 Janet Brown, President FundX Investment Group Positioning for Growth and Stability: Secrets to Long Term Investment Success Attendance: 88 |
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January 12 Marilyn Cohen, Founder and CEO Envision Capital Management Bond Market Facts & Fiction: Information That Will Surprise You Attendance: 104 |
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December
8 Peter Miller Independent Market Analyst Predicting Market Trends Attendance: 88 |
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November
10 Kristel Patton, Counselor at Law Empowered Legacy Planning Planning for your Incapacity: Concerns, Considerations and Solutions Attendance: 92 |
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October 13
Nancy Tengler, Chief Investment Officer Heartland Financial USA Where to Invest in the Second-Longest Bull Market on Record Attendance: 90 |
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April 7th Wade Slome, Founder and President Sidoxia Capital Management The Politics and Religion of Investing: How to Find Value in a Maturing Bull Market Attendance 78 |
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March 3rd Dr. Alan Ellman, President Blue Collar Investor Corp. Covered Call Writing to Generate Monthly Cash Flow Attendance: 81 |
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February 3rd Lori Schock. Director of Office of Investor Education and Advocacy U.S. Securities and Exchange Commission Regulatory Update from the SEC Attendance: 59 |
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January 13th Ed Barsano, CEO/Founder CoolTrade, Inc. Robotic Stock Trading: So Simple, Yet, So Powerful Attendance: 82 |
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December 9th
Ron Kaliebe, Senior Vice President and Director of Fixed Income Mairs and Power Funds Why Regional Investing & A Balanced Approach Can Work In Your Retirement Attendance: 49 |
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November 4th Russ Wiles, Financial Columnist Arizona Republic Becoming a better investor and money steward in an age of financial complexity, financial illiteracy and fake news Attendance: 68 |
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October 14th
Louis A. Silverman Certified Specialist in Estate and Trust Law Recent Changes in Federal Tax Law that Impacts Estate Planning Attendance: 80 |
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April 8th Marilyn Cohen, CEO Envision Capital Management Let the Bond Autopsy Begin Attendance: 114 |
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March 11th Dr. Joyce Morningstar, Senior Wealth Manager Dynamic Wealth Advisors Navigating a World in Transition - Challenges and Opportunities Attendance: 75 |
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February 4th Mike Turner, President and Portfolio Manager Turner Capital Management Riding Bulls and Killing Bears Attendance: 109 |
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January 14th Janet Brown, President and Managing Editor FundX (DAL) Investment Group and NoLoad FundX How to Make Money and Make a Difference Attendance: 78 |
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December 3rd
Fred Richards, President and Editor Adrich Corporation and Strategic Investing There is Always Opportunity! Attendance: 95 |
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November
5th Colin C. Grover, Director of Advisory Services & Strategy Anthony R. Watson, Director of Oversees Portfolio Management & Trading Operations Portfolio Solutions Charting your own course toward your financial goals: Navigating the marketplace for Financial Advice and the case for a Passive Investment Management approach Attendance: 94 |
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October 15th
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 Attendance: 95 |
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April 9th Jim Gentrup, Portfolio Manager Val Vesta Capital Management Lessons from a Veteran Small-Cap Portfolio Manager Attendance: 70 |
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March 5th Wayne Connors, Founder, RetirementInvestor.com The Simplest Way to Increase your Portfolio’s Performance Attendance: 113 |
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February 6th Christine Benz, Director of Personal Finance Morningstar 7 Keys to a Successful Retirement Plan Attendance: 147 |
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January 2nd Brian Nelson, President Equity Research, Valuentum Securities Value-Focused Momentum-Based Dividend Growth Investing Attendance: 96 |
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December 12th Alan Synder, Founder and Managing Partner, Shinnecock Partners The Uberization of Finance: Investing in Non-Bank Banks Attendance: 76 |
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November 21st Nancy Tengler Financial I.Q. Training Services Stocks to Own for a Lifetime, develop an investment discipline informed by facts. Attendance: 102 |
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October 10th Paul Deloughery, Senior Attorney Magellan Law Introduction to Creating a Family Dynasty Attendance: 66 |
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April 11 Alan Willenbrock, Director, Greater Arizona Development Authority Senior Portfolio Manager - Morgan Stanley Municipal Bonds Attendance: 88 |
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March 7
Charles Rotblut, Journal Editor American Association of Individual Investors Smart Investing: Seeking Reward While Reducing Risk Attendance: 147 |
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February 7 Jackie Ann Patterson and Nicholas Atkeson, Delta Investment Management Simple, Robust Methods to Grow and Protect Your Portfolio. Attendance: 121 |
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January 10
Dr. Alan Ellman, President The Blue Collar Investor Corp. Covered Call Writing to Generate Monthly Cash Flow Attendance: 120 |
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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 |
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November 1
Allan Zee, Founder and Managing Director Argeus Benefits Group Your Health Care and the Affordable Care Act Attendance: 65 |
