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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
  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 17, 2014 Long Island Wayne A. Thorp, CFA
Vice President, Senior Financial Analyst, AAII; Editor, Computerized Investing
"Determining a Stock’s True Worth"

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

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

  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"


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

  September 17, 2014 Cleveland Stephen J. Ong
Vice President, Federal Reserve Bank of Cleveland
"The Dry, Wonky and Utterly Essential World of Financial Stability Analysis "

  September 10, 2014 Columbus Sir Alan K. Mooney
Principal, Mooney Wealth Advisory, Inc.
"Knowing Sir John Templeton"

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

  September 13, 2014 San Diego Ryan McKeon, Ph.D.
Assistant Professor of Finance, University of San Diego
"What Can Nobel Prize-Winning Economists Teach Us About Investing? "

  September 17, 2014 Dallas/Fort Worth Ross Haber & Andre Neidich
The 11 Charts Report
"The Only Charts You Need! "

  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 "

  September 13, 2014 Houston Richard A. Ferri, CFA
Founder, Portfolio Solutions
"A Case for Index Fund Portfolios"

  September 13, 2014 Silicon Valley Rebecca E. Renzas
Attorney, Greene Radovsky Maloney Share & Hennigh LLP
"Introduction to Estate Planning"

  September 9, 2014 Eastern Michigan Paul Townsend
Associate Vice President and Investment Officer, Wells Fargo Advisors LLC
"It’s What You Learn After You Know It All That Counts "

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

  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 "

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

  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 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"


  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 "

  September 11, 2014 Boston John P. Reese
Founder and CEO, Validea & Validea Capital Management LLC
"Do the Strategies of Investing Greats Still Work Today? "

Gerald B. Levin
President, GBL Asset Management, Inc.
"Investment Education Workshop: Oh Yeah? Prove It!"


  September 13, 2014 Charlotte John Maron
Director of the Investor Education Program, North Carolina Secretary of State
"Investment Fraud: Guarding Your Assets in a Scary World"

  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 16, 2014 Sacramento Jack Bowers
Editor and Publisher, Fidelity Monitor and Insight
"Why Market Timing Doesn’t Work "

  September 16, 2014 Pittsburgh Ian Abbott
Owner, Abacus Financial Services
"How to Avoid Bear Markets and Catch the Bulls "

  September 13, 2014 Research Triangle Haleh Moddasser, CPA
Senior Vice President, Stearns Financial Group
"What Color is Your Parachute? Finding Retirement Success and Happiness"

  September 8, 2014 Northern New Jersey Greg Troccoli
Co-Founder, Thechartlab.com
"Global Market Review"

  September 13, 2014 Portland Gatis N. Roze
Individual Stock Trader
"Essential Routines to Analyze Markets and Put the Probability Winds at Your Back"

  September 17, 2014 Central Florida Frank Dasse, Ph.D., CFP
Economic and Financial Consultant
"The World’s Economic Status and Its Impact on Investments "

  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 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"

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

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

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

  September 17, 2014 Albuquerque Christine Benz
Director of Personal Finance, Morningstar, Inc.
"Strategies for Pursuing Your Retirement Paycheck"

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

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

  September 10, 2014 New York City Allen Sinai, Ph.D.
CEO and Co-Founder, Decision Economics, Inc.
"Expect a 30% Gain Before the Bull Market Ends "

  September 4, 2014 St. Louis Alex Bryan
Fund Analyst, Morningstar
"Strategic Beta Funds"

  September 13, 2014 Baltimore Alan E. Sorcher
Assistant Director, Office of Investor Education and Advocacy, U.S. Securities and Exchange Commission
"Securities, Fraud and the Individual Investor"