BOSTON Chapter Future Meetings
Mark Your Calendar!

Saturday, September, 17, 2016
Speaker: Speakers and Brunch

Location:  Cape Cod Resort and Conference Center, Hyannis, MA

The AAII Boston Chapter

» Upcoming Chapter Meetings:
Saturday, June 11, 2016 »

Ronald Muhlenkamp, Founder and Portfolio Manager, Muhlenkamp & Co., Inc.

"How Retirement Has Changed "

Louis Conrad II, President and Founder, COMPASS Wealth Management LLC "Bad Behavior: Why Investors Make Poor Decisions"


» Past Chapter Meetings:

Thursday, October 22, 2015
"AAII Shadow Stock Portfolio: From Theory to Practical Application"
John Bajkowski, President, AAII

"Economic and Markets Outlook: Making the Best of Sluggish Optimism"
Bruce Johnstone, Managing Director and Senior Marketing Investment Strategist, Fidelity

Saturday, September 26, 2015
"A Proven System for Selecting Winning Stocks"
David Saito-Chung, Assistant Markets Editor, Senior Writer and Instructor, Investor’s Business Daily

"How to Design Your Investment Portfolio"
Robert Fulks, Investment Speaker, Financial Engineer and President, Pleasant Bay Analytics

Saturday, June 13, 2015
"Money $marts"
Jonathan Pond, President, Jonathan Pond, LLC; Founder,

"Technically Speaking: The Investment Outlook Into Year-End"
Andrew Addison, Editor and Publisher, The Institutional View

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

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

Thursday, September 11, 2014
"Do the Strategies of Investing Greats Still Work Today? "
John P. Reese, Founder and CEO, Validea & Validea Capital Management LLC

"Investment Education Workshop: Oh Yeah? Prove It!"
Gerald B. Levin, President, GBL Asset Management, Inc.


Special interest groups

For current information about SIG meeting dates, details, and changes go to

Bulls and Black Bears of Maine
Mark Waite

Date/Time: Second Saturday of each month, 9:00 a.m.-12:00 noon.
Location: Various locations in the greater Portland area... contact Mark Waite for directions.
Meetings aim for actionable ideas from investment and financial topics like stock analysis, DRIPs, options, ETFs, mutual funds, bonds, as well as retirement planning and economic issues.

Cape Cod
John Chamberlain

Date/Time: First Wednesday of each month, 7:00-8:50 p.m. (except January, July, & September)
Location: Martin Community Room, Dennis Police Dept., 90 Bob Crowell Rd., So. Dennis, MA 02660
Meetings cover a variety of investment and financial topics tailored to the desires of the group.

Common Stock
Mark Sheingold

Date/Time: Second Thursday of every month, 7:00-9:00 p.m.
Location: 8 Alton Place, Suite 3, Brookline, MA
Members participate actively, sharing ideas and research. The full spectrum of common stocks is covered with discussion of financial analysis, markets, management, etc.

Computerized Investing/MIT
Ray Rondeau

Date/Time: Fourth Monday of each month, 7:00-9:00 p.m. (except August - September)
Location: MIT, 70 Memorial Drive, Cambridge, Building E51, Room 325
Discussion of technical analysis, investment procedures, fundamental techniques and intermarket relations.

Educational SIG
Frank Ford

Date/Time: Fourth Tuesday of each month, 6:45-8:45 p.m.
Location: Nevins Memorial Library on Route 28, Methuen, MA
Focuses on expanding knowledge on subjects of investor interest. Open to members and non-members.

Mutual Funds
Barry Fiske

Date/Time: Third Tuesday of the following months January, March, May, September, & November, 7:00-9:00 p.m.
Location: Student Commons Building, Chapel Hill Chauncy Hall School, 375 Lexington St., Waltham, MA (new location)
Lou Conrad, CFA, a former mutual fund manager and director of Fidelity’s fund analysis and research group, leads the discussion on a wide range of subjects relating to mutual funds and ETFs.

New Hampshire
Linda Gelfand Leibig

Date/Time: Second Monday of each month, 6:30-8:30 p.m. (except June - September)
Location: Murphy’s Taproom, Manchester, NH
This new group will focus on general discussion of investing topics.

Retirement Investing
Robert Zakon

Date/Time: Fourth Thursday of each month, 7:00-9:00 p.m. (except July, August, & December)
Location: Carter Room at the Avery Crossing Assisted Living building at 110 West Street, Needham, MA
Focuses on information that is appropriate for longer-term retirement-based investors.

Rhode Island Market Mavens
Ray Rondeau

Date/Time: Second Wednesday of the month, 7:00-9:00 p.m. (meetings T.B.D.)
Location: Currently seeking a new location in Rhode Island
This group will also be choosing a new coordinator and a possible new format.