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October 11 Kathryn Spica, Senior Fund Analyst, Fund of Funds Research Investment Research, Morningstar Closing the Investor Return Gap Attendance: 82 |
2013/14 Season
Past Meetings
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April 5 Russ Wiles, Financial Columnist Arizona Republic Financial Literacy and the Rich-Poor Gap Attendance: 81 |
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March 8 Christine Benz, Director of Personal Finance, Morningstar Strategies for Pursuing your Retirement Check Attendance: 132 |
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February 8 John Graves, Editor The Retirement Journal Fracking, America's Alternative Energy Revolution Attendance: 87 |
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January 11 David Johnson, Chief Portfolio Manager Global Capital Group Lessons Learned from Harvard and Yale Endowments: Using Managed Futures for Portfolio Diversification Attendance: 111 |
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December 7 Don Scher, President Donald Scher and Associates Do You Have a Life Plan? Attendance: 93 |
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November 2 Sheldon Jacobs, Founder The No-Load Investor How to get the Highest Returns
with the Least Effort
Attendance: 113 |
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October 5 Nicholas Atkeson, Founder, Delta Investment Management Tactical Investing Attendance: NA |
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April 13 How Money Supply, Taxes and Regulation Impact the Stock Market and Prosperity Simon Reeves, Wealth Manager, Tide Rock Financial Attendance: 88 |
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March 9 Getting Back on Track Jason Browne, Chief Investment Officer, FundX Investment Group/NoLoad FundX Attendance: 96 |
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February 9 Profit from a Changing World Robert Hsu, President, Absolute Return Capital Investors Attendance: 123 |
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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 |
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December 8 Currencies: Diversion and Downside Protection Kieran Osborne, Director of Research, Merk Investments Attendance:
83
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Nov 10th Are You Ready for Another Lost Decade? Tom Kopas, Portfolio Manager at Pring Turner Capital Group Attendance: 111 |
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October 13 Looking at Markets Fred Richards, President, Strategic Investing Attendance: 88 |
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April 14 Using IBD to Maximize Your Profits Ed Raimirez, IBD Educational Specialist, Investor's Business Daily Attendance: 100 |
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March 10 The Art of Profitable Income Investing Kenneth Winans, President, Winans International Attendance: 100 |
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February 11 Morningstar's Best Ideas for 2012 and Beyond Christine Benz, Director of Personal Finance, Morningstar Attendance: 153 |
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January 14 Deciphering Annuities and Other Insurance Based Products Joyce Morningstar, Senior Wealth Manager, Dynamic Wealth Advisors Attendance: 92 |
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December 10 Untethered Bond Investing Marilyn Cohen, Envision Capital Management Attendance: 95 |
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November 5 Long-Term Care Planning: A Look at Trends, Options and Decision-Making Adero Allison, PhD.D., Founder, Transitioning Adults plus Attendance: 57 |
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October 15 Master Limited Partnerships Mary Lyman, Executive Director, National Association of Publicly Traded Partnerships Attendance:75 |
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April 16 Fixed Income Investing Alan F. Willenbrock, Director of Arizona Municipal Bond Authority Attendance: 60 |
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March 12 Diversifying with Negatively Correlated Investment Strategies Ryan Deming, Monterosso Investments Attendance: 76 |
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February 12 Quarterly Market Review Ealing Jahn,Vice President & Regional Planning Manager, Fidelity Investments Attendance: 81 |
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January 8 Is the U.S. the next Japan? Reid Dubuque, Senior VP, Astor Capital Management Attendance: 64 |
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December 11 Health Care Reform and Medicare: What You Need to Know Allan Zee, Founder and Managing Director, Argeus Benefits Group Attendance: 83 |
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November 13 History as an Investment Tool Kenneth Winans, President, Winans International Attendance: 119 |
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October 2 Seven Stock Selection Criteria for Success Barry Zisken, Portfolio Manager, Z-7 Fund Attendance: 84 |
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April 17 Investment Strategy in Volatile Markets Carl Birkelbach, Chairman and CEO, Birkelbach Investment Securities Attendance: 94 |
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March 13 How to Invest Now for Income Without Losing Your Principal Don Cassidy, President, Retirement Investing Institute Attendance: 157 |
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February 13 Estate Planning Kevin Wick, Attorney, Davis Miles, PLLC Attendance: 101 |
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January 9 Bond Investing in Our Crazy New World Marilyn Cohen, President, Envision Capital Management Attendance: 98 |
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December 12 How to Protect Your Assets from an Attorney Like Me Kevin Fine, Attorney, Davis Miles, PLLC Attendance: 66 |
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October 10 How to Use China's Recovery to Recover Your Wealth Robert Hsu, President, Absolute Return Funds Attendance: 94 |
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November 14 Discover Why Indexing Strategies Will Lag and How Stock-Picking Will Deliver Excess Portfolio Profits for the Next 2-5 Years Paul Rabbitt, CEO Rabbitt Capital Management LLC; CEO/Editor, Rabbitt Analytics Ltd Attendance: 90 |
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.