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
  October 3, 2015 Phoenix Axel Merk
President and CIO, Merk Investments; Manager, the Merk Funds
"Portfolio Construction for Tomorrow’s Markets"

  September 19, 2015 Los Angeles Bob Seawright
Chief Investment Officer, Madison Avenue Securities
"The Hierarchy of Investor Needs"

Tim Bock
President, Summit Portfolio Management
"Capturing Market Returns"

  September 12, 2015 San Diego Brett Gottlieb
Investment Adviser Representative, Comprehensive Adviser
"Social Security: An Overlooked Financial Asset"

  September 12, 2015 Silicon Valley Brian Nelson
President of Equity Research, Valuentum Securities
"Value-Focused, Momentum-Based Dividend Growth Investing"

  September 17, 2015 Milwaukee Brian Nelson
President of Equity Research, Valuentum Securities
"The 13 Most Important Steps to Understand the Stock Market"

  October 10, 2015 Research Triangle Charles Rotblut, CFA
Vice President and Senior Financial Analyst, AAII; Editor, AAII Journal
"Smart Investing: Seeking Reward While Reducing Risk"

  October 8, 2015 Charlotte Charles Rotblut, CFA
Vice President and Senior Financial Analyst, AAII; Editor, AAII Journal
"Smart Investing: Seeking Reward While Reducing Risk"

  September 12, 2015 Research Triangle Christine Benz
Director of Personal Finance, Morningstar
"Strategies for Creating Your Retirement Paycheck"

  September 26, 2015 Boston David Saito-Chung
Assistant Markets Editor, Senior Writer and Instructor, Investor’s Business Daily
"A Proven System for Selecting Winning Stocks"

Robert Fulks
Investment Speaker, Financial Engineer and President, Pleasant Bay Analytics
"How to Design Your Investment Portfolio"

  September 12, 2015 Orange County Don Pelgrim
Chief Executive Officer, Wilshire Finance Partners
"Lower-Risk, Higher-Yield Investing"

  September 15, 2015 Eastern Michigan Donald Cassidy
Author, Retired Senior Research Analyst
"It’s When You Sell That Counts"

  September 17, 2015 Columbus Douglas C. Smith
The Douglas C Smith Company, LLC
"An Investment Game-plan review for Coping with Uncertain Markets"

  September 15, 2015 St. Louis Dr. Alan Ellman
President, The Blue Collar Investor Corp.
"Covered Call Writing to Generate Monthly Cash Flow"

  October 8, 2015 San Diego Gary Karz
Publisher,; Principal, Proficient Investment Management LLC
"Robo-Advisers: The Good, The Bad and The Ugly"

  October 15, 2015 Southwest Florida Ian Abbott
President, Abacus Financial Services LLC
"How to Avoid Bear Markets and Catch a Bull"

  October 10, 2015 Chicago Jaclyn McClellan
Assistant Financial Analyst, AAII; Editor, Computerized Investing
"Finding A Stock Winner: First Step Screening"

  September 15, 2015 Sacramento James Rouzan
Trading Solutions Regional Manager, OptionsXpress
"Reducing Risk Using Options"

  September 9, 2015 New York City Janet M. Brown
President, FundX Investment Group
"The Three Pillars of Successful Investing "

  August 31, 2015 Denver Jim Kneser
Lecturer, Academy for Lifelong Learning
"The Economy: Big Picture and Current Issues"

  September 22, 2015 Albuquerque John P. Reese
CEO and Founder,
"Systematic Investing Using the Strategies of Wall Street Legends"

  October 14, 2015 Columbus John S. Jones
Solo Practice Attorney-at-Law, Worthington, Ohio
"Death in the Digital Age: Are you ready for it?"

  September 29, 2015 Philadelphia Joseph W. Garner
Director of Research and Portfolio Manager, Emerald Advisers
"The Keys to Successful Small-Cap Investing"

  September 24, 2015 Birmingham Ken Carlson
Founder and Senior Portfolio Manager, DMC Group
"Disruption of Innovation"

  September 17, 2015 Twin Cities Mahesh Johari
Independent Investor
"Fundamentals of Profitable Trading"

  September 28, 2015 Austin Mark Angil
Principal, RBD Adaptive LLC
"Down Markets Can Be Softened. Here’s How."

  September 24, 2015 Denver Matt Klaess
Founder and President, Paradigm Group
"Planning Ahead: MRDs, What Assets to Spend, How to Save on Taxes"

  September 16, 2015 Dallas/Fort Worth Mike Turner
President & Chief Portfolio Manager, Turner Capital Investments
"Profiting in Bull & Bear Markets"

  September 12, 2015 Portland Ralph Perrini
Vice President & National Speaker, Investor’s Business Daily and
"A proven system for selecting winning stocks"

  September 16, 2015 Cleveland Ralph Perrini
Vice President of Product Training, Investor’s Business Daily
"A Proven System for Selecting Winning Stocks"

  September 15, 2015 Pittsburgh Ralph Perrini
VP Sales, Investor’s Business Daily
"A Proven System for Selecting Winning Stocks"

  September 19, 2015 Washington D.C. Metro Raymond A. Rondeau
Full-Time Investor, Host of “Market Mavens” on UR Business Network, Past President of Boston AAII Chapter
"Simple, Practical Technical Analysis Techniques for Everyday Investors"

  September 12, 2015 Charlotte Richard Ferri
Managing Partner, Portfolio Solutions
"A Case for Index Fund Portfolios"

  September 16, 2015 Central Florida Robert B. Drach
Founder, Drach Advisors LLC
"High-Probability Investing"

  October 17, 2015 Orange County Robert B. Drach
Founder, Drach Market Research Advisors
"High-Probability Investing"

  September 8, 2015 Houston Stan Haithcock
Founder, Stan The Annuity Man
"Annuities: The Good, The Bad and The Truth"

  October 8, 2015 Rochester Steve Greiner, Ph.D.
Senior Vice President, Schwab Equity Ratings Department
"Stock Selection, The Schwab Way"

  September 19, 2015 San Francisco Steven Rossi
Quantitative Analyst, RS Investments
"Navigating Stock Price Crashes"

David Grandey
CEO, All About Trends Newsletter
"Buying Leading Stocks at Low-Risk Entry Points"

  September 16, 2015 Long Island Ted LePlat
National Education Speaker, Investor’s Business Daily
"How to Profit In the Stock Market Using Investor’s Business Daily"

  October 21, 2015 Central Florida Ted LePlat
National Education Speaker, Investor’s Business Daily
"How to Find the Leaders With IBD"

  September 12, 2015 Santa Barbara/Ventura Tom J. Kopas
Principal and Portfolio Manager, Pring Turner Capital Group
"What Do Fed Rate Hikes Mean for Investors?"

Peter Andes, CFA
Director of Research, Motif Investing
"Motif’s Thematic Approach to Investing"

  September 19, 2015 Puget Sound William Bernstein
Co-Founder, Efficient Frontier Advisors
"Deep Risk: The Real Threat to Your Investments"