Atlanta Chapter Future Meetings
Mark Your Calendar!

Tuesday, February, 7, 2017
Speaker: Mark Beidleman, Vice President, GW&K Investment Management
Topic: Balanced Investing: Dividend-Paying Stocks Alongside Municipal Bonds













The AAII Atlanta Chapter

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

» Past Chapter Meetings:

Tuesday, November 1, 2016
"PIMCO’s Bond Market Outlook "
Jessica Pestronk, Vice President, PIMCO
Tuesday, August 23, 2016
"Great Expectations: Outlook for Quality Growth "
Bill Hackney, CFA, Senior Partner, Atlanta Capital Management Company
Tuesday, June 7, 2016
"Tax Savings Strategies for 2016 and Beyond "
Todd Sheets, CFA, CAIA, Partner, SignatureFD
Tuesday, April 19, 2016
"Generate Tax-Efficient Returns From Capital Appreciation and Dividends "
Greg Karolich, Vice President, Zacks Investment Management
Tuesday, March 8, 2016
"Engineering Equity Portfolios Around Broadly Defined Return Sources "
Apollo D. Lupescu, Ph.D., Vice President, Dimensional Fund Advisor
Tuesday, January 26, 2016
"Strategic Income Through Equity and Fixed Income Management"
Ben Hammel, Regional Vice President, Eagle Asset Management
Tuesday, October 27, 2015
"Determining a Stock’s True Worth"
Wayne A. Thorp, CFA, Vice President and Senior Financial Analyst, AAII
Tuesday, August 25, 2015
"Global Investment Outlook"
Michael Brozzo, CFP, Managing Director, Windhaven Investment Management
Tuesday, May 26, 2015
"Behavorial Investing"
Michael Stanford, CFA, Director, Homrich & Berg Wealth Management
Thursday, April 2, 2015
"Trends in the Market: Bonds, Oil, ECB, Geopolitical"
Nick Clendenin, CFA, Regional Director, Income Solutions
Tuesday, January 27, 2015
"How Options Can Increase Income and Hedge Risk"
Steven S. Marco, CFA, Portfolio Manager and Founder, Marco Investment Management
Wednesday, December 3, 2014
"Why Everyone Needs an Estate Plan"
Abbey Flaum, Attorney at Law, Cohen Pollock Merlin & Small, P.C.

  Special Interest Groups (SIGs)

Subgroups
Options
Mike Lee
ml@longstreetcm.com

Computerized Investing
Henry Crutcher
henry@EquitiesLab.com

Retirement Planning
Rick Groff, CFP®
rick.groff@schwab.com
"Behavioral Finance: How Emotions Impact Financial Decisions"
Tuesday, November 8, 2016

Real Estate
TBD