The AAII Boston Chapter

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

» 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.

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


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

Cape Cod
John Chamberlain 
Date/Time: First Wednesday of each month except January, July and September, 6:50-8:50 p.m. 
Location: Brookdale Senior Living Facility, 790 Falmouth Road, Hyannis, MA
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. Discussion includes financial analysis, markets, management, etc.
Computerized Investing/MIT
Larry Bradley
Next meeting: Fourth Monday of each month (except August-September), 7:00-9:00 p.m. 
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. 
Mutual Funds
Barry Fiske 
Date/Time: Third Tuesday of January, March, May, September and November, 7:00-9:00 p.m. 
Location: Student Commons Building, Chapel Hill Chauncy Hall School, 375 Lexington St., 
Waltham, MA
Lou Conrad, CFA, leads the discussion on mutual funds and ETFs.
New Hampshire
Linda Gelfand Leibig
Date/Time: Second Monday of each month except June-September, 6:30-8:30 p.m. 
Location: Murphy’s Taproom, Manchester, NH
This new group will focus on general discussion of investing topics.
Retirement Investing
Robert Zakon
Date/Time: Third Thursday of each month (except July, August and December), 7:00-9:00 p.m.
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
Robert Zakon
Date/Time: 2nd Wed. of the month, 7:00-9:00 p.m. Future dates TBD.
Location: Community Room at Stop & Shop, 333 West River Street, Providence, RI 
This group will be choosing a new coordinator and format.