The American Association of Individual Investors - AAII - provides investment education in investing basics, financial planning, and structuring investment portfolios of mutual funds and/or individual stocks. A not-for-profit organization, AAII arms individual investors with the understanding and tools needed to manage their finances more effectively and profitably.
Matthew S. Baker, Vice President, Capital Markets Strategy Group, Fidelity Investments
As domestic and international economies begin to emerge from the depths of financial crisis, the US economy is starting to distinguish itself. Healthy trends are now appearing in currency, bond, and commodity markets, and the long-term outlook is encouraging. Matthew Baker will discuss factors currently driving this rebound and will describe how to identify new investment opportunities, both domestic and global. In particular, he will focus on exploiting three themes: the evolving internet, shifting global demographics, and international business.
Attend this meeting and learn:
About Matthew Baker
Matthew Baker is Vice President, Capital Markets Strategy Group, Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 20 million individuals, institutions, and financial intermediaries.
Mr. Baker joined Fidelity in 2007 and was previously Chief Investment Officer at Edge Research LLC, a boutique investment management firm in Princeton, NJ. He also worked at Alliance Bernstein as a Senior Portfolio Manager. Mr. Baker began his financial services career in 1987 as an options market maker in Philadelphia, after working for Boeing as an aeronautical engineer. Mr. Baker is a CFA charterholder. He graduated from Princeton University with a B.S. in Mechanical and Aerospace Engineering.
Reasons to attend:
REGISTRATION/SOCIAL: 7:00 to 7:30 PM
Note: Meeting is on WEDNESDAY, one day later than usual meetings!
To pre-register and pay you may either:
Pay online using PayPal or Credit Card
Mail check, payable to AAII, to:
2000 Ginoria Court
Export, PA 15632
Comfort Inn Conference Center
699 Rodi Road, Churchill 15235
Update/add your email address to the Chapter list
Access archived SIG presentations
The Chapter Picnic is scheduled for Saturday, August 8, 2015 at Settlers Cabin Park.
There are no investing seminars scheduled at this time.
Like all chapters of the national AAII organization, ours is run by members who volunteer their energy, ideas and time. In return, they gain a unique opportunity to rub shoulders with experienced investors/leaders and to contribute in educating both other members and themselves. You need no special qualifications to make a difference here, just a willingness to learn and to collaborate. In particular, we’re currently seeking someone to assist in preparing our meeting announcements. Several members contribute to the process, and the Announcements Coordinator role is straightforward: Transfer information into AAII’s web-based form. Please contact one of our leaders if you’d like to play on our team.
—Roy Taylor, Pittsburgh Chapter Vice President