SOUTHWEST FLORIDA Chapter Future Meetings
Mark Your Calendar!

Thursday, February, 16, 2017
Speaker: Nick Atkeson, Delta Investment Management LLC
Topic: Managing Equity Risk

Thursday, March 16, 2017

Speaker: (from) T. Rowe Price
Topic: Active Investing













The AAII Southwest Florida Chapter

» Upcoming Chapter Meetings:
Thursday, January 19, 2017 »
Lauren Rudd, President, Rudd International

"Wall Street Post-Election: Where Do We Go Now? "

Location:

Hyatt Regency
1000 Boulevard of the Arts
Sarasota, Florida 34236



 

» Past Chapter Meetings:

Thursday, November 17, 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
Thursday, October 20, 2016
"The Individual Stock Investor’s Greatest Weapon to Reduce Risk and Increase Returns "
Chuck C. Carnevale, Co-Founder, F.A.S.T. Graphs
Thursday, April 14, 2016
"High-Probability Investing "
Robert Drach, Founder, Drach Market Research Advisors
Thursday, March 17, 2016
"Morningstar’s Best Ideas for 2016 and Beyond "
Christine Benz, Director of Personal Finance, Morningstar
Thursday, February 18, 2016
"Building and Managing a Diversified Portfolio"
Craig L. Israelsen, Ph.D., Founder of the 7Twelve® Portfolio
Thursday, January 21, 2016
"What is in Your Portfolio?"
Lauren Rudd, Founder and Chief Portfolio Manager, Rudd International, Inc.
Thursday, November 19, 2015
"Bridging the Behavior Gap"
Richard M. Smith, Ph.D., Founder, TradeStops.com; CEO, TradeSmith
Thursday, October 15, 2015
"How to Avoid Bear Markets and Catch a Bull"
Ian Abbott, President, Abacus Financial Services LLC
Thursday, April 16, 2015
"Managing Your Portfolio in Uncertain Times "
Anthony W. Muhlenkamp, President, Muhlenkamp & Company, Inc.
Thursday, March 19, 2015
"Covered Call Writing to Generate Monthly Cash Flow"
Dr. Alan Ellman, President, The Blue Collar Investor Corp.
Thursday, February 19, 2015
"A Case for Index Fund Portfolios"
Richard A. Ferri, CFA, CEO, Portfolio Solutions LLC
Thursday, January 15, 2015
"Investment Risks and Rewards in 2015"
Lauren Rudd, President, Rudd International Asset Management