Past Events
2011-----------------------
2009-----------------------
- January 22--The Writings of Warren Buffett--Jeff Pierce, VP Investments, Stifel Nicolaus & Co.
www.stifel.com
- November 13--Legal Preparations and Protecting Assets for Incapacity and Demise--Charles
Stricklen, JD, Attorney at Law - October 23--How will the "Gee" Forces Affect the Returns on Stocks and Bonds--Jim Goldberg,
President, Goldberg Investment Advisors Jim's Presentation - September 25--Managed Futures--Roger Shepherd--President and CEO Alpha Futures www.
alphafutures.net - August 21--Energy--Where Are We Going Nationally and How Do We Get There--Joe Falcon,
Former member of USAID and Don Gimpel, PhD Joe's Presentation Don's Presentation - July--No Meeting
- June 12--Lessons Learned from the Market Declines from 2000-02 and 2007-09 Dr Leonard
Goodall, CFP, Educator and Co-Editor for No Loads Portfolios Minutes Presentation - May 15--The Signposts of Change: Economics, Rules, Markets--Ron Muhlenkamp, CFA, Founder,
President and Portfolio Manager, Muhlenkamp & Company, Inc. www.muhlenkamp.com
Minutes - April 24--Roundtable--How to Use an ETF with a ULTRA FINANCIAL SYSTEMS Composite for Big
Profits, Less Drawdowns and with About Half the Time in the Market--David McMillin, OC AAII
Chapter Treasurer www.ultrafs.com - March 12--The Best of Both Worlds: My Five Favorite Stocks to Earn High Income and Capital
Gains in 2010--Mark Skousen, PhD, Editor, Forcasts and Strategies www.markskousen.com - February 12--Investing in China--Jim Trippon Editor and Chief, China Stock Digest www.
chinastockdigest.com - January 9--Has the Market Bottomed and What's Next--Jonathan Lansner, Business Columnist,
Orange County Register www.ocregister.com Handout Minutes
2009-----------------------
- November 7--Three Pillars of Recovery in a Volatile Market--Carl Birkelbach, Chairman & CEO
Birkelbach Investment Securities, Inc. www.my-broker.com Minutes - October 10--Clean Energy Technologies: Off the Launchpad, So Where are We Now--Brett
Conrad, Manging Partner, Longboard Capital Advisors, LLC. www.longboardcapital.com
Minutes - August 29--Non-Traditional Investments--Jim Hyerczyk, Market Strategist, Brewers Investment
Group and Cheryl Arts, President, Brewers Futures Group www.brewerinvestmentgroup.com - July 11--Investing in a Recession--Mark Wolfkiel, Astor Capital Management, LLC. www.astorcm.
com - June 27--Roundtable--Picking Winning Stocks Using Web-Based Stock Screens and Leading
Screening Criteria--SIG Leader - May 9--A Hybrid Approach: ETF Hedging and Stocks--Paul Rabbitt, President, Rabbitt Capital
Management LLC www.rabbitanalytics.com - April 11--Beating the Market in Volitile Times--Wade Slome, CFA, CFP, President/Founder Sidoxia
Capital Management, LLC. www.sidoxia.com Minutes - March 14--New Tax Strategies for Investors and Retirees--Herb Farrington, Certified Financial
Planner and Enrolled Agent, Tax an Financial Services Minutes - February 28--Finding the Next Great Stock Market Winner Joe Burns, President, Burns Investment
Group www.burnsinvgrp.com Minutes - January 31--What is Going On in This Market--Jonathan Lansner, Orange County Register
