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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
  March 16, 2015 Northern New Jersey Wesley R. Gray, Ph.D
Executive Managing Member, Alpha Architect
"Does Complexity Imply Value? Value Strategies from 1963 to 2013"

  March 17, 2015 Southeast Florida Wayne A. Thorp, CFA
Vice President, Senior Financial Analyst, AAII
"Determining a Stock’s True Worth "

  March 18, 2015 Southeast Florida Wayne A. Thorp, CFA
Vice President, Senior Financial Analyst, AAII
"Determining a Stock’s True Worth "

  March 19, 2015 Twin Cities Sheldon Jacobs
Retired Founder, The No-Load Fund Investor
"How to Get High Returns With the Least Effort"

  March 21, 2015 Los Angeles Scott Juds
Founder and President, SumGrowth Strategies
"True Sector Rotation: Breaking Through the Efficient Frontier"

  March 14, 2015 Charlotte Scott Juds
Founder and President, SumGrowth Strategies
"True Sector Rotation: Breaking Through the Efficient Frontier"

  March 11, 2015 Cleveland Sal Giamarese
Area Manager, Fidelity Investments
"Basic Options Strategies"

  March 30, 2015 Austin Ron Finn
CEO, Finnco Oil & Gas
"The Oil and Gas Industry in the 21st Century"

  April 11, 2015 Chicago Robert B. Drach
Founder, Drach Market Research Advisors
"High-Probability Investing"

  March 18, 2015 Dallas/Fort Worth Robert “Rohit” Millstein
Founder, Millstein Advisors
"Generating Dividend Income of 1% Per Month"

  April 15, 2015 Central Florida Richard White
President, Richard Allan White and Associates LLC
"Protecting Investors from Securities and Investment Fraud"

  March 21, 2015 San Francisco Philip Friedman, Ph.D.
President Emeritus and Economics Professor, Golden Gate University
"What Changing Gas Prices and Interest Rates Mean for the Economy"

Kevin Gahagan
Principal, Senior Adviser and Chief Investment Officer, Mosaic Financial Partners, Inc.
"Fixed-Income Investing in a Rising Interest Rate Environment"


  March 21, 2015 Chicago Paul Townsend
Associate Vice President and Investment Officer, Wells Fargo Advisors LLC
"It’s What You Learn After You Know It All That Counts"

  April 2, 2015 Atlanta Nick Clendenin, CFA
Regional Director, Income Solutions
"Trends in the Market: Bonds, Oil, ECB, Geopolitical"

  April 8, 2015 New York City Nicholas G. Atkeson
Partner, Delta Investment Management
"Creating an All-Weather Winning Portfolio "

  March 17, 2015 Sacramento Nancy Tengler
Senior Vice President and Head of Wealth Management, Arizona Bank and Trust
"Five Intelligent Investing Rules to Make You Money and Keep You Out of Trouble"

  March 4, 2015 New York City Michael Santoli
Senior Columnist, Yahoo Finance
"Is That All There Is? "

  March 18, 2015 Pittsburgh Matthew S. Baker
Vice President, Capital Markets Strategy Group, Fidelity Investments
"How to Invest in a Changing World"

  March 21, 2015 Washington D.C. Metro Mary S. Lyman
Executive Director, National Association of Publicly Traded Partnerships
"MLP 101: What You Need to Know About MLPs"

  April 18, 2015 Los Angeles Mark Skousen
Founder, markskousen.com
"One Up on Wall Street: My Favorite Way to Beat the Market"

Monty Guild
Founder and CIO, Guild Investment Management
"Investing in a Negative Interest Rate Environment"


  April 11, 2015 Research Triangle Lori Schock
Director, SEC Office of Investor Education and Advocacy
"New Crowdfunding Regulatory Changes"

  April 16, 2015 Albuquerque Kim Helm
Assistant Vice President and Senior Financial Adviser, Merrill Lynch
"Investing in a Transforming World"

  March 7, 2015 Orange County John Person
Founder and President, PersonsPlanet.com
"The Top Indicators Traders Should Be Using Right Now"

  March 31, 2015 Philadelphia John P. Reese
Founder and CEO, Validea & Validea Capital Management LLC
"Do the Strategies of Investing Greats Still Work Today?"

  March 14, 2015 Research Triangle John P. Reese
Founder and CEO, Validea.com
"Do the Strategies of Investing Legends Still Work Today?"

  March 19, 2015 Milwaukee Jeffrey L. Bryden, CFA
President and Chief Investment Officer, JB Investment Management LLC
"What’s Really Happening in the Fixed-income Markets?"

  April 21, 2015 Eastern Michigan Fred F. Richards
Editor and Publisher, Strategic Investing
"Techniques to Enhance Your Investment Returns"

  April 11, 2015 Charlotte Dr. Alan Ellman
President, The Blue Collar Investor Corp.
"Covered Call Writing to Generate Monthly Cash Flow"

  March 19, 2015 Southwest Florida Dr. Alan Ellman
President, The Blue Collar Investor Corp.
"Covered Call Writing to Generate Monthly Cash Flow"

  March 19, 2015 Southwest Florida Dr. Alan Ellman
President, The Blue Collar Investor Corp.
"Covered Call Writing to Generate Monthly Cash Flow"

  March 18, 2015 Central Florida Dr. Alan Ellman
President, The Blue Collar Investor Corp.
"Covered Call Writing to Generate Monthly Cash Flow"

  March 14, 2015 Baltimore David Goldner
Managing Partner, Gross, Mendelsohn & Associates
"Alternative Investments and Enhanced Income Strategies"

  April 11, 2015 Orange County Chuck Butler
President, EverBank World Markets
"The History of Failed Currencies"

  March 14, 2015 Portland Christine Benz
Director of Personal Finance, Morningstar
"Strategies for Creating Your Retirement Paycheck"

  April 15, 2015 Long Island Charlie Bilello
Director of Research, Pension Partners LLC
"Generating Alpha: Predicting Stock Volatility and Corrections"

  March 9, 2015 Albuquerque Charles Rotblut, CFA
Vice President, AAII; Editor, AAII Journal
"Smart Investing: Seeking Reward While Reducing Risk"

  March 7, 2015 Phoenix Charles Rotblut
Vice President, AAII; Editor, AAII Journal
"Smart Investing: Seeking Reward While Reducing Risk"

  May 20, 2015 Central Florida Central Florida Chapter
Members & Leaders
"Our Sixth Annual Open Mic Event"

  March 12, 2015 St. Louis Bryan Johnson
Publisher, Moon Run Report
"An Analysis of Bear Markets"

  March 18, 2015 Columbus Bette Jo Rozsa
Managing Director of Investor Relations, American Electric Power
"American Electric Power and the Changing Utility Industry"

  March 17, 2015 Denver Betsy Wills, Esq.
Principal, Wills Law Firm, LLC
"How You and Family Can Avoid Investment Frauds"

  March 14, 2015 Silicon Valley Anthony W. Muhlenkamp
President, Muhlenkamp & Company, Inc.
"Managing Your Portfolio in Uncertain Times"

  March 21, 2015 Puget Sound Andy Landis
Author, “Social Security: The Inside Story”
"Maximize Your Social Security Now!"

  April 11, 2015 Silicon Valley Alexander Horn
Partner, Logical Invest
"Intelligent, Rule-Based ETF Investment Strategies"

  April 11, 2015 Phoenix Alan F. Willenbrock
Vice President and Senior Portfolio Manager, Morgan Stanley Wealth Management
"Taking Advantage of Municipal Market Dislocations & Dysfunction"