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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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BY:
Event Date Chapter Name Speaker
  August 26, 2014 Atlanta Charles L. Abney III, CFA
Portfolio Manager and Director, ZWJ Investment Counsel
"Stock Research and Risk Management"

  September 11, 2014 Boston John P. Reese
Founder and CEO, Validea & Validea Capital Management LLC
"Do the Strategies of Investing Greats Still Work Today? "

Gerald B. Levin
President, GBL Asset Management, Inc.
"Investment Education Workshop: Oh Yeah? Prove It!"


  September 17, 2014 Central Florida Frank Dasse, Ph.D., CFP
Economic and Financial Consultant
"The World’s Economic Status and Its Impact on Investments "

  September 13, 2014 Charlotte John Maron
Director of the Investor Education Program, North Carolina Secretary of State
"Investment Fraud: Guarding Your Assets in a Scary World"

  August 9, 2014 Charlotte Harold Morris
National Education Speaker, Investor’s Business Daily
"Seven Common Characteristics of Winning Stocks"

  September 17, 2014 Cleveland Stephen J. Ong
Vice President, Federal Reserve Bank of Cleveland
"The Dry, Wonky and Utterly Essential World of Financial Stability Analysis "

  August 13, 2014 Denver Jon Tesseo
Vice President, Denver Investment Advisors
"The Little-Known World of Micro-Cap Value Investing "

  September 9, 2014 Eastern Michigan Paul Townsend
Associate Vice President and Investment Officer, Wells Fargo Advisors LLC
"It’s What You Learn After You Know It All That Counts "

  September 27, 2014 Orange County Todd Macaluso
Sales Director, UnitedHealthcare Medicare & Retirement
"How Is Medicare Changing for Retirees? "

  August 23, 2014 Orange County Stephen L. McKee
President, Investment Selections & Timing, Inc.
"How to Select the Best Mutual Funds and ETFs"

  August 16, 2014 Pittsburgh Subgroup Leaders

"12th Annual “Picnic in the Park Symposium”"

  August 9, 2014 Research Triangle Fidelity Investments

"Understanding ETFs"

  September 13, 2014 San Diego Ryan McKeon, Ph.D.
Assistant Professor of Finance, University of San Diego
"What Can Nobel Prize-Winning Economists Teach Us About Investing? "

  October 11, 2014 San Diego Scott Martin, CFA
Senior Vice President and Account Manager, PIMCO
"Bond Strategies for an Evolving Market "

  September 20, 2014 San Francisco Lynne Mosier, CFA
Regional Vice President, Guggenheim Investments
"The Evolution of ETFs "

Hardeep Walia
Hardeep Walia CEO and Co-Founder, Motif Investing
"Motifs: A New Investment Product"


  September 4, 2014 St. Louis Alex Bryan
Fund Analyst, Morningstar
"Strategic Beta Funds"

  November 6, 2014 St. Louis Nicholas G. Atkeson
Partner, Delta Investment Management
"How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety-First Approach "

  September 18, 2014 Twin Cities Tom Blees
President, The Science Council for Global Initiatives
"How to Invest for the Thorniest Problems of the 21st Century"