Contents
CI/SIG
MISIG

Computerized Investing Special Interest Group
(CI SIG)

Meetings:
4th Saturday of each month (except August & December)
Contacts:
Ron Spieker send email or 703-­671-1346
Vas Madhava send email
Archives:
CI SIG Retrospective - Oct, 2002 - SEP, 2006 * * * 4 Years
Recent: 2015   2014   2013   2012   2011   2010

CI SIG Coming Events


July 25, 2015 meeting cancelled


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No meeting in August. Enjoy summer vacation!


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Date: September 26, 2015
Time: 10:00 a.m. to 1:00 p.m.
Location:
Great Falls library,
9830 Georgetown Pike,
Great Falls, VA 22066(see directions)
Speaker:
Andrew Woolridge, CIMA®, Managing Director, Convergent Wealth Advisors
Subject:
Portfolio Risk Management
Overview:
Mr. Woolridge will discuss how to manage "market" related risks and fear of the unknown in an investment portfolio.
Bio:

Andrew Woolridge serves primarily as a senior trusted advisor in many of the Independence by ConvergentTM client relationships. With over 14 years of investment industry experience, Drew is responsible for advising and guiding clients on a broad range of wealth management needs, including portfolio design, asset allocation, and plan implementation. He also works closely with clients' external advisors to help develop and implement wealth solutions designed to make clients' lives easier.

Prior to joining Convergent in May of 2006, Drew was the Investment Officer for CNB Bank's Trust and Asset Management Division. He was also the President/Director for CNB Investment Corporation. In addition to investment research and portfolio management, Drew worked on the development and implementation of investment strategies for client assets.

Drew holds both a Bachelor of Science degree and a Master's of Business Administration with a concentration in Finance from The Pennsylvania State University. He holds the Certified Investment Management AnalystSM designation administered by the Investment Management Consultants AssociationSM as taught in conjunction with The Wharton School, University of Pennsylvania. He also holds the Financial Industry Regulatory Authority (FINRA) Series 65 license.

While pursuing his graduate studies in business and finance at Penn State, Drew was one of the key participants in launching the Nittany Lion Fund, LLC. The Nittany Lion Fund is Penn State's alumni invested, student-run, ~$6.3 million investment fund. Unlike most of the nearly 200 other student-managed investment funds around the country, the Nittany Lion Fund did not come from the university's endowment. Instead, eighty four individual investors each placed between $25,000 and $500,000 under the stewardship of a select group of student fund managers.

A native of north central Pennsylvania, Drew is an active outdoorsman. In addition to spending time in the Pennsylvania countryside, he keeps active ties with his alma mater and provides both current students and alumni with career advice, as well as being a periodic guest lecturer. Drew has also participated in mentoring/lecturing for the Big Brothers Big Sisters of Germantown, MD.

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Date: October 24, 2015
Time: 10:15 a.m. to 12:30 p.m.
Location:
Dolley-Madison Library, McLean, VA (see directions map)
1244 Oak Ridge Ave., McLean, VA 22101
Speaker:
Member presentations
Subject:
Investing in your government TSP account
Overview:
Members will look at various ideas on how to manage and evaluate the performance of your TSP account. Time permitting; we will also discuss member's current favorite stocks.

Maryland Investment Special Interest Group
(MISIG)

Meetings:
Third Wednesday of each month (except where noted)
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


Reminder: No meeting in August

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Date: September 17, 2015 (third Thursday)
Speaker:
Bob Pugh, CFA, CFP, President and Founder, Insight Wealth Management, Inc.
Topic:
TBD
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Date: October 31, 2015 (third Wednesday)
Speaker:
TBD
Topic:
TBD
◊ ◊ ◊ ◊ ◊
Date: November 12, 2015 (second Thursday)
Speaker:
TBD
Topic:
TBD
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Chapter Officers

  • President:
     Wilbert Nixon
  • Vice President:
     Joseph Croman
  • Secretary:
     Atul Agrawal
  • Co-Treasurers:
     Joy Garrish
    Gloria Loew

Board of Directors

  • Peter Chandler
  • Joseph Croman
  • Joy Garrish
  • Martha Granger
  • Tony Hausner
  • Sondra Katz
  • Vas Madhava
  • Ron Spieker
  • 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