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Portland Chapter Future Meetings
Mark Your Calendar!

Saturday, January, 10, 2015
Speaker: William Berstein, financial theorist and author
Topic: “The Four Pillars of Investing”

Saturday, March 14, 2015
Topic: “Stocks, ETFs, Personal Finance Strategies”
Speaker: Christine Benz, director of personal finance, Morningstar













The AAII Portland Chapter

» Upcoming Chapter Meetings:
Saturday, November 15, 2014 »
Ron Jones, Retired CPA and Certified Management Accountant "Status of Federal Tax Law "

Mebane T. Faber, Portfolio Manager, Cambria Investment Management "Global Value: How to Spot Bubbles and Avoid Market Crashes to Earn Big Returns"



 

» Past Chapter Meetings:

Sunday, October 19, 2014
"Investing in Commodities in the Current Economic Environment and in the Long Run"
Jeffrey M. Christian, Managing Director, CPM Group
Saturday, September 13, 2014
"Essential Routines to Analyze Markets and Put the Probability Winds at Your Back"
Gatis N. Roze, Individual Stock Trader
Saturday, May 3, 2014
"The Stock Screening Process: Featuring a Shareholder Yield Screen "
Al Zmyslowski, Individual Investor, AAII Silicon Valley Board Member

"Smart Investing: Seeking Reward While Reducing Risk "
Charles Rotblut, CFA, Vice President, AAII; Editor, AAII Journal

Tuesday, March 18, 2014
"Predicting Market Trends With Barron’s"
Peter Miller, Statistics Director, Barron’s
Tuesday, January 21, 2014
"Use StockCharts.com to Find Great Investing Opportunities"
Chip Anderson, President of StockCharts.com
Saturday, November 16, 2013
"A Financial Crisis Road Map: Looking Back to Look Forward "
Brian J. Adams, Ph.D, Associate Professor of Finance, University of Portland’s Pamplin School of Business

"Status of the Federal Tax Law "
Ron Jones, AAII Portland Board Member

Tuesday, September 17, 2013
"The Investor’s Quest: Obtaining an Edge "
Ray Rondeau, President, AAII Boston Chapter
Tuesday, July 16, 2013
"Managing Risk in Your Retirement Plan and Investments "
Scott D. Seymour, President, Great Scott Financial
Tuesday, May 21, 2013
"Robust Portfolio Approaches for the Challenging Decade Ahead "
David Johnson, President, Global Capital Group
Tuesday, March 19, 2013
"Road Map to I Love You: Family Financial Plan "
Richard L. Akins, CFP, Investment Adviser, LPL Financial
Tuesday, January 15, 2013
"An Introduction to Self-Adjusting Trend Following and Active Management "
Michael Neumann, Registered Representative, Investment Adviser Representative, Branch Manager, Transamerica Financial Advisors, Inc.
Robert Pugh, Registered Representative, Investment Adviser Representative with Transamerica Financial Advisors, Inc.
Tuesday, November 20, 2012
"Swimming in the Fixed-Income Shark Tank "
John S. Woolley, Principal & Portfolio Manager, Fixed Income, Northwest Investment Counselors, LLC
Tuesday, October 30, 2012
"Commodities for the Individual Investor "
Jeffrey M. Christian, Managing Partner, CPM Group LLC