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The American Association of Individual Investors, Phoenix Chapter is presenting their
December 2024 Regular and SIG program.
Join us In-Person or Online via Zoom.
Saturday, December 14th, 2024
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
Meeting location:
Tempe Public Library – Link to Google Maps
Friends of the Library meeting room
3500 S Rural Rd
Tempe, AZ 85282
FOUR REGISTRATION OPTIONS:
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
Online registration must be done by Nov. 14 th.
4. On-site registration – $15
Location:
Meeting location:
Tempe Public Library – see map below
Friends of the Library meeting room
3500 S Rural Rd
Tempe, AZ 85282 |
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AAII Phoenix Chapter
AAII Disclaimer: The opinions of speakers are their own and not necessarily those of AAII. It is not the policy of AAII or its local chapters, officers or directors to promote any specific investments or techniques of analysis. Presentations are provided solely for informational purposes and should not be construed as solicitations. There are no representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability, or suitability of meeting information. Investment information presented may not be appropriate for all investors and should be independently verified.
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