The AAII Central Florida Chapter
» Upcoming Chapter Meetings:
Wednesday, April 17, 2013 »
Donald Cassidy, President, Retirement Investing Institute
"How to Invest in an Economy Stuck in the Mud"
Central Florida Chapter Members & Leaders,
"Our Fourth Annual Open Mike Event"
» Past Chapter Meetings:
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Wednesday, March 20, 2013
"Basics of Global Investing" David M. Currie, Professor of Finance & Economics, Crummer Graduate School of Business, Rollins College |
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Wednesday, February 20, 2013
"Dynamic Portfolio Construction in the Context of Comprehensive Wealth Management" David John Marotta, President, Marotta Wealth Management |
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Wednesday, January 16, 2013
"Trend-Following vs. Buy and Hold" James O. Rohrbach, Founder, President, Investment Models, Inc. |
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Wednesday, December 12, 2012
"Graham-Dodd Fundamental Approach" James East, Manager, ACI Partnership Fund |
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Wednesday, November 14, 2012
"Debunking the 4% Rule " Raul Elizalde, President, Path Financial LLC |
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Wednesday, October 17, 2012
"Strategies for Income in Turbulent Times" Harriet J. Brackey, Financial Advisor, KR Financial Services |
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Wednesday, September 19, 2012
"Real Estate Investment Trusts & National Retail Properties Inc." Chris Barry, Vice President of Corporate Communications, National Retail Properties Inc. |
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Wednesday, May 16, 2012
"Our Third Annual Open Mike Event" Central Florida Chapter Members and Leaders, |
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Wednesday, April 18, 2012
"Everything You Wanted to Know About SEC Filings But Were Afraid to Ask" Michelle Leder, Editor and Founder, Footnoted, a Division of Morningstar |
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Wednesday, March 21, 2012
"Generating Income in Retirement" Henry Conlon, Manager, Fidelity Investments |
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Wednesday, February 15, 2012
"Ten Lessons Learned From Managing a Mutual Fund" Louis (“Lou”) E. Conrad II, CFA, President, COMPASS Wealth Management LLC |
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Wednesday, January 18, 2012
"Selling Covered Calls" Mary Ann Davis, Options Instructor |
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Wednesday, December 14, 2011
"The World’s Economic Status and Its Impact on Investments" Frank Dasse, Ph.D., CFP, Economic and Financial Consultant |
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Wednesday, November 16, 2011
"The Death of Buy and Hold Has Been Greatly Exaggerated" Richard Ferri, CFA, Founder, Portfolio Solutions LLC |
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Wednesday, October 19, 2011
"Current Status of the Commercial Real Estate Market and Investment" George Livingston, Chairman, CommerCenters |
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Wednesday, September 21, 2011
"InterMarket Analysis: The Key to Successful Trading" L. A. “Skip” Higley, Ph.D., Founder, Software Solutions Inc. |
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Wednesday, May 18, 2011
"Another Opportunity to Give Us Your Best Investment Ideas" Central Florida Chapter Members and Leaders, |
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Wednesday, April 20, 2011
"Computerized Stock Screening & Analysis" Wayne A. Thorp, CFA, Senior Financial Analyst, AAII; Editor, Computerized Investing |

