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.

RE-SORT
BY:
Event Date Chapter Name Speaker
  August 30, 2016 DENVER Jason Leavitt
Leavitt Brothers
"The Real Keys to Surviving and Making Solid Profits in the Market "

  August 31, 2016 BATON ROUGE Peter Ricchiuti
Professor, Tulane University’s Freeman School of Business
"Market Signals: What the Financial Markets Are Telling Us Now "

  September 8, 2016 South/Central New England Vahan Janjigian, Ph.D., CFA
Chief Investment Officer, Greenwich Wealth Management, LLC
"Today's Best Stocks to Buy & Those To Avoid "

Louis E. Conrad II, CFA
President, COMPASS Wealth Management, LLC
"Bad Behavior—Why Investors Make Poor Decisions "


  September 8, 2016 ST LOUIS Scott Juds
Founder and President, SumGrowth Strategies
"True Sector Rotation Made Simple and Practical "

  September 10, 2016 BATON ROUGE David Johnson
Chief Investment Officer, Global Capital Group
"How to Reduce Risk and Increase Returns With True Diversification "

  September 10, 2016 RESEARCH TRIANGLE Russ Emrath
Financial Adviser, Ameriprise
"Alternative Investments "

  September 10, 2016 BALTIMORE John Cole Scott
Chief Investment Officer, Closed End Fund Advisors
"The ABCs of BDCs and Closed-End Funds "

  September 10, 2016 SAN DIEGO Bud Leedom
President, Leedom Asset Management
"Know Where Wall Street’s Smart Money Is Being Invested in Real Time "

  September 10, 2016 PORTLAND Christine Benz
Director of Personal Finance, Morningstar
"Morningstar’s Best Ideas for 2017 and Beyond "

  September 10, 2016 SILICON VALLEY Marilyn Cohen
Envision Capital Management, Inc.
"Dissecting the Bond Market "

Alan Ellman
President of the Blue Collar Investor Corp.
"Covered Call Writing: A Low-Risk Strategy to Generate Monthly Cash Flow "


  September 10, 2016 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"

  September 12, 2016 NORTHERN NEW JERSEY Rajesh K. Gupta
Founding Partner, SeaCrest Investment Management, LLC
"The Great Investment Divide "

  September 13, 2016 NEW YORK CITY Spencer Jakab
Author, Writer/Editor of "On the Street" Column, The Wall Street Journal
"Avoiding Hope Triumphing Over Experience "

  September 14, 2016 LONG ISLAND Marvin Appel
President, Signalert Asset Management
"Investing Strategies for an Uncertain World "

  September 14, 2016 COLUMBUS Ben Ayers
Senior Economist, Nationwide Insurance
"Economic & Financial Market Update "

  September 15, 2016 DENVER Sam Stovall
Managing Director, U.S. Equity Strategist
"Second-Half Outlook 2016: Rates, Recessions and Elections "

  September 15, 2016 ALBUQUERQUE Christine Benz
Director of Personal Finance, Morningstar
"Morningstar's Best Ideas for 2016 and Beyond "

  September 17, 2016 BOSTON Jeffrey A. Hirsch
CEO, Hirsch Holdings; Editor-in-Chief, The Stock Trader's Almanac
"50 Years on Wall Street: Avoiding Traps and Profiting From Trends "

Andrew Addison
Editor and Publisher, The Institutional View
"How to Navigate the Current Landscape to Create a Profitable Investment Strategy "


  September 17, 2016 LOS ANGELES Raymond A. Rondeau
President, Q-Prime²
"Simple and Effective Investment Approaches for Today's Investors "

Raymond A. Rondeau
President, Q-Prime²
"Put Technical Analysis and Tools to Work for Better Portfolio Performance "


  September 17, 2016 PUGET SOUND Wayne A. Thorp, CFA
Vice President and Senior Financial Analyst, AAII
"Stock Selection for Value and Growth Portfolios "

