The AAII Charlotte Chapter

» Upcoming Chapter Meetings:
There are no upcoming meetings posted at this time.

» Past Chapter Meetings:

Saturday, November 12, 2016
"Lessons Learned From Four Decades of Tracking Advisers’ Returns "
Mark Hulbert, Founder, Hulbert Financial Digest; Columnist, MarketWatch and USA Today
Saturday, October 8, 2016
"Getting Your Affairs in Order "
Catherine M. Bentz, Senior Partner, Bentz & Associates, PA
Saturday, September 10, 2016
"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, August 13, 2016
"When Bad Things Happen, Smart Investors Profit "
Michael Osteen, Chief Investment Officer of Research, Port Wren Capital
Saturday, June 11, 2016
"Is the Golden Age of Investing Over? Not for This Strategy! "
Mark Skousen, Presidential Fellow, Chapman University; Editor in Chief, Forecasts & Strategies
Saturday, May 14, 2016
"Should Investors Trust That Central Banks Have Found the Holy Grail? "
John Simms, Chief Investment Officer, Piedmont Trust Company
Saturday, April 9, 2016
"What You DIDN’T Know about Covered Calls (And How You Can Structure Them Better)"
Dan Passarelli, CEO of Market Taker Mentoring, Inc
Saturday, March 12, 2016
"How to Get Rich Slowly "
Dr. Larry Hungerford, Partner, Woodard & Co. Asset Management Group
Saturday, February 13, 2016
"The Key to Better Investments"
Michael Osteen, Chief Investment Officer of Research, Port Wren Capital LLC
Saturday, January 9, 2016
"Retirement Income Planning"
Robert Clyde, Owner, Clyde Financial Planning
Saturday, November 14, 2015
"Easy Ways to Beat the Market With ETFs"
George Dagnino, Ph.D., Editor, The Peter Dag Portfolio
Thursday, October 8, 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
"A Case for Index Fund Portfolios"
Richard Ferri, Managing Partner, Portfolio Solutions
Saturday, August 8, 2015
"Mission Critical Portfolios: Remove Risk and Increase Returns With Diversification "
David Johnson, Chief Investment Officer, Global Capital Group
Saturday, July 11, 2015
"Medicare Made Clear"
Donna Green, Licensed Agent, United Healthcare Medicare Solutions
Saturday, June 13, 2015
"A Trader and Math Finance Program Size Each Other Up"
Rajah Chacko, Senior Java Developer, Wells Fargo
Saturday, May 9, 2015
"Fidelity’s Asset Allocation Team Market Update"
Dirk Hofschire, Senior Vice President of Asset Allocation Research, Fidelity Investments
Saturday, April 11, 2015
"Covered Call Writing to Generate Monthly Cash Flow"
Dr. Alan Ellman, President, The Blue Collar Investor Corp.
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

  Special Interest Groups (SIGs)

Book Club
Contact for more details:
Terry Brady
The book club meets every other month from 7:00 p.m. to 8:30 p.m. at Southminster Retirement Community, on Park Rd. in South Charlotte and just right across the street from South Meck High School.

The next two books for Nov 3 and Jan 5 receiving the most votes are:

  • “Investing at Level3,” by AAII founder and chairman James B. Cloonan, published 2016 and
  • “Rise of the Robots: Technology and The Threat of a Jobless Future,” by Martin Ford, published 2015