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
  March 19, 2016 WASHINGTON DC METRO Neil George
Editor, By George; Former Editor, Personal Finance
"Don’t Fear Rising Interest Rates, Maximize Your Dividend Yield the Right Way "

  February 20, 2016 Washington D.C. Metro Dr. Eric D. Wish
Professor, Honors College, UMD
"Workshop: Insights From 50 Years as a Part-Time Trader and Investor"

  March 8, 2016 St. Louis Brian Nelson
President of Equity Research, Valuentum Securities
"Value-Focused Momentum-Based Dividend Growth Investing"

  February 18, 2016 Southwest Florida Craig L. Israelsen, Ph.D.
Founder of the 7Twelve® Portfolio
"Building and Managing a Diversified Portfolio"

  March 17, 2016 Southwest Florida Christine Benz
Director of Personal Finance, Morningstar
"Morningstar’s Best Ideas for 2016 and Beyond "

  February 16, 2016 Southeast Florida Steven Abernathy
Chairman and CEO, The Abernathy Group
"Shareholder Activism: Following Smart Money/Value Investing"

  February 17, 2016 Southeast Florida Steven Abernathy
Chairman and CEO, The Abernathy Group
"Shareholder Activism: Following Smart Money/Value Investing"

  March 15, 2016 SOUTHEAST FLORIDA Derek Pilecki
Portfolio Manager, Gator Capital Management
"Beyond Banks: Selected Opportunities in the Financial Services Sector "

  March 16, 2016 Southeast Florida Derek Pilecki
Portfolio Manager, Gator Capital Management
"Beyond Banks: Selected Opportunities in the Financial Services Sector"

  March 12, 2016 Silicon Valley Fred Smith
Registered Investment Adviser
"Financial Planning Workshop: Safe Withdrawal Rates From Your Retirement Portfolio"

Richard Farkas
President, Strategic Global Investment Services, Inc.; Financial Adviser and Branch Manager, Raymond James Financial Services, Inc.
"Through the Looking Glass"


  February 13, 2016 Silicon Valley Fred Smith
Registered Investment Adviser
"Financial Planning Workshop: Managing Your Cash Flow in Retirement"

Steven Rossi
Quantitative Analyst, RS Investments
"Navigating Stock Price Crashes"


  March 19, 2016 SAN FRANCISCO Raife Giovinazzo, Ph.D., CFA
Director of Research and Partner, Fuller & Thaler
"How We Use Behavioral Finance to Invest "

Nate Pile
Editor and Founder, Nate's Notes Investment Newsletter
"Successful Investing Over the Long Haul "


  February 13, 2016 San Diego Charles Rotblut, CFA
Vice President, AAII; Editor, AAII Journal
"Smart Investing: Seeking Reward While Reducing Risk"

  February 16, 2016 Sacramento Randy Frederick
Managing Director of Trading and Derivatives, Charles Schwab and Company
"2016 Market Perspective"

  February 13, 2016 Research Triangle Robert B. Drach
Founder, Drach Market Research Advisors
"High-Probability Investing"

  March 12, 2016 Puget Sound Harvey Baraban
Founder and Former CEO, Baraban Securities; Arbitrator, NASD
"The Next Big Seattle-Based Stocks"

  March 8, 2016 PITTSBURGH Scott E. Tobe
President and Managing Partner, Signature Financial Planning
"Eight Traits of Happy Investors: It’s Not All About the Money "

  February 13, 2016 Pittsburgh Herb Geissler
Managing Director, Saint Clair Group
"Survive and Thrive in the Coming Debt Crisis"

  March 5, 2016 Phoenix Wayne Connors
Founder, RetirementInvestor.com
"The Simplest Way to Increase Your Portfolio’s Performance"

  February 11, 2016 Orange County Charles Rotblut, CFA
Vice President, AAII; Editor, AAII Journal
"Smart Investing: Seeking Reward While Reducing Risk"

  March 12, 2016 Orange County Mark Skousen
Presidential Fellow, Chapman University; Editor in Chief, Forecasts & Strategies
"Is the Golden Age of Investing Over? "

