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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
  January 27, 2015 Atlanta Steven S. Marco, CFA
Portfolio Manager and Founder, Marco Investment Management
"How Options Can Increase Income and Hedge Risk"

  January 10, 2015 Baltimore Robert Wasilewski
President, RW Investment Strategies
"The Case for Indexing"

  January 28, 2015 Baton Rouge Robert B. Drach
Founder, Drach Market Research Advisors
"High-Probability Investing"

  January 21, 2015 Central Florida Craig L. Israelsen, Ph.D.
Teacher, Utah Valley University
"Building a Multi-Asset, Low-Correlation Portfolio"

  February 18, 2015 Central Florida Rick Ferri, CFA
CEO, Portfolio Solutions LLC
"A Case for Index Fund Portfolios"

  January 10, 2015 Charlotte Daniel Charbonnet
COO, FastTrack Capital Management LLC
"Creating High-Quality, Risk-Adjusted Return Portfolios"

  January 24, 2015 Chicago John Spears
Private Investor and Electrical Engineer
"Stock Screens and Market Anomaly Investing "

  January 21, 2015 Columbus Isao Shoji, CFP, CLTC
Financial Advisor/Senior Vice President. The Schumacher Group, a financial advisory practice of Ameriprise Financial
"Long-Term Care Options: Their Evolution and What It Could Mean for You and Your Loved Ones"

  February 11, 2015 Columbus Matt Estep, CFP
Vice President and Regional Planning Consultant, Fidelity Investments
"Tax-Efficient Investing"

  January 17, 2015 Los Angeles Tom Petruno
Financial Journalist, Former L.A. Times Markets Columnist
"Why Markets Don’t Care What You Think"

Cullen Roche
Founder, Orcam Financial Group
"The Investor’s Conundrum"


  January 17, 2015 Milwaukee

"The Twenty-Fifth Annual Mid-Winter Retreat"

  January 7, 2015 New York City Sam Stovall
U.S. Equity Strategist, S&P Capital IQ
"Is It Time to Buy or Bail? "

  January 12, 2015 Northern New Jersey Michael Santoli
Senior Columnist, Yahoo Finance
"Is That All There Is?"

  January 31, 2015 Orange County Jonathan Lansner
Business Columnist, Orange County Register
"2015 Returns Will Be Average. What’s Wrong With That?"

  January 10, 2015 Phoenix Dr. Alan Ellman
Dr. Alan Ellman
"Covered Call Writing to Generate Monthly Cash Flow"

  February 7, 2015 Phoenix Nicholas Atkeson
Founding Partner, Delta Investment Management
"Simple, Robust Methods to Grow and Protect Your Portfolio"

  January 10, 2015 Portland William Bernstein
Co-Founder, Efficient Frontier Advisors
"Deep Risk: The Real Threat to Your Investments "

Barry Beiderman
Independent Individual Investor
"An Alternative Approach to Reducing Risk While Achieving Reasonable Growth"


  January 17, 2015 Puget Sound Al Zmyslowski
Chair, AAII Silicon Valley Computerized Investing SIG
"How to Profit With the Shareholder Yield Screen "

  January 10, 2015 Research Triangle Dennis Stearns
CFP and President, Stearns Financial Services Group
"2015 Economic Scenarios: Boom or Gloom?"

  February 14, 2015 Research Triangle Ken Martin
CPA and Tax Partner, Stancil & Company
"Tax Strategies for Today’s Changing Times"

  January 20, 2015 Sacramento Marty DeVault
Portfolio Manager, FundX Investment Company
"How to Succeed in Changing Markets"

  January 10, 2015 San Diego George Chamberlin
Executive Editor, The Daily Transcript
"Investing With Your Eyes Open "

  February 5, 2015 San Diego Daniel Charbonnet
COO, FastTrack Capital Management
"How to Invest Like a Professional "

  January 17, 2015 San Francisco Scott Juds
Founder and President, SumGrowth Strategies
"True Sector Rotation: Why Better Returns Don’t Require Higher Risk "

Peter Lingane
Principal, Financial Security by Design
"Market Timing, Momentum and SectorSurfer"


  January 17, 2015 Santa Barbara/Ventura Harvey Baraban
Former CEO, Baraban Securities
"Special Financial Seminar: The Year Ahead for Stocks, Bonds, Indexes and ETFs"

  January 10, 2015 Silicon Valley Alan Pinck
Enrolled Agent and Owner, A. Pinck & Associates
"2014 Tax Presentation"

  February 14, 2015 Silicon Valley David Johnson
Chief Investment Officer, Global Capital Group
"Robust Portfolio Diversification: Using Uncorrelated Asset Classes to Reduce Risk While Increasing Return"

  January 20, 2015 Southeast Florida Craig L. Israelsen, Ph.D.
Teacher, Utah Valley University
"Building a Multi-Asset, Low-Correlation Portfolio "

  January 21, 2015 Southeast Florida Craig L. Israelsen, Ph.D.
Teacher, Utah Valley University
"Building a Multi-Asset, Low-Correlation Portfolio "

  February 17, 2015 Southeast Florida Rick Ferri, CFA
Founder, Portfolio Solutions
"A Case for Index Fund Portfolios "

  February 18, 2015 Southeast Florida Rick Ferri, CFA
Founder, Portfolio Solutions
"A Case for Index Fund Portfolios "

  January 15, 2015 Southwest Florida Lauren Rudd
President, Rudd International Asset Management
"Investment Risks and Rewards in 2015"

  January 15, 2015 Southwest Florida Lauren Rudd
President, Rudd International Asset Management
"Investment Risks and Rewards in 2015"

  January 8, 2015 St. Louis Silvio Contessi, Ph.D.
Economist, St. Louis Federal Reserve
"2015 Economic Outlook"

  January 22, 2015 Twin Cities Len Fox
President, Scarecrow Trading
"Building a Diversified Composite-Based U.S. Equity Trading System"

  January 17, 2015 Washington D.C. Metro Roger S. Conrad
Co-Founder and Chief Editor, Capitalist Times LLC; Publisher, Capitalist Times, Conrad’s Utility Investor and Energy and Income Advisor
"Big Gains and High Yields from the Great American Energy Boom"