Bogleheads

PaddyOh · Joined: 04 Jul 2008 Posts: 28 Location: Los Angeles

Hi Everyone,

The next LA / South Bay Chapter meeting is scheduled for Tuesday, September 16th at 7.30pm. Location: Starbucks, Pacific Coast Hwy & Diamond St., 300 N. Pacific Coast Highway, Redondo Beach 90277 Tel: 310-798-1567

Please contact me if you can make it. Thanks.

Patrick

JMacDonald · Joined: 19 Feb 2007 Posts: 577

Hi Patrick,
I won't be able to make this meeting, but I'll try to make the next one.
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Best Wishes,
Joe

jond2062 · Joined: 13 Jan 2008 Posts: 13 Location: Torrance, CA

I'll plan to be there as long as I'm not working late that night.

PaddyOh · Joined: 04 Jul 2008 Posts: 28 Location: Los Angeles

Sorry guys, but something has come up for me now on the 16th. I'll PM you and we'll try and set up another date soon.

jond2062 · Joined: 13 Jan 2008 Posts: 13 Location: Torrance, CA

Are there still people in the South Bay/LA area that are interested in meeting up? I just finished studying for the Level III CFA exam and have some new-found free time. I'd be interested in meeting some fellow Bogleheads to exchange ideas, etc.

Jon

smallcapvalue · Joined: 04 Jun 2009 Posts: 116

Rick Ferri · Posted: Wed Sep 16, 2009 1:58 pm Post subject: In LA on Saturday, October 10

Hello LA Bogleheads,

I will be in Anaheim, CA, for a media event the evening of October 10 (Saturday). Any wish to meet for coffee that afternoon before the event? I will be staying at the Sheraton in Anaheim, close to Disneyland.

Rick Ferri

corner559 · Joined: 07 Nov 2007 Posts: 51

Rick Ferri · Posted: Thu Sep 17, 2009 8:58 am Post subject:

Great! I will email you once I have a better handle on my schedule. I am thinking about 3-4 in the afternoon in or near the Anaheim Convention Center.

RIck Ferri

jond2062 · Joined: 13 Jan 2008 Posts: 13 Location: Torrance, CA

Rick, I would love to meet for coffee, but unfortunately I will be out of town that weekend. It's too bad because I was really hoping to talk with you about your career and your work as an advisor.

I recently passed Level III of the CFA exam and I am hoping to make a transition into investment/wealth management. So far the difficulty has been finding firms that adhere to the same principles that I do. I have spoken with a few, but most are too small to realistically bring someone like myself in. Any thoughts/advice you might have would be greatly appreciated.

Jon

BBirnbaum · Joined: 25 Oct 2009 Posts: 3

Hi everybody,

I'm curious to know if people have been successfully meeting up in the LA area. I've been a risk manager for an institutional firm for the past three years and also just completed the level III CFA exam. Rick, I agree your practive looks interesting. I personally have had a lot of success combining Graham's ideas on asset allocation (based on The Intelligent Investor) with the Boglehead view of low fees and passive management. It would be great to meet some other like minded folks in the area to exchange ideas.

Cheers!

CABob · Posted: Sun Oct 25, 2009 3:54 pm Post subject:

JMacDonald · Joined: 19 Feb 2007 Posts: 577

Hi,
There have been various meeting at different places over a few years. One problem has been a lack of a place to meet. I am going to suggest Philippes. It is inexpensive, has a parking lot, plenty of space to meet, and can be reached by the Metro with a short walk. http://www.philippes.com/ Is anyone interested?
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Best Wishes,
Joe

Petrocelli · Posted: Sun Oct 25, 2009 6:17 pm Post subject:

I may be interested depending on the time and date of the meeting. It is very hard to pass up a double dip with straight chili.
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Petrocelli (not the real Rico, but just a fan)

sopogah · Joined: 11 Jun 2008 Posts: 170 Location: Los Angeles, CA

I am interested. (time permitting).

Jack
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"Money is a good servant, but a bad master"

"The fewer our wants, the nearer we resemble the Gods". Socrates

JMacDonald · Joined: 19 Feb 2007 Posts: 577

Hi,
I am going to out of town this week, but any time in November might work for me. What would be best for you guys: a Saturday or Sunday in the afternoon? How about the 14th or 15th of November? Any other suggestions?

Yea, the double dip is good.
_________________
Best Wishes,
Joe

BBirnbaum · Joined: 25 Oct 2009 Posts: 3

I would be interested in meeting up at Philippe's, that weekend should be fine for me.

Ben

celia · Joined: 09 Mar 2008 Posts: 588

I have a proposition for a meeting place and time.

My criteria were: near freeway off-ramp(s), free parking, low cost, and a "meeting room" so that we wouldn't interfere with other people using the facility. I found all that and more, so I went ahead and made a tentative reservation.

