The AAII Charlotte Chapter

» Upcoming Chapter Meetings:
Saturday, April 11, 2015 »

Dr. Alan Ellman, President, The Blue Collar Investor Corp. "Covered Call Writing to Generate Monthly Cash Flow"


» Past Chapter Meetings:

Saturday, March 14, 2015
"True Sector Rotation: Breaking Through the Efficient Frontier"
Scott Juds, Founder and President, SumGrowth Strategies
Saturday, February 14, 2015
"2015 Economic Scenarios: Boom or Gloom?"
Dennis Stearns, President, Stearns Financial Group
Saturday, January 10, 2015
"Creating High-Quality, Risk-Adjusted Return Portfolios"
Daniel Charbonnet, COO, FastTrack Capital Management LLC
Saturday, November 8, 2014
"An Analysis of Bear Markets"
Bryan Johnson, Moon Run Report
Saturday, October 11, 2014
"It’s What You Learn After You Know It All That Counts"
Paul Townsend, Associate Vice President and Investment Officer, Wells Fargo Advisors LLC
Saturday, September 13, 2014
"Investment Fraud: Guarding Your Assets in a Scary World"
John Maron, Director of the Investor Education Program, North Carolina Secretary of State
Saturday, August 9, 2014
"Seven Common Characteristics of Winning Stocks"
Harold Morris, National Education Speaker, Investor’s Business Daily
Saturday, July 12, 2014
"Top Tax Strategies for Today’s Changing Times"
Ken Martin, CPA, Senior Tax Partner, Stancil & Company
Saturday, June 14, 2014
"America Gets its Mojo Back"
Bill Hackney, CFA, Senior Partner, Atlanta Capital Management
Saturday, May 10, 2014
"King Risk is Dead. Long Live the King!"
John Simms, Chief Investment Officer, Piedmont Trust Company
Saturday, April 12, 2014
"How to Prevent and Detect Fraud"
Glenn L. Helms, Ph.D.,
Saturday, March 8, 2014
"How to Choose Your Strategy"
Nicole Wachs, Director of Education, TradeKing
Saturday, February 8, 2014
"Stock Valuation and Stock Market Cycles"
Steve Chappell, Director of Educational Services, VectorVest, Inc
Saturday, November 9, 2013
"The Three Things Every Successful Investor Must Know"
Bill Staton, CFA, “America’s Money Coach”
Saturday, October 12, 2013
"Advanced Technical Analysis"
Justin Krebs, Personal Trading Plan Instructor, Online Trading Academy
Saturday, September 14, 2013
"The State of the U.S. National and Regional Economies"
Rick Kaglic, Senior Regional Economist at the Federal Reserve Bank of Richmond
Saturday, July 13, 2013
"The Only Three Questions That Matter"
Paul Townsend, Associate Vice President,Wells Fargo Advisors LLC
Saturday, June 8, 2013
"Why Do We Do This? A Look at Investment Returns by Style"
Robert McComsey, Retired Investment Manager
Saturday, May 11, 2013
"The basics of Hedge Funds "
James East, Manager, ACI Partnership Fund
Saturday, April 13, 2013
"The Yellow Brick Road"
Dennis Stearns, CFP, President, Stearns Financial Services Group
John Simms, Jr., CFA, Chief Investment Officer, Piedmont Trust Company