Business Columnist www.ocregister.com Handout - January 10--Roundtable--The CompuCast.net Program--Carl Vietor
- 2008------------------------
- November 22--How the Smart Money Really Invests--Simon Reeves, Financial Advisor, Summit
Portfolio Management www.summitportfolio.com - September 19--(Friday Night 6:30 mtg) 10 Essential Rules for Beating the Market--Michael Turner,
President & CEO , Turner Trends www.trunertrends.com - August 23--All I Need to Know About the Stock Market I Learned in Kindergarten (Point and Figure
Technical Analysis) Paul Townsend, Wachovia Securities www.wachoviasecurities.com - July 26--Market Volatility and the Long-Term Investor & International Aspects of Investing--David
Wagner and Robert Revet, Smith Barney http://fa.smithbarney.com/davidwagner - June 7--Roundtable--Technical Analysis--Don Jarrett, See Feb 16 2008 below
- May 10--Are Conservative Investors Doomed to CDs in Volatile Markets?--Ken Sleeper, Managing
Director, Sierra Investment Management www.sierrainvestments.com Minutes 5-10-08 - April 12--How to increase your Returns While Lowering Risk Using Foreign Currencies--David
Johnson, Managing Director, Global Capital Investments www.gcilc.com - March 29--Roundtable--Yield and Profit Lien Fund (Tax Lien Certificates)--David Zussman JD,
Chairman & CEO Yield and Profit Lien Fund www.yieldprofitfund.com - February 16--Technical Analysis of Financial Markets--Don Jarrett, Registered Advisor and College
Instructor on Technical Analysis www.jarrettcapital.com Minutes 2-16-08 - January 12--A Review of 2007 Business and Economic Events and Outlook for 2008--Jonathan
Lansner, Orange County Register Business Columnist www.ocregister.com Handout
- November 17--Preferreds~Wall Streets Best Kept Secret--Ken Winans, President, Winans
International www.winansintl.com Minutes 11-17-07 - October 27--Portfolio Diversification Through the Use of Managed Futures and Managed Futures
Fund of Funds--Zachary Oxman, Senior Trader, Wisdom Financial. www.wisdomfinancialinc.com
Zach Presentation Minutes 10-27-07 - September 22--Long Term Care Insurance--The Foundation of Every Financial Plan--Shelly
Klapfhammer, Long Term Care Specialist, LTC Alliances www.tfgroup.com Presentation Material - August 25--How to Significantly Increase Your Portfolio Return with Real Estate on a Part-Time
Basis and Without a Career Change--Roger Shaar, Director International Aerospace Marketing and
Sales (retired) and Past President AAII Los Angeles Chapter. Minutes 8-25-07 - July 21--Roundtable--When to Sell--Stocks and Mutual Funds--SIG Leader
- June 2--1.3 Billion Chinese Consumers Can Make You Richer--Robert Hsu, Managing Director,
Absolute Return Capital Advisors, LLC. Editor China Strategy www.themoneyfactory.com Minutes
6-2-07 - May 12--How You Can Improve Portfolio Performance While Decreasing Volatility with REITs and A
Case Study with LXP: Taking the Mystery Out of Investing in REITs--Robert Valero, VP NARIET and
Carol Merriman, VP Lexington Reality Trust www.investinreits.com Minutes 5-12-07 - April 7--Smart Money: Why the Worlds Most Sophisticated Investors Index Their Investments and
Why You Should Too--Timothy Bock, Founder, President, Summit Portfolio Management www.
