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.
|Event Date||Chapter Name||Speaker|
|April 17, 2014||Connecticut||
Director of Personal Finance, Morningstar
"Strategies for Pursuing Your Retirement Paycheck"
|February 8, 2014||Research Triangle||
Portfolio Manager, Green River Asset Management, LLC
"Is Modern Portfolio Theory Harming Your Portfolio? "
|January 16, 2014||Southwest Florida||
President, Rudd International
"Building a Successful Portfolio in Today’s Economic Climate"
|January 15, 2014||Cleveland||
Wesley R. Gray, Ph.D.
Executive Managing Member, Empiritrage LLC
"Behavioral Finance and the Case for Systematic Decision-Making Processes"
|January 15, 2014||Central Florida||
Anthony W. Muhlenkamp
President, Muhlenkamp & Company, Inc.
"Natural Gas: An Energy Game Changer"
|January 14, 2014||Houston||
Alan Ellman, Ph.D.
President, The Blue Collar Investor Corp.
"Covered Call Writing to Generate Monthly Cash Flow"
|January 13, 2014||Northern New Jersey||
Chief Equity Strategist, S&P Capital IQ
"Outlook 2014: Is It Time to Buy or Bail?"
|January 11, 2014||Silicon Valley||
R. Mark Rogers
Senior U.S. Economist, Econoday, Inc.
"Tracking the Fed in Transition"
|January 11, 2014||Phoenix||
President and Portfolio Manager, Global Capital Group
"Lessons Learned From Harvard and Yale Endowments: Using Managed Futures for Portfolio Diversification"
|January 11, 2014||Research Triangle||
Dennis Stearns, CFP
President, Stearns Financial Services Group
"2014 Economic Scenarios: Can the U.S. Economy Muddle Through?"
|January 8, 2014||New York City||
Founding Partner, Delta Investment Management LLC
"How to Earn Double-Digit Returns While Avoiding Major Down Markets "
|January 7, 2014||St. Louis||
Regional Planning Consultant, Fidelity Investments
"Retirement Investment Planning"
|January 4, 2014||San Diego||
Chairman, AAII Los Angeles Chapter Strategic Investing Group
"Best Internet Investment Sites 2014"
|December 16, 2013||Austin||
President and Founder, CycleProphet.com
"The 10 Must-Follow Rules for Consistent Profits"
|December 14, 2013||Baltimore||
President, Absolute Return Capital Advisors LLC
"Profit From a Rapidly Changing World in 2014 "
|December 11, 2013||Connecticut||
Senior Columnist, Yahoo! Finance
Please note: Michael Santoli is the former Associate Editor of Barron’s.
"How Old Is This Bull Market?"
|December 11, 2013||Columbus||
Founder and President of Future Finances, Inc.
"Year-End Portfolio Tune-up and Preparing for 2014"
|December 9, 2013||Denver||
Jerry Paul, CFA
Portfolio Manager, ICON Fixed Income Fund
"Fixed-Income Investing in Troubled Times"
|December 7, 2013||Baton Rouge||
Managing Director, InterGlobal Asset Management, LLC
"What Does Modern Portfolio Theory Look Like Today? "
|December 7, 2013||Houston||
Founder, Lansing Investments; CIO, MarketTrend Advisors
"Investing in Uncertain Markets"
|December 7, 2013||Phoenix||
President, Don Scher and Associates
"Do You Have a Life Plan?"
|December 7, 2013||Research Triangle||
Member, Governors Club Speakers Resource
"Christmas Party, What Your Broker Will Never Tell You"