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Orange County Chapter Future Meetings
Mark Your Calendar!

October, Date TBD
Topic: “The Physics of Wall Street”
Speaker: James Owen Weatherall, Assistant Professor, University of California at Irvine













The AAII Orange County Chapter

» Upcoming Chapter Meetings:
Saturday, August 23, 2014 »
Stephen L. McKee, President, Investment Selections & Timing, Inc. "How to Select the Best Mutual Funds and ETFs"


 
Saturday, September 27, 2014 »
Todd Macaluso, Sales Director, UnitedHealthcare Medicare & Retirement "How Is Medicare Changing for Retirees? "


 

» Past Chapter Meetings:

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
Saturday, April 27, 2013
"How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety First Approach"
Nick Atkeson, Founding Partner, Delta Investment Management, LLC
Saturday, February 9, 2013
"Investing in the New Presidential Cycle"
Jonathan Lansner, Business Columnist, Orange County Register
Saturday, January 26, 2013
"Your Taxes and the Fiscal Cliff"
Herb Farrington, CFP, E.A., Tax and Financial Services
Saturday, November 10, 2012
"Techniques for Top-Down Investing and Trading"
Jackie Ann Patterson, Editor, BackTesting Report, Own Mountain Trading Company
Saturday, September 8, 2012
"Building a Robust Portfolio for the Challenging Decade Ahead"
David Johnson, President, Global Capital Group
Saturday, August 18, 2012
"How Money Supply, Taxes and Regulation Impact the Stock Market and Prosperity"
Simon Reeves, CEO & Wealth Manager, TideRock Financial, LLC