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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
  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"

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

  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? "

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

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

  October 11, 2014 Charlotte Paul Townsend
Associate Vice President and Investment Officer, Wells Fargo Advisors LLC
"It’s What You Learn After You Know It All That Counts"

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

  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 "

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

  October 11, 2014 Chicago Allen Hensley
Product Consultant, New York Life
"Diversify Your Retirement Income With Life Insurance "

  October 11, 2014 Research Triangle Tim Nordgren
Attorney at Law, McPherson, Rocamora, Nicholson & Nordgren, PLLC
"Trusts and Estate Planning"

  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 "

  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 16, 2014 Milwaukee Dr. Bart Diliddo
Founder and Chairman, VectorVest, Inc.
"Stock Valuation and Stock Market Cycles"

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

  October 18, 2014 Los Angeles Donald Pelgrim
CEO, Wilshire Finance Partners
"Lower-Risk, Higher-Yield Investing"

Mark Harbour
President, CFA Society of Los Angeles; Relationship Manager, Morgan Stanley
"The Future of Finance: Investor Rights and Ethical Decision-Making"


  October 19, 2014 Portland Jeffrey M. Christian
Managing Director, CPM Group
"Investing in Commodities in the Current Economic Environment and in the Long Run"

  October 20, 2014 Denver Scott Juds
Founder and President, SumGrowth Strategies
"How to Outperform by Surfing Sectors"

  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 22, 2014 Long Island Marvin Appel, Ph.D.
President, Signalert Asset Management
"Income Investing in a Hostile Yield Environment"

  October 23, 2014 Connecticut Julie Jason
CIO, Jackson, Grant Investment Advisers Inc.
"Managing Retirement Wealth"

  October 23, 2014 Albuquerque Ronald H. Muhlenkamp
Founder and Portfolio Manager, Muhlenkamp & Co., Inc.
"Natural Gas: An Energy Game Changer"

  October 23, 2014 Twin Cities Richard A. Waller
Supervisory Special Agent, Federal Bureau of Investigation
"Complex Financial Crimes: Emerging Trends and Threats"

  October 23, 2014 Birmingham Alan Jordan
Financial Advisor, Raymond James Financial Services
"Stock Market Investment Cycles"

  October 27, 2014 Austin Dr. Alan Ellman
The Blue Collar Investor Corp.
"Covered Call Writing to Generate Monthly Cash Flow"

  October 28, 2014 Philadelphia Dr. William C. Dunkelberg
Chief Economist, National Federation of Independent Business; Professor of Economics (Emeritus), College of Liberal Arts, Temple University
"Will the Election Matter for the Real Economy?"

  November 1, 2014 Orange County James Owen Weatherall
Associate Professor, University of California, Irvine
"The Physics of Wall Street"

  November 1, 2014 Phoenix Allan Zee
Founder, Argeus Benefits Group LLC
"Your Health Care and the Affordable Care Act"

  November 5, 2014 Eastern Michigan Ron Russ
Individual Investor
"The True American Indivdual Investor "

Richard Bosek
Livonia IBD Meetup Group Organizer
"Disruptive Technologies and Long-Term Investments"


  November 6, 2014 Columbus Ian Abbott
Owner, Abacus Financial Services
"How to Avoid Bear Markets and Catch a Bull"

  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 "

  November 8, 2014 Southwest Florida Ray Rondeau
Individual Investor
"Workshop: Trading Insights Contoured for Long-Term Investors"

  November 8, 2014 Baltimore Dr. Alan Ellman
President and Founder, The Blue Collar Investor Corp.
"Exit Strategies for Covered Call Writing: Increasing Returns to the Highest Levels "

  November 8, 2014 Charlotte Bryan Johnson
Moon Run Report
"An Analysis of Bear Markets"

  November 8, 2014 Silicon Valley Al Zmyslowski
Computerized Investing Subgroup Leader, AAII Silicon Valley Chapter
"Implementing Low-Volatility ETF and Stock Portfolios"

Hardeep Walia
CEO and Co-Founder, Motif Investing
"Motifs: A New Investment Product"


  November 8, 2014 San Diego Kevne Sharpe
Regional Vice President, Toews Corporation
"Lessons From a Vulcan: Why Spock’s Portfolio Does Better Than Yours"

  November 15, 2014 San Francisco Andrew Houghton
Partner, Delta Investment Management
"How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety-First Approach"

  November 15, 2014 Washington D.C. Metro Nancy Osmond Popovich
Partner and Director of Investments, The Wise Investor Group at Robert W. Baird & Co.
"What Have the Markets Done in 2014 and How Will that Impact 2015?"

  November 15, 2014 Chicago Brian Nelson
President of Equity Research, Valuentum Securities
"Dividend Growth Investing "

  November 18, 2014 Sacramento Thomas Kennedy
Chief Investment Officer, Trafalgar Partners, LLC
"Inside the Mind of a Hedge Fund Manager"

  November 19, 2014 Cleveland Nick Atkeson
Partner, Delta Investment Management
"How to Earn Double-Digit Returns While Avoiding Major Down Markets"

  November 20, 2014 Boston Christine Benz
Director of Personal Finance, Morningstar
"Strategies for Creating Your Retirement Paycheck"

Brian Livingston
Author, “Goldilocks Investing”
"Goldilocks Investing: Find the Wealth Management Plan That’s Just Right for You"


  December 10, 2014 Columbus Donald Morris
Donald Morris Financial Adviser, Raymond James Financial Services
"The Financial Fallout of Divorce and How to Protect Yourself"