TWIN CITIES Chapter Future Meetings
Mark Your Calendar!

Thursday, October, 27, 2016
Speaker: Keevan J. Kosidowski, Executive Director, Regions Hospital Foundation
Topic: How and When to Do Planned Giving

The AAII Twin Cities Chapter

» Upcoming Chapter Meetings:
Thursday, September 22, 2016 »

Ron Kaliebe, Senior Vice President and Director of Fixed Income, Mairs & Power, Inc.

"The Power of Local and Balanced Investing "


» Past Chapter Meetings:

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
Thursday, December 4, 2014
"It Can Be Done: Learning From the Past for Personal Investing Success"
Don Hall, Author, Retired Financial Executive
Thursday, October 23, 2014
"Complex Financial Crimes: Emerging Trends and Threats"
Richard A. Waller, Supervisory Special Agent, Federal Bureau of Investigation
Thursday, September 18, 2014
"How to Invest for the Thorniest Problems of the 21st Century"
Tom Blees, President, The Science Council for Global Initiatives

  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.