The AAII Orange County Chapter

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

» Past Chapter Meetings:

Saturday, October 17, 2015
"High-Probability Investing"
Robert B. Drach, Founder, Drach Market Research Advisors
Saturday, September 12, 2015
"Lower-Risk, Higher-Yield Investing"
Don Pelgrim, Chief Executive Officer, Wilshire Finance Partners
Andrew Lucas, Vice President, Wilshire Finance Partners
Saturday, July 11, 2015
"Tactical Trading Strategies for the Summertime Market Blues"
Jeffrey Hirsch, CEO, Hirsch Holdings
Saturday, June 13, 2015
"What Nobel Prize-Winning Economists Can Teach Us About Investing "
Ryan McKeon, Assistant Professor of Finance, University of San Diego
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,
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


Income Group
Randy MacLeod (group leader), 714-847-4054
Bob Welge, 714-593-2312
Next meeting: Announcements will be made at chapter meetings, or use the contact information here. Topic: “Generate Income From Your Portfolio” Location: Varies

Portfolio Management
Group Contact: Kevin Weaver 949-258-4322
Leader: Wade Slome Meets every fourth Thursday of the month from 6:00 - 8:00 p.m. to discuss the market, portfolio management and investments. Location: 2901 West Coast Highway #200, Newport Beach