The AAII Boston Chapter

» Upcoming Chapter Meetings:
Thursday, October 22, 2015 »

John Bajkowski, President, AAII "AAII Shadow Stock Portfolio: From Theory to Practical Application"

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


» Past Chapter Meetings:

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.

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