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.
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Event Date | Chapter Name | Speaker |
| May 18, 2013 | Chicago |
Donald D. Duncan , MBA, CPA CFA, CFP D3 Financial Counselors LLC "The Intersection of Investments and Financial Planning From the Perspective of a CFA, CPA & CFP"
Paul Kasriel |
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| May 18, 2013 | Los Angeles |
Greg Morel Senior Vice President and Partner, Belle Haven Investments "Inside Muni Bonds: A Hard Look at Interest Rates, Credit and All Things Municipal"
Scott Juds |
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| May 18, 2013 | Washington D.C. Metro |
Chuck Jaffe Senior Columnist, MarketWatch "Do Mutual Funds Still Work? " |
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| May 18, 2013 | Baton Rouge |
Fred Richards President, Strategic Investing "The Markets Defy Fundamentals " |
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| May 18, 2013 | Houston |
Sheldon Jacobs Author; Founder, The No-Load Fund Investor "How to Get the Highest Returns With the Least Effort" |
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| May 18, 2013 | San Francisco |
Harvey Baraban Former CEO, Baraban Securities "Financial Roundtable Seminar: Market Projections for the Second Half of the Year" |
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| May 21, 2013 | Philadelphia |
Raymond A. Rondeau President, AAII Boston Chapter "Effective Investing Techniques for Today's Markets" |
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| May 21, 2013 | Denver |
Philip Lubinski, CFP President, Strategic Distribution Institute "Take Down 4%? Hear This Retirement Expert's Very Different Idea" |
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| May 21, 2013 | Portland |
David Johnson President, Global Capital Group "Robust Portfolio Approaches for the Challenging Decade Ahead " |
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| May 21, 2013 | Southeast Florida |
Steven Abernathy & Brian Luster Founders, The Abernathy Group II, LLC "Shareholder Activism: Generating Uncorrelated Returns in Your Portfolio " |
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| May 22, 2013 | Southeast Florida |
Steven Abernathy & Brian Luster Founders, The Abernathy Group II, LLC "Shareholder Activism: Generating Uncorrelated Returns in Your Portfolio " |
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| May 22, 2013 | Dallas/Fort Worth |
Dan Passarelli CEO, Market Taker Mentoring LLC "The How and Why of Options " |
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| June 1, 2013 | Orange County |
Stan Harley Editor and Publisher, Harley Market Letter/Harley Capital Management "Exploiting Market Cycles: The Key to Successful Investing" |
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| June 1, 2013 | Boston |
Jeffrey A. Hirsch Chief Market Strategist, Magnet Fund; Editor-in-Chief, Stock & Commodity Trader's Almanacs "Improving Trading & Investment Returns Using Market Seasonality, Cycles & History"
Frank R. Casey |
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| June 5, 2013 | New York City |
Jason DeSera Trennert Managing Partner, Strategas Research Partners "The New “Nifty Fifty” and Continuation of the Rally" |
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| June 8, 2013 | Baltimore |
Dr. Alan Ellman President, The Blue Collar Investor Corp. "Covered Call Writing to Generate Monthly Cash Flow " |
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| June 8, 2013 | Research Triangle |
Ian Abbott President, Abacus Financial Services, LLC "Protect Your Investment Like The Pros: Position Sizing & Stop-Loss Money Management" |
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| June 8, 2013 | Charlotte |
Robert McComsey Retired Investment Manager "Why Do We Do This? A Look at Investment Returns by Style" |
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| June 8, 2013 | Silicon Valley |
Harry Domash Editor and Publisher, Dividend Detective "High Dividend Investing: What You Need to Know " |
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| June 12, 2013 | Long Island |
Vahan Janjigian Chief Investment Officer, Greenwich Wealth Management "Ideas Regarding Stock Investing" |
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| June 13, 2013 | Connecticut |
Liz Ann Sonders Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc. "Economic and Market Outlook With Liz Ann Sonders " |
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| June 15, 2013 | Los Angeles |
Bob Seawright Chief Investment & Information Officer, Madison Avenue Securities "Our Behavioral and Cognitive Biases and How They Impact Our Investment Decisions"
Ryan Deming |
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| June 20, 2013 | Twin Cities |
Jeffrey W. Huge, CMT Chartered Market Technician, Market Technicians Association "Thought-Provoking Equity Themes for the Thoughtful Investor " |
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| June 24, 2013 | Washington D.C. Metro |
John Bajkowski President, AAII "Finding a Stock Winner: First Step Screening "
Mark Hulbert |
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| July 20, 2013 | Orange County |
Tim Mulrenan President, Terravest Inc. "Portfolio Risk Reduction by the Proper Introduction of Real Estate" |
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