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|
|August 9, 2014||Research Triangle||
|August 9, 2014||Charlotte||
National Education Speaker, Investor’s Business Daily
"Seven Common Characteristics of Winning Stocks"
|August 13, 2014||Denver||
Vice President, Denver Investment Advisors
"The Little-Known World of Micro-Cap Value Investing "
|August 16, 2014||Pittsburgh||
"12th Annual “Picnic in the Park Symposium”"
|August 23, 2014||Orange County||
Stephen L. McKee
President, Investment Selections & Timing, Inc.
"How to Select the Best Mutual Funds and ETFs"
|August 26, 2014||Atlanta||
Charles L. Abney III, CFA
Portfolio Manager and Director, ZWJ Investment Counsel
"Stock Research and Risk Management"
|September 4, 2014||St. Louis||
Fund Analyst, Morningstar
"Strategic Beta Funds"
|September 9, 2014||Eastern Michigan||
Associate Vice President and Investment Officer, Wells Fargo Advisors LLC
"It’s What You Learn After You Know It All That Counts "
|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
|September 13, 2014||Charlotte||
Director of the Investor Education Program, North Carolina Secretary of State
"Investment Fraud: Guarding Your Assets in a Scary World"
|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||Central Florida||
Frank Dasse, Ph.D., CFP
Economic and Financial Consultant
"The World’s Economic Status and Its Impact on Investments "
|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 18, 2014||Twin Cities||
President, The Science Council for Global Initiatives
"How to Invest for the Thorniest Problems of the 21st Century"
|September 20, 2014||San Francisco||
Lynne Mosier, CFA
Regional Vice President, Guggenheim Investments
"The Evolution of ETFs "
|September 27, 2014||Orange County||
Sales Director, UnitedHealthcare Medicare & Retirement
"How Is Medicare Changing for Retirees? "
|October 11, 2014||San Diego||
Scott Martin, CFA
Senior Vice President and Account Manager, PIMCO
"Bond Strategies for an Evolving Market "
|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 "