The AAII Baltimore Chapter

» Upcoming Chapter Meetings:
Saturday, October 10, 2015 »

Craig Ulep, Managing Associate, Franklin Financial Group "Planning for Health Care Costs in Retirement"


» Past Chapter Meetings:

Saturday, September 12, 2015
"Introduction to Outcome-Driven Investing"
Thomas N. Biddison III, Principal and Portfolio Manager, Cornerstone Advisory LLP
Saturday, June 13, 2015
"Is the Golden Age of Investing Over? Not for This Market-Beating Strategy"
Mark Skousen, Ph.D., Editor-in-Chief, Forecasts and Strategies
Saturday, May 9, 2015
"True Sector Rotation: Breaking Through the Efficient Frontier"
Scott Juds, Founder and President, SumGrowth Strategies
Saturday, April 11, 2015
"Making Sense of Economists, Politicians and the Federal Reserve"
Bob Pugh, CFA, CFP, President and Founder, Insight Wealth Management, Inc.
Saturday, March 14, 2015
"Alternative Investments and Enhanced Income Strategies"
David Goldner, Managing Partner, Gross, Mendelsohn & Associates
Saturday, January 10, 2015
"The Case for Indexing"
Robert Wasilewski, President, RW Investment Strategies
Saturday, December 13, 2014
"Social Security Simplified: Five Tips and Tactics for Maximizing Your Benefits"
Martin D. Allenbaugh, Jr., Senior Marketer, T. Rowe Price U.S. Investment Services
Saturday, November 8, 2014
"Exit Strategies for Covered Call Writing: Increasing Returns to the Highest Levels "
Dr. Alan Ellman, President and Founder, The Blue Collar Investor Corp.
Saturday, October 11, 2014
"Top Tips for Analyzing an Investor’s Total Wealth Position"
Clark Kendall, CFA, Founder and President, Kendall Capital Management
Saturday, September 13, 2014
"Securities, Fraud and the Individual Investor"
Alan E. Sorcher, Assistant Director, Office of Investor Education and Advocacy, U.S. Securities and Exchange Commission
Saturday, May 10, 2014
"Today’s 10 Most Important Economic and Investing Trends "
Morgan Housel, Macroeconomics Analyst and Columnist, Motley Fool
Saturday, April 12, 2014
"The Investment Pod: Safety via Asset and Strategy Diversification"
Dr. Peter Matthews, Chief Investment Officer, PJM Capital
Saturday, March 8, 2014
"How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety-First Approach "
Nicholas G. Atkeson, Partner, Delta Investment Management LLC
Saturday, February 8, 2014
"Jackass Investing: The Myths and Mistakes of Conventional Investment Wisdom "
Mike Dever, CEO and Founder, Brandywine Asset Management, Inc.
Saturday, January 11, 2014
"What Does Modern Portfolio Theory Look Like Today?"
Joshua Teeter, Director, InterGlobal Asset Management LLC
Saturday, December 14, 2013
"Profit From a Rapidly Changing World in 2014 "
Robert Hsu, President, Absolute Return Capital Advisors LLC
Saturday, November 9, 2013
"Opportunities and Pitfalls in Dividend Investing "
Charles Carlson, CFA, CEO, Horizon Investment Services
Saturday, October 12, 2013
"Insights From my 40-Year Journey Toward Profitable Investing"
Eric D. Wish, Ph.D., Director of Center for Substance Abuse Research, University of Maryland