PHILADELPHIA Chapter Future Meetings
Mark Your Calendar!

Tuesday, March, 28, 2017
Speaker: Christine Benz, Director of Personal Finance, Morningstar
Topic: TBD

The AAII Philadelphia Chapter

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

» Past Chapter Meetings:

Tuesday, November 29, 2016
"Will the Election Matter to Small Business? "
William Dunkelberg, Chief economist, National Federation of Independent Business
Saturday, October 29, 2016
"Everything You Should Know About Retirement Plans, After You Retire "
Rachel Sheedy, Editor, Kiplinger’s Retirement Report
Tuesday, September 27, 2016
"Workshop: What the Fidelity Active Trader Pro Platform Can Do for You "
William Purvin, Vice President, Regional Brokerage Consultant/ Fidelity Investments
Tuesday, May 31, 2016
"Investing in Bonds for the Next Five Years "
Ravi Tolani, Investment Analyst , Vanguard Investment Strategy Group
Tuesday, April 26, 2016
"Smart Investing: Seeking Reward While Reducing Risk "
Charles Rotblut, CFA, Vice President and Financial Analyst, AAII; Editor, AAII Journal
Tuesday, March 29, 2016
"Economic and Markets Outlook: Sluggish Optimism "
Bruce Johnstone, Managing Director and Senior Marketing Investment Strategist, Fidelity Investments
Tuesday, November 24, 2015
"Bad Behavior Is Hazardous to Your Wealth"
Dr. Wesley R. Gray, CEO and CIO, Alpha Architect LLC
Tuesday, October 27, 2015
"Overcoming the 6 Critical Threats to Lifetime Income Security"
Robert C. Carlson, Robert C. Carlson Editor, Retirement Watch
Tuesday, September 29, 2015
"The Keys to Successful Small-Cap Investing"
Joseph W. Garner, Director of Research and Portfolio Manager, Emerald Advisers
Tuesday, May 26, 2015
"What Stronger Economic Growth Means for Us"
Joel L. Naroff, Ph.D., President, Naroff Economic Advisors, Inc.
Thursday, April 30, 2015
"College Funding Strategies"
Fred Amrein, Founding Principal, Amrein Financial and College Affordability LLC
Tuesday, March 31, 2015
"Do the Strategies of Investing Greats Still Work Today?"
John P. Reese, Founder and CEO, Validea & Validea Capital Management LLC

  Special Interest Groups (SIGs)


Computerized Investing
Richard Nashner,
Meets at Huntingdon Valley Library, 625 Red Lion Road, Huntingdon Valley, PA 19006, every third Saturday of each month from 10 a.m. to 2 p.m.  This group is dedicated to the art and science of technical analysis. We look at stock charts and indicators through the eyes of some of our members. The members comprise all levels of understanding, from the inexperienced to the seasoned investor. The experienced members are always willing to assist the less knowledgeable.

Mutual Funds
John Kiernan, 215/348-8310
Meets at Bala Cynwyd Library, 131 Old Lancaster Road, Bala Cynwyd, PA, 610-664-1196, 7:00 to 9:00 p.m. on the second Tuesday of the month. This is a working group that examines mutual fund newsletters, software, member portfolios (in percentage terms), decision processes and related topics.

Options and Strategies

Geraldine DePaula, 215/233-3838

Meets at Easttown Library, just south of US 30 at 720 First Avenue in Berwyn, PA, 610/644-0138, from 7:00 to 9:00 p.m., usually on the first Tuesday of the month. (For a map, visit, then click the link: Directions:.) This SIG helps familiarize members with how options may be used in different aspects of portfolio management, including income supplementation and asset protection. It introduces the differing strategies in plain language and offers the opportunity to ask questions and share ideas with fellow AAII members.

Value Investing
Bob Bolder, 267/467-4178
Usually meets 6:30 – 8:30 p.m. on the third Tuesday of the month. This group discusses the investment merits of (usually) two stocks, using the criteria established by such well-known investors as Warren Buffett, Mario Gabelli, Benjamin Graham and Peter Lynch. Please phone Bob Bolder to learn the meeting location.