Contents
CI/SIG
MISIG

Computerized Investing Special Interest Group
(CI SIG)

Meetings:
4th Saturday of each month (except August & December)
Location:
Lorton Library
9520 Richmond Highway
Lorton, VA 22079
(See map)
Tel: 703-339-7385
Contact:
Paul Grems Duncan send email
Archives:
CI SIG Retrospective - Oct, 2002 - SEP, 2006 * * * 4 Years 
Recent: 2017   2016   2015   2014   2013   2012   2011

CI SIG Coming Events


Watch For Meeting Information



Maryland Investment Special Interest Group
(MISIG)

Meetings:
Check below for details
Location:
Bethesda Library
7400 Arlington Road,
Bethesda, MD 20814 (see map)
Time:
7:30 p.m. to 10:00 p.m.
Contacts:
Andy Thompson e-mail
Ferd Hassler e-mail
Sondra Katz e-mail
To join the mailing list, send an email to Sondra Katz

MISIG Coming Events


Date: March 16, 2017 (third Thursday)
Speaker:
John Cole Scott,CFS Chief Investment Officer of Closed-End Fund Advisors CEFA), Richmond, VA www.cefadvisors.com
Topic:
The ABCs of Closed-End Funds and Business Development Companies

Mr. Scott will explain the basics of Closed End Funds (CEFs) and Business Development Companies (BDCs) and how these investment vehicles can benefit your investment portfolio with permanent (fixed) capital, active management and daily liquidity. He will cover current and historical trends for the Universe of 600 funds and how to build a hypothetical taxable and IRA account using the funds. Also, learn how to balance the risk/reward for CEFA's Trifecta Analysis: discount capture, sustainable dividends and manager performance (NAV total return).

John has worked at CEFA since 2001. He holds the FINRA 66 License and the Certified Fund Specialist designation (CFS). He is a graduate of The College of William & Mary, and manages 12 investment portfolio models for CEF advisors. In 2008 John founded CEFA's Closed-End Fund Universe, a comprehensive weekly data service covering all US listed closed-end funds and Business Development Companies (BDC) Funds. He manages BDCUniverse.net powered by CEFData.com which contains the only free public BDC Fund profiles and peer group data to his knowledge. He also is the editor of CEFAdvisors' blog.

◊ ◊ ◊ ◊ ◊
Date: April 20, 2017 (third Thursday)
Speaker:
Carolann Brown
Topic:
State of the Market
◊ ◊ ◊ ◊ ◊
Date: May 18, 2017 (third Thursday)
Speaker:
TBA
Topic:
TBA
◊ ◊ ◊ ◊ ◊
Date: June 19, 2017 (third Monday)
Speaker:
TBA
Topic:
TBA
◊ ◊ ◊ ◊ ◊

Chapter Officers

  • President:
     Steven Arquiette
  • Vice President:
     Wilbert Nixon
  • Secretary:
     Atul Agrawal
  • Treasurer:
     Gloria Loew

Board of Directors

  • Peter Chandler
  • Joseph Croman
  • Joy Garrish
  • Martha Granger
  • Tony Hausner
  • Sondra Katz
  • Vas Madhava
  • Kenneth Williams

Contact Information

General Information
301­-593-4542
Questions about registration
703­-879-8480

To subscribe to our monthly e-mail announcements
click here

Mailing Address
AAII Washington DC Metro Chapter
P.O. 2751
Merrifield, VA 22116


Links to
AAII National
Website
  • Home page
  • Local Chapter