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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
  February 12, 2015 Albuquerque John Moore
Principal, John Moore & Associates, Inc.
"A Commonsense Approach to Asset Allocation and Manager Selection"

  March 9, 2015 Albuquerque Charles Rotblut, CFA
Vice President, AAII; Editor, AAII Journal
"Smart Investing: Seeking Reward While Reducing Risk"

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

  February 23, 2015 Austin Ray Rondeau
President, AAII Boston Chapter
"Simple, Practical Technical Analysis Techniques for Everyday Investors"

  January 26, 2015 Austin Robert B. Drach
Founder, Drach Market Research Advisors
"High-Probability Investing"

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

  February 28, 2015 Baton Rouge Paul Townsend
Associate Vice President and Investment Officer, Wells Fargo Advisors, LLC
"It’s What You Learn After You Know It All That Counts"

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

  February 14, 2015 Charlotte Dennis Stearns
President, Stearns Financial Group
"2015 Economic Scenarios: Boom or Gloom?"

  March 14, 2015 Charlotte Scott Juds
Founder and President, SumGrowth Strategies
"True Sector Rotation: Breaking Through the Efficient Frontier"

  February 21, 2015 Chicago Charles Rotblut, CFA
Vice President, AAII; Editor, AAII Journal
"Smart Investing: Seeking Reward While Reducing Risk"

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

  March 18, 2015 Dallas/Fort Worth Robert “Rohit” Millstein
Founder, Millstein Advisors
"Generating Dividend Income of 1% Per Month"

  February 18, 2015 Dallas/Fort Worth Ray Rondeau
President, AAII Boston Chapter
"Simple, Practical Technical Analysis Techniques "

  January 29, 2015 Denver Andre Ratkai, CFA
President, Praxis Advisory Group
"Stocks in 2015: Looking at Possibilities From Many Angles "

  February 24, 2015 Eastern Michigan Timothy Reazor
Chief Investment Strategist, NorAm Asset Management
"Investment Strategies for Growth and Weekly Income"

  February 21, 2015 Houston Ray Rondeau
President, AAII Boston Chapter
"Simple, Practical Technical Analysis Techniques for Everyday Investors"

  February 21, 2015 Los Angeles Tuhin Ghosh, Ph.D., CFA
Vice President of Investment Products and Analytics, Motif Investing
"Motif’s Thematic Approach to Investing"

Tim Gramatovich, CFA
Chief Investment Officer and Co-Founder, Peritus Asset Management
"Active Investing in Today’s Market"


  February 19, 2015 Milwaukee Ignatius L. Smetek
President and Chief Investment Officer, Arcataur Capital
"Investment Risks and Rewards in 2015"

  March 4, 2015 New York City Michael Santoli
Senior Columnist, Yahoo Finance
"Is That All There Is? "

  February 4, 2015 New York City Marvin Appel
President, Signalert Asset Management
"No Longer Mutually Exclusive: Strategies for Both Tax and Risk Management "

  March 16, 2015 Northern New Jersey Wesley R. Gray, Ph.D
Executive Managing Member, Alpha Architect
"Does Complexity Imply Value? Value Strategies from 1963 to 2013"

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

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

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

  January 28, 2015 Rochester Gregory Woodard
Portfolio Strategist, Senior Analyst, Manning & Napier
"Global Investing in a Disruptive Environment"

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

  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"

  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 "

  March 12, 2015 St. Louis

"An Analysis of Bear Markets"

  February 21, 2015 Washington D.C. Metro Bob Carlson
Editor, Retirement Watch
"Understanding Key Avoided and Misunderstood Retirement Issues "