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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
  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 18, 2015 San Diego James Owen Weatherall
Associate Professor, University of California—Irvine
"The Physics of Wall Street "

  April 18, 2015 Washington D.C. Metro Marc Gerstein
Director of Research, Portfolio 123; Editor, Forbes Low-Priced Stock Report
"Guerrilla Approaches to Finding and Evaluating Stocks"

  April 20, 2015 Austin Scott Juds
Founder and President, SumGrowth Strategies
"True Sector Rotation: Breaking Through the Efficient Frontier"

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

  April 21, 2015 Southeast Florida Robert Hurst, CFP
Client Portfolio Strategist, Charles Schwab Investment Advisory, Inc.
"Adapting to New Market Realities with Schwab Intelligent Portfolios"

  April 22, 2015 Southeast Florida Robert Hurst, CFP
Client Portfolio Strategist, Charles Schwab Investment Advisory, Inc.
"Adapting to New Market Realities with Schwab Intelligent Portfolios "

  April 23, 2015 Birmingham Robert R. Straka
President, Grandview Financial Group LLC
"Alternative Investments in Today’s Challenging Economic Climate"

  April 30, 2015 Philadelphia Fred Amrein
Founding Principal, Amrein Financial and College Affordability LLC
"College Funding Strategies"

  May 5, 2015 St. Louis Jerremy Alexander Newsome
CEO, Real Life Trading LLC
"How to Protect Your Investments Over Earnings"

  May 6, 2015 New York City John P. Reese
CEO and Founder; Validea.com, Validea Capital Management LLC
"Do the Strategies of Investing Greats Still Work Today? "

  May 7, 2015 Santa Barbara/Ventura Paul Merriman
Founder, Merriman, Inc.; President, Merriman Financial Education Foundation
"Live It Up Without Outliving Your Money"

  May 9, 2015 Research Triangle Charles Carlson
Author and CEO, Horizon Publishing
"Dividend Investing and Dividend Reinvestment Plans (DRIPs)"

  May 9, 2015 Silicon Valley Harry Domash
Publisher, DividendDetective.com and WinningInvesting.com
"High-Dividend Investing in a Rising-Interest-Rate Environment"

  May 11, 2015 Northern New Jersey 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 12, 2015 Pittsburgh Scott Juds
Founder and President, SumGrowth Strategies
"True Sector Rotation: Breaking Through the Efficient Frontier"

  May 13, 2015 Dallas/Fort Worth Jerry E. Tuma, CFP
President and Founder, Cornerstone Financial Services, Inc.
"Smart Money"

  May 13, 2015 Cleveland Scott Juds
Founder and President, SumGrowth Strategies
"True Sector Rotation: Breaking Through the Efficient Frontier"

  May 13, 2015 Columbus Jason Downey, CFA
Co-Director of Research and Research Analyst, Diamond Hill Capital Management, Inc.
"Intrinsic Value Investing"

  May 13, 2015 Long Island Brad Case, Ph.D., CFA
Senior Vice President, National Association of Real Estate Investment Trusts
"The REIT Approach to Long-Term Real Estate Investing"

  May 14, 2015 San Diego Bradley A. Bredemann, CFA
Vice President, Cohen & Steers
"MLPs and Beyond: Growing Opportunity in Midstream Energy"

  May 16, 2015 Los Angeles Brett Conrad
Founder, Longboard Capital Advisors LLC
"Consumer-Related Stocks: What Factors into Future Success?"

Mebane Faber
Founder, Cambria Investments
"A Review of the World’s Top Investment Strategies"


  May 16, 2015 Portland Paul Merriman
Founder, Merriman, Inc.; President, Merriman Financial Education Foundation
"Live it Up Without Outliving Your Money"

  May 16, 2015 Chicago Charles Carlson, CFA
CEO, Horizon Investment Services LLC
"Is The Party Over?"

  May 16, 2015 Houston Marilyn Cohen
Founder and CEO, Envision Capital Management, Inc.
"Learning from Bond Market Mistakes and Adapting to Changes"

  May 16, 2015 Puget Sound Nick Kaiser, CFA
Chairman, Saturna Capital
"Profit With Socially Responsible Investing"

  May 16, 2015 San Francisco Harry Portolos
Adjunct Professor, Golden Gate University
"The Trend is Your Friend: Technical Analysis of Securities"

John McCamant
Editor, Medical Technology Stock Letter
"Biotech Investing in the Future"


  May 18, 2015 Austin Marilyn Cohen
Founder and CEO, Envision Capital Management, Inc.
"The Bond Market Went From Famine to Feast. Now What?"

  May 18, 2015 Denver Alan Ellman
President, The Blue Collar Investor Corp.
"Covered Call Writing for Income, and More Options Strategies"

  May 19, 2015 Twin Cities David M. Blanchett, CFA
Head of Retirement Research, Morningstar Investment Management
"Estimating the True Cost of Retirement"

  May 19, 2015 Sacramento Ted LePlat
National Education Speaker, Investor’s Business Daily
"Using Investor’s Business Daily to Find the Best Stocks"

  May 19, 2015 Southeast Florida Robert B. Drach
Founder, Drach Advisors LLC
"High-Probability Investing "

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

  May 20, 2015 Southeast Florida Robert B. Drach
Founder, Drach Advisors LLC
"High-Probability Investing "

  May 26, 2015 Atlanta Michael Stanford, CFA
Director, Homrich & Berg Wealth Management
"Behavorial Investing"

  May 26, 2015 Philadelphia Joel L. Naroff, Ph.D.
President, Naroff Economic Advisors, Inc.
"What Stronger Economic Growth Means for Us"

  May 27, 2015 Washington D.C. Metro Bruce Johnstone
Managing Director and Senior Marketing Investment Strategist, Fidelity Investments
"Economic and Market Outlook: How to Make the Best of Slow Growth"

  May 28, 2015 Connecticut Bruce Johnstone
Managing Director and Senior Marketing Investment Strategist, Fidelity Investments
"Economic and Markets Outlook: How do we Make the Best of.... Slow"

  June 3, 2015 New York City Wesley R. Gray, Ph.D.
Executive Managing Member, Alpha Architect
"Does Complexity Imply Value? AAII Value Strategies, 1963-2013 "

  June 6, 2015 Research Triangle Anthony W. Muhlenkamp
President, Muhlenkamp & Company
"Managing Your Portfolio in Uncertain Times"