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
  September 11, 2010 Research Triangle Stephen Meizinger
Director of Education, International Securities Exchange
"Intermediate Options Strategies and Tactics: Part II of the February Presentation"
  September 11, 2010 Los Angeles Gil Morales & Chris Kacher, Ph.D.
Managing Directors, MOKA Investors, LLC
"Staying on the Right Side of the Market in Uncertain and Volatile Times"

James Goldberg
President, Goldberg Economic Advisors
"How Will the Gee Forces Affect the Returns on Stocks and Bonds?"

  September 11, 2010 Charlotte Dennis Stearns
President, Stearns Financial
"Economic Update: Opportunities, Tricks and Traps"
  September 11, 2010 Baltimore Robert J. Wieder
Co-Founder, Court Place Advisors
"Tax-Advantaged Investment Strategies"
  September 11, 2010 Washington D.C. Metro David John Marotta, CFP
President, Marotta Wealth Management; AAII Life Member
"Where in the World Should You Invest?"
  September 13, 2010 Northern New Jersey Michael Santoli
Associate Editor, Barron’s Magazine
"What Year Is It?"
  September 14, 2010 Houston Dr. Randi Schea
PRISM Trading Advisors, Inc.
"Portfolio Risk Management and Asset Allocation"
  September 14, 2010 St. Louis Jim Oberweis
President, Oberweis Asset Management
"From America to China, Strategies for Finding Undervalued Small-Cap Stocks With Explosive Growth Potential"
  September 15, 2010 Dallas/Fort Worth Reagan Sirmons
Senior Vice President, Chairman of the Investment Committee, FCA Corp.
"What Happened...What Happens"
  September 15, 2010 New York City Harry “Hersh” Cohen
Senior Portfolio Manager and Chief Investment Officer, ClearBridge Advisors
"The Currently Ignored Income Source: Dividend Investing"
  September 15, 2010 Central Florida Raul Elizalde, MS, MBA
President & Chief Investment Officer, Path Financial LLC
"What an Investor Needs to Know About ETFs"
  September 15, 2010 Connecticut David M. Darst
Managing Director and Chief Investment Strategist, Morgan Stanley Smith Barney
"Asset Allocation and Investment Strategy for 2011 and Beyond"
  September 16, 2010 Southwest Florida Raul Elizalde , M.S., MBA
President and Chief Investment Officer, Path Financial LLC
"Advantages and Pitfalls of Investing Through ETFs"
  September 16, 2010 Southwest Florida Raul Elizalde , M.S., MBA
President and Chief Investment Officer, Path Financial LLC
"Advantages and Pitfalls of Investing Through ETFs"
  September 16, 2010 Milwaukee Tim Reazor
Investor’s Business Daily Meetup Director
"Traits Leading Stocks Share Before Making Big Price Moves"
  September 16, 2010 Eastern Michigan Cookie Corej, Tim Hudson & Jim Melillo

"SIG Leaders Discuss Technical Analysis Techniques"
  September 18, 2010 San Francisco Peter C. Karp
Principal, Karp Capital Management, Registered Financial Advisor
"The Global Economy’s Impact on Your Investment Strategies"

Kevin Gahagan
Principal and Senior Advisor, Mosaic Financial Partners
"Reflections on Investment Strategy in the Post-Crash World"

