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.
|Event Date||Chapter Name||Speaker|
|January 4, 2014||San Diego||
Chairman, AAII Los Angeles Chapter Strategic Investing Group
"Best Internet Investment Sites 2014"
|January 7, 2014||St. Louis||
Regional Planning Consultant, Fidelity Investments
"Retirement Investment Planning"
|January 8, 2014||New York City||
Founding Partner, Delta Investment Management LLC
"How to Earn Double-Digit Returns While Avoiding Major Down Markets "
|January 11, 2014||Research Triangle||
Dennis Stearns, CFP
President, Stearns Financial Services Group
"2014 Economic Scenarios: Can the U.S. Economy Muddle Through?"
|January 11, 2014||Phoenix||
President and Portfolio Manager, Global Capital Group
"Lessons Learned From Harvard and Yale Endowments: Using Managed Futures for Portfolio Diversification"
|January 11, 2014||Silicon Valley||
R. Mark Rogers
Senior U.S. Economist, Econoday, Inc.
"Tracking the Fed in Transition"
|January 12, 2014||Columbus||
Matt Estep, CFP
Vice President and Regional Planning Consultant, Fidelity Investments
"Fidelity Market Analysis, Research and Education Presents 2013 Market Update"
|January 13, 2014||Northern New Jersey||
Chief Equity Strategist, S&P Capital IQ
"Outlook 2014: Is It Time to Buy or Bail?"
|January 14, 2014||Houston||
President, The Blue Collar Investor Corp.
"Covered Call Writing to Generate Monthly Cash Flow"
|January 15, 2014||Cleveland||
Wesley R. Gray, Ph.D.
Executive Managing Member, Empiritrage LLC
"Behavioral Finance and the Case for Systematic Decision-Making Processes"
|January 15, 2014||Central Florida||
Anthony W. Muhlenkamp
President, Muhlenkamp & Company, Inc.
"Natural Gas: An Energy Game Changer"
|January 15, 2014||Sacramento||
Joe Lan, CFA
Assistant Financial Analyst, AAII
"Finding a Stock Winner: First Step Screening"
|January 15, 2014||Columbus||
Chartered Market Technician, Columbus Stock Coach LLC
"Understanding the Basics of Stock Options"
|January 16, 2014||Southwest Florida||
President, Rudd International
"Building a Successful Portfolio in Today’s Economic Climate"
|January 16, 2014||Albuquerque||
Senior Vice President, The Stevens Group
"Portfolio Allocation in a Transforming World"
|January 18, 2014||Washington D.C. Metro||
Editor, Energy & Income Advisor and Capitalist Times
"America’s Energy Renaissance: Top Plays for Income and Growth"
|January 18, 2014||San Francisco||
President and Chief Investment Officer, Merk Investments
"Year 2014 Outlook for the Economy and the Dollar "
|January 22, 2014||Twin Cities||
Robert A. McLeod
Attorney/Partner, Lindquist & Vennum LLP
"How to Effectively Incorporate Your IRA Into Your Estate Plan"
|January 23, 2014||Rochester||
Director, Eastman Business Park and Director, Kodak Real Estate
"Repurposing a Historic Industrial Site Into a Manufacturing and Technology Center"
|February 8, 2014||Research Triangle||
Portfolio Manager, Green River Asset Management, LLC
"Is Modern Portfolio Theory Harming Your Portfolio? "
|February 13, 2014||Albuquerque||
John Moore, CIMA, CIS
Principal, John Moore & Associates, Inc.
"Using Quantitative Tools to Complement Fundamental Research"
|April 17, 2014||Connecticut||
Director of Personal Finance, Morningstar
"Strategies for Pursuing Your Retirement Paycheck"