Sept. 9, Saturday Starting at 9:00 AM PT
FIRST SPEAKER: Marilyn Cohen, CEO Envision Capital Management Inc.
FIRST PRESENTATION TITLE:
The Forgotten Virtue of Investment Certainty.
FIRST PRESENTATION DESCRIPTION
Markets are unpredictable. Your income doesn’t have to be. Investors can build portfolios around meaningful contractual cash flows. That means income you see, payments you can schedule, and maturity dates you can plan around. As you get closer to retirement or are already there you should be asking yourself, “What cash flows will I be receiving and when?” rather than “What return can I earn?”
ATTEND THIS MEETING TO LEARN:
1. The ease and simplicity of investing in individual corporate and municipal bonds.
2. The older we get the more cash flow predictability counts. You don’t get that in bond funds.
3. There are steps you can take when something goes “off the rails” in bondland.
FIRST SPEAKER’S BIOGRAPHY
Marilyn Cohen has been in the bond market for 48 years and has seen interest rate cycles, bank catastrophes, credit crises and manmade mayhem. Marilyn was the Forbes bond columnist for over 20 years and is one of the country’s top bond managers. She began her financial career as a securities analyst at William O’Neil & Co. She later moved into bond brokerage at Cantor Fitzgerald Inc. She founded Envision Capital Management, where she is CEO, for the past 31 years. Her company specializes in managing bond portfolios for individuals. Marilyn is on social media trying to teach teenagers and young adults how to invest in stocks and bonds. And that betting isn’t investing!
SECOND SPEAKER: Russell Malley, President, Silicon Valley Chapter of BetterInvesting
SECOND PRESENTATION TITLE:
Free investor resources at the public library
SECOND PRESENTATION DESCRIPTION
Public libraries can be a good source of free information for investors. The Santa Clara County Library System is a very good resource. This system allows free online access to Morningstar, Value Line and S&P Advantage (CFRA) reports on publicly traded companies. In addition, the library system is an online investors section which gives library card holders access to business periodicals. Find out the extent of the library's resources for investors and how to access these resources
ATTEND THIS MEETING TO LEARN:
1. What the libraries have to offer investors
2. How to access these resources
3. Actions needed to access the resources
SECOND SPEAKER’S BIOGRAPHY
Russell has been an investor for over 40 years. He is a founding member of the BetterInvesting Silicon Valley chapter and has served as an officer of the chapter for 20 years. He has also consulted for ICLUBcentral, a provider of tools to investment clubs and individual investors, for the past 17 years. For the last 5 years he has been an analyst for the SmallCap Informer, an investment newsletter from ICLUBcentral. He writes a column for BetterInvesting magazine concentrating on investment club accounting and operation issues.
About This Meeting
Silicon Valley AAII offers this Webinar on Zoom for free. If you would like to register for Zoom or invite people, please register using the Zoom Registration system by clicking.
Zoom link - https://us02web.zoom.us/webinar/register/WN___1lAt33Rbqr5AkrOObFug
Meeting Details
9:00 am Pacific Introduction
9:05 am Pacific First Presentation and Q&A
10:20 am Pacific Second Presentation and Q&A
11:40 am Pacific Anticipated End
Silicon Valley AAII offers this Webinar for free, and encourages those who can, to donate $5 or $10 to help fund the overhead on hosting services. Click Here for the Donation link on Eventbrite: https://www.eventbrite.com/e/september-event-1-investment-certainty-2-library-resources-tickets-1998431132313
Then Click on Get Tickets and scroll down to Donate.
CHAPTER INFORMATION
Chapter President, Lynn Gillette
Email aaiichapter_siliconvalley@yahoo.com
Web Page www.aaii.com/localchapters
Website www.siliconvalleyaaii.org
Facebook www.facebook.com/sv.aaii
Meetup www.meetup.com/AAII-Silicon-Valley-Meetup
CI: https://groups.google.com/g/aaii-silicon-valley-computerized-investing
Fintech (FT) Discussion Group: www.meetup.com/fintechrealtech
ALL SIG PROGRAMS WILL BE WEBCAST ON ZOOM
SIG groups will be webcast only. We broadcast from 6:30 to 8:30 p.m. and may extend to 9:00 p.m. if there are extra questions. For webcast SIG meeting details see our chapter website at www.siliconvalleyaaii.org.
Investing Discussion Group
Lynn Gillette, aaiichapter_siliconvalley@yahoo.com
Discuss investment ideas and trends in a relaxed, small group setting. Meetings are the fourth Monday of each month (except September & December). See www.meetup.com/AAII-Silicon-Valley-Meetup.
Financial Planning Discussion Group
Debra Stikes, dstikes.svaaii@gmail.com
Informal presentations and discussion on a range of financial planning topics, including investing, taxes, retirement planning and more. Meetings are the second Wednesday of each month, September through June. See www.meetup.com/AAII-Silicon-Valley-Meetup.
Computerized Investing Group
Don Maurer, DonWM@comcast.net
The CI group discusses and presents ideas on how to use computers in investing focusing on rules, algorithms, programs and computerized investing tools of various flavors. Meetings are on the first Thursday of each month at 6:30 p.m. Join our Google group: https://groups.google.com/g/aaii-silicon-valley-computerized-investing. See our OneDrive for previous meetings and info: https://1drv.ms/u/s!ArVYry6KpqBthckzBCrT3KTt8xgovQ?e=Qb9vym.
Fintech Discussion Group
Roland Chow, roland.svaaii@gmail.com
Discusses current and emerging trends in finance and technology and how consumers can benefit. Topics covered include how technology is disrupting investment, banking, insurance and everyday finance. Meets Thursday nights. Meetup link: www.meetup.com/fintechrealtech.