  September 21, 2010 Florida West Coast Raul Elizalde
President and Chief Investment Officer, Path Financial LLC
"ETF Characteristics and Their Role in Portfolio Construction"
  September 21, 2010 Pittsburgh Jon Markman
Senior Investment Strategist and Portfolio Manager, Markman Portfolios
"Swing Trading"
  September 21, 2010 Portland Jim Trippon, CPA
Editor in Chief of China Stock Digest, Dividend Stock Genius, and ETF Profit Report
"America in China’s Rearview Mirror: How a Rising Tide Among Emerging Nations Buoys Western Investors"
  September 22, 2010 Boston Jean-Marie Eveillard
Senior Adviser, First Eagle Investment Management
"Value Investing: It Makes Sense and It Works—Over Time"
  September 22, 2010 Denver Jim Kneser
Director, Academy for Lifelong Learning
"Greece, the PIIGS, Euro, Dollar: Implications for USA & Investors"
  September 22, 2010 Long Island Dr. Marvin Appel
CEO, Appel Asset Management
"Higher Returns From Safe Investments"
  September 23, 2010 Rochester Paul Justice, CFA
Director of ETF Research in North America, Morningstar
"ETF Trends and Applications"
  September 25, 2010 Puget Sound Harvey Baraban
Former CEO, Baraban Securities
"Financial Roundtable Seminar: Stocks, Mutual Funds, ETFs, Real Estate and Interest Rates"
  September 25, 2010 Orange County Roger Shepherd
President and CEO, Alpha Futures
"Managed Futures "
  September 25, 2010 Cleveland John Sawczak
Private Investor & Instructor
"Improve Your Investing Using Barron’s & The Wall Street Journal"
  September 29, 2010 Columbus Dr. Gary J. Harloff, Ph.D.
Founder and Owner, Harloff Capital Management
"Specialized Analysis of Current Market Conditions and Active Portfolio Management"
  September 30, 2010 Birmingham C. Elton Howard
Vice President-Wealth Management and Financial Advisor, Morgan Stanley Smith Barney LLC
"Understanding Market Risks in Today’s Environment"
  September 30, 2010 Twin Cities Mark Henneman, CFA
Vice President and Director, Mairs and Power, Inc.
"Buying Stocks for the Long Term"
  October 2, 2010 San Diego Andrew S. Clark
CEO, Bridgepoint Education (NYSE: BPI)
"San Diego’s Publicly Traded Companies:  History, Strategy and Outlook"
  October 2, 2010 Phoenix Barry Zisken
President and CEO, Z-Seven Fund, Inc. and Top Fund Management, Inc.
"Seven Stock Selection Criteria for Success"
  October 7, 2010 Sacramento Wayne A. Thorp, CFA
Senior Financial Analyst, AAII; Editor, Computerized Investing
"How to Analyze a Stock"
  October 9, 2010 Silicon Valley Dr. Robert C. Smithson
manager of Anava Capital Management LLC
"All-Day Investing Seminar With a Panel Discussion and Audience Participation"
  October 9, 2010 Charlotte Joe Murtagh
The Dream Speaker
"21st Century America Enslaved and Dependent?"
  October 9, 2010 Research Triangle Bill Dix
Founder and Managing Member, Fortune Management, LLC
"Not Your Grandfather’s Mutual Fund, Part III "
  October 11, 2010 Denver Wayne A. Thorp, CFA
Senior Financial Analyst, AAII; Editor, Computerized Investing
"How to Analyze a Stock with AAII and Other Online Investor Tools"
  October 13, 2010 Dallas/Fort Worth Eric L. Prentis, Ph.D.
Principal, Prentis-Business
"Will the Credit Crisis Lead to a Depression? Will It Be Worse Than the Great Depression?"
  October 13, 2010 New York City Vincent Farrell
Chief Investment Officer, Soleil Securities Corp.
"If the Economy Double Dips, Is There Any Place in Securities to Hide?"
  October 16, 2010 Washington D.C. Metro Bob Carlson, JD, CPA
Editor, Retirement Watch
"Key Personal Finance Issues for 2010–2011"
  October 16, 2010 Los Angeles Don Gimpel, Ph.D. & Joe Falcon, MSME
Former President, AAII Los Angeles Chapter; Board Member, AAII Los Angeles Chapter
"Looking for Attractive Investments in the Energy Sector"

Chris Greene
Cofounder, www.ETFreplay.com
"Backtesting & Quantitative Research Techniques in ETF Investing "

