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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
  November 8, 2014 Silicon Valley Al Zmyslowski
Computerized Investing Subgroup Leader, AAII Silicon Valley Chapter
"Implementing Low-Volatility ETF and Stock Portfolios"

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


  October 23, 2014 Birmingham Alan Jordan
Financial Advisor, Raymond James Financial Services
"Stock Market Investment Cycles"

  November 1, 2014 Phoenix Allan Zee
Founder, Argeus Benefits Group LLC
"Your Health Care and the Affordable Care Act"

  November 15, 2014 San Francisco Andrew Houghton
Partner, Delta Investment Management
"How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety-First Approach"

  November 15, 2014 Chicago Brian Nelson
President of Equity Research, Valuentum Securities
"Dividend Growth Investing "

  November 8, 2014 Charlotte Bryan Johnson
Moon Run Report
"An Analysis of Bear Markets"

  November 20, 2014 Boston Christine Benz
Director of Personal Finance, Morningstar
"Strategies for Creating Your Retirement Paycheck"

Brian Livingston
Author, “Goldilocks Investing”
"Goldilocks Investing: Find the Wealth Management Plan That’s Just Right for You"


  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 "

  December 10, 2014 Columbus Donald Morris
Donald Morris Financial Adviser, Raymond James Financial Services
"The Financial Fallout of Divorce and How to Protect Yourself"

  November 8, 2014 Baltimore Dr. Alan Ellman
President and Founder, The Blue Collar Investor Corp.
"Exit Strategies for Covered Call Writing: Increasing Returns to the Highest Levels "

  October 27, 2014 Austin Dr. Alan Ellman
The Blue Collar Investor Corp.
"Covered Call Writing to Generate Monthly Cash Flow"

  November 20, 2014 Milwaukee Dr. Kevin Spellman
Director, Investment Program at University of Wisconsin—Milwaukee
"Creating a Sound Investment Approach and Flavors of Investing"

  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 Columbus Ian Abbott
Owner, Abacus Financial Services
"How to Avoid Bear Markets and Catch a Bull"

  November 1, 2014 Orange County James Owen Weatherall
Associate Professor, University of California, Irvine
"The Physics of Wall Street"

  November 11, 2014 Houston Julie Jason
CIO, Jackson, Grant Investment Advisers Inc.
"Managing Retirement Wealth"

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

  November 8, 2014 San Diego Kevne Sharpe
Regional Vice President, Toews Corporation
"Lessons From a Vulcan: Why Spock’s Portfolio Does Better Than Yours"

  November 10, 2014 Northern New Jersey Mark Skousen, Ph.D.
Editor in Chief, Forecasts & Strategies
"Forecasts & Strategies for 2014/2015"

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

  November 15, 2014 Los Angeles Mary Ellen McGonagle and Mike Lowrey
Founders, Market Trends Corp.
"How to Spot a Stock That Can Outperform the Market"

Don Gimpel
President, AAII Los Angeles Chapter
"The Lazy Man’s Guide to Investing"


  November 19, 2014 Long Island Michael Walters
Analyst, Bertolet Capital
"Small- and Micro-Cap Investing"

  November 15, 2014 Washington D.C. Metro Nancy Osmond Popovich
Partner and Director of Investments, The Wise Investor Group at Robert W. Baird & Co.
"What Have the Markets Done in 2014 and How Will that Impact 2015?"

  November 17, 2014 Denver Nancy Tengler
President, Financial IQ Training Services LLC
"It’s NOT Rocket Science; You CAN Do This!"

  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 "

  November 19, 2014 Cleveland Nick Atkeson
Partner, Delta Investment Management
"How to Earn Double-Digit Returns While Avoiding Major Down Markets"

  November 15, 2014 Puget Sound Nick Atkeson
Partner, Delta Investment Management
"How to Earn Double-Digit Returns While Avoiding Major Down Markets "

  November 8, 2014 Southwest Florida Ray Rondeau
Individual Investor
"Workshop: Trading Insights Contoured for Long-Term Investors"

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

  November 19, 2014 Connecticut Roger S. Conrad
Co-Founder and Co-Chief Editor of Capitalist Times, Conrad’s Utility Investor, Energy and Income Adviser
"Energy Liberty Day: High-Percentage Wealth Building From America’s Surest Growth Industry"

  November 5, 2014 Eastern Michigan Ron Russ
Individual Investor
"The True American Indivdual Investor "

Richard Bosek
Livonia IBD Meetup Group Organizer
"Disruptive Technologies and Long-Term Investments"


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

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

  November 18, 2014 Sacramento Thomas Kennedy
Chief Investment Officer, Trafalgar Partners, LLC
"Inside the Mind of a Hedge Fund Manager"

  November 5, 2014 New York City William L. Wilby
Former Head of Equities, Oppenheimer Funds Inc
"Global Investing in Turbulent Times "