  September 17, 2016 WASHINGTON DC METRO David John Marotta, CFP
President, Marotta Wealth Management
"Seeking an Extra Hundred Basis Points After Tax "

  September 17, 2016 SAN FRANCISCO Erin E. Schneider
Associate Regional Director for Enforcement, Securities & Exchange Commission
"Fraud and the Individual Investor "

David Johnson
President and Chief Investment Officer, Global Capital Group
"Reducing Risk While Increasing Returns with True Diversification "


  September 17, 2016 HOUSTON Tuomo Lampinen
Founder, Silicon Cloud Technologies LLC
"Portfolio Visualizer: Financial Modeling and Analysis Tools for the Individual Investor "

Eddie Cohen
Founder & CIO, Stavis & Cohen Financial
"How to Generate Income in a Low Growth, Low Return and Low Interest Rate Environment "


  September 20, 2016 SACRAMENTO Scott Juds
Founder and President, SumGrowth Strategies
"True Sector Rotation: Breaking Through the Efficient Frontier "

  September 20, 2016 PITTSBURGH Robert C. Carlson
Editor, Retirement Watch
"Overcoming the Six Critical Threats to Lifetime Income Security "

  September 20, 2016 EASTERN MICHIGAN Jaclyn McClellan
Editor, Computerized Investing, Associate Financial Analyst, AAII
"Robo-Advisers: What They Do and How to Beat Them "

  September 21, 2016 ROCHESTER Ravi Tolani
Investment Analyst, Vanguard Investment Strategy Group
"Investing in Bonds for the Next Five Years "

  September 21, 2016 CENTRAL FLORIDA James Hunt
Assistant Controller and Director of Investor Relations, Tupperware Brands Corporation
"Tupperware: Confidence In Our Future "

  September 22, 2016 TWIN CITIES Ron Kaliebe
Senior Vice President and Director of Fixed Income, Mairs & Power, Inc.
"The Power of Local and Balanced Investing "

  September 22, 2016 BIRMINGHAM Hugh Smith, CPA, CFP, CFA
Member and Chief Investment Officer, The Welch Group LLC
"Retirement Withdrawal Strategies "

  September 22, 2016 MILWAUKEE Jay Neary
Associate Financial Consultant, SVA Plumb Wealth Management, LLC
"Protecting Your Identity: Top Cybersecurity Threats "

  September 24, 2016 ORANGE COUNTY Matt Hougan
CEO, Inside ETFs
"Everything ETFs: A Complete Overview on ETFs "

  September 26, 2016 AUSTIN 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 27, 2016 PHILADELPHIA William Purvin
Vice President, Regional Brokerage Consultant/ Fidelity Investments
"Workshop: What the Fidelity Active Trader Pro Platform Can Do for You "

  October 5, 2016 NEW YORK CITY Martin Fridson, CFA
Chief Investment Officer, Lehmann Livian Fridson Advisors LLC
"Generating Steady High Income With Stable Principal Value "

  October 8, 2016 BALTIMORE Mark Hulbert
Founder, Hulbert Financial Digest; Columnist, MarketWatch and USA Today
"Are Investment Advisers Too Bullish? "

  October 8, 2016 LOS ANGELES Fred Richards
Founder and CEO, Adrich Corporation; Editor, Strategic Investing
"There Is Always Opportunity! "

Joe Hearn
Writer; Retirement Planning Expert; Founder, IntentionalRetirement.com
"How to Safely Fund Your Retirement in a Low Yield, Low Return World "


  October 8, 2016 RESEARCH TRIANGLE Roger S. Conrad
Co-Founder, Capitalist Times; Editor, Conrad's Utility Investor
"Big Yield Hunting on Deadly Ground "

  October 12, 2016 COLUMBUS Shawn Bennett
Executive Vice President, Ohio Oil and Gas Association (OOGA)
"Overview and Update of Ohio Oil and Natural Gas "

  October 19, 2016 CENTRAL FLORIDA David Johnson
President and Chief Investing Officer, Global Capital Group
"Diversification through Uncorrelated Investment Strategies "