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2018 Presentation Information

For Earlier Presentations Go To:

Archives


Saturday, Mar 10th, 2018 Two_Event: 1) IDENTITY THEFT: UNDERSTANDING THE THREATS AND STAYING SAFE
2) HOW TO INVEST SUCCESSFULLY WITHOUT A CRYSTAL BALL

1) IDENTITY THEFT: UNDERSTANDING THE THREATS AND STAYING SAFE

Each day, you manage your personal world through an intelligent network of computers and connected devices. But are you aware of the threats lurking on the internet and how you can keep your identity, money, family, business and private information secure? This presentation will provide practical advice on identity theft and how to create safeguards that protect your personal and professional life.

You Will Learn:

  1. Trends in our connected digital world
  2. Threats to your identity in today’s cyber landscape.
  3. Practical approaches to keeping your identity safe

Discussed by:
Judy Chow , Director of Product Management, Symantec Corporation



Judy Chow,,serves as director of product management in the Norton Business unit at Symantec Corporation. She has led complex strategy and transformation changes in high-tech Fortune 500 companies over the past 19 years. Chow speaks on topics of transformation, cloud, software and security.


HOW TO INVEST SUCCESSFULLY WITHOUT A CRYSTAL BALL

Janet Brown will help you take your investing to the next level with strategies and insights that have helped thousands of investors take control of their financial futures. She’ll offer ideas on where to invest now and what to do when markets change. She’ll share secrets to long-term investment success that many people overlook.

You Will Learn:

  1. What you need to know about active vs. passive investing
  2. How to select funds that are in favor now and fixed-income opportunities when rates rise
  3. New ways to make money and make a difference

Discussed by:
Janet Brown , President, FundX Investment Group



Janet Brown,,is president of FundX Investment Group, which pioneered the use of noload mutual funds and ETFs to professionally manage large portfolios. She has developed opportunistic strategies over four decades of industry change. Brown is a longtime advocate for sustainable responsible impact investing (SRI), and she has been using SRI funds and ETFs to manage client accounts for nearly 20 years.


Meeting Details:

  • Date:
  • Saturday, March 10th, 2018
  • Location:
  • JUBILEE CHRISTIAN CENTER - ADMINISTRATION
  • 175 Nortech Parkway
  • San Jose, CA 95134
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : Presentation
  • 10:15 A.M : Break
  • 10:30 A.M : Presentation
  • 11:45 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by Mar 5th, 2018 or OnLine by Mar 9th, 2018): $20/person
    Price At The Door (space permitting): $25/person
    Non-Members Are Welcome
    No Refunds
    Students under 25 free;
    Must provide proof of age at Registration Desk. Pre-Registration not required.

  • ONLINE REGISTRATION (starts on Feb 10th, 11:30 AM)

More Information

  • Visit our book swap table before the meeting; bring a book, take a book!
  • Meeting Location Changed to JUBILEE CHRISTIAN CENTER,
    175 Nortech Parkway, San Jose, CA 95134
  • Driving Directions to JUBILEE CHRISTIAN CENTER - ADMINISTRATION
  • No refreshments provided.

Downloads and Links



Saturday, Feb 10th, 2018 MARKET REVIEW, THEMATIC INVESTING, BITCOIN AND FED/POLICY UPDATE

Bill Jump will review markets, Fed and policy in 2017 and what that says about expected results for the 2018 markets. He will discuss researching investment approaches to market themes and trends such as disaster recovery, artificial intelligence (AI), Internet of Things (IoT), telecommunication advances in 5G, autonomous driving and eVehicles, which will also be reviewed. And what is the fuss about bitcoin—is it an opportunity or a trap?

You Will Learn:

  1. About the 2017 market in review and what it says about 2018
  2. How to research thematic investing—disaster recovery, AI, IoT, 5G, autonomous driving, eVehicle, etc.
  3. Fed/Policy update and how it affects portfolios

Discussed by:
Bill Jump ,Board Member, AAII Silicon Valley Chapter



Bill Jump,,retired from IBM as an executive project manager after a 48-year career. He is a graduate of UC Berkeley in electrical engineering and has a master’s certificate in project management from George Washington University. Jump is a lifetime member of AAII and serves on the board of the AAII Silicon Valley Chapter.


