The AAII South/Central New England Chapter

» Upcoming Chapter Meetings:
Thursday, December 1, 2016 »

John P. Reese, Founder, Validea Capital Management LLC

"Do the Strategies of Investing Greats Still Work in Today’s Market? "

Frank R. Casey, Managing Partner, PEAQ Capital Strategies LLC "Chasing Bernie Madoff"


» Past Chapter Meetings:

Thursday, September 8, 2016
"Today's Best Stocks to Buy & Those To Avoid "
Vahan Janjigian, Ph.D., CFA, Chief Investment Officer, Greenwich Wealth Management, LLC

"Bad Behavior—Why Investors Make Poor Decisions "
Louis E. Conrad II, CFA, President, COMPASS Wealth Management, LLC

Thursday, May 28, 2015
"Economic and Markets Outlook: How do we Make the Best of.... Slow"
Bruce Johnstone, Managing Director and Senior Marketing Investment Strategist, Fidelity Investments
Wednesday, November 19, 2014
"Energy Liberty Day: High-Percentage Wealth Building From America’s Surest Growth Industry"
Roger S. Conrad, Co-Founder and Co-Chief Editor of Capitalist Times, Conrad’s Utility Investor, Energy and Income Adviser

  Special Interest Groups (SIGs)


Gregory Blosick, Ph.D., MBA


Date/Time: Quarterly meetings, normally the 4th Saturday of the month, from 10:00 a.m.-12:00 p.m. Always contact the leader for the exact schedule.

Location: University of New Haven, Maxcy Hall, room 218

Focus: Hands-on workshops, covering multiple investment areas, on the financial computers

in the financial computer lab.



Richard Paul  203-938-9478

Date/Time: 3rd Monday of the month (Sep-Nov, Mar-May), from 10:00 a.m.-12:00 p.m.

Location: Mark Twain Library in Redding, CT.

Focus: Lecture-style open forum meetings that focus on the tools and sharing of knowledge for investors looking to independently manage their own investments.



John Swensson 203-322-9532

Date/Time:  This group is temporarily on hold until further notice.

Location: Westport Public Library, seminar room, second floor

Focus: All aspects of mutual fund investing are covered, including evaluations, fund characteristics, and reasonings and methodologies for selections.



Jeffrey Sonshine 973-441-1115

Date/Time:  Varying Mondays of every other month, from 6:45-8:45 p.m. (Nov 7). Always contact the group leader for exact schedule.

Location: Stamford Public Library, Harry Bennett Branch

Focus: Group discussions, guest presenters and study groups focusing on all financial aspects related to planning, approaching and in-retirement matters.



Raymond Rondeau    401-451-4163

Date/Time: Events are held randomly for special guest speakers, from 7:00-9:00 p.m.

Location: Rhode Island College, Adams Library, Fortes Room

Focus: Meetings are held in a semi-formal setting with various professional guest speakers presenting on a variety of investment techniques and strategies