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The AAII Rochester Chapter

» Upcoming Chapter Meetings:
Monday, September 22, 2014 »
Tom Jacobs, Investment Adviser and Portfolio Manager, Echelon Investment Management "How Management Fleeces Investors, and How to Catch Them Before Your Stocks Tank"


 

» Past Chapter Meetings:

Thursday, June 12, 2014
"A Balanced Approach to Investing"
Ed Shill, CFA, Principal and Chief Investment Officer, QCI Asset Management, Inc.
Thursday, January 23, 2014
"Repurposing a Historic Industrial Site Into a Manufacturing and Technology Center"
Michael Alt, Director, Eastman Business Park and Director, Kodak Real Estate
Wednesday, November 6, 2013
"Two Costly Illiteracies: Fiscal and Media"
Tom Proietti, Resident Scholar in Media, St. John Fisher College
Tuesday, September 24, 2013
"Hometown Honeoye: Discovering the Pot of Gold in Your Own Backyard"
Chris Carosa, President of Carosa Stanton Asset Management, LLC
Thursday, June 27, 2013
"Dividend Growth Investing: Realities, Myths and Results"
David Van Knapp, Private Investor and Author
Tuesday, March 26, 2013
"After the Financial Crisis...What’s Going on in Banking?"
Gregory W. Norwood, Senior Executive Vice President, Chief Financial Officer, First Niagara Bank, N.A.
Wednesday, January 16, 2013
"ABCs for Inheriting IRAs"
James P. Terwilliger Ph.D., CFP, Senior Vice President, Financial Planning Manager, Canandaigua National Bank (CNB)
Wednesday, November 14, 2012
"After the Elections, What’s Next? How Big Companies Quietly Got Laws Passed to Thwart Competitve Markets (or how corporate executives live high on the hog without sharing in the tax burden)"
David Cay Johnston, Pulitzer Prize–Winning Investigative Journalist; Columnist, Television Commentator, Reuters News; Distinguished Visiting Lecturer, College of Law, Syracuse University
Thursday, September 20, 2012
"Morningstar’s Best Ideas for 2013 and Beyond"
Christine Benz, Director of Personal Finance, Morningstar Inc.; Senior Columnist, Morningstar.com