PORTLAND Chapter Future Meetings
Mark Your Calendar!

Saturday, November, 12, 2016
Speaker: Lori Schock, Director of Investor Ed & Advocacy AND John Bajkowski, President, AAII
Topic: U.S. Securities & Exchange Commission AND AAII Model Shadow Stock Portfolio













The AAII Portland Chapter

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

» Past Chapter Meetings:

Saturday, September 10, 2016
"Morningstar’s Best Ideas for 2017 and Beyond "
Christine Benz, Director of Personal Finance, Morningstar
Monday, July 18, 2016
"Value Investing Techniques and Opportunities "
Raymond A. Rondeau, President, Q-Prime²
Saturday, May 14, 2016
"Weird Works, and Other Seemingly Whacko Ways to Win "
Ken Fisher, Founder, Chairman and CEO, Fisher Investments
Saturday, March 12, 2016
"Boosting Income With Dividends and Options "
John Dobosz, Editor, Forbes Dividend Investor and Forbes Premium Income Report
Saturday, January 9, 2016
"Spotlight on Local Companies: Portland General Electric"
Bill Valach, Director of Investor Relations, Portland General Electric

"More Profit With Less Risk Using Dual Momentum"
Gary Antonacci, Principal, Portfolio Management Consultants

Saturday, November 14, 2015
"Status of the Federal Tax Laws"
Ron Jones, Retired CPA, Certified Management Accountant

"A Will is Not Enough in Oregon"
Richard Schneider, Attorney at Law, Law Offices of Richard B. Schneider LLC

Saturday, September 12, 2015
"A proven system for selecting winning stocks"
Ralph Perrini, Vice President & National Speaker, Investor’s Business Daily and Investors.com
Saturday, July 11, 2015
"Probable Returns: Why the Next 5 to 10 Years Are So Predictable "
Ed Easterling, Founder, Crestmont Research; Author, “Unexpected Returns” and “Probable Outcomes”

"Income Investing 101"
Andy Prophet, Long-Time AAII Member; Treasurer, AAII Portland Chapter

Saturday, May 16, 2015
"Live it Up Without Outliving Your Money"
Paul Merriman, Founder, Merriman, Inc.; President, Merriman Financial Education Foundation
Saturday, March 14, 2015
"Strategies for Creating Your Retirement Paycheck"
Christine Benz, Director of Personal Finance, Morningstar
Saturday, January 10, 2015
"Deep Risk: The Real Threat to Your Investments "
William Bernstein, Co-Founder, Efficient Frontier Advisors

"An Alternative Approach to Reducing Risk While Achieving Reasonable Growth"
Barry Beiderman, Independent Individual Investor

Saturday, November 15, 2014
"Status of Federal Tax Law "
Ron Jones, Retired CPA and Certified Management Accountant

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

Sunday, October 19, 2014
"Investing in Commodities in the Current Economic Environment and in the Long Run"
Jeffrey M. Christian, Managing Director, CPM Group

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AAII Conversations About Investing

Contact: Sr, Rene' Foster, Group Chairperson, rene55@juno.com

The CAI meetings are held the first Tuesday of each month from 7:00 to 8:45 pm at Terwilliger Plaza Retirement Center, 3545 Terwilliger Blvd, Portland, OR.  If you like discussing information and opinions about financial matters, the economy or investing topics, contact Sr. Rene' Foster to receive the monthly e-mail notice, which contains the agenda and other information.