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:
What You Should Know about Closed-end Funds
Mariana Fariña, CFA
September 21, 2022 from 6:00 pm to 8:00 pm
Closed-end Funds (CEFs) are unique funds that few investors understand well. They account for a very small market, but the long-time users who know well how they work are very dedicated. There are also those investors who think they understand CEFs and take risks that they shouldn’t. Listen to this presentation to learn about CEFs.
ABOUT THE PRESENTERMariana Fariña, CFA, is managing director for Global Manager Research (GMR), a division of Wells Fargo Investment Institute (WFII). The GMR team conducts due diligence and provides research on the third-party money managers used throughout Wells Fargo’s bank and brokerage affiliates of Wells Fargo & Company. Mariana began her career in 1991 at Furman Selz, New York, as an associate analyst following technology companies long before the internet became a household name. Mariana began following closed-end funds in 1993, and she assumed coverage of exchange-traded products in 1996. She has been widely quoted in publications such as Barron’s, Bloomberg, and The Wall Street Journal, while being a frequent and active participant in industry conferences. Born and raised in Peru, Mariana earned a B.S. in engineering from Princeton University. She is a CFA® Charter holder and a member of the CFA Society of Washington, D.C., where she is located. Attend this seminar to learn:
- Who should invest in CEFs? And who should not?
- What are the principal advantages and risks of CEFs?
- How to evaluate CEFs?
Meeting Location:This will be an online meeting. Register at https://aaiips.eventbrite.com to receive the meeting link. Please enter a donation — as much as you can — The more you contribute, the better the speakers we can bring you.
If you choose not to donate to this online event and wish to have a link emailed to you instead, please send an email to firstname.lastname@example.org
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.
5:45 p.m. — Online link becomes live
6:00 p.m. — Presentation begins
8:00 p.m. — Adjournment
Open to the public. AAII membership is not required to attend.
Please send a contribution of ANY AMOUNT. 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.
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 Group:
Our AAII Special Interest Group (SIG) is a small gathering sponsored by our Local Chapter where members meet for general discussion or to explore a specific investment topic of interest to the group.
Chair: Pete Sheill
This discussion group meets online at 7 p.m. on the second Tuesday of each month (except in July and August). To receive a notice prior to each meeting, go to https://groups.google.com/g/aaiieastsidesig