WASHINGTON DC METRO Chapter Future Meetings
Mark Your Calendar!

Saturday, January, 21, 2017
Speaker: Phillip Kenny, Attorney, The Collins Firm
Topic: Estate Planning 101

The AAII Washington D.C. Metro Chapter

» Upcoming Chapter Meetings:
Saturday, November 19, 2016 »

Mebane Faber, Co-Founder and Chief Investment Officer, Cambria Investment Management

"The Biggest Mistakes Investors Are Making Right Now and What to Do About Them "


» Past Chapter Meetings:

Saturday, October 15, 2016
"Company Valuations: Change the Rules a Little, Change the Game a Lot "
Ronald H. Muhlenkamp CFA, Founder and Portfolio Manager, Muhlenkamp & Co., Inc.
Saturday, September 17, 2016
"Seeking an Extra Hundred Basis Points After Tax "
David John Marotta, CFP, President, Marotta Wealth Management
Saturday, July 16, 2016
"Covered Call Writing and Selling Cash-Secured Puts "
Alan Ellman, President, The Blue Collar Investor Corp.
Saturday, June 18, 2016
"IRA Changes and Strategies You Must Know "
Robert Carlson, Editor, Retirement Watch
Saturday, May 14, 2016
"Finding a Stock Winner: First Step Screening "
John Bajkowski, President, American Association of Individual Investors
Saturday, April 30, 2016
"Money $marts "
Jonathan Pond, President, Jonathan Pond LLC; Founder, SmartPlanner.com
Saturday, March 19, 2016
"Don’t Fear Rising Interest Rates, Maximize Your Dividend Yield the Right Way "
Neil George, Editor, By George; Former Editor, Personal Finance
Saturday, February 20, 2016
"Workshop: Insights From 50 Years as a Part-Time Trader and Investor"
Eric Wish, Professor, Honors College, UMD
Saturday, January 16, 2016
"Anticipating the Knowable Future: Strategic Realities for Investors"
David Pearce Snyder, Consulting Futurist, The Snyder Family Enterprise
Saturday, November 21, 2015
"Bad Behavior Is Hazardous to Your Wealth"
Wesley Gray, CEO and CIO, Alpha Architect LLC
Saturday, October 17, 2015
"Major Trends in Factor Investing"
Patrick O’Shaughnessy, Principal and Portfolio Manager, O’Shaughnessy Asset Management
Saturday, September 19, 2015
"Simple, Practical Technical Analysis Techniques for Everyday Investors"
Raymond A. Rondeau, Full-Time Investor, Host of “Market Mavens” on UR Business Network, Past President of Boston AAII Chapter
Saturday, July 18, 2015
"Portfolio Performance Evaluation"
Bob Pugh, CFA, CFP, President and Founder, Insight Wealth Management, Inc.
Saturday, June 20, 2015
"Do the Strategies of Investing Greats Still Work Today?"
John P. Reese, CEO and Founder, Validea.com and Validea Capital Management, LLC
Wednesday, May 27, 2015
"Economic and Market Outlook: How to Make the Best of Slow Growth"
Bruce Johnstone, Managing Director and Senior Marketing Investment Strategist, Fidelity Investments
Saturday, April 18, 2015
"Guerrilla Approaches to Finding and Evaluating Stocks"
Marc Gerstein, Director of Research, Portfolio 123; Editor, Forbes Low-Priced Stock Report
Saturday, March 21, 2015
"MLP 101: What You Need to Know About MLPs"
Mary S. Lyman, Executive Director, National Association of Publicly Traded Partnerships
Saturday, February 28, 2015
"Understanding Key Avoided and Misunderstood Retirement Issues "
Bob Carlson, Editor, Retirement Watch
Saturday, January 17, 2015
"Big Gains and High Yields from the Great American Energy Boom"
Roger S. Conrad, Co-Founder and Chief Editor, Capitalist Times LLC; Publisher, Capitalist Times, Conrad’s Utility Investor and Energy and Income Advisor
Saturday, November 15, 2014
"What Have the Markets Done in 2014 and How Will that Impact 2015?"
Nancy Osmond Popovich, Partner and Director of Investments, The Wise Investor Group at Robert W. Baird & Co.

  Special Interest Groups (SIGs)

Computerized Investing Special Interest Group (CISIG)
Paul Grems Duncan
For information regarding the fall schedule for CISIG, please go to www.aaiidcmetro.com or contact Paul Grems Duncan.

Maryland Investment Special Interest Group (MISIG)
Sondra Katz
Ferd Hassler
MISIG meetings are at the Bethesda Library, 7400 Arlington Road, Bethesda, MD. The 2016 schedule for MISIG has changed. In November, the MISIG will meet at 7:30 pm on the third Monday (November 21st).