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Meeting
Dates and Topics 2022
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In-Person Attendee
Acknowledgement
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Click here to register for current
meeting
DATE:
Saturday, February 5, 2022
10:15
A.M. Registration/Social, 10:30 A.M. Main Presentation
Location:
Brooklyn Park Library Branch
1 East 11th Avenue
Baltimore, MD 21225
PRESENTATION TOPIC-- Today's
Opportunities in the market and the Value of Diversification
Click here for the pdf
presentations of the Saturday, February 5, 2022 meeting -- Niall OMalley
PRESENTATION OVERVIEW:
How do you screen potential investments? How do you
protect your investments from Inflation? Why do international markets
look attractive?
ATTEND THIS MEETING TO LEARN:
1. Opportunities and risk in today's financial markets.
2. Key factors in the valuation of international markets.
3. Why is pricing power important.
SPEAKERS / SPEAKERS'
BIOGRAPHY:
Niall O'Malley
Portfolio Manager Blue Point Investment Management
Baltimore, MD
Speaker Biography:
Niall has often been quoted in the press
by the Baltimore Business Journal, Baltimore Sun, Bloomberg,
China Business News, Citybizlist Baltimore, Financial Advisor,
Markets Media, Seeking Alpha and The Trade. He has been a radio
show guest on VoiceAmerica’s Insightful Investor, and WCBM’s
Money, Riches and Wealth. Niall has been invited as a guest
speaker by groups including the American Association of
Individual Investors Baltimore Chapter, Baltimore Business
Journal, Baltimore Family Office Group, CFA Society Germany, CFA
Society Philadelphia, CFA Society Pittsburgh, CFA Society
Stamford, CFA Society Switzerland, CFA Society Virginia, Johns
Hopkins Carey School of Business, Loyola University Financial
Management Association, Towson University Investment Group’s
International Markets Summit, Wednesday Club and Washington
Association of Money Managers.
DATE:
Saturday, January 8, 2022
10
A.M. Registration, 10:30 A.M. Main Presentation.
PRESENTATION TOPIC-- Introducing
the Prism Wealth-Building Academy
PRESENTATION OVERVIEW:
AAII's newest member benefit is the PRISM
Wealth-Building Process Academy. This interactive experience will help
you create your own personalized plan for achieving your lifetime goals
with the easy five-step PRISM method. You will learn from instructional
videos and have the opportunity to engage with other AAII members as
well as AAII staff through our new community platform. Tune in as AAII
Journal editor Charles Rotblut unveils it.
ATTEND THIS MEETING TO LEARN:
How How to align your investing decisions
with your financial goals
How AAII's newest member benefit can help you become a more
savvy investor
About the wealth-building plan the PRISM Academy will help you
create
SPEAKERS / SPEAKERS'
BIOGRAPHY:
Charles Rotblut, CFA
Vice President, AAII; Editor, AAII Journal
Speaker Biography:
Charles Rotblut, CFA, is a vice president
and financial analyst at AAII. He is the editor of the AAII
Journal, created VMQ Stocks, co-created AAII Dividend Investing,
helps to manage the Stock Superstars Report portfolio and
authors the weekly AAII Investor Update email.
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Previous Meetings
DATE:
Saturday, December 4, 2021
10
A.M. Registration, 10:30 A.M. Main Presentation, Discussion Group
following Main Presentation
PRESENTATION TOPIC-- Preserving
our financial legacy and building retirement income
PRESENTATION OVERVIEW:
Wealth Management for all
Tax mitigation techniques
Estate Planning
ATTEND THIS MEETING TO LEARN:
SPEAKERS / SPEAKERS'
BIOGRAPHY:
Doug H Miller
Financial Adviser, Northwestern Mutual
Speaker Biography:
Doug Miller is a certified financial
planner. He has a national Wealth Management business serving
individuals, business owners, doctors, attorneys, executives and
sales professionals. Most of all, he is passionate about helping
his clients keep and spend more of what they worked so hard for.
He is happily married to Kelly. Together, they have three
daughters: Mackenzie, Regan and Cameron. Prior to joining
Northwestern was regional VP with both Eagle Asset Management
and Deutsche Bank. Doug graduated from Vanderbilt in 1990 and
Maryland Law School, with honors, in 1993. He grew up a neighbor
in Baltimore County, attending St Paul's School for boys. He
loves spending time with wife Kelly and their three daughters.
He is an avid outdoorsman, scuba diver, pilot and part-time
triathlete.
DATE:
Saturday, November 6, 2021
10
A.M. Registration, 10:30 A.M. Main Presentation, Discussion Group
following Main Presentation
PRESENTATION TOPIC-- Estates
and Taxes
PRESENTATION OVERVIEW:
What is estate planning? Estate planning is
about maintaining control of your assets during life and disability, but
it is also about preserving the estate at death. A health care
directive, for example, gives critical guidance to family and loved ones
when you cannot make medical decisions or make your wishes known. One of
the many advantages of having a power of attorney in place is to allow a
designated agent to make reasonable and responsible decisions on your
behalf. During this presentation, we will cover this and other important
estate planning techniques.
