2013 AAII Silicon Valley Main Events
All the Past Main Event Topics and Speakers
With presentations you can download, where available....
2013 Presentations
November 9, 2013: Taxes, Traps and Your IRAYou’ve worked hard to accumulate your Individual Retirement Accounts (IRAs). Are you aware of common mistakes that can turn your IRAs into an IOU to Uncle Sam or wipe out the inheritance to your heirs? This presentation will show you how to avoid tax traps and make your IRAs a multi-generation legacy. Reasons to Attend This Meeting:
October 19, 2013: ETF Rotation: Backtesting and Live Account Management and Value-Oriented Stock Screening: The Good, the Bad and the Ugly Attend This Meeting To Learn:
September 14, 2013: Biotech Investing: Catching the Next WaveBiotech is once again the best performing sector in the Stock Market and the Medical Technology Stock Sector has produced outstanding returns for its subscribers. Through 7/25: Model Portfolio +56.4%, Trader’s Portfolio +104.1%. This presentation will show individual investors how they may profit from Biotech stocks or ETFs and also manage risk. Over the last year, we have sharpened our focus and teamed up with Jay Silverman, a first class Wall Street biotech analyst. We have also re-launched our website, www.bioinvest.com, a one-stop-shop for all of your biotech investing needs. Our recent series of “White Papers” provides a deep and thorough understanding of our investment philosophy in biotech. Jay and I have over 50 years of combined biotech investment experience allowing us to provide world class biotech investment advice. Take a peek at our website, www.bioinvest.com, where we have many features available to sample for free. Lastly, we want to invite you to hear us present at the Silicon Valley AAII for our most up-to-date recommendations in the exciting field of biotech investing. Attend This Meeting and Learn:1) Learn about Biotech 2) How to make money from Biotech 3) Risk Management By: John McCamant, Medical Technology Stock Letter www.bioinvest.com
June 8, 2013: High Dividend Investing: What You Need to Know With banks paying next to nothing, and the stock market iffy, it's time to take a hard look at high-dividend stocks. At this highly interactive presentation, Harry Domash will tell you which dividend stock categories look best right now and which you should avoid. You'll also learn how to find, research and analyze dividend-paying common stocks, energy trusts, closed-end funds, real estate investment trusts, master-limited partnerships, business development corporations and preferred stocks. Learn where to get the data you need to make informed investment decisions, and what to do with it. Attend This Meeting and Learn:1) How to avoid the tax hassles of energy partnerships and get even better returns 2) Why preferred stocks should be in every portfolio 3) Why you should buy closed-end funds instead of conventional mutual funds Reasons to Attend This Meeting:1) Get your dividend questions answered by an expert 2) Learn about Winning Investing Tutorials 3) Discuss your dividend strategies with other investors Discussed by: Harry Domash, seasoned analyst
May 4, 2013: SHAREHOLDER YIELD: A Better Approach To Dividend Investing In this low-return environment, investors have flocked to dividend stocks in search of yield. However, companies in the U.S. markets are paying out less in dividends due to legal, tax and structural changes. Consequently, investors should consider all of the direct and indirect ways in which companies distribute their cash to shareholders, a metric commonly referred to as “shareholder yield.” Mebane Faber will discuss his new book, “Shareholder Yield: A Better Approach to Dividend Investing,” and show how to analyze portfolios based on various cash flow metrics. He will demonstrate that portfolios of companies with high shareholder yields outperform both broad market indexes and other high-dividend-yield portfolios by a substantial margin. It is more important than ever to consider the alternative methods by which companies distribute their earnings. Attend This Meeting and Learn:1) How to find returns in a low return world 2) Why focusing on dividends alone is a mistake 3) A better approach to income investing Reasons to Attend This Meeting:1) Hear information beneficial to you if you own stocks and are looking for income 2) Learn more about dividend stocks Speaker: Mebane Faber, co-founder and the chief investment officer of Cambria Investment Management.
