Houston Chapter Future Meetings
Saturday, February, 21, 2015
Mark Your Calendar!
Speaker: Ray Rondeau
Topic: “Technical Analysis Techniques for Long-Term Investors”
Saturday, May 16, 2015
Topic: “Surviving Bond Bear Market”
Speaker: Marilyn Cohen, President, Envision Capital Management, Inc.
The AAII Houston Chapter
» Past Chapter Meetings:
Tuesday, November 11, 2014
"Managing Retirement Wealth"
Julie Jason, CIO, Jackson, Grant Investment Advisers Inc.
Saturday, September 13, 2014
"A Case for Index Fund Portfolios"
Richard A. Ferri, CFA, Founder, Portfolio Solutions
Tuesday, May 13, 2014
"Managing Retirement Wealth "
Julie Jason, CIO, Jackson, Grant Investment Advisers, Inc.
Saturday, March 8, 2014
"Determining a Stock’s True Worth "
Wayne A. Thorp, CFA, Vice President, Senior Financial Analyst, AAII; Editor, Computerized Investing
Tuesday, January 14, 2014
"Covered Call Writing to Generate Monthly Cash Flow"
Alan Ellman, President, The Blue Collar Investor Corp.
Saturday, December 7, 2013
"Investing in Uncertain Markets"
Don Lansing, Founder, Lansing Investments; CIO, MarketTrend Advisors
"Focus Presentation: The Games Our Minds Play"
Tuesday, September 10, 2013
"Building a Multi-Asset Low-Correlation Portfolio"
Craig L. Israelsen, Ph. D., Associate Professor, Brigham Young University
Saturday, May 18, 2013
"How to Get the Highest Returns With the Least Effort"
Sheldon Jacobs, Author; Founder, The No-Load Fund Investor
Tuesday, March 12, 2013
"Strategies for Pursuing Your Retirement Paycheck "
Christine Benz, Director of Personal Finance, Morningstar, Inc.
Saturday, January 19, 2013
"Strategies Tracking the AlphaSector Series of Indexes "
Jason Morton and Dennis Follmer, Managing Director, Shamrock Asset Management and Senior Vice President, F-Squared Investments
Book Report on “The 7 Most Important Equations for Your Retirement”