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: 2018   2017   2016   2015   2014   2013   2012   2011

CI SIG Coming Events


For information regarding the upcoming schedule for CISIG,
contact Paul Grems Duncan
703-509-5332.



Maryland Investment Special Interest Group
(MISIG)

Meetings:
Check below for details
Location:
Bethesda/Chevy Chase Regional Service Center
4805 Edgemoor Lane
Bethesda, MD 20814 map
Directions
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:
Tuesday, February 20, 2018 (3rd Tuesday)
Speaker:
Jon Ellenbogen, President, Impact Capital Strategies
Topic:
Socially Responsible Investing
Details:

With over 15 years experience as a Financial Advisor, Jon has helped individuals and organizations manage their wealth by focusing on socially responsible investments, wealth transfer and risk management. He has a strong belief in helping his clients successfully invest in accordance with their social beliefs. In 2009, The Wall Street Journal called Jon a "go-to guy" for socially responsible investing.

He has been recognized at national conferences to share his vision at professional gatherings of financial advisors as well as individual investors and has helped move the socially responsible investing movement forward. He notes that a recent Barron's article suggests that more than $22 trillion in global funds are now managed according to ESG investment strategies. The Calvert Funds have reported that nearly half of the U.S. Fortune 500 companies "have set renewable energy or carbon-reduction targets ... and cite significant cost savings from these efforts."

The ESG three criteria for screening stocks include:
  • E - "Environmental" refers to a company's positive impact on the natural world
  • S - "Social" is a company's contribution to its communities, employees and other stakeholders
  • G - "Governance" means the performance of a company's leadership

The case for ESG is supported by the fact that companies that incorporate these principles reduce their social and financial risks and have a strong record of fiscal stability and sustainability. So ESG principles go way beyond "feel-good" criteria and attract workers and clients that promote a promising future. Find out which companies, stocks and funds are succeeding in integrating these criteria and "doing well by doing good." If you want to further develop your criteria for investing, including and going beyond the bottom line, come and participate in the evening's discussion.

Check out the website www.ImpactCapitalStrategies.net.
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Date:
Tuesday, March 20, 2018 (3rd Tuesday)
Speaker:
TBA
Topic:
TBA
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Date:
Tuesday, April 17, 2018 (3rd Tuesday)
Speaker:
TBA
Topic:
TBA
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Chapter Officers

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

Board of Directors

  • Peter Chandler
  • Joy Garrish
  • Martha Granger
  • Tony Hausner
  • Sondra Katz
  • Vas Madhava
  • Bill Price

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
  • Local Resources