On Saturday, May 10, 2025 from 9 am to 11 am the AAII Orange County Chapter will hold an IN PERSON presentation: “Trump’s First 100 Days – Riding the Roller Coaster” by Mr. Wade Slome, President of Sidoxia Capital Management, LLC, Newport Beach, California.

Since inauguration day, investors have been on a wild ride based on President Trump’s platform priorities of tariffs, immigration, deregulation, tax cuts, budget cuts (DOGE), and cryptocurrency legislation. Wade W. Slome, President & Founder of Sidoxia Capital Management will explain how these policies have affected the financial markets and what it means for your investment portfolios going forward.

Attend Mr. Slome's discussion and you will learn:

• Will President Trump’s tariff announcements trigger a global trade war and recession? Learn how to position your portfolio for multiple economic scenarios.

• With all this volatility, is now the time to sell and lock in previous year gains, or is now the time to take advantage of all the uncertainty at opportunistic prices? Learn what sectors and stocks stand to gain most from all the legislative changes.

• Artificial Intelligence (AI) has been the driving force behind the original surge in Magnificent 7 stocks. Is the swell of AI spending an overhyped wave or the beginning of a technological revolution? Learn what stocks stand to benefit from the hundreds of billions in AI expenditures.

Wade Slome, CFA, CFP, is the president of Sidoxia Capital Management, LLC, founded in 2007 in Newport Beach, California. Wade has worked in the investment industry since 1993, and in 2002 became manager of the multi-billion flagship fund Ultra at American Century Investments, the second youngest manager among the largest 25 actively-managed U.S. mutual funds in 2005. Wade has appeared on CNBC and ABC News, and been quoted in The Wall Street Journal, USA Today, New York Times, Dow Jones, Investor's Business Daily, Bloomberg, Smart Money, among other media publications. Online, he is lead editor of the widely followed investment blog, InvestingCaffeine.com and has been a contributing writer to Morningstar, Seeking Alpha, GuruFocus, and other financial websites. Besides his work at Sidoxia, Wade has taught investment and financial planning courses at the University of California, Irvine extension department. Wade earned a master’s degree in business administration with a concentration in finance from Cornell University (1998) and a bachelor’s degree in economics from the University of California, Los Angeles (1993). In Wade’s free time, he enjoys participating in sprint triathlons and travelling (25 countries).

As a member of AAII, you are invited to attend this IN PERSON meeting, to be held at the Center of Founders Village, 17967 Bushard Street, Fountain Valley, CA 92708. There will be a modest $10.00 per person cover charge, collected at the door.

Please do share this email with your family and friends and let them know they are welcome to attend also.

For those living out of the area, we’re planning to provide a link to a YouTube video recording of Mr. Slome’s presentation. The link will be available on the Chapter’s website https://aaiiorangecounty.com as soon as we can arrange for it.

Our schedule of future events, video links and minutes of previous meetings, and other Chapter information are also available on the Chapter’s website.