Place: Spires Restaurant, 10900 Alondra Blvd, Cerritos, CA (562) 865-2717
It is near the intersection of the 605 and 91 freeways with the 5 near-by. It is located on the south side of Alondra Blvd, between the 605 and Studebaker, near Cerritos College.

Time: Saturday, November 14, 2009 from 1-4pm

Features:
* lots of free parking
* we can have half of the restaurant during that time (there is a movable divider wall)
* breakfast is served all day
* you don't have to buy anything--water is free
* they are willing to write individual orders, each person pays for himself/herself
* we can move some of the tables around if the group is small
--and--
* free wi-fi

I don't have a topic in mind and have never been to a bogleheads meeting, so please suggest something if you are willing to make it happen. Else it will be an informal get-together.

If this interests you, please post here or send me a PM. I will keep a head count and as long as we have 6 to 100 people, we can do this. If you will bring someone with you, let me know that it will be 2 people. I'll post the current head count occasionally to keep this thread "current".

celia

Mel Lindauer · Posted: Sat Oct 31, 2009 11:46 pm Post subject:

Bump for folks to see the next meeting date on this old thread.
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Best Regards - Mel

JMacDonald · Joined: 19 Feb 2007 Posts: 577

Hi,
Celia has proposed a time and place for a meeting. It is close to two freeways. I plan to be there. I hope some of the other Bogleheads in the area can make it.
_________________
Best Wishes,
Joe

Petrocelli · Posted: Mon Nov 02, 2009 9:30 am Post subject:

I would like to attend but I am out of town that weekend on a short vacation. I hope everyone has a good time.
_________________
Petrocelli (not the real Rico, but just a fan)

celia · Joined: 09 Mar 2008 Posts: 588

C'mon L.A and Orange County! So far we only have 2 sign-ups.

BBirnbaum · Joined: 25 Oct 2009 Posts: 3

He Celia, I plan to be there.

I also have not attended a bogleheads meeting before, so at the outset I don't have a really clear picture of a possible agenda. But maybe we can start brainstorming on what topics we are knowledgeable about and want to share, or are not so knowledgeable about and want to learn more. For example most of my job, and reading for fun is focused on investment topics more related to portfolio management...passive/active strategies, asset allocation etc...what I would like to learn more about is retirement planning from a taxation standpoint. Benefits of 401K vs. IRA vs. Roth IRA...appropriate asset allocation if you are balancing investments in a taxable account with one of those above. Or even what you folks do if your 401K provider does not offer many low fee passively managed funds (this is my situation).

Just a thought, please feel free to post other ideas!

B

LA Guy · Joined: 10 Jun 2007 Posts: 80 Location: Los Angeles Area

Thanks for setting this meeting up !

But, I'll be out of the country ( China )
at this time.

Have a great meeting !

Regards, LA Guy

azxcvbnm321 · Joined: 20 Aug 2007 Posts: 239

Ok, I'd like to come too, but I'm also a first timer so I have no idea what to expect. If it's just to meet some good people and chat, that'll be great. I'll check back here to see if details have changed. Thanks to those who've set it up.

celia · Joined: 09 Mar 2008 Posts: 588

celia · Joined: 09 Mar 2008 Posts: 588

Reminder, We are meeting today!

Lurkers are free to join us. You'll fit right in since none of us have ever met in person, as far as I know.

See a few postings above and click on the link for a map to Spires.

Petrocelli · Posted: Tue Nov 17, 2009 10:00 pm Post subject:

How did the meeting go?
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Petrocelli (not the real Rico, but just a fan)

celia · Joined: 09 Mar 2008 Posts: 588

It was a disappointing turn-out; some contacted me beforehand due to emergencies, but I did not want to cancel for the ones who were already planning to go.

I think we are too-spread out geographically to make this work well. Maybe a regularly scheduled meeting would help. But for now, the interest is not there for LA/Orange.

We found out there is also an antique car show in the parking lot on the 2nd Saturday of each month. Would advertising this bring a bigger turn-out?

sschullo · Joined: 01 Apr 2007 Posts: 271 Location: Rancho Mirage, CA

sscritic · Joined: 06 Sep 2007 Posts: 2182

On my browser, bogleheads.org shows

Los Angeles / South Bay Chapter Mtg. November 14,

and the first post was by PaddyOh in 2008.

Why should I bother to read a thread about a meeting that occurred a year ago? However, after seeing the thread keep reappearing over the last few weeks, I decided to take a look, but I am too late for this meeting.

Next time you schedule a meeting, perhaps you should start a new thread so it is not dated from years ago. You might be able to get the year onto bogleheads.org if you use LA instead of Los Angeles (this will depend on the view used by the individual).

Just a thought.