Wealth Preservation
Inheritance Law
Asset Protection
Legacy Preservation
ATTEND THIS MEETING TO LEARN:
1.
Pre-crisis Planning
2. Wills
3.
Trusts
SPEAKERS / SPEAKERS'
BIOGRAPHY:
Britt Stouffer
Maryland Attorney (Towson,
MD)
www.stoufferlegal.com
Speaker Biography:
Britt Stouffer is an attorney experienced
in estates, trusts and elder law. With over 10 years of
experience in estates and trusts, she has learned to appreciate
how unique each client truly is. Stouffer has devoted her career
to wealth preservation and inheritance law. She founded Stouffer
Legal in 2012 to provide tailored asset protection and
pre-crisis planning services rooted in each client’s unique
story and objectives. Stouffer has a master’s in taxation from
the University of Baltimore and always enjoys taking on
difficult tax issues. Beyond tax savings, she is committed to
designing plans that preserve legacies and support family
heritages that are meant for generations to come
DATE:
Saturday, February 1, 2020
9:45
A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group
following Main Presentation
PRESENTATION TOPIC-- Market
Structure and Opportunities
PRESENTATION OVERVIEW:
Market structure and central
bank money printing is favoring certain asset classes over others.
Demographic changes are challenging governments, while at the same time
creating investment opportunities. The world is increasingly overserved
on debt. How should an investor proceed?
ATTEND THIS MEETING TO LEARN:
1.)
How record
low debt costs are shaping markets and valuation.
2) How share
buybacks are shaping share valuation and company balance sheets.
3)
Why is productivity growth necessary for both economic and living
standard growth?
SPEAKERS / SPEAKERS'
BIOGRAPHY:
Niall O'Malley
Portfolio Manager,
Blue Point Investment Management (Baltimore, MD)
https://bluepointim.us
Speaker Biography:
Niall O’Malley serves Blue Point’s Portfolio
Manager. He leverages a keen understanding of the creative/destructive
cycle that governs innovation, 12-years of international experience, and
his understanding of the capital markets to seek capital appreciation
for clients. O’Malley has been quoted or published by the Baltimore
Business Journal, Baltimore Sun, Bloomberg, China Business News,
Citybizlist Baltimore, Financial Advisor, Markets Media, Seeking Alpha
and The Trade. He has been a radio show guest on VoiceAmerica’s
Insightful Investor, and WCBM’s Money, Riches and Wealth. He has been a
guest speaker at the Baltimore Business Journal, Baltimore Family Office
Group, CFA Societies, Loyola University Financial Management
Association, and the Johns Hopkins Carey School of Business.
DATE:
Saturday, January 4, 2020
9:45
A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group
following Main Presentation
Brooklyn Park Library Branch
PRESENTATION TOPIC-- Behavioral
Finance
Click here for the pdf
presentations of the Saturday, January 4, 2020 meeting -- Philip Weiss
"Behavior Finance"
PRESENTATION OVERVIEW:
We find ourselves torn between emotion and
logic when making decisions. We also know that people decide differently
under pressure or if high risks are involved—exactly the kind of
scenario experienced by investors. We find that investors often expend
too much energy trying to avoid making hard choices by looking for an
informational advantage that will guarantee them a “sure thing.” Instead
investors should simply focus on making better decisions. While none of
us can avoid behavioral biases completely, processes can be put in place
to help avoid the potential impact of these errors. In this
presentation, we discuss a number of behavioral biases and what can be
done to limit their impact. .
ATTEND THIS MEETING TO LEARN:
1.
Why Behavioral Finance is relevant for investors.
2. How Behavioral
Biases can affect investor decisions.
3. What can be done to limit
the impact of Behavioral Biases.
SPEAKERS / SPEAKERS'
BIOGRAPHY:
Philip Weiss
Founder & Principal,
Apprise Wealth Managemens (Phoenix, MD)
https://apprisewealth.com
Speaker Biography:
Phil Weiss has extensive financial and client
services experience in equity research and portfolio management. Phil is
a CFA® charterholder and a CPA. He takes a value-centric,
fundamental-based approach to all aspects of portfolio management and
security research. He recently launched Apprise Wealth Management
(http://www.apprisewealth.com), a fee-only RIA focused on providing
comprehensive financial planning and investment management services and
education to those looking for assistance and believes it is a privilege
to manage the retirement assets of others. Primarily while working as a
Senior Analyst for Argus Research, he has served as a featured media
spokesperson on networks such as CNBC and Bloomberg. He also publishes a
weekly blog for Apprise.
CLICK HERE FOR LISTINGS OF MEETINGS HELD PRIOR TO
2018
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AAII
Baltimore Investment Education Chapter 2022 