DIY Investing Seminars
Disappointed with brokers and financial advisors you can’t trust? Looking to learn more about managing your own investments? Come learn about investing and take control of your own portfolio.
Seminars will cover long-term investment strategies emphasizing cost reduction and diversification that you can use to save for retirement, your child’s college education, or any long-term savings goal. There will be a mix of basic and advanced topics.
These seminars are for educational and networking purposes only (no sales pitch). If you are an experienced DIY investor, feel welcome to participate and share your own experiences and knowledge. You might even learn something new along the way.
Join the Meetup group to keep up with future seminars.
Past Seminar: September 14, 2010
Published August 10th, 2010 by Edwin ChoiUsing Roth IRA’s for Fun and Profit
| Date | Tues, Sept 14, 2010 at 7pm |
| Location | Blankspaces 5405 Wilshire Blvd, Los Angeles, CA 90036 (323) 330-9505 |
| Speaker | Edwin Choi, Founder, Mariposa Capital Management |
Whether you’re just starting to invest or you’ve already accumulated a sizable nest egg, using Roth IRA’s can be a smart investing and tax move. And starting this year, Roth IRA conversions are allowed for everyone, making them even more interesting. Come learn how to use Roth IRA’s the smart way to improve investment returns and save on taxes.
Light snacks will be provided (probably brownies or cupcakes).
About Edwin Choi, CFA
Prior to starting Mariposa, Edwin Choi spent several years as a portfolio manager with Merrill Lynch in New York. He was last a Director managing proprietary investments in credit derivatives and structured credit products.
Edwin holds a Master’s degree in Mathematics in Finance from NYU and a Bachelor’s degree in Mechanical Engineering from UC Berkeley. Edwin is a CFA charterholder and has passed the CFP exam. Edwin gets particularly annoyed by 401k plans without an index fund option.
Register
Registration is now closed. Our next seminar is tentatively scheduled for November. Join the email list to be notified about future seminars.
Past Seminar: August 4, 2010
Published July 27th, 2010 by Edwin ChoiPBR and Q’s
| Date | Wed, August 4, 2010 at 7pm |
| Location | Blankspaces 5405 Wilshire Blvd, Los Angeles, CA 90036 (323) 330-9505 |
| Speaker | Edwin Choi, Founder, Mariposa Capital Management |
To mix it up a little, this seminar will be a casual Q&A session over a few beers (I’ll bring some PBR, or whatever is on sale at Ralph’s). I will not be preparing anything specific for this meetup, so we’ll see where your questions take us. If you already have questions in mind, feel free to email them to me beforehand.
Past Seminar: June 2, 2010
Published May 2nd, 2010 by Edwin ChoiInvesting for Retirement using Asset Allocation
| Date | Wed, June 2, 2010 at 7pm |
| Location | Blankspaces 5405 Wilshire Blvd, Los Angeles, CA 90036 (323) 330-9505 |
| Speaker | Edwin Choi, Founder, Mariposa Capital Management |
You already know not to put all your eggs in one basket. Learn to diversify like large institutional investors when managing your retirement portfolio. This seminar will cover the basics of asset allocation from design to implementation, focusing on retirement savings.
Past Seminar: April 29, 2010
Published April 5th, 2010 by Edwin ChoiLessons From a Former Wall Street Trader:
Managing Your Own Investments
| Date | Thursday, April 29, 2010 at 7pm |
| Location | Blankspaces 5405 Wilshire Blvd, Los Angeles, CA 90036 (323) 330-9505 |
| Speaker | Edwin Choi, Founder, Mariposa Capital Management |
My experiences on Wall Street as a portfolio manager and trader have significantly molded my investment philosophy. I am now much more skeptical of what I see on CNBC and hear from supposed experts. Come join me as I cover the lessons I learned and introduce strategies that anyone can employ to manage their own investments.
