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
  May 4, 2016 NEW YORK CITY Marvin Appel, Ph.D.
President, Signalert Asset Management LLC
"Investment Strategies for an Uncertain World "

  May 9, 2016 NORTHERN NEW JERSEY Wayne Connors
Founder of
"The Simplest Way to Increase your Portfolio’s Performance"

  May 10, 2016 HOUSTON Gary Antonacci
Author, “Dual Momentum Investing”
"Dual Momentum Investing for More Profit with Less Risk"

  May 10, 2016 ST LOUIS Michael Lamothe
Founder and CEO, LLC
"Using CANSLIM in Novel Ways "

  May 11, 2016 EASTERN MICHIGAN Scott Juds
Founder and President, SumGrowth Strategies
"True Sector Rotation Made Simple and Practical "

  May 11, 2016 COLUMBUS Doug Smith
President, AAII Columbus Chapter
"Effects of Psychology on Investors "

  May 12, 2016 BATON ROUGE Gary Antonacci
Author, Dual Momentum Investing
"More Profit With Less Risk Using Dual Momentum "

  May 12, 2016 TWIN CITIES Craig L. Israelsen, Ph.D.
Designer, 7Twelve Portfolio
"Building a Lifetime Portfolio & the Math of Retirement "

  May 14, 2016 SILICON VALLEY Fred Smith
Registered Investment Adviser
"Estate Planning "

Erin E. Schneider
Associate Regional Director for Enforcement, Securities and Exchange Commission
"Fraud and the Individual Investor "

  May 14, 2016 CHARLOTTE John Simms
Chief Investment Officer, Piedmont Trust Company
"Should Investors Trust That Central Banks Have Found the Holy Grail? "

  May 14, 2016 Washington D.C. Metro John Bajkowski
President, American Association of Individual Investors
"Finding a Stock Winner: First Step Screening "

  May 14, 2016 PORTLAND Ken Fisher
Founder, Chairman and CEO, Fisher Investments
"Weird Works, and Other Seemingly Whacko Ways to Win "

  May 14, 2016 CHICAGO Christine Benz
Director of Personal Finance, Morningstar
"7 Keys to a Successful Retirement Portfolio Plan "

  May 14, 2016 BALTIMORE Alan Ellman
President, The Blue Collar Investor Corp.
"How To Generate Monthly Cash Flow And Purchase Stocks At A Discount Using Two Low-Risk Option Strategies: Covered call writing and selling cash-secured puts "

  May 14, 2016 SAN DIEGO Peter Miller
Statistics Director, Barron's
"Predicting Market Trends With Barron's "

  May 17, 2016 PITTSBURGH Brian J. Koble
Director of Research, Hefren-Tillotson
"Mutual Funds and ETFs: The Right Investment at the Right Time "

  May 17, 2016 SOUTHEAST FLORIDA Matthew McCall
President, Penn Financial Group
"Building an Equity Portfolio to Beat the Market "

  May 18, 2016 LONG ISLAND Raymond Miranda, CFP
Senior Vice President, Merrill Lynch
"How to Position Your Fixed-Income Portfolio Amid Changing Interest Rates "

  May 18, 2016 Southeast Florida Matthew McCall
President, Penn Financial Group
"Building an Equity Portfolio to Beat the Market"

  May 18, 2016 CENTRAL FLORIDA Central Florida Chapter Members and Leaders

"Our Seventh Annual Open Mic Event "

  May 18, 2016 DALLAS/FT WORTH Kevin D. Freeman
Founder, NSIC Institute on Cyber Terrorism
"The Cyber Terrorism Threat to Your Portfolio! "

  May 19, 2016 MILWAUKEE Kathy McCombe & Other Chapter Members and Leaders

"Open Microphone Event "

  May 21, 2016 SAN FRANCISCO Harry Domash
Publisher, Dividend and Winning
"Profitable High-Dividend Investing In This Crazy Market "

Wayne Connors
Founder, Retirement
"The Simplest Way to Increase Your Performance "

  May 21, 2016 LOS ANGELES Marshall Shield
Chief Strategist, Stir Research
"Dow 85,000! Aim Higher! "

Moeez Ansari
President and Chief Investment Officer, Compak Asset Investments
"Economic Overview and Market Technical Analysis: Is it 2008 All Over Again? "

  May 21, 2016 PUGET SOUND Christine Benz
Director of Personal Finance, Morningstar
"7 Keys to a Successful Retirement Portfolio Plan "

  May 23, 2016 AUSTIN Frank Ochoa
The Pivot Boss
"Algorithmic and Program Analysis and Tendencies "

  May 31, 2016 PHILADELPHIA Ravi Tolani
Investment Analyst , Vanguard Investment Strategy Group
"Investing in Bonds for the Next Five Years "

  June 1, 2016 NEW YORK CITY Nicholas Sargen
Senior Vice President and Chief Economist, Western & Southern Financial Group; Investment Adviser, Fort Washington Investment Advisors, Inc.
"A Mid-Year Market Update: Assessing the Impact of Weakness Abroad "

  June 4, 2016 ORANGE COUNTY David Johnson
Chief Investment Officer, Global Capital Group
"Mission Critical Portfolios: How to Reduce Risk and Increase Returns With True Diversification "

  June 7, 2016 Atlanta Todd Sheets, CFA, CAIA
Partner, SignatureFD
"Tax Savings Strategies for 2016 and Beyond "

  June 9, 2016 ROCHESTER George Conboy
Chairman, Brighton Securities
"Differences in Outlook Between Young and Old Investors: What it Means for Markets and the Economy "

  June 11, 2016 CHARLOTTE Mark Skousen
Presidential Fellow, Chapman University; Editor in Chief, Forecasts & Strategies
"Is the Golden Age of Investing Over? Not for This Strategy! "

  June 11, 2016 SILICON VALLEY Christine Benz
Director of Personal Finance, Morningstar
"Morningstar's Best Ideas for 2016 and Beyond "

Christine Benz
Director of Personal Finance, Morningstar
"7 Keys to a Successful Retirement Portfolio Plan "

  June 11, 2016 BOSTON Ronald Muhlenkamp
Founder and Portfolio Manager, Muhlenkamp & Co., Inc.
"How Retirement Has Changed "

Louis Conrad II
President and Founder, COMPASS Wealth Management LLC
"Bad Behavior: Why Investors Make Poor Decisions "

  June 18, 2016 LOS ANGELES Keith Fitz-Gerald
Expert Media Contributor, Market Visionary and Author
"Every Dollar You'll Make in the Next 10 Years Is on This List "

Doug Fabian
President, Fabian Wealth Strategies
"How to Put the World of Exchange-Traded Funds (ETFs) to Work for You "