| Week |
Date |
Topics |
Speaker |
Link to Notes |
| 1 |
Feb 5th |
- Welcome to the OLLI Investment Study Group (OISG)
- Meet the seminar participants
|
Genie Floyd & Bruce Crawford |
Link
|
| 2 |
Feb 12th |
- Creating a presentation topic (Spring 2025)
|
Bruce Crawford & Genie Floyd |
Link
|
| 3 |
Feb 19th |
|
Guy Werner |
Link
|
| 4 |
Feb 26th |
|
Seminar participants |
Link
|
| 5 |
Mar 5th |
- S&P500 monthly returns and the Chaikin 5x rule
|
Rajeev Vaidya |
Link
|
| 6 |
Mar 12th |
- Putting the puzzle pieces together: A collection of visual bookmarks
|
Genie Floyd & Bruce Crawford |
Link
|
| 7 |
Mar 19th |
|
Seminar participants |
Link
|
| - |
Mar 26th |
|
None |
Link
|
| 8 |
Apr 2nd |
|
Bruce Crawford & Genie Floyd |
Link
|
| 9 |
Apr 9th |
- What I am doing with credit spreads (options) - David
- How to find Barron's in the UD Library database collection - Matt
- More on tariffs - Bruce
|
David Smith, Matt Viereck & Bruce Crawford |
Link
|
| 10 |
Apr 16th |
- Closed end funds (Chris)
- Tariff-induced volatility in the bond markets (Bruce)
|
Chris Jording & Bruce Crawford |
Link
|
| 11 |
Apr 23rd |
- How to review a 10K report
- CFA Research Challenge
|
Matt Viereck |
Link
|
| Bonus Class 1 |
Apr 30th |
- TripleScreen TripleSort: Don't do your trading without it
|
Anil Parikh |
Link
|
| Bonus Class 2 |
May 7th |
- Protecting seniors: Understanding and preventing financial scams
|
Bert Wong |
Link
|