The AAII Charlotte Chapter

» Upcoming Chapter Meetings:
Saturday, April 13, 2013 »
Dennis Stearns, CFP, President, Stearns Financial Services Group

John Simms, Jr., CFA, Chief Investment Officer, Piedmont Trust Company "The Yellow Brick Road"



 

» Past Chapter Meetings:

Saturday, March 9, 2013
"The Temporal Cliff "
Steven M. Sears, Senior Editor, Columnist, Barron’s
Saturday, February 9, 2013
"2013 Economic Scenarios: Can the U.S. Economy Muddle Through? "
Dennis Stearns, CFP, President, Stearns Financial Services Group
Saturday, January 12, 2013
"What Were You Thinking?"
Rajah Chacko, Senior Java Developer, Wells Fargo; Member, AAII Charlotte Chapter
Saturday, November 10, 2012
"Tax Treatment of Some of the Most Commonly Held Investment Vehicles"
Michael Freeman, Investment Adviser
Robert Daggett, Money Manager
Saturday, October 13, 2012
"Risks in the Midst of a Muddle Through Environment"
John M. Simms Jr., Ph.D., CFA, Chief Investment Officer, Piedmont Trust Company
Saturday, September 8, 2012
"Market Watch"
Chuck Jaffe, Columnist, MarketWatch
Saturday, August 11, 2012
"Graham-Dodd Fundamental Approach"
James East, Manager, ACI Partnership Fund
Saturday, July 14, 2012
"Intraday Trading"
Justin Krebs, Online Trading Academy
Saturday, June 9, 2012
"Using Investor’s Business Daily to Maximize Your Profits"
Ed Ramirez, IBD Education Specialist, Investor’s Business Daily
Saturday, May 12, 2012
"Alternative Investing"
Bob Clyde, AAII Charlotte Member
Saturday, April 14, 2012
"Economic Scenarios for 2012"
Dennis Stearns, CFP, President, Stearns Financial Services Group
Saturday, March 10, 2012
"All I Needed to Know About the Stock Market I Learned in Kindergarten"
Paul Townsend, Associate Vice President-Investments, Wells Fargo Advisors LLC
Saturday, February 4, 2012
"Recap and Projections: Members’ Roundtable 2011–2012"
Gary Morgan, Margaret Segarra and Roger Arant, Members’ Roundtable Co-Leaders
Saturday, January 14, 2012
"Options 201: Getting an Edge to Make Your Stocks Work Harder"
Rajah Chako, Consultant, Bank of America; Private Investor
Saturday, December 10, 2011
"The Future of Nuclear Generation in North America"
John H. Sequeira, Ph.D., CFA, Partner, ScottMadden Inc.
Saturday, November 12, 2011
"Wealth Accumulation in a ZIRP Environment Via Opportunities Located Within Inefficient Capital Markets"
Steve Hale, General Partner, Hale Partnership Fund
Saturday, October 8, 2011
"Wall Street Has Always Been Better at Creating Investment Products Than Creating Ways to Manage the Complexity"
Tom Hardin, CMT, CFP, Managing Director and Chief Investment Officer, Canterbury Investment Management LLC
Saturday, September 10, 2011
"The Recession Ended 26 Months Ago–What Kind of Recovery Is This?"
John M. Simms Jr., Ph.D., CFA, Chief Investment Officer, Piedmont Financial Trust Company
Saturday, August 13, 2011
"Investment Fraud: Don’t Let a Scammer School You!"
John Maron, Director, Investor Education Program, NC Department of the Secretary of State, Securities Division
Saturday, July 9, 2011
"The Outlook for Output, Employment and Inflation for 2011"
Rick Kaglic, Regional Economist, Federal Reserve Bank of Richmond
Saturday, June 11, 2011
"Surviving the Bond Bear Market: Bondland’s Nuclear Winter"
Marilyn Cohen, President, Envision Capital Management
Saturday, May 14, 2011
"What Year Is It?"
Michael Santoli, Associate Editor, Barron’s
Saturday, April 9, 2011
"How to Invest for Income Now Without Losing Your Capital"
Don Cassidy, President, Retirement Investing Institute; Program Chair, AAII Denver Chapter; Former Senior Analyst, Lipper