Chapter Meeting Calendar
AAII Chapter Meetings offer you a variety of presentations from expert speakers who will give you their view on the world of investing. A bonus of attending a Chapter Meeting near you is the opportunity to meet other AAII members who share your interest and enthusiasm for investing. You can even share the Chapter experience with your family and friends by inviting them to attend Chapter Meetings with you!
Click on the headings below to sort by date, chapter, or speaker. If you are unsure of which chapter is closest to you, click here for a list of all AAII Local Chapters.
|Event Date||Chapter Name||Speaker|
|March 30, 2015||Austin||
CEO, Finnco Oil & Gas
"The Oil and Gas Industry in the 21st Century"
|March 31, 2015||Philadelphia||
John P. Reese
Founder and CEO, Validea & Validea Capital Management LLC
"Do the Strategies of Investing Greats Still Work Today?"
|April 2, 2015||Atlanta||
Nick Clendenin, CFA
Regional Director, Income Solutions
"Trends in the Market: Bonds, Oil, ECB, Geopolitical"
|April 8, 2015||New York City||
Nicholas G. Atkeson
Partner, Delta Investment Management
"Creating an All-Weather Winning Portfolio "
|April 8, 2015||Columbus||
George Dagnino, Ph.D.
Chairman, Peter Dag Strategic Money Management, Inc.
"Proven Portfolios That Beat the Market"
|April 9, 2015||Denver||
Journalist, The Wall Street Journal
"What I’ve Learned Working Both Sides of Wall Street"
|April 11, 2015||Baltimore||
Bob Pugh, CFA, CFP
President and Founder, Insight Wealth Management, Inc.
"Making Sense of Economists, Politicians and the Federal Reserve"
|April 11, 2015||Silicon Valley||
Partner, Logical Invest
"Intelligent, Rule-Based ETF Investment Strategies"
|April 11, 2015||Charlotte||
Dr. Alan Ellman
President, The Blue Collar Investor Corp.
"Covered Call Writing to Generate Monthly Cash Flow"
|April 11, 2015||Phoenix||
Alan F. Willenbrock
Vice President and Senior Portfolio Manager, Morgan Stanley Wealth Management
"Taking Advantage of Municipal Market Dislocations & Dysfunction"
|April 11, 2015||Research Triangle||
Director, SEC Office of Investor Education and Advocacy
"New Crowdfunding Regulatory Changes"
|April 11, 2015||Orange County||
President, EverBank World Markets
"The History of Failed Currencies"
|April 11, 2015||Chicago||
Robert B. Drach
Founder, Drach Market Research Advisors
|April 15, 2015||Dallas/Fort Worth||
Founder and President, SumGrowth Strategies
"Sector Market Rotation "
|April 15, 2015||Central Florida||
President, Richard Allan White and Associates LLC
"Protecting Investors from Securities and Investment Fraud"
|April 15, 2015||Long Island||
Director of Research, Pension Partners LLC
"Generating Alpha: Predicting Stock Volatility and Corrections"
|April 16, 2015||Albuquerque||
Assistant Vice President and Senior Financial Adviser, Merrill Lynch
"Investing in a Transforming World"
|April 18, 2015||Washington D.C. Metro||
Director of Research, Portfolio 123; Editor, Forbes Low-Priced Stock Report
"Guerrilla Approaches to Finding and Evaluating Stocks"
|April 18, 2015||Los Angeles||
"One Up on Wall Street: My Favorite Way to Beat the Market"
|April 18, 2015||San Diego||
James Owen Weatherall
Associate Professor, University of California—Irvine
"The Physics of Wall Street "
|April 20, 2015||Austin||
Founder and President, SumGrowth Strategies
"True Sector Rotation: Breaking Through the Efficient Frontier"
|April 21, 2015||Eastern Michigan||
Fred F. Richards
Editor and Publisher, Strategic Investing
"Techniques to Enhance Your Investment Returns"
|April 23, 2015||Birmingham||
Robert R. Straka
President, Grandview Financial Group LLC
"Alternative Investments in Today’s Challenging Economic Climate"
|April 30, 2015||Philadelphia||
Founding Principal, Amrein Financial and College Affordability LLC
"College Funding Strategies"
|May 5, 2015||St. Louis||
Jerremy Alexander Newsome
CEO, Real Life Trading LLC
"How to Protect Your Investments Over Earnings"
|May 7, 2015||Santa Barbara/Ventura||
Founder, Merriman, Inc.; President, Merriman Financial Education Foundation
"Live It Up Without Outliving Your Money"
|May 9, 2015||Silicon Valley||
Publisher, DividendDetective.com and WinningInvesting.com
"High-Dividend Investing in a Rising-Interest-Rate Environment"
|May 9, 2015||Research Triangle||
Author and CEO, Horizon Publishing
"Dividend Investing and Dividend Reinvestment Plans (DRIPs)"
|May 13, 2015||Long Island||
Brad Case, Ph.D., CFA
Senior Vice President, National Association of Real Estate Investment Trusts
"The REIT Approach to Long-Term Real Estate Investing"
|May 13, 2015||Dallas/Fort Worth||
Jerry E. Tuma, CFP
President and Founder, Cornerstone Financial Services, Inc.
|May 14, 2015||San Diego||
Bradley A. Bredemann, CFA
Vice President, Cohen & Steers
"MLPs and Beyond: Growing Opportunity in Midstream Energy"
|May 16, 2015||Los Angeles||
Founder, Longboard Capital Advisors LLC
"Consumer-Related Stocks: What Factors into Future Success?"
|May 20, 2015||Central Florida||
Central Florida Chapter
Members & Leaders
"Our Sixth Annual Open Mic Event"
|June 6, 2015||Research Triangle||
Anthony W. Muhlenkamp
President, Muhlenkamp & Company
"Managing Your Portfolio in Uncertain Times"