RESEARCH TRIANGLE Chapter Future Meetings
Mark Your Calendar!

Saturday, December, 10, 2016
Speaker: Guest Speaker TBA
Topic: Holiday Party

The AAII Research Triangle Chapter

» Upcoming Chapter Meetings:
Saturday, November 12, 2016 »

Michael Osteen, Chief Investment Strategist, Port Wren Capital, LLC

"The Key to Better Investments "


» Past Chapter Meetings:

Saturday, October 8, 2016
"Big Yield Hunting on Deadly Ground "
Roger S. Conrad, Co-Founder, Capitalist Times; Editor, Conrad's Utility Investor
Saturday, September 10, 2016
"Alternative Investments "
Russ Emrath, Financial Adviser, Ameriprise
Saturday, August 13, 2016
"Understanding Sector Investing "
Greg Lee, Regional Broker Consultant, Fidelity
Saturday, July 9, 2016
"What’s Going Right and Wrong in Bondland "
Marilyn Cohen, Founder and CEO, Envision Capital Management, Inc.
Saturday, June 11, 2016
"Covered Call Writing to Generate Monthly Income "
Alan Ellman, President, The Blue Collar Investor Corp.
Saturday, April 9, 2016
"Lower for Longer Oil Prices: Top Plays for Income and Growth "
Elliott Gue, Editor and Publisher, Energy & Income Advisor
Saturday, March 12, 2016
"Reduce Risk and Increase Returns With True Diversification "
David Johnson, Chief Investment Officer, Global Capital Group
Saturday, February 13, 2016
"High-Probability Investing"
Robert B. Drach, Founder, Drach Market Research Advisors
Saturday, January 9, 2016
"2016 Economic Scenarios: Boom or Gloom?"
Dennis Stearns, CFP, President, Stearns Financial Group
Saturday, December 12, 2015
"What Should You Think About When Using the Internet?"
Dr. Joseph Williamson, Consultant and Former Executive
Saturday, November 14, 2015
"Top Fund and Stock Picks"
Dr. Larry Hungerford, Director of Research, Woodard & Co. Asset Management Group, Inc.
Saturday, October 10, 2015
"Smart Investing: Seeking Reward While Reducing Risk"
Charles Rotblut, CFA, Vice President and Senior Financial Analyst, AAII; Editor, AAII Journal
Saturday, September 12, 2015
"Strategies for Creating Your Retirement Paycheck"
Christine Benz, Director of Personal Finance, Morningstar
Saturday, August 8, 2015
"How to Avoid Bear Markets and Catch a Bull"
Ian Abbott, Owner, Abacus Financial Services
Saturday, June 6, 2015
"Managing Your Portfolio in Uncertain Times"
Anthony W. Muhlenkamp, President, Muhlenkamp & Company
Saturday, May 9, 2015
"Dividend Investing and Dividend Reinvestment Plans (DRIPs)"
Charles Carlson, Author and CEO, Horizon Publishing
Saturday, April 11, 2015
"New Crowdfunding Regulatory Changes"
Lori Schock, Director, SEC Office of Investor Education and Advocacy
Saturday, March 14, 2015
"Do the Strategies of Investing Legends Still Work Today?"
John P. Reese, Founder and CEO,
Saturday, February 14, 2015
"Tax Strategies for Today’s Changing Times"
Ken Martin, CPA and Tax Partner, Stancil & Company
Saturday, January 10, 2015
"2015 Economic Scenarios: Boom or Gloom?"
Dennis Stearns, CFP and President, Stearns Financial Services Group
Saturday, December 6, 2014
"2014 Christmas Party and Speaker"
Ric Solares, Retired Geological Engineer
Saturday, November 8, 2014
"What Every Investor Should Know About the Federal Reserve"
Kelly Hunter Markson, Professor of Business Administration, Wake Tech

  Special Interest Groups (SIGs)

All groups meet at Panera Bread, 7840 Alexander Promenade Place across from Briar Creek Mall. No charge. Directions at

Investment Income
Meets the first Saturday of the month at 9:30 a.m.
Meets the fourth Saturday of the month at 9:30 a.m.