Chapter Meeting Calendar

AAII Chapter Meetings offer you a variety of presentations from expert speakers who will give you their view on the world of investing. A bonus of attending a Chapter Meeting near you is the opportunity to meet other AAII members who share your interest and enthusiasm for investing. You can even share the Chapter experience with your family and friends by inviting them to attend Chapter Meetings with you!

Click on the headings below to sort by date, chapter, or speaker. If you are unsure of which chapter is closest to you, click here for a list of all AAII Local Chapters.

RE-SORT BY: Event Date Chapter Name Speaker & Topic   August 23 Orange County Paul Townsend Associate Vice President, Investment Officer, Wachovia Securities, LLC "All I Need to Know About the Stock Market I Learned in Kindergarten—Point and Figure Analysis "   August 23 Los Angeles Axel Merk President, Merk Investments "How to Diversify as the Dollar Weakens—In a Globalized Economy" Richard K. Jackson Senior Vice President, Global FX Solutions (GFX) "How to Profit From an Ever-Changing and Vastly Growing Foreign Currencies Market" Gavin Maguire Director of Research, Iowa Grain Co. "The Continuing Bull Market in Commodities"   September 4 Twin Cities Michael Sullivan Chief Investment Officer, University of St. Thomas "How Individual Investors Can Benefit From Institutional Investment Strategy"   September 8 Northern New Jersey Louis Lowenstein Simon H. Rifkind Professor Emeritus of Finance and Law, Columbia University "The Investor’s Dilemma: How Mutual Funds Are Betraying Your Trust and What You Can Do About It"   September 9 Rochester Karen C. Altfest, M.A., Ph.D., CFP Vice President, L.J. Altfest & Co., Inc. "The Place of Asset Allocation and Diversification in Your Financial Life"   September 9 St. Louis David Johnson, CTA Managing Director, Global Capital Investments "The Quest for the Perfect Portfolio: Using Foreign Currencies to Increase Returns & Decrease Risk"   September 9 Atlanta William L. Lyman, CFA Partner, LMG Corp. "How to Achieve Superior Stock Investment Returns"   September 9 Long Island Stephen Meizinger Director of Education, International Securities Exchange (ISE) "A Basic Presentation on Options "   September 9 Boston Christopher Foote Senior Economist and Policy Advisor, Federal Reserve Bank of Boston "The Outlook for the U.S. Economy"   September 9 Houston Patrick Schumann Chartered Financial Analyst of Financial Services, Edward Jones, St. Louis "Bank Stocks: Light at the End of the Tunnel"   September 10 New York City Jean-Marie Eveillard Portfolio Manager, First Eagle Funds "Reconciling Graham and Buffett, Plus Perspectives on Gold"   September 10 Dallas/Ft. Worth Mike Turner President, Turner Trends "Ten Must-Follow Rules for Investing Success"   September 13 Charlotte Robert Valero Vice President of Investor Relations, National Association of Real Estate Investment Trusts "Investing Opportunities for Diversifying Your Portfolios"   September 13 Baltimore Hrushikesh “Rishi” Nalubola President, Shri Capital, LLC "Options Trading"   September 13 Research Triangle Anthony W. Muhlenkamp Executive VP, Client Service, Muhlenkamp & Company "How to Make Money in the Current Environment"   September 16 Portland Wayne A. Thorp, CFA Financial Analyst, AAII; Editor, Computerized Investing "Finding a Winning Stock, Strategies for Screening"   September 16 Pittsburgh Robert F. Drach and Robert B. Drach Founder, Drach Market Research; and Managing Member, Drach Market Research Advisors "Achieving Profit Consistency in the Stock Market"   September 17 Puget Sound Wayne A. Thorp, CFA Financial Analyst, AAII, Editor, Computerized Investing "Finding a Stock Winner: First Step Screening"   September 17 Eastern Michigan Mark Allen and Greg Guina Regional Brokerage Consultant, and VP Regional Planning Consultant, CFP; Both of Fidelity Investments "Advanced Technical Analysis & State of the Market—Current Update "   September 17 Denver Mitch Zacks Zacks Investment Research "Using EPS Estimate Changes to Improve Portfolio Returns"   September 17 Sacramento John M. Bajkowski Vice President, Senior Financial Analyst, AAII "Finding a Stock Winner: First Step Screening"   September 17 Central Florida Frank A. Dasse, Ph.D., CFP Economic and Financial Consultant "The World’s Economic Status and the Impact on Investment Here"   September 17 Louisville Philip M. Worley President, McElhannon Group, Inc. "Worldwide Currencies and Their Influence on the U.S. Stock/Bond Markets"   September 17 Cleveland Herb Geissler Managing Director, St. Clair Group "The Only Three Questions That Count"   September 18 Birmingham James M. Schutz Director of Financial Institutions Group