  March 2, 2016 New York City A. Michael Lipper, CFA
Founder and President, Lipper Advisory Services, Inc.
"Timespan Portfolios for Better Long-Term Investing"

  February 18, 2016 Milwaukee Michael Glatkowski
Intermediary Services Team, Artisan Partners LLC
"Urbanization: Benefit for the Economy, Challenge for the Environment"

  February 20, 2016 Los Angeles Tim Gramatovich
Chief Investment Officer and Co-Founder, Peritus Asset Management
"It’s Time to Move From Equities to High Yield"

Don Gimpel, Ph.D.
President, AAII Los Angeles Chapter
"No More Excuses: Always Know Where the Market is Trending!"


  March 19, 2016 LOS ANGELES Scott Juds
Founder and President, SumGrowth Strategies
"True Sector Rotation Made Simple and Practical "

Scott Juds
Founder and President, SumGrowth Strategies
"Addressing the Seven Faces of Risk & Panel Session "

Gary Noreen, Richard Erkes and Scott Juds

"Sector Rotation Panel Session! "


  March 22, 2016 DENVER Matthew D. McCall
Founder and President, Penn Financial Group LLC
"What to Expect From the Stock Market Now "

  February 22, 2016 DENVER Don Morris, N.Reese, M. Rauschkolb, D. Cassidy

"How to Use Options for Profit, Income and Protection "

  March 16, 2016 DALLAS/FT WORTH Wayne A. Thorp, CFA
Vice President and Senior Financial Analyst, AAII
"Computerized Stock Screening and Analysis "

  February 17, 2016 DALLAS/FT WORTH Charlotte Hudgin
Editor, Armchair Investor
"Where You Should Be Investing Now "

  February 10, 2016 Columbus Roger Blackwell, Ph.D.
Retired Professor, Ohio State University
"How to Keep Your Retirement Funds from Expiring Before You Do"

  March 9, 2016 Columbus Christopher Schumacher, CFP
Managing Partner and CFO, The Schumacher Group
"Institutional Tools Emerging for the Retail World "

  February 17, 2016 Cleveland Wesley R. Gray
CEO and CIO, Alpha Architect
"How Military Service Shaped My Investment Philosophy"

  February 27, 2016 Chicago Ignatius L. Smetek
President and Chief Investment Officer, Arcataur Capital Management
"Risks and Opportunities After the 30-Year Bond and 7-Year Stock Bull Market"

  March 19, 2016 CHICAGO Peter Hecht, Ph.D.
Managing Director and Senior Investment Strategist, Evanston Capital Management LLC
"Quality, Value and Momentum Factors "

  February 13, 2016 Charlotte Michael Osteen
Chief Investment Officer of Research, Port Wren Capital LLC
"The Key to Better Investments"

  February 17, 2016 Central Florida Bob Carlson
Editor, Retirement Watch
"Overcoming Critical Threats to Lifetime Income Security"

  April 20, 2016 CENTRAL FLORIDA David O’Connor
Founder, Managing Director and Portfolio Manager, Orlando Investment Partners
"Dual Momentum: What is It and How Can It Help My Portfolio? "

  March 16, 2016 CENTRAL FLORIDA Christine Benz
Director of Personal Finance, Morningstar
"Morningstar’s Best Ideas for 2016 and Beyond "

  February 25, 2016 Birmingham Zachary P. Turnage, CFA
Director of Research, Value Fund, Harbert Management Corporation
"Market Weighting Machine: How Valuation Drives Equity Returns"

  March 8, 2016 Atlanta Apollo D. Lupescu, Ph.D.
Vice President, Dimensional Fund Advisor
"Engineering Equity Portfolios Around Broadly Defined Return Sources "

  March 15, 2016 Albuquerque Nancy Tengler
Chief Investment Officer, Heartland Financial USA, Inc.
"Investing is Not Rocket Science"

  February 9, 2016 Albuquerque John Moore
John Moore & Associates, Inc.
"Surviving the Rate Hike of 2015"