Attending this session will allow you to learn the following:
- The pulse of the economic data and why it matters
- The investment landscape—two things you must get right
- The Fed: Higher for Longer?
- Red Wave Cancelled: How Important Is It?
Speaker Bio:
Mr. Andrew Reilly, Market Director at Principal Global Investors, represents the company to the adviser community in San Diego, the Inland Empire, Las Vegas, and Arizona. Reilly has worked in the investment industry since 1999. He holds the CIMA and AIF designations and previously served as a regional manager for Lord Abbett & Co. Mr. Reilly has a bachelor’s degree with honors from Trinity College, and he currently resides in San Diego, California.
We look forward to seeing you, asking questions in person, and sharing with other AAII members. Doors open at 8:30 a.m. (PDT). Complimentary coffee and pastries will be ready to enjoy. Registration is not required to attend in person but it does help us plan for the meeting. Please
register here if you plan to attend in-person. If you are unable to attend in person, please join us for a live webinar broadcast. Registration required --
Register Here for the Zoom webinar.
Meeting Details:
Date: Saturday, January 14, 2023
Time:
8:30 a.m. (PST) Registration/Social*/online portal is open.
9:00 a.m. (PST) Program starts
10:45 a.m. (PST) Q&A
11:00 a.m. (PST) Meeting Adjourns
11:15 a.m. (PST). No-host lunch (5 minute drive) at
The Corner Bakery
* A special note of gratitude to Evan Kleber for providing coffee and donuts for our meeting.
Location/Registration:
Good Samaritan Episcopal ChurchRoetter Hall 4
4321 Eastgate Mall, San Diego, CA 92121
This meeting will be in person at the Good Samaritan Episcopal Church (2 blocks north of UTC Westfield Mall). Enter the parking lot off Eastgate Mall. Drive straight back and park. Note that parking is free (please disregard the paid parking signs). Enter Roetter Hall 4 by walking around the south side of the building. Registration is not required to attend, but it does help with our planning. Let us know if you are attending by registering here.
For those attending via the Zoom Webinar:
Registration is required to attend the live broadcast via Zoom (click here to register for the Zoom webinar). After registering, you will receive a confirmation email. The confirmation email will contain the link for you to join the webinar. Please retain the email confirmation with your unique personal link to access the webinar. We recommend joining the webinar 10 minutes early to ensure access and adjust audio settings etc., as needed. The session is open to everyone, so please have them register if they are interested in attending.
Payment:
Please consider supporting the San Diego Chapter of AAII and our educational seminars. Your efforts support our modernized equipment and ongoing operational costs. Any financial support may be made on the chapter website at www.aaiisandiego.com or in person with Tom Jones, Treasurer. Your financial support is greatly appreciated.
Meeting details related to the Covid Pandemic:
Please Read the AAII COVID Protocol for In-Person Meetings
In-Person Attendee Acknowledgement
Please browse the chapter website at https://aaiisandiego.com for more information on this event, our sub-groups, and future events.