April 2022 Main Event

Join us in April for two presentations:
SESSION 1: Building a Sound Portfolio
Jim Lebenthal is Cerity Partners’ Chief Equity Strategist and a Partner in their New York office. He has over twenty-five years of experience managing investment portfolios, and is a regular contributor on CNBC. Prior to joining Cerity Partners, Jim served as the Chief Executive Officer and Chief Investment Officer of Lebenthal Asset Management LLC, where he developed, advised and served client relationships. Prior to joining Lebenthal Asset Management in 2007, he was a financial advisor for Goldman Sachs and a partner at Levy Harkins. He was a Lieutenant of and qualified as a nuclear submarine engineer in the United States Navy where he was awarded 4 Navy Achievement Medals.Jim holds a BA in molecular biology from Princeton University, an MBA from The Wharton School of Business, and a Chartered Financial Analyst designation. Cerity Partners provides broad based comprehensive services across the USA- From New York and Boston to Silicon Valley, the Bay Area and Los Angeles. For more info, see: ceritypartners.com. In this talk, Jim will cover steps and criteria for stock selection in building a sound portfolio, provide a market outlook at the time of the event, and how his portfolio reflects that. This will cover how fundamental analysis is used to arrive at a company's stock value. How to develop a portfolio across style, market cap, sector and tactical positioning and how to make an assessment of the market environment and how it relates to a Portfolio.
You will learn:
  • How to use fundamental analysis to arrive at a company's stock value
  • How to develop a portfolio across style, market cap, sector and tactical positioning
  • An assessment of the market environment and how it relates to the Portfolio of Jim Lebenthal
View Presentation
SESSION 2: Impact & Opportunities from the Russia-UKR War
  • Bill Jump retired from IBM as an executive project manager after a 48-year career. He is a graduate of U.C. Berkeley in electrical engineering and has a master’s certificate in project management from George Washington University. He is a lifetime member of AAII and serves on the board of the AAII Silicon Valley Chapter.
  • Bill will review the scope of Russia and UKR in the world economy and provide an assessment of the dependencies on the various markets we invest in and depend on. Bill will provide an update on Fed policy response as it moves in a new direction to raise rates and combat inflation. Bill will lay out potential scenarios, outcomes, and some means to manage risk and take advantage of opportunities.
  • You will learn:
  • Role of Russia and UKR in the world economy and what has changed
  • Impacts to markets, consumers, and Fed Policy
  • Possible outcomes and implications of those scenarios
View Presentation

How to Attend:

Due to COVID-19, meetings are webcast. Please see below to register on EventBrite, and then join remotely online via Zoom. You must pre-register on EventBrite: To attend by web:
  • Zoom meeting instructions will be emailed to all registered participants.
Please join our AAII Silicon Valley Meetup group to be notified of all upcoming events! Hope to "see" you at our next event!