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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
  May 3, 2014 Portland Al Zmyslowski
Individual Investor, AAII Silicon Valley Board Member
"The Stock Screening Process: Featuring a Shareholder Yield Screen "

Charles Rotblut, CFA
Vice President, AAII; Editor, AAII Journal
"Smart Investing: Seeking Reward While Reducing Risk "


  May 31, 2014 Orange County Axel Merk
President and CIO, Merk Investments
"Crash-Proof Your Portfolio? Currencies and Gold for Diversification"

  June 14, 2014 Charlotte Bill Hackney, CFA
Senior Partner, Atlanta Capital Management
"America Gets its Mojo Back"

  May 17, 2014 Washington D.C. Metro Bob Pugh, CFA, CFP
President and Founder, Insight Wealth Management Inc.
"Using Alternative Investments to Enhance Portfolio Performance "

  May 12, 2014 Northern New Jersey Bruce Johnstone
Senior Marketing Investment Strategist, Fidelity
"How to Revitalize the American Economy and Regain the American Spirit"

  May 21, 2014 Central Florida Central Florida Chapter Members and Leaders

"Our Fifth Annual Open Mic Event"

  April 26, 2014 Chicago Charles Munro
First Vice President, Investments, Stifel Nicolaus
"Fear, Greed and the Emotional Battle for Your Investing Dollars"

  May 7, 2014 Puget Sound Charles Rotblut
Vice President, AAII; Editor, AAII Journal
"Smart Investing: Seeking Reward While Reducing Risk "

  May 17, 2014 Chicago Christine Benz
Director of Personal Finance, Morningstar
"Strategies for Creating Your Retirement Paycheck "

  May 21, 2014 Connecticut Christine Benz
Director of Personal Finance, Morningstar
"Strategies for Pursuing Your Retirement Paycheck"

  May 13, 2014 Boston Craig L. Israelsen, Ph.D.
Associate Professor, Utah Valley University; Creator, 7Twelve Portfolio
"Building a Multi-Asset, Low-Correlation Portfolio "

Peter Chandler
Director of Investor Education, Financial Industry Regulatory Association (FINRA)
"Investment Education Workshop: 2014 Dos and Don’ts: Top Tips and Resources for a Financially Secure Year"


  May 6, 2014 St. Louis Dan Passarelli
CEO, Market Taker Mentoring Inc.
"Investing and Protecting Your Portfolio With Options"

  June 4, 2014 New York City David M. Darst, CFA
Senior Adviser and Member of the Global Investment Committee, Morgan Stanley
"An Asset Allocation-Based Investment Strategy for 2014 and Beyond "

  May 15, 2014 Milwaukee Dera L. Johnsen-Tracy & John Horn
Attorneys, Horn & Johnsen SC
"Top Ten Mistakes Made in Beneficiary Designations "

  April 17, 2014 Southwest Florida Don Cassidy
Founder and President, Retirement Investing Institute
"Using Behavioral Finance to Improve Investment Profits "

  April 17, 2014 Southwest Florida Don Cassidy
Founder and President, Retirement Investing Institute
"Using Behavioral Finance to Improve Investment Profits "

  April 26, 2014 Baton Rouge Don Lansing
Founder and Chief Investment Officer, MTA Capital and Lansing Investments
"Survey of the Economic and Investment Landscapes "

  April 29, 2014 Philadelphia Eddie Ramirez
Senior Product Trainer, Investor’s Business Daily
"Improve Your Investment Returns With Investor’s Business Daily"

  April 28, 2014 Austin Fred Richards
President, Adrich Corporation
"Looking Ahead in an Uncertain World"

  May 17, 2014 San Francisco Harvey Baraban
Former CEO, Baraban Securities
"Financial Roundtable Seminar: How to Profit in Today’s Low-Volume, High-Volatility Market"

  April 24, 2014 Connecticut James O’Shaughnessy
Chairman and CEO, O’Shaughnessy Asset Management
"What Works on Wall Street"

  May 10, 2014 Silicon Valley Janet Brown
President, FundX Investment Group; Editor, NoLoad FundX Newsletter
"How to Succeed in Changing Markets"

Nick Atkeson & Andrew Houghton
Partners, Delta Investment Management
"How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety-First Approach"


  June 14, 2014 Research Triangle Jason DiNozzi
Managing Director, InterGlobal Asset Management LLC
"What Does Modern Portfolio Theory Look Like Today?"

