Saturday, October 18, 2025
THIS IS AN ARCHIVED PRESENTATION FROM THE ABOVE DATE
PROGRAM INFORMATION
TOPIC 1
ARCHIVE MATERIALS
David Ryan was fascinated with the stock market at an early age, and he bought his first stock at the age of 13. After a short stint at the Pacific Coast Stock Exchange, he worked for William O’Neill and Company from 1982 to 1998. He was a William O’Neill protege—a renowned CAN-SLIM investor. Ryan managed the NEW USA Growth Fund from 1992 to 1997 and then went on to manage his hedge fund Rustic Partners from 1998 to 2013. He’s a three-time US investing champion and the subject of Jack Swagger’s book Market Wizards. He also co-authored the book Momentum Masters: A Roundtable Interview with Super Traders. Ryan graduated from the University of California at Los Angeles in 1982 with a degree in History and holds an MBA from the College of Business Administration at Loyola Marymount University.
Elon and Ecclesiastes, New and Old Approaches to Investing
Since the beginning of the New York Stock Exchange in 1792, the way stocks move continues to follow similar patterns. Nothing changes the way markets and individual stocks move. The challenge is recognizing those patterns and acting upon them. We will explore the characteristics of some of the most successful companies and the entrepreneurs behind them.
Attend this talk and learn to…
TOPIC 2
3rd Annual Investor Journey Panel Session
Barry Goldsmith is a retiree and retail stock market investor. He has been married to his wife for 22 years and they live in Woodland Hills, California. He has been a member of AAII for several years. He holds an Associate Degree in Drafting and Design Technology from Penn State University and a Bachelor of Science degree in Management and Marketing from Rutgers University. Barry spent thirty nine years employed at the Boeing vertical Lift facility in Ridley Park, Pennsylvania. While employed at Boeing, Barry was responsible for various design improvements, test programs, and post production support programs for special mission specific modifications for both the US Army and RAF fleet of CH-47 Chinook helicopters.
Barry has been retired for eleven years and since retirement he has focused his attention to educating himself on understanding the mechanics of investing and the operations of the stock market. Barry’s education has included a foundation of classes in accounting, finance, economics and marketing while pursuing his Bachelor’s degree. Once he was retired, he devoted himself, to attending AAII guest speaker seminars, AAII SIGs, and AAII Webinars. Additionally, Barry took several on-line, real time courses on investing, provided by TD Ameritrade. He regularly reads Barron’s magazine and has read several investing and financial philosophical books.
His investing style has evolved, but is based on experience and would be considered eclectic. It tends to lean toward conservative. The limited use of options contracts provides for occasional cash infusions to whatever account where they are being applied. Barry’s background in engineering and hobby of judging antique cars, has taught him to look into the details of any company’s fundamentals and technicals, prior to a prospective stock purchase.
Barry does not proclaim to be an expert investor, but just an everyday person continuing to explore ways to maintain his and his wife’s modest lifestyle by using their portfolios to supplement his and her modest income from Social Security payments and pensions.
Phillip Richards works in public radio, was educated at CSUN, plays the clarinet and bassoon and is the Secretary of the LA Chapter of the AAII.
Fred Wallace went to UCLA and received both BA (Economics) and MBA degrees. After graduating, started career with Wells Rich Greene Advertising on the Alka Seltzer account. Transitioned to working for HBO in Sales and Marketing starting their in 1982 and stayed there until retiring in 2011 at age 56. Since then have done non-profit work serving with non-profits focused on Foster Youth and becoming a CASA (Court Appointed Special Advocate). Have been a volunteer for AAII starting as Programming Chair in 2016 and served as Los Angeles Chapter President from 2018-2024 (an unprecedented 7 years).
Pierre C Wong MD, is a pediatric cardiologist at Children’s Hospital Los Angeles (CHLA), as well as a Professor of Pediatrics at the Keck/USC School fo Medicine. A native of Los Angeles, Pierre received his undergraduate education at Williams College (Williamstown, MA) where he graduated with a B.A. in Biology. He then attended Medical School at Case Western Reserve University (Cleveland, OH), and underwent pediatric training at Harbor/UCLA Medical (Torrance CA) before receiving his Pediatric Cardiology training at Boston Children’s Hospital (Boston, MA). He has been at CHLA for the past 34 years. At CHLA, he is actively involved in patient care, teaching, and research, and his subspecialities include echocardiography and cardiac pathology. He has published and lectured extensively in the field, both nationally and internationally. In addition to his practice of pediatric cardiology, Pierre has a number of hobbies including photography, pickleball, a love of sports (particularly pro basketball, baseball, and tennis), movies, wines, and (of course) business and personal finance.