The AAII Chicago Chapter
» Upcoming Chapter Meetings:
Saturday, March 23, 2013 »
Joe Lan, CFA, Assistant Financial Analyst, AAII
"Finding a Stock Winner: First Step Screening"
» Past Chapter Meetings:
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Saturday, February 16, 2013
"How to Translate Market Inefficiencies Into Effective Investment Strategies" Mitch Zacks, Vice President & Senior Portfolio Manager, Zacks Investment Management, Inc. |
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Saturday, January 19, 2013
"What’s Inside Your ETF?" Michael Rawson, CFA, ETF Analyst, Morningstar, Inc. |
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Saturday, November 10, 2012
"Covered Call Writing to Generate Monthly Income" Alan Ellman, President, The Blue Collar Investor |
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Saturday, October 13, 2012
"From Value Through Momentum Investing" Brian Nelson, President of Equity Research, Valuentum Securities |
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Saturday, May 12, 2012
"The Sweet Spot for Dividend Investors" Charles Carlson, CFA, CEO, Horizon Investment Services |
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Saturday, April 28, 2012
"Private Equity Asset Class Overview" Raj N. Vora, Senior Vice President, Private Equity Group, Northern Trust Alternatives |
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Saturday, March 24, 2012
"Morningstar’s Best Ideas for 2012 and Beyond" Christine Benz, Director of Personal Finance, Morningstar |
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Saturday, February 18, 2012
"When to Hold and When to Fold: Better Selling Skills" Allen Holdsworth, Portfolio Consultant and Lecturer |
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Saturday, January 28, 2012
"Fear, Greed and Volatility in the Capital Markets: Its Impact on Investing and Estate Planning" T. Lawrence Doyle, Executive Vice President, Vestor Capital Partners, LLC Gerald W. King, Vice President, Vestor Capital Partners, LLC |
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Saturday, November 19, 2011
"Options Hedging and Portfolio Protection Strategies for Novices and Professionals" Russell Rhoads, Options Education Instructor, Chicago Board Options Exchange |
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Saturday, October 22, 2011
"Using the Point and Figure Charting Method of Technical Analysis for Effective Portfolio Management" Paul Townsend, Associate Vice President–Investments, Wells Fargo Advisors LLC |
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Saturday, September 24, 2011
"Navigating the Capital Markets in a Post-2008 World" Jeff Weniger, CFA, Assistant Vice President and Senior Investment Analyst, Harris Private Bank |
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Saturday, May 14, 2011
"Catching Winners Early: A Global Small-Cap Manager’s Dream Come True" James W. Oberweis, CFA, President, Oberweis Asset Management |
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Saturday, April 16, 2011
"Fundamental Investing: Back to the Basics and Why It Works" Tom Wilson, Principal and Portfolio Manager, William Blair & Company Russ Campion, Senior Client and Relationship Representative, William Blair & Co. |