April 13, 2013; FINANCIAL ROUNDTABLE SEMINAR: Planning and Rebalancing your Retirement Portfolio Former Wall Street CEO, educator and investing guru, Harvey Baraban, will present his popular seminar for AAII members. At his last appearance here, Baraban provided wise and accurate investment advice. Baraban will share his inside secrets for successful investing and where the best opportunities for profit in the markets are now. With insight from over 40 years in the investment industry, he will show how being an informed investor can lead to better overall performance. With timely, market sensitive information, Baraban will review current world events and the opportunities you have in forming your own retirement portfolio. The program will provide anyone who owns stocks, mutual funds, ETF's or bonds with insight into market behavior and what to do now and in the coming months Attend This Meeting and Learn:1) How might current event affect your retirement portfolio 2) What do investors need to look for in the coming months? 3) Gain insight into market behavior and how to respond Reasons to Attend This Meeting:1) Hear Harvey’s essential rules of investing 2) Learn asset allocation strategies using stocks, bonds, mutual funds and ETFs in your retirement portfolio 3) Discover trading techniques that work Speaker: Harvey Baraban, founder and CEO of Baraban Securities
March 9, 2013: AAII Workshop: Design, Construction and Implementation of Your Investment Policy Statement (IPS) Investment Policy Statements are often the missing link in successful portfolio construction, design, and management. This workshop will take you beyond the simple allocation model and provide you with insights to help guide you through volatile markets, geopolitical uncertainty, and personal emergencies while you seek to meet your personal financial goals Attend This Meeting and Learn:- Beyond Risk Tolerance: The Important components of an IPS - Bridging the gap between Risk Tolerance and Portfolio Construction - Managing Risk is more important than making money Reasons to Attend This Meeting:- Planning and Process development are cost effective and time efficient - Learn how to address emergencies and “The Next Big Thing” - How to avoid the most costly and common investment planning mistakes. Richard Farkas, CMT, President of Strategic Global Investment Services
February 9, 2013: The Road Ahead: Good, Bad or Ugly? And Secular Update: Are You Prepared for Another Lost Decade? The Road Ahead: Good, Bad or Ugly? As of this writing in late 2012, a resolution on the fiscal cliff has still not been reached. It is clear that there will be more far-reaching issues to be addressed in the months ahead. We continue to have political gridlock in the U.S., a weak global economy and debt problems in the U.S. and countries across the globe. Despite the array of challenges confronting us, our speaker, Kevin Gahagan, advocates maintaining one’s investment discipline—but also having a discipline to maintain. Gahagan will discuss the implications of portfolio structure and strategy in a variety of economic and interest rate environments. He’ll also comment on the research on investor behavior and discuss strategies for combating the biases that inevitably influence our investment decisions. Attend This Meeting To Learn:- What investment strategy makes sense in this environment ? - Building your investment discipline. - Why is maintaining one's investment discipline important? REASONS TO ATTEND:- Learn about portfolio structure and strategy in a variety of economic and interest rate environments - Hear comments about research into investor behavior. - Combating biases that inevitably influence our investment decisions. By Kevin Gahagan, CIMA, CFP, a Principal and Senior Advisor with Mosaic Financial Partners, Inc. Secular Update: Are You Prepared for Another Lost Decade? Is the Cyclical Bull Market for Stocks Almost Over? Our guest speaker Tom Kopas returns this year to deliver an update to Pring Turner Capital Group’s secular outlook for stocks, bonds and commodities. Packed with fresh new material based on their unique, internationally recognized research, this program will answer many of today’s topical questions, including: What’s ahead for the economy and are precious metals and commodities in a bubble? Is there more risk or opportunity in foreign markets? Tom will discuss what asset allocation decisions will bring investors profi tably through this cycle, and where the risks and opportunities are for investors now and in the coming months and years. Attend This Meeting To Learn:
January 12, 2013: 2012 State & Federal Tax Update Don't attempt to file your tax return without it! This seminar will give you a concise and practical review of significant new tax legislative changes, regulations, rulings, form changes, and other developments that impact your 2012 individual state and Federal income tax and planning for 2013. Attend This Meeting and Learn:
- Fully understand the tax benefits of your IRA
- Avoid costly tax errors impacting your IRA
- Get help with your tax planning for 2013 and 2014
- By Angela Wong , Angela Wong, CPA
October 19, 2013: ETF Rotation: Backtesting and Live Account Management and Value-Oriented Stock Screening: The Good, the Bad and the Ugly Attend This Meeting To Learn:
- - How to use ETF rotation and stock screening strategies
- - How back testing can - and cannot - help your investing strategies
- - Practical implementations of, and real-world experience with, these techniques
September 14, 2013: Biotech Investing: Catching the Next WaveBiotech is once again the best performing sector in the Stock Market and the Medical Technology Stock Sector has produced outstanding returns for its subscribers. Through 7/25: Model Portfolio +56.4%, Trader’s Portfolio +104.1%. This presentation will show individual investors how they may profit from Biotech stocks or ETFs and also manage risk. Over the last year, we have sharpened our focus and teamed up with Jay Silverman, a first class Wall Street biotech analyst. We have also re-launched our website, www.bioinvest.com, a one-stop-shop for all of your biotech investing needs. Our recent series of “White Papers” provides a deep and thorough understanding of our investment philosophy in biotech. Jay and I have over 50 years of combined biotech investment experience allowing us to provide world class biotech investment advice. Take a peek at our website, www.bioinvest.com, where we have many features available to sample for free. Lastly, we want to invite you to hear us present at the Silicon Valley AAII for our most up-to-date recommendations in the exciting field of biotech investing. Attend This Meeting and Learn:1) Learn about Biotech 2) How to make money from Biotech 3) Risk Management By: John McCamant, Medical Technology Stock Letter www.bioinvest.com
June 8, 2013: High Dividend Investing: What You Need to Know With banks paying next to nothing, and the stock market iffy, it's time to take a hard look at high-dividend stocks. At this highly interactive presentation, Harry Domash will tell you which dividend stock categories look best right now and which you should avoid. You'll also learn how to find, research and analyze dividend-paying common stocks, energy trusts, closed-end funds, real estate investment trusts, master-limited partnerships, business development corporations and preferred stocks. Learn where to get the data you need to make informed investment decisions, and what to do with it. Attend This Meeting and Learn:1) How to avoid the tax hassles of energy partnerships and get even better returns 2) Why preferred stocks should be in every portfolio 3) Why you should buy closed-end funds instead of conventional mutual funds Reasons to Attend This Meeting:1) Get your dividend questions answered by an expert 2) Learn about Winning Investing Tutorials 3) Discuss your dividend strategies with other investors Discussed by: Harry Domash, seasoned analyst
May 4, 2013: SHAREHOLDER YIELD: A Better Approach To Dividend Investing In this low-return environment, investors have flocked to dividend stocks in search of yield. However, companies in the U.S. markets are paying out less in dividends due to legal, tax and structural changes. Consequently, investors should consider all of the direct and indirect ways in which companies distribute their cash to shareholders, a metric commonly referred to as “shareholder yield.” Mebane Faber will discuss his new book, “Shareholder Yield: A Better Approach to Dividend Investing,” and show how to analyze portfolios based on various cash flow metrics. He will demonstrate that portfolios of companies with high shareholder yields outperform both broad market indexes and other high-dividend-yield portfolios by a substantial margin. It is more important than ever to consider the alternative methods by which companies distribute their earnings. Attend This Meeting and Learn:1) How to find returns in a low return world 2) Why focusing on dividends alone is a mistake 3) A better approach to income investing Reasons to Attend This Meeting:1) Hear information beneficial to you if you own stocks and are looking for income 2) Learn more about dividend stocks Speaker: Mebane Faber, co-founder and the chief investment officer of Cambria Investment Management.
