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Boston Chapter Future Meetings
Mark Your Calendar!

Thursday, November, 20, 2014
Speaker: Christine Benz, Morningstar
Topic: TBD

Speaker: Brian Livingston
Topic: Goldilocks Investing













The AAII Boston Chapter

» Upcoming Chapter Meetings:
Thursday, November 20, 2014 »
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"



 

» Past Chapter Meetings:

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.

Tuesday, May 13, 2014
"Building a Multi-Asset, Low-Correlation Portfolio "
Craig L. Israelsen, Ph.D., Associate Professor, Utah Valley University; Creator, 7Twelve Portfolio

"Investment Education Workshop: 2014 Dos and Don’ts: Top Tips and Resources for a Financially Secure Year"
Peter Chandler, Director of Investor Education, Financial Industry Regulatory Association (FINRA)

Saturday, April 5, 2014
"Natural Gas: An Energy Game Changer"
Ronald H. Muhlenkamp, President, Muhlenkamp & Company, Inc.

"Technical Analysis: Past, Present and Future"
Jasmina Hasanhodzic, Ph.D. Candidate in Economics, Boston University

Thursday, November 7, 2013
"Dividend-Paying Stocks: The Winner’s Game "
Roger S. Conrad, Co-Founder and Chief Editor, Capitalist Times

"Investment Education Workshop: How to Earn Double-Digit Returns and Avoid Major Down Markets"
Nicholas G. Atkeson, Partner, Delta Investment Management

Thursday, September 26, 2013   — Handouts
"The Retirement You Deserve"
Robert Powell, Columnist & Editor, Retirement Weekly

"Investment Education Workshop: Using Managed Futures for Portfolio Diversification"
David Johnson, President and Portfolio Manager, Global Capital Group

Saturday, June 1, 2013
"Improving Trading & Investment Returns Using Market Seasonality, Cycles & History"
Jeffrey A. Hirsch, Chief Market Strategist, Magnet Fund; Editor-in-Chief, Stock & Commodity Trader's Almanacs

"Lessons of the Madoff Fraud: Due Diligence in a New Era"
Frank R. Casey, Investment Banking, CP Baker & Co.

Wednesday, April 17, 2013
"Smart Investing: Seeking Reward While Reducing Risk"
Charles Rotblut, CFA, Vice President, AAII; Editor, AAII Journal

"Investment Education Workshop
Reducing Risk with Options in your IRA"
Ralph J Michele, president, Omega Institute of Trading

Wednesday, April 17, 2013
"Smart Investing: Seeking Reward While Reducing Risk"
Charles Rotblut, CFA, Vice President, AAII; Editor, AAII Journal

"Investment Education Workshop
Reducing Risk with Options in your IRA"
Ralph J Michele, president, Omega Institute of Trading

Thursday, November 1, 2012
"The Investor’s Quest: Obtaining an Edge"
Ray Rondeau, CMC Investing