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Welcome to the Puget Sound Chapter of the
American Association of Individual Investors

We are a grassroots, nonprofit organization with a mission to provide honest, unbiased investment information to individual investors in the Puget Sound area.

We are managed by a board of directors that is entirely made up of volunteers. We sponsor an educational seminar in every odd-numbered month. Members, their guests and non-members attend our seminars.

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Our next seminar:

There Has Never Been a Better Time to be an Individual Investor, But…

Tadas Viskanta
March 9, 2019 from 9:45 am to 12:45 pm

In many ways, there has never been a better time to be an individual investor. The depth of information and data, falling costs and commissions, the growing breadth of investment strategies, and the ability to easily communicate with investors around the world are unprecedented in history. You could argue that individual investors today have a better opportunity set than institutional investors, compared to a decade ago. What hasn’t changed is human nature. We humans are in many ways not well engineered to handle the uncertainty of investing. The challenge, today as always, isn’t finding a viable investment strategy. It’s to find a strategy and stay the course.

ABOUT THE PRESENTER

gary antonacci aaii meetingTadas Viskanta is the Director of Investor Education at Ritholtz Wealth Management LLC. He is also the editor, since 2005, of the popular investment blog Abnormal Returns (abnormalreturns.com). His blog and Twitter feed (@abnormalreturns) have been listed numerous times as being among the best in finance. Tadas is also the author of the 2012 book “Abnormal Returns: Winning Strategies from the Frontlines of the Investment Blogosphere”, and the co-author of the monograph “Country Risk in Global Financial Management”, in addition to a number of research papers in publications including the Financial Analysts Journal and the Journal of Portfolio Management. Tadas has been an Adjunct Professor of Finance at Butler University and holds an MBA from the University of Chicago Booth School of Business and a BA from Indiana University in Bloomington.

Attend this seminar to learn:

  • The opportunity set for the individual investor is richer today than it has ever been
  • Unfortunately, the human brain is not structured to thrive in the age of the modern markets
  • The challenge for the individual investor isn’t in finding a workable investment strategy; the challenge is finding one and stay the course

Meeting Location:

Mercer Island Community Center
8236 SE 24th St.
Mercer Island, WA 98040-2235
206-236-3545
Get Directions

Registration:

Please preregister 48 hours before the event to give us an estimated headcount.

If you would rather not pay with a credit card, you can register by mail.

Free parking in event center parking lot.

  9:30 a.m. — Registration
  9:45 a.m. — Presentation begins
12:45 p.m. — Adjournment

Open to the public. AAII membership is not required to attend.

Each One, Bring One

AAII members who preregister are entitled to bring a guest — at no charge to you or your friend — who has never attended an AAII seminar before. Your guest will not be asked for a contribution of any kind.

When you preregister, you don’t need to know the name of your friend or even whether you’ll invite one at all. But if you do, just have your guest show up and mention your name. It’s that easy!

Payment

Please send a contribution of ANY AMOUNT of your choice for each person who will attend. The more you contribute, the better speakers we can bring you. Contact us at least 24 hours prior to the seminar for a full refund.

At the Door: 

Space permitting, maximum 200.  We accept a contribution of any amount at the door for each person who attends.


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.


Special Interest Groups:

AAII Special Interest Groups (SIGs) are small gatherings sponsored by Local Chapters where members meet for general discussion or to explore a specific investment topic of interest to the group. 

Eastside SIG

Chair: Jim Shaw
JGShaw@CalAlum.org

This discussion group meets in Bellevue or Mercer Island at 7 p.m. on the second Tuesday of each month (except in July and August). To receive a notice prior to each meeting, send a blank email to AAIIEastsideSIG-subscribe@YahooGroups.com

North End SIG

Chair: Lowell Wickman
wick912yukon@hotmail.com

For those who live north of Seattle, this discussion group meets in Lynnwood once a month. Please preregister by emailing Lowell Wickman at wick912yukon@hotmail.com