Milwaukee Chapter Future Meetings
Mark Your Calendar!

Thursday, November, 20, 2014
Speaker: Kevin Spellman, director of the Investment Management Certificate Program, University of Wisconsin-Milwaukee
Topic: “Flavors of Investing”

Saturday, January 17, 2015
25th Annual Midwinter Retreat

The AAII Milwaukee Chapter

» Upcoming Chapter Meetings:
Thursday, October 16, 2014 »
Dr. Bart Diliddo, Founder and Chairman, VectorVest, Inc. "Stock Valuation and Stock Market Cycles"


» Past Chapter Meetings:

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
Thursday, May 16, 2013
"Globalize Your Thinking"
Nicole Pretzel Holahan, CRPC, Vice President, Senior Advisory; Consultant, OppenheimerFunds, Inc.
Thursday, March 21, 2013
"Higher for Longer: How to Profit From Sustained High Energy Prices"
Elliott Gue, Founder, Capitalist Times, Economic & Income Advisor
Thursday, February 21, 2013
"Fiscal Cliff, QE3, Bond Bubble: What’s Really Happening in the Fixed-Income Markets"
Jeffrey L. Bryden, CFA, President, CIO, JB Investment Management, LLC
Saturday, January 19, 2013
"The Twenty-Third Annual Mid-Winter Retreat"
Thursday, November 15, 2012
"Alternative Investing for Risk Management"
Brent Pahnke, Retirement Solutions
Thursday, October 18, 2012
"What’s Inside Your ETF?"
Michael Rawson, CFA, ETF Analyst with Morningstar