The AAII Charlotte Chapter

» Upcoming Chapter Meetings:
Thursday, October 8, 2015 »

Charles Rotblut, CFA, Vice President and Senior Financial Analyst, AAII; Editor, AAII Journal "Smart Investing: Seeking Reward While Reducing Risk"

Saturday, November 14, 2015 »

George Dagnino, Ph.D., Editor, The Peter Dag Portfolio "Easy Ways to Beat the Market With ETFs"


» Past Chapter Meetings:

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
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


Roundtable Discussion:  An informal sharing of information between members (roundtable) begins at 8:00 AM before each meeting. With nearly 30 attendees it is nearly as popular as the presentations.