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
President, Econtrarian, LLC
"If You Want to Know Where the Economy Is Going, Follow the Money"


  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
President and CEO, SumGrowth Strategies, LLC
"Diversification Heresy: Breaking Through the Efficient Frontier"


  May 18, 2013 Washington D.C. Metro Chuck Jaffe
Senior Columnist, MarketWatch
"Do Mutual Funds Still Work? "

  May 18, 2013 Baton Rouge Fred Richards
President, Strategic Investing
"The Markets Defy Fundamentals "

  May 18, 2013 Houston Sheldon Jacobs
Author; Founder, The No-Load Fund Investor
"How to Get the Highest Returns With the Least Effort"

  May 18, 2013 San Francisco Harvey Baraban
Former CEO, Baraban Securities
"Financial Roundtable Seminar: Market Projections for the Second Half of the Year"

  May 21, 2013 Philadelphia Raymond A. Rondeau
President, AAII Boston Chapter
"Effective Investing Techniques for Today's Markets"

  May 21, 2013 Denver Philip Lubinski, CFP
President, Strategic Distribution Institute
"Take Down 4%? Hear This Retirement Expert's Very Different Idea"

  May 21, 2013 Portland David Johnson
President, Global Capital Group
"Robust Portfolio Approaches for the Challenging Decade Ahead "

  May 21, 2013 Southeast Florida Steven Abernathy & Brian Luster
Founders, The Abernathy Group II, LLC
"Shareholder Activism: Generating Uncorrelated Returns in Your Portfolio "

  May 22, 2013 Southeast Florida Steven Abernathy & Brian Luster
Founders, The Abernathy Group II, LLC
"Shareholder Activism: Generating Uncorrelated Returns in Your Portfolio "

  May 22, 2013 Dallas/Fort Worth Dan Passarelli
CEO, Market Taker Mentoring LLC
"The How and Why of Options "

  June 1, 2013 Orange County Stan Harley
Editor and Publisher, Harley Market Letter/Harley Capital Management
"Exploiting Market Cycles: The Key to Successful Investing"

  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
Investment Banking, CP Baker & Co.
"Lessons of the Madoff Fraud: Due Diligence in a New Era"


  June 5, 2013 New York City Jason DeSera Trennert
Managing Partner, Strategas Research Partners
"The New “Nifty Fifty” and Continuation of the Rally"

  June 8, 2013 Baltimore Dr. Alan Ellman
President, The Blue Collar Investor Corp.
"Covered Call Writing to Generate Monthly Cash Flow "

  June 8, 2013 Research Triangle Ian Abbott
President, Abacus Financial Services, LLC
"Protect Your Investment Like The Pros: Position Sizing & Stop-Loss Money Management"

  June 8, 2013 Charlotte Robert McComsey
Retired Investment Manager
"Why Do We Do This? A Look at Investment Returns by Style"

  June 8, 2013 Silicon Valley Harry Domash
Editor and Publisher, Dividend Detective
"High Dividend Investing: What You Need to Know "

  June 12, 2013 Long Island Vahan Janjigian
Chief Investment Officer, Greenwich Wealth Management
"Ideas Regarding Stock Investing"

  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 "

  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
Managing Partner of Monterosso Investments
"Diversifying With Negatively Correlated Investment Strategies"


  June 20, 2013 Twin Cities Jeffrey W. Huge, CMT
Chartered Market Technician, Market Technicians Association
"Thought-Provoking Equity Themes for the Thoughtful Investor "

  June 24, 2013 Washington D.C. Metro John Bajkowski
President, AAII
"Finding a Stock Winner: First Step Screening "

Mark Hulbert
Hulbert Financial Digest, MarketWatch
"Lessons Learned From Monitoring Investment Newsletters for More than 30 Years"


  July 20, 2013 Orange County Tim Mulrenan
President, Terravest Inc.
"Portfolio Risk Reduction by the Proper Introduction of Real Estate"