Meeting Details:

  • Date:
  • Saturday, Feb 10th, 2018
  • Location:
  • JUBILEE CHRISTIAN CENTER - ADMINISTRATION
  • 175 Nortech Parkway
  • San Jose, CA 95134
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : Presentation
  • 10:15 A.M : Break
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by Feb 5th, 2018 or OnLine by Feb 9th, 2018): $20/person
    Price At The Door (space permitting): $25/person
    Non-Members Are Welcome
    No Refunds
    Students under 25 free;
    Must provide proof of age at Registration Desk. Pre-Registration not required.

More Information

  • Visit our book swap table before the meeting; bring a book, take a book!
  • Meeting Location Changed to JUBILEE CHRISTIAN CENTER,
    175 Nortech Parkway, San Jose, CA 95134
  • Driving Directions to JUBILEE CHRISTIAN CENTER - ADMINISTRATION
  • No refreshments provided.

Downloads and Links



Saturday, Jan 13th, 2018 PORTFOLIO VISUALIZER:
FINANCIAL MODELING AND ANALYSIS TOOLS FOR THE INDIVIDUAL INVESTOR

This presentation will provide a brief theoretical background on different areas of financial modeling and focus on how individual investors can use the available online tools for investment and portfolio analysis, in particular Portfolio Visualizer. The use of the Portfolio Visualizer website is free. This presentation will assist you in using this free website.

You Will Learn:

  1. How to compare asset allocations and analyze historical portfolio performance
  2. How backtesting and modeling can contribute to your investment success
  3. The benefits of factor analysis, asset correlation and Monte Carlo simulation in investment strategies

Discussed by:
Tuomo Lampinen ,Founder, Silicon Cloud Technologies LLC



Tuomo Lampinen,,is a software entrepreneur and an independent researcher focusing on quantitative investing and financial modeling. He’s the founder of Silicon Cloud Technologies LLC and the author of Portfolio Visualizer, an online platform for quantitative investment analysis tools.
Prior to starting Silicon Cloud Technologies, Lampinen was the co-founder and CTO of Consilience Software Inc., a case management software company, which was acquired by Xerox in 2014.
Lampinen received his master’s in computer science from Helsinki University of Technology.


Meeting Details:

  • Date:
  • Saturday, Jan 13th, 2018
  • Location:
  • JUBILEE CHRISTIAN CENTER - ADMINISTRATION
  • 175 Nortech Parkway
  • San Jose, CA 95134
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : Presentation
  • 10:15 A.M : Break
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by Jan 8th, 2018 or OnLine by Jan 12th, 2017): $20/person
    Price At The Door (space permitting): $25/person
    Non-Members Are Welcome
    No Refunds
    Students under 25 free;
    Must provide proof of age at Registration Desk. Pre-Registration not required.
  • ONLINE REGISTRATION (starts on Dec 1st, 11:30 AM)

More Information

  • Visit our book swap table before the meeting; bring a book, take a book!
  • Meeting Location Changed to JUBILEE CHRISTIAN CENTER,
    175 Nortech Parkway, San Jose, CA 95134
  • Driving Directions to JUBILEE CHRISTIAN CENTER - ADMINISTRATION
  • No refreshments provided.

Downloads and Links





We Moved to New Venue!!

We'd thought we'd give you a look ahead at where we'll be hosting our events come this fall. A pictorial overview is given below. Let us know if you have any questions -- we'll be happy to answer them!



Starting in the fall, we'll be holding our events at the Jubilee Administration Building at 175 Nortech Pkwy, San Jose, CA 95134.



From Mid-Peninsula,
headed South on 101, you take 237 to the First Street exit and head north.



Here's a close up of 237 and 1st Street.
You'll exit 237 and head north.
The first major road will be Nortech PkWy. -- take a right.
The Administration Building is the last building on the block.



There is plenty of parking at the building.
As you enter the side entrance you'll be greeted at our registration desk.



We have a covered entrance from the parking lot.
As you enter you'll see our event room.
The event room features a raised stage, dual screens and projectors, classroom seating, Wi-Fi and an integrated/professional sound system.



And now for some more good news...


TICKETS -- WE'VE LOWERED OUR PRICES!!

You'll notice that we've lowered our pricing so early registration is $20 and late registratioin is $25. If you are a 4Ever ticket holder or hold a Guest Pass we ask you to register by mailing your 4Ever ticket or Guest Pass in with the registration form. (If you don't pre-register you can still bring your 4Ever ticket or event pass to the registration table -- but you're subject to space availability restrictions.)

Being a non-profit we also accept donations. Our only source of income for the Chapter is these events. From that income we provide events, workshops and a variety of sub-group meetings. FYI, Chapter Board members are volunteers and we get no income from any speaker or organization. Any donation amount is welcome!