  May 14, 2014 Long Island Jim Lebenthal
Chairman Emeritus, Lebenthal & Co.
"Straight Talk About Safety, Tax Exemption, Liquidity, and Munis"

  May 10, 2014 Charlotte John Simms
Chief Investment Officer, Piedmont Trust Company
"King Risk is Dead. Long Live the King!"

  May 13, 2014 Houston Julie Jason
CIO, Jackson, Grant Investment Advisers, Inc.
"Managing Retirement Wealth "

  May 14, 2014 Cleveland Marc Gerstein
Director of Research, Portfolio 123; Editor, Forbes Low-Priced Stock Report
"Stock Screening and Analysis Techniques Your Guru Never Taught You "

  April 19, 2014 Washington D.C. Metro Maria Crawford Scott
Former Editor, AAII Journal
"Managing Your Money During Retirement "

  May 7, 2014 New York City Marvin Appel
President, Sinalert Asset Management
"Stocks Face the Greatest Risk Since 2011 "

  April 23, 2014 Denver Matthew R. Werner, CFA
Matthew R. Werner, CFA
"Looking for Income? An Update on Real Estate Investment Trusts"

  April 19, 2014 Los Angeles Mebane Faber
Mebane Faber Chief Investment Officer, Cambria Investment Management
"Global Value: Spotting Bubbles, Avoiding Crashes, and Big Returns "

John Del Vecchio & Tom Jacobs
Co-Authors, “What’s Behind the Numbers?”
"Expose the Chicanery, Avoid Losses "


  May 10, 2014 Baltimore Morgan Housel
Macroeconomics Analyst and Columnist, Motley Fool
"Today’s 10 Most Important Economic and Investing Trends "

  May 3, 2014 Research Triangle Nick Atkeson
Founding Partner, Delta Investment Management
"Earn Double-Digit Returns While Avoiding Major Down Markets"

  May 20, 2014 Sacramento Paul Townsend
Associate Vice President and Investment Officer, Wells Fargo Advisors, LLC
"It’s What You Learn After You Know It All That Counts "

  May 15, 2014 Albuquerque Ray Rondeau
President, AAII Boston Chapter
"Professional Investing Approaches for Retail Investors"

  May 19, 2014 Denver Raymond Rondeau
President, AAII Boston Chapter
"Getting and Keeping an Edge Through Hedging and Chart Analysis"

  May 22, 2014 Twin Cities Roger C. Kruse
Founding Partner, FFP Wealth Management
"Leave Wisely, Inherit Wisely"

  May 27, 2014 Philadelphia Roger S. Conrad & Elliott H. Gue
Co-Founders and Co-Chief Editors of Capitalist Times, Conrad’s Utility Investor, Energy and Income Advisor
"Energy Liberty Day: High-Percentage Wealth Building From America’s Surest Growth Industry"

  May 15, 2014 San Diego Scott Juds
President and CEO, SumGrowth Strategies LLC
"Diversification Heresy: Breaking Through the Efficient Frontier "

  May 17, 2014 Los Angeles Scott Juds
Founder and President, SumGrowth Strategies
"How to Own the Bubble and Catch a Rising Star: New Tools Simplify Everything "

  May 15, 2014 Atlanta Scott Kays
President, Kays Financial Advisory Corporation
"Five Key Investment Lessons From Top Money Managers"

  May 20, 2014 Southeast Florida Shawn Snyder
Owner, Snyder & Snyder, P.A.
"Hot Topics in Family Wealth Transfer Planning "

  May 21, 2014 Southeast Florida Shawn Snyder
Shawn Snyder Owner, Snyder & Snyder, P.A.
"Hot Topics in Family Wealth Transfer Planning "

  April 24, 2014 Birmingham Susan Proteous, CFP
Regional Planning Consultant, Fidelity Investments
"Market Outlook: Second Quarter 2014"

  May 6, 2014 Eastern Michigan Thomas Hamilton
President, Special Risk Capital Management
"The Wisdom of Wyckoff"

  May 13, 2014 Pittsburgh Timothy J. Kohn
Managing Director, Windhaven Investment Management
"Global Multi-Asset Investing in a Volatile-Interest Environment "

  May 14, 2014 Columbus Tom Atzberger
Compliance Counsel, Alan K. Mooney’s Money Foundation think tank
"Auditing Stockbrokers"

  May 19, 2014 Austin Tony Muhlenkamp
President and Chief Compliance Officer, Muhlenkamp & Company Inc.
"The Big Squeeze: How Taxes Are Squeezing Your Income, How Interest Rates Are Squeezing Your Assets "