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:
The Internet of Things Is Bond-Market Game-Changer
May 18, 2019 from 9:45 am to 12:45 pm
As investors have become enamored with the Internet of Things such as FANG stocks, the Cloud Kings, 5G, millennial transformation, Bondland has been impacted too. Learn about the bond investment changes one needs to make. Learn how bond selectivity, with both corporates and municipals, needs to be viewed differently—much differently than we were taught.
ABOUT THE PRESENTERMarilyn Cohen 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., and subsequently founded Envision Capital Management, where she is CEO, 24 years ago. Her company specializes in managing bond portfolios for individuals. Marilyn writes the bond column appearing in Forbes magazine and has authored five books that teach individuals how to profitably invest in bonds. Marilyn is a popular guest on CNBC, FOX Business News, PBS, and each of the major broadcast networks. She is involved in canine therapy at the VA Hospital and at the USO. She brings four-legged cheer and smiles to our active-duty and retired veterans.
Attend this seminar to learn:
- Don’t assume the Internet of Things has circumvented Bondland
- From massive retail and mall destruction to property-tax erosion, the Internet of Things is an economic tornado gathering speed daily
- You will come away with a toolbox of concepts accompanied by actionable investment ideas
Meeting Location:Mercer Island Community Center
8236 SE 24th St.
Mercer Island, WA 98040-2235
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!
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.
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.
Chair: Jim Shaw
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
For those who live north of Seattle, this discussion group meets in Lynnwood once a month. Please preregister by emailing Lowell Wickman at email@example.com