The AAII Orange County Chapter

» Upcoming Chapter Meetings:
Thursday, February 11, 2016 »

Charles Rotblut, CFA, Vice President, AAII; Editor, AAII Journal

"Smart Investing: Seeking Reward While Reducing Risk"

Saturday, March 12, 2016 »

Mark Skousen, Presidential Fellow, Chapman University; Editor in Chief, Forecasts & Strategies

"Is the Golden Age of Investing Over? "


» Past Chapter Meetings:

Saturday, January 23, 2016
"Comments on the Last Year’s Market Events and Observations for 2016"
Jonathan Lansner, Business Columnist, Orange County Register
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



Income Group


Next meeting: Announcements at Chapter Meetings or use contact information below

Topic:  Generate Income from Your Portfolio

Leader:  Randy MacLoed

Location: Varies--use contact information below


Randy MacLoed

Portfolio Management Group

Next Meeting: 4th Thursday of the month--6:00 to 8:00 PM

Topic: The market, portfolio management and investments

Leader: Wade Slome

Location: 2901 West Coast Highway #200, Newport Beach CA 92663


Kevin Weaver