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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
  September 18, 2014 Milwaukee Dr. Alan Ellman
President, The Blue Collar Investor Corp.
"Exit Strategies for Covered Call Writing: Increasing Returns to the Highest Levels"

  September 18, 2014 Denver Christine Benz
Director of Personal Finance, Morningstar, Inc.
"Strategies for Pursuing Your Retirement Paycheck"

  September 18, 2014 Connecticut Wayne A. Thorp, CFA
Vice President and Senior Financial Analyst, AAII; Editor, Computerized Investing
"Determining a Stock’s True Worth"

  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"

  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 20, 2014 Puget Sound Paul Merriman
Founder, Merriman Inc.
"Live It Up Without Outliving Your Money"

  September 20, 2014 Washington D.C. Metro David John Marotta
President, Marotta Wealth Management
"Seven Adviser Strategies That You Should Be Using Now"

  September 20, 2014 Los Angeles Timothy Bock
President, Summit Portfolio Management
"How to Beat the Market Without Outguessing the Market"

Bob Seawright
Chief Investment Officer, Madison Avenue Securities
"How to Overcome Cognitive Investment Traps"


  September 22, 2014 Rochester Tom Jacobs
Investment Adviser and Portfolio Manager, Echelon Investment Management
"How Management Fleeces Investors, and How to Catch Them Before Your Stocks Tank"

  September 25, 2014 Birmingham James L. Drennen
Retired Vice President, Drennen Group at Merrill Lynch
"A Mid-Year Review and a Preview of the Remainder of the 2014 Year"

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

  September 29, 2014 Austin Lori J. Schock
Director, Office of Investor Education and Advocacy, U.S. Securities and Exchange Commission
"New Crowdfunding Regulatory Changes"

David Fischer, Robert Luedtke, Brent Torgrimson
Discussion Leaders, AAII Austin Chapter
"AAII Materials, Methods and Resources"


  September 30, 2014 Philadelphia Dr. Alan Ellman
President of The Blue Collar Investor Corp.
"Exit Strategies for Covered Call Writing, With a Brief Overview of Selling Cash-Secured Puts"

  October 7, 2014 Atlanta Michael McCrary, CMT
Regional Manager, Trading Solutions, Charles Schwab & Co.
"Technical Strategies for Traders"

  October 8, 2014 New York City Barry L. Ritholtz
Founder and CEO, Ritholtz Wealth Management
"Behavioral Economics: How Does Your Brain Interfere With Your Investing? "

  October 8, 2014 Columbus W. Phil Ratcliff, CFP, ChFC
President, Rebel Financial LLC
"Predatory Trading: The High-Frequency Trading That Inspired “Flash Boys”"

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

  October 11, 2014 Baltimore Clark Kendall, CFA
Founder and President, Kendall Capital Management
"Top Tips for Analyzing an Investor’s Total Wealth Position"

  October 11, 2014 Silicon Valley Terrence Sullivan
Co-Founder, Bloodhound Investment Research, Inc.
"Commonly Held Beliefs and the Realities of Stock Market Investing"

  October 11, 2014 Phoenix Kathryn Spica, CFA
Senior Analyst, Fund-of-Funds Strategies Manager Research, Morningstar, Inc.
"Morningstar Analyst Ratings: Closing the Investor Return Gap "

  October 11, 2014 Chicago Allen Hensley
Product Consultant, New York Life
"Diversify Your Retirement Income With Life Insurance "

  October 11, 2014 Research Triangle Tim Nordgren
Attorney at Law, McPherson, Rocamora, Nicholson & Nordgren, PLLC
"Trusts and Estate Planning"

  October 11, 2014 Charlotte Paul Townsend
Associate Vice President and Investment Officer, Wells Fargo Advisors LLC
"It’s What You Learn After You Know It"

  October 15, 2014 Dallas/Fort Worth Robert B. Drach
Founder, Drach Market Research Advisors
"High-Probability Investing "

  October 15, 2014 Central Florida Richard Smith, Ph.D.
CEO, Tradesmith
"A Solution to Every Investor’s Chief Problem "

  October 16, 2014 Southwest Florida Brian Luster
CEO, The Abernathy Group II
"Risk and the Global Capital Markets"

  October 16, 2014 Southwest Florida Brian Luster
CEO, The Abernathy Group II
"Risk and the Global Capital Markets"

  October 18, 2014 Los Angeles Donald Pelgrim
CEO, Wilshire Finance Partners
"Lower-Risk, Higher-Yield Investing"

Mark Harbour
President, CFA Society of Los Angeles; Relationship Manager, Morgan Stanley
"The Future of Finance: Investor Rights and Ethical Decision-Making"


  October 18, 2014 Washington D.C. Metro Christine Benz
Director of Personal Finance, Morningstar, Inc.
"Strategies for Pursuing Your Retirement Paycheck"

  October 19, 2014 Portland Jeffrey M. Christian
Managing Director, CPM Group
"Investing in Commodities in the Current Economic Environment and in the Long Run"

  October 20, 2014 Denver Scott Juds
Founder and President, SumGrowth Strategies
"How to Outperform by Surfing Sectors"

  October 21, 2014 Southeast Florida Daniel Egan
Director of Behavioral Finance and Investing, Betterment
"Key Solutions to Maximizing Aftertax Returns "

  October 22, 2014 Southeast Florida Daniel Egan
Director of Behavioral Finance and Investing, Betterment
"Key Solutions to Maximizing Aftertax Returns "

  October 22, 2014 Long Island Marvin Appel, Ph.D.
President, Signalert Asset Management
"Income Investing in a Hostile Yield Environment"

  October 23, 2014 Connecticut Julie Jason
CIO, Jackson, Grant Investment Advisers Inc.
"Managing Retirement Wealth"

  October 23, 2014 Albuquerque Ronald H. Muhlenkamp
Founder and Portfolio Manager, Muhlenkamp & Co., Inc.
"Natural Gas: An Energy Game Changer"

  October 23, 2014 Twin Cities Richard A. Waller
Supervisory Special Agent, Federal Bureau of Investigation
"Complex Financial Crimes: Emerging Trends and Threats"

  October 28, 2014 Philadelphia Dr. William C. Dunkelberg
Chief Economist, National Federation of Independent Business; Professor of Economics (Emeritus), College of Liberal Arts, Temple University
"Will the Election Matter for the Real Economy?"

  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 "