The AAII Twin Cities Chapter

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

» Past Chapter Meetings:

Thursday, October 27, 2016
"How and When to Incorporate Planned Giving in your Estate Planning "
Chuck Semrow, Development Director, Regions Hospital Foundation
Rob Nordin, Vice President of Philanthropic Services, Wells Fargo Private Bank
Christine Pulkrabek, Gift Planning Officer, Regions Hospital Foundation
Thursday, September 22, 2016
"The Power of Local and Balanced Investing "
Ron Kaliebe, Senior Vice President and Director of Fixed Income, Mairs & Power, Inc.
Thursday, May 12, 2016
"Building a Lifetime Portfolio & the Math of Retirement "
Craig L. Israelsen, Ph.D., Designer, 7Twelve Portfolio
Thursday, March 31, 2016
"Finding Yield in a Low-Yield Environment "
Terrell Gates, CEO, Virtus Real Estate
Thursday, January 21, 2016
"Profiting From Fundamental Stock Analysis"
Doug Gerlach, Editor-in-Chief, Investor Advisory Service and SmallCap Informer
Thursday, December 3, 2015
"Dangerous Maxims"
Lee Wenzel, President, Wenzel Analytics, Inc.
Friday, October 23, 2015
"True Sector Rotation: Breaking Through the Efficient Frontier"
Scott Juds, Founder and President, SumGrowth Strategies
Thursday, September 17, 2015
"Fundamentals of Profitable Trading"
Mahesh Johari, Independent Investor
Tuesday, May 19, 2015
"Estimating the True Cost of Retirement"
David M. Blanchett, CFA, Head of Retirement Research, Morningstar Investment Management
Thursday, March 19, 2015
"How to Get High Returns With the Least Effort"
Sheldon Jacobs, Retired Founder, The No-Load Fund Investor
Thursday, January 22, 2015
"Building a Diversified Composite-Based U.S. Equity Trading System"
Len Fox, President, Scarecrow Trading

  Special Interest Groups (SIGs)

Systematic Investing SIG
The Systematic Investing SIG meets the third Tuesday of each month at 7 p.m. at Lee Wenzel’s home (8666 Westwind Circle, Eden Prairie). Topics and discussions vary. Send an email to Joseph Ferens at to get on the list for email topic announcements, meeting confirmations and reminders.  An RSVP of your attendance to is appreciated but not required.