American Association of Individual Investror
Phoenix AZ Chapter

Please join our contact list so we may keep you informed on local events.

The 2024 summer and 2024-25 regular meeting schedules have been updated.

See the Schedule link above.

2024-2025 Season Tickets

Season tickets are now available. Click for details.

Information from previous presentations can be located on the ARCHIVE page on the menu above.

Regular and SIG Meetings:

10:15 – 11:10 am

Fixed Income: 2025 Outlook and Opportunities

Bill Smith

President, Hermon Fixed Income

Bill Smith is a fixed-income professional with an extensive background in portfolio management and trading. Prior to founding Harmont Fixed Income in 2022, Bill served as head trader and vice president of portfolio management for a boutique fixed income firm, where he managed over $450M in custom fixed income portfolios on behalf of financial advisors and institutions. Prior to that, he traded secondary corporates for Edward Jones (1.25B sector assets) and covered government, agency, municipal, corporate, and preferred securities for the trading desk at Wells Fargo Advisors .

11:15 to 11:45 am

Member Presentation – Want to own a Picasso, but don’t have $50 million?

Terry Karpinski – Board Member

Discussing art syndication networks –

12:00 to 1:00 pm

Options and Analysis SIG  – In-person

Presented By:  Lowell Carty, SIG Leader

All AAII participants are invited to improve their wealth-building and management skills through the use of option instruments and analysis tools. You will benefit from a combination of tutorial presentations and active discussions that range from use of options to generate monthly income, “hedging” for protection of your stocks and directional trades.

1:00 to 1:30 pm

Investor’s Business Daily SIG –  In-person

Presented By: Jim Ek, SIG Leader

Investor’s Business Daily’s CAN SLIM investing model is a systematic approach to stock investing. If you’re looking to get rich quick, this isn’t it. This model emphasizes key factors for identifying solid stocks with above average potential. Fundamental and technical analysis are both important considerations used to identify stocks poised for significant price appreciation. There are rules for getting in and getting out of an investment to maximize gains and minimize losses. Pick a solid company, know the best time to buy, and the best time to sell to make consistent gains over time.

1:30 to 2:30 pm

How Would Your Advisor See It SIG – In-person
Presented By: Craig Mornigstar, SIG Leader

Most often individuals only have the experience of their own situation, and not the experience of time and many situations. This SIG is a discussion of how advisors see things from their experience of working with many clients, at all stages of their investments, planning, taxes and risk management stages of client lives over decades. Knowing how advisors see things from their experiences can help individuals improve their own outcomes, and if they work with an advisor, how to get more from the relationship.

Date:

Saturday, December 14th, 2024

Time: Arizona time

9:30am   Registration

10:00     Announcements

10:15     Bill Smith, President, Hermon Fixed Income Fixed Income: 2025 Outlook and Opportunities

                 Q&A

11:15       Want to own a Picasso, but don’t have $50 million?  Terry Karpinski

11:45       Break

12:00pm    Options and Analysis SIG – Lowell Carty, SIG Leader

1:00      Investor’s Business Daily SIG – Jim Ek, SIG Leader

1:30      How Would Your Financial Advisor See It SIG, Craig Morningstar, SIG Leader

2:30      Door Prizes for in-person attendees

New meeting location:

Tempe Public Library – see map below

Friends of the Library meeting room

3500 S Rural Rd

Tempe, AZ 85282

1.    Season Pass holders

Email Terry Karpinski at  Registrar@aaiiphoenix.com, if you are attending in-person or by Zoom.  If you are attending by Zoom, include your email address in order to receive your Zoom link

2.    Pre-registration:  Mail In

Mail your $10.00 check to Terry Karpinski, Registrar, with the meeting date. If you are attending by Zoom, include your email address in order to receive your Zoom link

     Terry Karpinski, Registrar

    319 E. Catalina Lane

    Queen Creek, AZ  85140

        The advance mail registration must be received by the registrar by Dec. 14 ^th

3.     Pre-registration:  On-line with Eventbrite – $13.00

This is the link

https://www.eventbrite.com/e/1088317199039?aff=oddtdtcreator

On-line registration must be done by Nov. 14 ^th.

4.     On-site registration – $15