summitportfolio.com Minutes 4-7-07 - March 10--Roundtable--Hands On Use of IBD Resources (We had a live Internet connection and
worked on-line)--Kathleen Phillips, IBD advanced user and member of the IBD Meet-Up Group in
Orange County - February 24--A Look Back and Forward for the Economy and the Market--Jonathan Lasner,
Business Columnist, Orange County www.ocregister.com Minutes(2) 2-24-07 - January 13--Portfolio Construction Utilizing Municipal Bonds, A Risk Reducing Component--John
Hutchinson CFP, Investment Executive, Stone & Youngberg, LLC. www.sylcc.com Minutes 1-13
- November 14--University of California-Irvine (UCI) Investment Club--Achieving Your Future Financial
Goals--Bob Welge, President AAII Orange County Chapter, Lead Financial Staff Member, Robert's
Financial Management Minutes 11-14-06 - November 4--The Role of Hedge Funds in a Portfolio--Mary Sigler, Managing Partner, Hudson
Pacific Capital Management LLC www.hudsonpacificcapital.com Minutes 11-04 - October 21--Roundtable--Economic Indicators and Market Performance--SIG Leader
- September 30--Intermediate Stock Selection Techniques Using Investors Business Daily--Justin
Nielsen, Education Content Manager, Investors Business Daily www.investors.com Minutes 9-30 - August 26--How to Fit Options into Your Investing Activities--Jim Bittman, Senior Instructor, Options
Institute of The Chicago Board Options Exchange www.cboe.com Minutes 8-26 - July 22--Spotting the Undisclosed Trends of Institutional Investors to Uncover California's Future
Growth Stocks--Bud Leedom, Publisher California Stock Report www.californiastocks.com Minutes
7-22 - June 24--Roundtable--Mutual Funds--Screens (Buying), Selling Portfolios and Risks--SIG Leader
- May 13--A New Era for Equities: Why Global Trends are Forcing a New Approach to Investing--Eric
Leake, CIO, Portfolio Manager, Anchor Capital Management Group & CIO Anchor-Research.com
See www.anchor-capital.com - April 22--Measuring and Controlling Shortfall Risk in Retirement--Don Gould, Gould Asset
Management www.gouldasset.com - March 11--Roundtable--Financing Retirement: How Much Do You Need and How Much Can You
Spend--SIG Leader - February 4--Invest Using the Strategies of Wall Street Legends--Learn to Leverage the Proven
Stock Selection Methodologies of Investing Greats--John Reese See www.validea.com - January 21--Observations Last Years Market Performance and Speculations for 2006--Jonathan
Lansner, Business Columnist, The Orange County Register Click here for Jonathan's Handout
- November 12--Lessons Learned from the Market Collapse of 2000-2003--Protecting Your Portfolio
in Difficult Times--Leonard Goodall - September 24--Finding a Stock Winner Using CANSLIM--Fred Richards
- August 27--ETF Style Index Rotation Strategy--David Vomund
- July 23--High Return Investing in the New Century--Robert Hsu
- June 4--Roundtable--AAII Guide to Top Investor Websites
- May 7--Social Security and the Current Account Deficit--Mitchel Keil
- April 2--Oil/Energy—Entering the Geo-Political Maze--Joe Falcon
- March 12--Roundtable--AAII Model Portfolios
- February 26--Exchange Traded Funds--Jim Dudnick
- January 8,2005--Last Years Economic Performance Relative to Expectations and the Outlook for
2005--Jonathan Lansner
- November 13, 2004-- Year End Strategies to Keep More of Your Investment Returns--Lauren Klein
- October 16--Roundtable--AIAA Stock Screens
- September 11--Advanced Asset Planning--Ed Inouye
- July 24--The Four Pillars of Investing--John Buckingham
- June 12--Quarterly Market Update and Building a Portfolio for Any Weather--Larry Goodkind
- May 8--Building Dividends and Portfolio Diversification with REITs--Robert Valero & Carol Merriman
- March 13--Effective Strategies in the Municipal Bond Market--John Hutchinson
- January 10--The Economy in an Election Year--Jonathan Lanser
- November 8--Options We All Have--Marc Puckett
- September 13, Bonds & Where Will the Income Come From--John Hakopian
- August 23--Long Term Care and Asset Protection--Art Warshaw
- July 26--Investment Tools and Strategies for the New Millennium--Charles Rother
- May 24--Orange Alert(?) & Asset Allocation--David Bergman
- March 22--Survival Guide & 2003 Investment Changes--Sandra Field
- January 18--Sink or Swim & Status of the U.S. Economy--Jonathan Lansner
- July 27--A Summer Morning with Lynn O'Shaughnessy--Lynn O'Shaughnessy
- May 25--Institutional Money Management and Tax Free Investing--David Blair
- March 23--The Qualitative Approach to Stock Market Investing--Paul Rabbit
- January 26--The Equity Rebound and Buying the Cream of the Crop in 2002--Art Bonnel