April 13, 2013; FINANCIAL ROUNDTABLE SEMINAR: Planning and Rebalancing your Retirement Portfolio Former Wall Street CEO, educator and investing guru, Harvey Baraban, will present his popular seminar for AAII members. At his last appearance here, Baraban provided wise and accurate investment advice. Baraban will share his inside secrets for successful investing and where the best opportunities for profit in the markets are now. With insight from over 40 years in the investment industry, he will show how being an informed investor can lead to better overall performance. With timely, market sensitive information, Baraban will review current world events and the opportunities you have in forming your own retirement portfolio. The program will provide anyone who owns stocks, mutual funds, ETF's or bonds with insight into market behavior and what to do now and in the coming months Attend This Meeting and Learn:1) How might current event affect your retirement portfolio 2) What do investors need to look for in the coming months? 3) Gain insight into market behavior and how to respond Reasons to Attend This Meeting:1) Hear Harvey’s essential rules of investing 2) Learn asset allocation strategies using stocks, bonds, mutual funds and ETFs in your retirement portfolio 3) Discover trading techniques that work Speaker: Harvey Baraban, founder and CEO of Baraban Securities
March 9, 2013: AAII Workshop: Design, Construction and Implementation of Your Investment Policy Statement (IPS) Investment Policy Statements are often the missing link in successful portfolio construction, design, and management. This workshop will take you beyond the simple allocation model and provide you with insights to help guide you through volatile markets, geopolitical uncertainty, and personal emergencies while you seek to meet your personal financial goals Attend This Meeting and Learn:- Beyond Risk Tolerance: The Important components of an IPS - Bridging the gap between Risk Tolerance and Portfolio Construction - Managing Risk is more important than making money Reasons to Attend This Meeting:- Planning and Process development are cost effective and time efficient - Learn how to address emergencies and “The Next Big Thing” - How to avoid the most costly and common investment planning mistakes. Richard Farkas, CMT, President of Strategic Global Investment Services
February 9, 2013: The Road Ahead: Good, Bad or Ugly? And Secular Update: Are You Prepared for Another Lost Decade? The Road Ahead: Good, Bad or Ugly? As of this writing in late 2012, a resolution on the fiscal cliff has still not been reached. It is clear that there will be more far-reaching issues to be addressed in the months ahead. We continue to have political gridlock in the U.S., a weak global economy and debt problems in the U.S. and countries across the globe. Despite the array of challenges confronting us, our speaker, Kevin Gahagan, advocates maintaining one’s investment discipline—but also having a discipline to maintain. Gahagan will discuss the implications of portfolio structure and strategy in a variety of economic and interest rate environments. He’ll also comment on the research on investor behavior and discuss strategies for combating the biases that inevitably influence our investment decisions. Attend This Meeting To Learn:- What investment strategy makes sense in this environment ? - Building your investment discipline. - Why is maintaining one's investment discipline important? REASONS TO ATTEND:- Learn about portfolio structure and strategy in a variety of economic and interest rate environments - Hear comments about research into investor behavior. - Combating biases that inevitably influence our investment decisions. By Kevin Gahagan, CIMA, CFP, a Principal and Senior Advisor with Mosaic Financial Partners, Inc. Secular Update: Are You Prepared for Another Lost Decade? Is the Cyclical Bull Market for Stocks Almost Over? Our guest speaker Tom Kopas returns this year to deliver an update to Pring Turner Capital Group’s secular outlook for stocks, bonds and commodities. Packed with fresh new material based on their unique, internationally recognized research, this program will answer many of today’s topical questions, including: What’s ahead for the economy and are precious metals and commodities in a bubble? Is there more risk or opportunity in foreign markets? Tom will discuss what asset allocation decisions will bring investors profi tably through this cycle, and where the risks and opportunities are for investors now and in the coming months and years. Attend This Meeting To Learn:
- - How to Identify Where we are in the Current Business Cycle
- - When the Current Secular Bear Market for Stocks Will End
- - How to Build Wealth in this Difficult Investment Environment
- - Be Prepared to Invest in the Second Lost Decade for Stocks
- - Gain a Unique Perspective from Internationally Recognized Independent Research
- - Acquire Valuable Knowledge to Create Better Portfolio Returns with Less Risk
January 12, 2013: 2012 State & Federal Tax Update Don't attempt to file your tax return without it! This seminar will give you a concise and practical review of significant new tax legislative changes, regulations, rulings, form changes, and other developments that impact your 2012 individual state and Federal income tax and planning for 2013. Attend This Meeting and Learn:
- - What Congress finally did related to 2012 tax changes
- - What deductions were OK in 2011 that are not in 2012 & 2013
- - Anticipate 2013 Medicare Surtax & potential other rate changes
- - Learn what tax benefits expired at the end of 2011 & 2012
- - Consider what tax rates could apply to 2013 and other structural changes
- - Consider planning opportunities for 2013