  October 16, 2010 Chicago Timothy Vick
Senior Vice President, Sanibel Captiva Trust Company
"After the Financial Crisis: What Is the “New Normal” for Investors?"
  October 19, 2010 Florida West Coast Tim Reazor
Director, Investor’s Business Daily Meetup
"Learn the Traits That Leading Stocks Share Before They Make Their Big Price Moves"
  October 19, 2010 Southeast Florida Craig Donoff
Estate Planning Attorney
"Living Trusts, Estate Planning, and the New Tax Laws"
  October 20, 2010 Connecticut Michael Santoli
Associate Editor, Barron’s Magazine, “Streetwise” Columnist
"What Year Is It?"
  October 20, 2010 Central Florida Tim Reazor
Director, IBD Meetup
"Learn the Traits That Leading Stocks Share Before They Make Their Big Price Moves"
  October 20, 2010 Southeast Florida Craig Donoff
Estate Planning Attorney
"Living Trusts, Estate Planning, and the New Tax Laws"
  October 21, 2010 Southwest Florida Tim Reazor
Director of IBD Meetup, Investor’s Business Daily
"Learn the Traits That Leading Stocks Share Before They Make Their Big Price Moves"
  October 21, 2010 Birmingham Richard D. Crew, CFM
Vice President and Senior Financial Consultant, Merrill Lynch
"Geography 2010: Main Street to Wall Street to Pennsylvania Avenue"
  October 21, 2010 Southwest Florida Tim Reazor
Director of IBD Meetup, Investor’s Business Daily
"Learn the Traits That Leading Stocks Share Before They Make Their Big Price Moves"
  October 27, 2010 Columbus Tom Davison MA, Ph.D., CFP & Joseph M. Reardon, CFP, CRPS
Registered Financial Advisors
"Strategies to Take Full Advantage of Aftertax Money Using IRAs and 401(k) Investments"
  October 28, 2010 Twin Cities Nancy Kiskis
Attorney at Moss & Barnett
"Estate Planning Essentials"
  November 4, 2010 Boston Christine Benz
Morningstar
"Mutual Fund Investing"
  November 4, 2010 St. Louis John Reese
CEO & Founder of Validea/Validea Capital
"TBD"
  November 13, 2010 Phoenix Kenneth G. Winans
president, Winans International Investment Management & Research
"History as an Investment Tool"
  November 13, 2010 Chicago Peter Hanson & Reid Dubuque
Managing Partner and Senior Vice President, Both of Astor Capital Management
"Is the United States the Next Japan?"
  November 13, 2010 Silicon Valley Tom J. Kopas
Principal, Pring Turner Capital Group
"Are You Ready for Another Lost Decade? "
  November 17, 2010 Rochester Steve Sink
business editor, Democrat & Chronicle
"Local and Regional Implications of the Mid-Term Elections"
  November 17, 2010 Puget Sound Mebane Faber

"How to Invest Like the Top University Endowments"
  November 18, 2010 Connecticut Michael J. Mauboussin
chief investment strategist at Legg Mason Capital Management
"Think Twice: Helping Investors Make Better Decisions"
  December 11, 2010 Phoenix Allan Zee
Founder and Managing Director, Argeus Benefits Group
"Health Care Reform and Medicare: What You Need to Know"
  January 8, 2011 Phoenix Peter D. Hanson
Managing Partner, Astor Capital Management
"The Impact of Globalization on your Investments"
  February 12, 2011 Phoenix Ealing Jahn
Vice President, Regional Planning Manager, Fidelity Investments
"Quarterly Market Review"
  March 12, 2011 Phoenix Ryan Deming
Monterosso Investments
"Thriving in Volatile Markets"
  April 14, 2011 Connecticut Christine Benz
director of personal finance, Morningstar.com
"Morningstar’s Best Ideas for 2011 and Beyond"
  April 16, 2011 Phoenix Alan F. Willenbrock
Director of Arizona Municipal Bond Authority
"Fixed Income Investing"