The AAII Chicago Chapter

» Upcoming Chapter Meetings:
There are no upcoming meetings posted at this time.

» Past Chapter Meetings:

Saturday, May 18, 2013
"The Intersection of Investments and Financial Planning From the Perspective of a CFA, CPA & CFP"
Donald D. Duncan , MBA, CPA CFA, CFP, D3 Financial Counselors LLC

"If You Want to Know Where the Economy Is Going, Follow the Money"
Paul Kasriel, President, Econtrarian, LLC

Saturday, March 23, 2013
"Finding a Stock Winner: First Step Screening"
Joe Lan, CFA, Assistant Financial Analyst, AAII
Saturday, February 16, 2013
"How to Translate Market Inefficiencies Into Effective Investment Strategies"
Mitch Zacks, Vice President & Senior Portfolio Manager, Zacks Investment Management, Inc.
Saturday, January 19, 2013
"What’s Inside Your ETF?"
Michael Rawson, CFA, ETF Analyst, Morningstar, Inc.
Saturday, November 10, 2012
"Covered Call Writing to Generate Monthly Income"
Alan Ellman, President, The Blue Collar Investor
Saturday, October 13, 2012
"From Value Through Momentum Investing"
Brian Nelson, President of Equity Research, Valuentum Securities
Saturday, May 12, 2012
"The Sweet Spot for Dividend Investors"
Charles Carlson, CFA, CEO, Horizon Investment Services
Saturday, April 28, 2012
"Private Equity Asset Class Overview"
Raj N. Vora, Senior Vice President, Private Equity Group, Northern Trust Alternatives
Saturday, March 24, 2012
"Morningstar’s Best Ideas for 2012 and Beyond"
Christine Benz, Director of Personal Finance, Morningstar
Saturday, February 18, 2012
"When to Hold and When to Fold: Better Selling Skills"
Allen Holdsworth, Portfolio Consultant and Lecturer
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
Saturday, November 19, 2011
"Options Hedging and Portfolio Protection Strategies for Novices and Professionals"
Russell Rhoads, Options Education Instructor, Chicago Board Options Exchange
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
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