Boston Chapter Future Meetings
Mark Your Calendar!

Thursday, November, 20, 2014
Speaker: Christine Benz, Morningstar
Topic: TBD

Speaker: Brian Livingston
Topic: Goldilocks Investing

The AAII Boston Chapter presents...

"Do the Strategies of Investing Greats Still Work Today?"

    Discussed by:

    John P. Reese
    CEO and Founder, and Validea Capital Management LLC

John P. Reese walks investors through the systematic stock selection approaches of history’s greatest investors: Warren Buffett, Peter Lynch and Ben Graham. Reese has been tracking model portfolios based on the stock selection strategies of these successful investors since 2003, and the result may surprise you. Reese will discuss the guru strategies he follows and how investors can develop a highly disciplined and repeatable portfolio management framework on top of each model. This presentation is appropriate for those interested in value and fundamental investing concepts, active stock selection and quantitative equity analysis, behavioral finance, guru-based modeling and systematic investment strategies.

Attend This Meeting and Learn...
About the strategies of history’s greatest investing minds and if they still work today
How to generate market-beating returns from proven stock selection
How a long-term investor can deploy an active strategy to maximize return potential

"Investment Education Workshop: Oh Yeah? Prove It!"

    Discussed by:
    Gerald B. Levin
    President, GBL Asset Management, Inc.

You’ve heard it all before: Stocks for the long run. Gold is an insurance policy against inflation. Adding foreign stocks to a U.S. stock portfolio reduces that portfolio’s risk. Over many years, emerging market stocks should outperform the stocks of developed countries. Interest rates have been so low for so long, they just have to go up from here. Are any of those claims true? Dr. Gerald B. Levin will explore his investment database, going back 40 years for some investments and more than two centuries for others, to answer these questions.

Attend This Meeting and Learn...
How to recognize and exploit specific market mechanics
How to create a successful multi-decade investment program
The characteristics that various investments have had over long periods of time

Thursday, September 11, 2014
5:45 – 6:55 p.m.    Investment Education Workshop
5:30 p.m.    Registration/Social
7:00 p.m.    Sit Down Dinner
8:00 p.m.    Program
9:30 p.m.    Q&A
Embassy Suites
550 Winter St.
Waltham, MA 02451
[ Map This Location ]
In Advance (by 9/6): Program & dinner by mail, $48/person; online, $51/person*
Program & workshop only, by mail or online, $15/person
At the Door: Program only, $20/person
Investment Education Workshop Only, $10/person

Pay Online
  Special Interest Groups (SIGs)

SIG meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.


Note: ALL information is subject to change. Please contact your SIG leader if you have any questions regarding dates, times and topics.

Cape Cod—Information/to be placed on group’s email list: John Chamberlain, 302/236-8202 or Meetings cover a variety of current investment and financial topics, contoured to the desires of the group’s members and meeting attendees. The meetings consist of both local professional speakers and active member participation, creating an educational and enjoyable environment for all involved. Meetings are held on the first Wednesday of each month from 7:00-8:30 p.m. in the conference room at the Cape Cod Community TV Center, 17 Shad Hole Road, Dennisport, MA. Upcoming meetings: October 1, November 5. No September meeting.

Common Stock—Information/meeting location: Mark Sheingold, 617/469-5290 or Members share ideas and research. The full spectrum of common stocks is covered with discussion of financial analysis, markets, etc. All approaches and levels of experience welcome. Meetings are held on the second Thursday of every month, 7:00–9:00 p.m. at 8 Alton Place, Suite 3, Brookline, MA. Upcoming meetings: October 9, November 13. No September meeting.

Computerized Investing
—Information/to be placed on group’s email list: NEW COORDINATOR Raymond Rondeau, 401/451-4163 or Meetings include discussion of technical analysis investment procedures, fundamental techniques or inter-market relations. Discussions are led by members, vendors, or professional investors. Meets on the fourth Monday of each month (except August and December), 7:00-9:00 p.m. Location: MIT, 70 Memorial Drive, Cambridge, Building E51, Room 335 (free parking behind building on Amherst Street). Upcoming meetings: September 22, October 27, November 24.

Educational SIG
—Information/to be placed on the group’s email list: contact Frank Ford, 978/686-5214 or Meetings focus on expanding knowledge on subjects of investor interest. Meetings include group discussions, guest presenters and study group. AAII members and non-members are welcome and all are encouraged to bring their tablets or laptops; there is Wi-Fi access. Meetings are held on the fourth Tuesday of each month, 6:45-8:45 p.m. at the Nevins Memorial Library on Route 28 in Methuen, Mass. (free parking behind building). Upcoming meetings: August 26, September 23, October 30 (Thursday).

Mutual Funds—Information/meeting location: Mutual Funds Coordinator, Barry Fiske ( This group is currently in a transitional phase. Please look for future notices or contact the coordinator for more information. Meetings were held at the new Westwood Public Library on High Street (Route 109), Westwood, MA from 7:00 to 8:45 PM on the third Tuesday of the months of January, March, May, September and November. No meetings currently scheduled.

New Hampshire— Information/to be placed on the group’s email list: contact Linda Gelfand ( This group is currently being resurrected, thanks to the efforts of one of our former Boston AAII Chapter presidents. Please contact Linda for upcoming meeting details such as scheduling, location and topics. First meeting is October 6 at 6:30 pm.

Retirement Investing—Information/to be placed on the group’s email list: contact Robert Zakon, 617/964-3311 or to the extreme gyrations of today’s financial markets and corresponding investor concerns, we will focus on information that is appropriate for longer-term retirement-based investors. Meetings are held on the third Thursday of each month, from 7:00-9:00 p.m. in the Carter Room at the Avery Crossing Assisted Living building at 110 West Street, Needham, MA 02494. Upcoming meetings: September 18, October 16, November 19 (Wednesday).

Rhode Island Market Mavens—Information/to be placed on the group’s email list: Raymond Rondeau, 401/451-4163 or At our September meeting this group will be choosing a NEW COORDINATOR and probable format. For maps and detailed information on upcoming meetings, log on to Meetings are held on the second Wednesday of each month, from 7:00-9:00 p.m. in the Community Room at Stop&Shop, 333 West River Street, Providence, RI 02909. Upcoming meetings: September 10, October 8.

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