Houston Chapter Future Meetings
Mark Your Calendar!

Tuesday, November, 11, 2014
Speaker: Julie Jason, Grant Investment Advisers, Inc.
Topic: Managing Retirement Wealth

Saturday, January 10, 2015
Topic: TBA
Speaker: TBA

The AAII Houston Chapter

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

» Past Chapter Meetings:

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"
Rohit Millstein, Focus Presentation

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

"Focus Presentation Book Report on “The 7 Most Important Equations for Your Retirement” "
Mike Muhle,

Monday, November 5, 2012
"Currencies: Diversification and Inflation Hedge"
Axel Merk, President, Chief Investment Officer, Merk Investments