Phoenix Chapter Future Meetings
Mark Your Calendar!

Saturday, November, 21, 2015
Speaker: Nancy Tengler Financial I.Q. Training Services
Topic: Five Investing Rules That Will Keep You Out of Trouble

Saturday, December 5, 2015

Speaker: Alan Snyder, Founder and Managing Partner, Shinnecock Partners

Topic: The Risk vs. Return Conundrum













The AAII Phoenix Chapter

» Upcoming Chapter Meetings:
Saturday, October 3, 2015 »

Axel Merk, President and CIO, Merk Investments; Manager, the Merk Funds "Portfolio Construction for Tomorrow’s Markets"


 

» Past Chapter Meetings:

Saturday, April 11, 2015
"Taking Advantage of Municipal Market Dislocations & Dysfunction"
Alan F. Willenbrock, Vice President and Senior Portfolio Manager, Morgan Stanley Wealth Management
Saturday, March 7, 2015
"Smart Investing: Seeking Reward While Reducing Risk"
Charles Rotblut, Vice President, AAII; Editor, AAII Journal
Saturday, February 7, 2015
"Simple, Robust Methods to Grow and Protect Your Portfolio"
Nicholas Atkeson, Founding Partner, Delta Investment Management
Jackie Ann Patterson, Consultant to Delta Investment Management
Saturday, January 10, 2015
"Covered Call Writing to Generate Monthly Cash Flow"
Dr. Alan Ellman, Dr. Alan Ellman
Saturday, December 13, 2014
"America’s Energy Renaissance: Top Plays for Income and Growth"
Elliott Gue, Editor, Energy & Income Advisor and Capitalist Times
Saturday, November 1, 2014
"Your Health Care and the Affordable Care Act"
Allan Zee, Founder, Argeus Benefits Group LLC
Saturday, October 11, 2014
"Morningstar Analyst Ratings: Closing the Investor Return Gap "
Kathryn Spica, CFA, Senior Analyst, Fund-of-Funds Strategies Manager Research, Morningstar, Inc.
Saturday, April 5, 2014
"Financial Literacy and the Rich-Poor Gap"
Russ Wiles, Personal Finance Writer, Arizona Republic and azcentral.com
Saturday, March 8, 2014
"Strategies for Pursuing Your Retirement Paycheck"
Christine Benz, Director of Personal Finance, Morningstar; Senior Columnist, Morningstar.com
Saturday, February 8, 2014
"Fracking: America’s Alternative Energy Revolution"
John Graves, Editor, The Retirement Journal
Saturday, January 11, 2014
"Lessons Learned From Harvard and Yale Endowments: Using Managed Futures for Portfolio Diversification"
David Johnson, President and Portfolio Manager, Global Capital Group
Saturday, December 7, 2013
"Do You Have a Life Plan?"
Don Scher, President, Don Scher and Associates
Saturday, November 2, 2013
"How to Get the Highest Returns With the Least Effort"
Sheldon Jacobs, Author and Founder, No-Load Fund Investor
Saturday, October 5, 2013
"How to Earn Double-Digit Returns and Avoid Down Markets in a Safety-First Approach"
Nick Atkeson, Founding Partner, Delta Investment Management, LLC