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Southeast Florida Chapter Future Meetings
Mark Your Calendar!

Wednesday, March, 18, 2015
Speaker: Wayne Thorp, CFA, vice president, AAII; editor, Computerized Investing
Topic: “Determining a Stock’s True Value”













The AAII Southeast Florida Chapter

» Upcoming Chapter Meetings:
Tuesday, January 20, 2015 »
Craig L. Israelsen, Ph.D., Teacher, Utah Valley University "Building a Multi-Asset, Low-Correlation Portfolio "

Location:
    PBC South County Civic Center
    16700 Jog Rd.
    Delray Beach, FL


 
Wednesday, January 21, 2015 »
Craig L. Israelsen, Ph.D., Teacher, Utah Valley University "Building a Multi-Asset, Low-Correlation Portfolio "

Location:
    Charles Schwab Office Conference Room
    500 East Broward Blvd., Suite 101 (first floor)
    Fort Lauderdale, FL


 
Tuesday, February 17, 2015 »
Rick Ferri, CFA, Founder, Portfolio Solutions "A Case for Index Fund Portfolios "

Location:
    PBC South County Civic Center
    16700 Jog Rd.
    Delray Beach, FL


 
Wednesday, February 18, 2015 »
Rick Ferri, CFA, Founder, Portfolio Solutions "A Case for Index Fund Portfolios "

Location:
    Charles Schwab Office Conference Room
    500 East Broward Blvd., Suite 101 (first floor)
    Fort Lauderdale, FL


 

» Past Chapter Meetings:

Wednesday, November 19, 2014
"The Value of Dividends "
Jason Clark, CFA, Senior Portfolio Manager, AFAM Capital
Tuesday, November 18, 2014
"The Value of Dividends "
Jason Clark, CFA, Senior Portfolio Manager, AFAM Capital
Wednesday, October 22, 2014
"Key Solutions to Maximizing Aftertax Returns "
Daniel Egan, Director of Behavioral Finance and Investing, Betterment
Tuesday, October 21, 2014
"Key Solutions to Maximizing Aftertax Returns "
Daniel Egan, Director of Behavioral Finance and Investing, Betterment
Wednesday, May 21, 2014
"Hot Topics in Family Wealth Transfer Planning "
Shawn Snyder, Shawn Snyder Owner, Snyder & Snyder, P.A.
Tuesday, May 20, 2014
"Hot Topics in Family Wealth Transfer Planning "
Shawn Snyder, Owner, Snyder & Snyder, P.A.
Wednesday, April 9, 2014
"Global Multi-Asset Investing in a Volatile Interest Rate Environment "
Jeffrey A. Oberg, Managing Director, Windhaven Investment Management Inc.
Tuesday, April 8, 2014
"Global Multi-Asset Investing in a Volatile Interest Rate Environment "
Jeffrey A. Oberg, Managing Director, Windhaven Investment Management Inc.
Wednesday, March 19, 2014
"Covered Call Writing to Generate Monthly Cash Flow"
Dr. Alan Ellman, President, Blue Collar Investment Corporation
Tuesday, March 18, 2014
"Covered Call Writing to Generate Monthly Cash Flow "
Dr. Alan Ellman, President, Blue Collar Investment Corporation
Wednesday, February 19, 2014
"Behavioral Finance and the Importance of Objectivity"
Frederick R. MacLean Jr., CFA, MBA, CFP, President, Heritage Investment Group
Tuesday, February 18, 2014
"Behavioral Finance and the Importance of Objectivity "
Frederick R. MacLean Jr., CFA, MBA, CFP, President, Heritage Investment Group
Wednesday, January 22, 2014
"Lessons Learned from Harvard and Yale Endowments: Using Managed Futures for Portfolio Diversification"
David Johnson, President and Portfolio Manager, Global Capital Group
Tuesday, January 21, 2014
"Lessons Learned from Harvard and Yale Endowments: Using Managed Futures for Portfolio Diversification"
David Johnson, President and Portfolio Manager, Global Capital Group
Wednesday, November 20, 2013
"Structured Investments: Why Are They the Fastest-Growing Asset Class?"
John Tessar III, Managing Director, JVB Financial Group, Inc.
Tuesday, November 19, 2013
"Structured Investments: Why Are They the Fastest-Growing Asset Class?"
John Tessar III, Managing Director, JVB Financial Group, Inc.
Wednesday, October 16, 2013
"Enhanced Income Strategy: Potential for 8% to 9% returns in a Low Interest Rate Environment "
Barry Rabinowitz, Principal BER Financial Group, LLC
Tuesday, October 15, 2013
"Enhanced Income Strategy: Potential for 8% to 9% returns in a Low Interest Rate Environment "
Barry Rabinowitz, Principal BER Financial Group, LLC
Wednesday, May 22, 2013
"Shareholder Activism: Generating Uncorrelated Returns in Your Portfolio "
Steven Abernathy & Brian Luster, Founders, The Abernathy Group II, LLC
Tuesday, May 21, 2013
"Shareholder Activism: Generating Uncorrelated Returns in Your Portfolio "
Steven Abernathy & Brian Luster, Founders, The Abernathy Group II, LLC
Wednesday, April 17, 2013
"Stock Selection Using Technical Analysis "
Jose Rincon, Florida Active Trader Market Manager, Charles Schwab
Tuesday, April 16, 2013
"Stock Selection Using Technical Analysis "
Jose Rincon, Florida Active Trader Market Manager, Charles Schwab
Wednesday, March 20, 2013
"You CAN Afford a Comfortable Retirement"
John Graves, Editor, The Retirement Journal
Tuesday, March 19, 2013
"You CAN Afford a Comfortable Retirement "
John Graves, Editor, The Retirement Journal
Wednesday, February 20, 2013
"Dynamic Portfolio Construction in the Context of Comprehensive Wealth Management"
David John Marotta, President, Marotta Wealth Management
Tuesday, February 19, 2013
"Dynamic Portfolio Construction in the Context of Comprehensive Wealth Management"
David John Marotta, President, Marotta Wealth Management
Wednesday, January 16, 2013
"Buffett and Beyond: The Predictability and Comparability of Buffett’s Stock Selection Methodology"
Dr. Joseph Belmonte, Owner, Buffett and Beyond Research, Inc
Tuesday, January 15, 2013
"Buffett and Beyond: The Predictability and Comparability of Buffett’s Stock Selection Methodology"
Dr. Joseph Belmonte, Owner, Buffett and Beyond Research, Inc