Milwaukee Chapter Future Meetings
Mark Your Calendar!

Thursday, October, 22, 2015
Speaker: Scott Juds SumGrowth Strategies
Topic: True Sector Rotation: Breaking Through the Efficient Frontier

Date:   Thursday, November 19, 2015

Topic:  TBD

Speaker: TBD


Date:   Saturday, January 16, 2016

Topic:  26th Annual MidWinter Retreat

Speakers:  TBD

The AAII Milwaukee Chapter

» Upcoming Chapter Meetings:
Thursday, September 17, 2015 »

Brian Nelson, President of Equity Research, Valuentum Securities "The 13 Most Important Steps to Understand the Stock Market"


» Past Chapter Meetings:

Thursday, May 21, 2015
"The 10 Biggest Insurance Mistakes Consumers Make"
Scott J. Witt, Principal, Witt Actuarial Services, Inc.
Thursday, March 19, 2015
"What’s Really Happening in the Fixed-income Markets?"
Jeffrey L. Bryden, CFA, President and Chief Investment Officer, JB Investment Management LLC
Thursday, February 19, 2015
"Investment Risks and Rewards in 2015"
Ignatius L. Smetek, President and Chief Investment Officer, Arcataur Capital
Saturday, January 17, 2015
"The Twenty-Fifth Annual Mid-Winter Retreat"
Thursday, November 20, 2014
"Creating a Sound Investment Approach and Flavors of Investing"
Dr. Kevin Spellman, Director, Investment Program at University of Wisconsin—Milwaukee
Thursday, October 16, 2014
"Stock Valuation and Stock Market Cycles"
Dr. Bart Diliddo, Founder and Chairman, VectorVest, Inc.
Thursday, September 18, 2014
"Exit Strategies for Covered Call Writing: Increasing Returns to the Highest Levels"
Dr. Alan Ellman, President, The Blue Collar Investor Corp.
Thursday, May 15, 2014
"Top Ten Mistakes Made in Beneficiary Designations "
Dera L. Johnsen-Tracy & John Horn, Attorneys, Horn & Johnsen SC
Thursday, March 20, 2014
"The Hidden Investment Genius of John Maynard Keynes"
John F. Wasik, Financial Columnist, Reuters; Author, “Keynes’s Way to Wealth”
Thursday, February 20, 2014
"Six Steps to Organizing Your Financial Life "
Valerie Pickar, Regional Vice President, Mainstay Investments, Heartland Region
Saturday, January 18, 2014
"The Twenty-Fourth Annual Mid-Winter Retreat"
Thursday, November 21, 2013
"Finding High-Growth Small-Cap Stocks All Around the World"
Jim Oberweis, CFA, President, Oberweis Asset Management
Thursday, October 17, 2013
"Annuities: The Good, the Bad and the Truth"
Stan The Annuity Man, Annuity Critic, Annuity Consumer Advocate, Annuity Expert
Thursday, September 19, 2013
"Predicting Market Trends With Barron’s"
Peter Miller, Statistics Director, Barron’s