Orange County Chapter Future Meetings
Mark Your Calendar!

Saturday, September, 12, 2015
Speaker: Don Pelgrim, CEO, Wilshire Finance Partners; Andrew Lucas, Vice President of Sales, Wilshire Finance Partners
Topic: Lower Risk/Higher Yield Investing













The AAII Orange County Chapter

» Upcoming Chapter Meetings:
Saturday, June 13, 2015 »

Ryan McKeon, Assistant Professor of Finance, University of San Diego "What Nobel Prize-Winning Economists Can Teach Us About Investing "


 

» Past Chapter Meetings:

Saturday, April 11, 2015
"The History of Failed Currencies"
Chuck Butler, President, EverBank World Markets
Saturday, March 7, 2015
"The Top Indicators Traders Should Be Using Right Now"
John Person, Founder and President, PersonsPlanet.com
Saturday, January 31, 2015
"2015 Returns Will Be Average. What’s Wrong With That?"
Jonathan Lansner, Business Columnist, Orange County Register
Saturday, November 1, 2014
"The Physics of Wall Street"
James Owen Weatherall, Associate Professor, University of California, Irvine
Saturday, September 27, 2014
"How Is Medicare Changing for Retirees? "
Todd Macaluso, Sales Director, UnitedHealthcare Medicare & Retirement
Saturday, August 23, 2014
"How to Select the Best Mutual Funds and ETFs"
Stephen L. McKee, President, Investment Selections & Timing, Inc.
Saturday, June 14, 2014
"Basic Principles of Covered Call Writing"
Alan Ellman, Ph.D., President, The Blue Collar Investor
Saturday, May 31, 2014
"Crash-Proof Your Portfolio? Currencies and Gold for Diversification"
Axel Merk, President and CIO, Merk Investments
Saturday, April 5, 2014
"What Does Modern Portfolio Theory Look Like Today?"
Jason DiNozzi, Managing Director, InterGlobal Asset Management
Saturday, March 8, 2014
"Simple Tactics That Can Produce Large Gains "
Paul Townsend, Associate Vice President and Investment Officer, Wells Fargo Advisors LLC
Saturday, January 25, 2014
"What Do Financial Markets Know That Economists Are Not Telling Us ?"
Jonathan Lansner, Business Columnist, Orange County Register
Saturday, November 23, 2013
"Best Internet Investment Sites 2013"
Don Gimpel, Chairman, Los Angeles AAII Computerized Investing Special Interest Group

"Three Proven Market Timing Systems"
David McMillin, Treasurer, Orange County AAII Chapter

Saturday, October 26, 2013
"A Tale of Two Strategies: Bond Funds Versus Individual Bonds"
Veronica Atkinson, Vice President and Investment Officer, Zions Bank Capital Markets
Friday, September 20, 2013
"Smart Investing: Seeking Reward While Reducing Risk "
Charles Rotblut, CFA, Vice President, AAII; Editor, AAII Journal
Saturday, July 20, 2013
"Portfolio Risk Reduction by the Proper Introduction of Real Estate"
Tim Mulrenan, President, Terravest Inc.
Saturday, June 1, 2013
"Exploiting Market Cycles: The Key to Successful Investing"
Stan Harley, Editor and Publisher, Harley Market Letter/Harley Capital Management