The AAII Boston Chapter

» Upcoming Chapter Meetings:
Tuesday, November 15, 2016 »

Christopher Foote Ph.D., Senior Economist and Policy Adviser, Federal Reserve Bank of Boston

"U.S. Monetary Policy in 2017 and Beyond "

John Manley CFA, Chief Equity Strategist, Wells Fargo Asset Management "Can Anything Be Left in the Equity Bull Market?"


» Past Chapter Meetings:

Saturday, September 17, 2016
"50 Years on Wall Street: Avoiding Traps and Profiting From Trends "
Jeffrey A. Hirsch, CEO, Hirsch Holdings; Editor-in-Chief, The Stock Trader's Almanac

"How to Navigate the Current Landscape to Create a Profitable Investment Strategy "
Andrew Addison, Editor and Publisher, The Institutional View

Saturday, June 11, 2016
"How Retirement Has Changed "
Ronald Muhlenkamp, Founder and Portfolio Manager, Muhlenkamp & Co., Inc.

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

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”

  Special Interest Groups (SIGs)

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.