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Research Triangle Chapter Future Meetings
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The AAII Research Triangle Chapter

» Upcoming Chapter Meetings:
Saturday, May 3, 2014 »
Nick Atkeson, Founding Partner, Delta Investment Management "Earn Double-Digit Returns While Avoiding Major Down Markets"


 
Saturday, June 14, 2014 »
Jason DiNozzi, Managing Director, InterGlobal Asset Management LLC "What Does Modern Portfolio Theory Look Like Today?"


 

» Past Chapter Meetings:

Saturday, April 12, 2014
"Finding a Stock Winner: First Step Screening"
Joe Lan, CFA, Assistant Financial Analyst, AAII
Saturday, March 8, 2014
"Stock Screening and Analysis Techniques Your Guru Never Taught You"
Marc Gerstein, Director of Research, Portfolio123; Editor, Forbes Low Priced Stock Report
Saturday, February 8, 2014
"Tax Strategies for Today’s Changing Times "
Ken Martin, Senior Tax Partner, Stancil & Company
Saturday, January 11, 2014
"2014 Economic Scenarios: Can the U.S. Economy Muddle Through?"
Dennis Stearns, CFP, President, Stearns Financial Services Group
Saturday, December 7, 2013
"Christmas Party, What Your Broker Will Never Tell You"
Jackson Breaks, Member, Governors Club Speakers Resource
Saturday, November 9, 2013
"The Economy, the Market, Demographics and the Challenges Ahead"
Doug Short, Vice President of Research, Advisor Perspectives
Saturday, October 12, 2013
"Profit From a Rapidly Changing World This Year and Next"
Robert Hsu, President, Absolute Return Capital Advisors, LLC
Saturday, September 14, 2013
"Value Stocks Are Not Always Undervalued Stocks"
Vahan Janjigian, Chief Investment Officer, Greenwich Wealth Management, LLC
Saturday, August 10, 2013
"2013 Second-Quarter Market Update"
William “Sonny” Bowser, Vice President, Regional Planning Consultant, Fidelity Investments
Saturday, June 8, 2013
"Protect Your Investment Like The Pros: Position Sizing & Stop-Loss Money Management"
Ian Abbott, President, Abacus Financial Services, LLC
Saturday, May 11, 2013
"Morningstar?s Best Ideas for 2013 and Beyond"
Christine Benz, Director of Personal Finance, Senior Columnist, Morningstar.com
Saturday, April 13, 2013
"The Investor?s Quest: Obtaining an Edge"
Raymond A Rondeau, Professional Trader, Former Technicals Columnist, IndexUniverse
Saturday, March 9, 2013
"Buffett and Beyond: The Predictability and Comparability of Buffett’s Stock Selection Methodology"
Joseph Belmonte, Owner, Buffett and Beyond Research, Inc.
Saturday, February 9, 2013
"Debunking the 4% Rule"
Raul Elizalde, President, Path Financial LLC
Saturday, January 12, 2013
"2013 Economic Scenarios: Can the U.S. Economy Muddle Through?"
Dennis Stearns, CFP, President, Stearns Financial Group
Saturday, December 1, 2012
"2012 Christmas Party, and Undermining Investor Confidence: Corporate Ethics in the New Millennium"
John Moellering, Governors Club Speakers Resource Bureau
Saturday, November 10, 2012
"2012 Third-Quarter Market Update"
William “Sonny” Bowser, Regional Operations Consultant, Fidelity Investments
Saturday, October 13, 2012
"The Future Ain’t What It Used to Be: If “Buy and Hold” Is Dead, Now What?"
Paul Townsend, Associate Vice President-Investments, Wells Fargo LLC
Saturday, September 8, 2012
"Strategies for Retirement Income for Life and Risk-Managed Growth"
Malcolm M. Trevillian, President, Chatham Advisors LLC
Saturday, August 11, 2012
"Positioning Your Portfolio to Generate Sustainable Cash Flow"
Mitch Reiner, Investment Advisor, Chief Operating Officer and Chief Investment Officer, Capital Investment Advisors (CIA)
Saturday, July 14, 2012
"Trading and Investing Ideas in 2012"
Michael Shulman, Publisher, The New Normal Investor, Options Income Blueprint and Short Side Trader Advisory Services
Saturday, June 9, 2012
"Investing and Aging"
Haleh Moddasser, CPA, Vice President, Financial Advisor, Stearns Financial Group
Sherry McKinney, CPA, CFP, Financial Planning Manager, Stearns Financial Group
Saturday, May 12, 2012
"Finding Yield in a Low Interest Rate Environment"
Bill Wysor, Editor, The Relevant Investor