and Senior Research Analyst, Sterne, Agee & Leach, Inc. "Outlook for Bank Stocks"   September 18 Albuquerque Mitch Zacks Director of Model Development, Zacks Investment Management, Chicago, IL "Assessing Risk in a Bear Market and How to Benefit From Earnings Estimate Revisions"   September 18 Milwaukee Bryan Sadoff Investment Advisor and Partner, Sadoff Investment Management, LLC "How to Select Stocks and Build a Portfolio in a Changing Economy"   September 19 Orange County Michael K. Turner President & CEO Turner Trends, Inc. "10 Essential Rules for Beating the Market"   September 20 Los Angeles Joe Kinahan Chief Derivatives Strategist, thinkorswim "Options in Your IRA—How to Enhance Return" Mike Turner Founder & President of Turner Trends, Inc., Senior Managing Partner, Sabinal Capital Investments, LLC "Knowing the Right Time to Buy and Sell ETFs"   September 20 Washington DC Metro Howard Marella Principal and Chief Market Strategist, Brewer Investment Group, LLC "The Alternative Universe"   September 20 San Francisco John Hutchinson Investment Executive, Stone & Youngberg, LLC "What Lies Ahead in the Municipal Bond Market?" Tapan Munroe, Ph.D. Economist, Author of “Silicon Valley: The Ecology of Innovation” "The Economy in 2008 and Beyond"   September 23 Philadelphia William Z. Suplee IV President, Structured Asset Management "Personal Finance and Wealth Mini-Conference Part III"   September 23 Southwest Florida David Johnson, CTA Managing Director, Global Capital Investments "How Foreign Currencies Function and Their Inherent Benefits for Individual Investor Portfolios"   September 24 Richmond David Marotta Marotta Wealth Management "Constructing a Truly Modern Global Investment Portfolio"   September 27 Silicon Valley Jeanette Garretty Senior Wealth Manager, Senior Vice President, The Private Bank Wells Fargo Bank "Are We There Yet?"   October 4 Washington DC Metro Albert Brinkman Director, Equity Derivatives Marketing, Philadelphia Stock Exchange "Workshop/OIC Intermediate Options Seminar: Managing Your Portfolio With Options"   October 11 Phoenix David Johnson Senior Vice President, Astor Capital Management "The Quest for the Perfect Portfolio: Using Foreign Currencies to Increase Returns and Decrease Risk"   October 11 Charlotte Larry W. Carroll, CFP, CMPC President, Carroll Financial Associates "Managing Investments for Distributions"   October 14 Atlanta James Bittman Senior Instructor, The Options Institute at CBOE "Option Strategies for Today’s Market Environment"   October 15 Long Island Jim Jubak ""   October 15 Louisville Dr. Chuck Ziegler "World Energy Structure and Implications for the U.S. Investor "   October 18 Silicon Valley Harvey Baraban "Financials: Stocks, Mutual Funds, ETFs, and Real Estate"   October 20 Denver Rob Valero Vice President of Investor Relations, National Association of Real Estate Investment Trusts "Updating the Case for REITs Now"   October 28 Southwest Florida Donald L. Hagan, CFA & Arthur S. Day Partners, Day Hagan Financial "How to Reduce Risk to Principal While Accelerating Upside Returns"   November 3 Boston Richard Seamans Seamans Capital Management "Commodities"   November 6 St. Louis Mitch Zachs Senior Portfolio Manager, Zacks Investment Management "The Zacks Method of Harnessing the Power of Earnings Estimates"   November 8 Phoenix Cynthia Thompson Vice President, American Funds, Distributors, Inc. "The New Math of Retirement"   November 8 Silicon Valley "Computerized Investing, “What Works, What Doesn’t and Why” in Today’s Market "   November 10 Northern New Jersey Alfred Blomquist Editor, The Closed-End Fund Reader "Year-End Opportunities in Closed-End Funds"   November 11 Atlanta Vitaliy Katsenelson, CFA Portfolio Manager at Investment Management Associates "Active Value Investing"   November 11 Pittsburgh Tom McClellan editor, McClellan Market Report newsletter "Liquidity Waves: Getting the Answers in Advance"   November 12 Puget Sound Paul Merriman President, Merriman Berkman Next "Live It Up Without Outliving Your Money"   November 12 Long Island Michael Kahn "Charting for Regular People"   November 18 Rochester Dean Mark Zuban Simon School of Business, University of Rochester "The topic will be geared toward the economic picture and the impact of a new administration in Washington on individual investors "   November 22 Orange County Simon Reeves Financial Advisor, Summit Portfolio Management "How the Smart Money Really Invests "   March 3 Rochester John Reese Founder and CEO, Validea Capital Management, West Hartford, CT "Invest Using the Proven Strategies of Wall Street Legends"   March 14 Portland Four Forbes newsletter writers. More information to follow. "AAII All-Day Regional Conference—“Forbes Day” "