Houston Chapter Future Meetings
Mark Your Calendar!

Tuesday, January, 12, 2016
Speaker: Christine Benz Director of Personal Finance, Morningstar, Inc.
Topic: Morningstar’s Best Ideas for 2016 and Beyond

The AAII Houston Chapter

» Upcoming Chapter Meetings:
Saturday, November 21, 2015 »

Scott Juds, Founder and President, SumGrowth Strategies "True Sector Rotation: Breaking Through the Efficient Frontier"


» Past Chapter Meetings:

Tuesday, September 8, 2015
"Annuities: The Good, The Bad and The Truth"
Stan Haithcock, Founder, Stan The Annuity Man
Saturday, May 16, 2015
"Learning from Bond Market Mistakes and Adapting to Changes"
Marilyn Cohen, Founder and CEO, Envision Capital Management, Inc.
Saturday, February 21, 2015
"Simple, Practical Technical Analysis Techniques for Everyday Investors"
Ray Rondeau, President, AAII Boston Chapter
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"
Rohit Millstein, Focus Presentation


Special Interest Groups

Rohit Millstein 
Meetings are usually held on the first Tuesday of the month at the Trini Mendenhall (formerly Sosa) Community Center, 1414 Wirt Rd., Houston, 77055) at 6:30 p.m. Please contact Rohit Millstein for further information.

Computerized Investing
Keith Drake 

Next meetings: November 17, January 19, March 15
Meetings are held on the third Tuesday of every other month at the Trini Mendenhall (formerly Sosa) Community Center, 1414 Wirt Rd., Houston, 77055) at 7:00 p.m.