SVAAII Main Event with Marilyn Cohen and Russell Malley September 12, Saturday Starting at 9:00 AM PT on the second Saturday and Zoom only

  • FIRST TOPIC - The Forgotten Virtue of Investment Certainty
  • Markets are unpredictable. Your income doesn’t have to be. Investors can build portfolios around meaningful contractual cash flows. That means income you see, payments you can schedule, and maturity dates you can plan around. As you get closer to retirement or are already there you should be asking yourself, “What cash flows will I be receiving and when?” rather than “What return can I earn?”

  • ATTEND THIS MEETING TO LEARN: 1. The ease and simplicity of investing in individual corporate and municipal bonds.
  • 2. The older we get the more cash flow predictability counts. You don’t get that in bond funds.
  • 3. There are steps you can take when something goes “off the rails” in bond land.
  • FIRST SPEAKER: Marilyn Cohen, CEO of Envision Capital Management Inc.
  • Marilyn Cohen has been in the bond market for 48 years and has seen interest rate cycles, bank catastrophes, credit crises and manmade mayhem. Marilyn was the Forbes bond columnist for over 20 years and is one of the country’s top bond managers. She began her financial career as a securities analyst at William O’Neil & Co. She later moved into bond brokerage at Cantor Fitzgerald Inc. She founded Envision Capital Management, where she is CEO, for the past 31 years. Her company specializes in managing bond portfolios for individuals. Marilyn is on social media trying to teach teenagers and young adults how to invest in stocks and bonds. And that betting isn’t investing!
  • SECOND TOPIC - Free Library Resources for Investors
  • Russell Malley will show attendees the free resources available at local public libraries. The concentration will be on the Santa Clara County Library system. In addition, attendees will be shown how to access the free online resources for investors at the library. Some of the primary investor resources available at the County Library system include S&P, Morningstar and Value Line.

  • ATTEND THIS METTING TO LEARN:
  • 1. What the libraries have to offer investors
  • 2. How to access these resources
  • 3. Actions needed to access the resources

  • SECOND SPEAKER: Russell Malley, President of BetterInvesting Silicon Valley Chapter
  • Russell Malley has been an investor for over 30 years. He is a founding member of the BetterInvesting Silicon Valley chapter and has served as an officer of the chapter for 20 years. He has also consulted for ICLUBcentral, a provider of tools to investment clubs and individual investors, for the past 11 years. He writes a column for BetterInvesting magazine concentrating on investment club accounting and operation issues.


  • MEETING DETAILS
  • Silicon Valley AAII offers this Webinar on Zoom for free. If you would like to register for Zoom or invite people, please register using the Zoom Registration system by clicking:
  • https://us02web.zoom.us/webinar/register/WN___1lAt33Rbqr5AkrOObFug#/registration

  • 9:00 am Pacific - Introduction
  • 9:05 am Pacific - First Topic Presentation and Q&A
  • 10:20 am Pacific - Second Topic Presentation and Q&A
  • 11:50 am Pacific - Anticipated End