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
  December 14, 2016 COLUMBUS Tom Davison Ph.D.
Partner Emeritus, Summit Financial Strategies; Blogger,
"Reverse Mortgages: Home Equity Loans Designed for Retirement "

  November 16, 2016 LONG ISLAND Karen C. Altfest, Ph.D.
Principal Advisor, Altfest Personal Wealth Management
"Making Financial Decisions: Before and After the Loss of a Loved One "

  November 12, 2016 CHARLOTTE Mark Hulbert
Founder, Hulbert Financial Digest; Columnist, MarketWatch and USA Today
"Lessons Learned From Four Decades of Tracking Advisers’ Returns "

  November 12, 2016 PORTLAND Lori Schock
Director of Office of Investor Education and Advocacy, U.S. Securities and Exchange Commission
"Regulatory Update From the SEC "

John M. Bajkowski
President, AAII
"AAII Shadow Stock Portfolio: From Theory to Practical Application "

  November 12, 2016 SAN DIEGO Cory C Grant
Founder & Shareholder, Grant, Hinkle & Jacobs, Inc.
"Estate Planning: It's Not All About Taxes "

  November 12, 2016 SILICON VALLEY Don Stewart
Investment Adviser and Longtime REIT Investor
"Investing in REITs "

Al Zmyslowski
Computerized Investing Subgroup Chair, AAII Silicon Valley Chapter
"Computerized Investing: How to Verify Your Investment Strategy "

  November 12, 2016 BALTIMORE William Purvin
Vice President and Regional Brokerage Consultant, Fidelity Investments
"Workshop: What the Fidelity Active Trader Pro Platform Can Do for You "

  November 12, 2016 CHICAGO Jack Vogel, Ph.D
Co-CIO and Managing Member, Alpha Architect
"Quantitative Momentum "

  November 12, 2016 CLEVELAND Lou Floyd
Retired Chemist
"Live Demonstration: Creating and Annotating Charts from Scratch "

  November 10, 2016 ST LOUIS David Johnson
Chief Investment Officer, Global Capital Group
"How to Reduce Risk and Increase Returns With True Diversification "

  November 9, 2016 ROCHESTER Jason Fitzgerald, CFP
Senior Vice President, Investment Officer, Canandaigua National Bank & Trust
"Evidence-Based Investing: Viewing Capital Markets With a Different Lens "

  November 9, 2016 COLUMBUS Ian Abbott
Owner, Abacus Financial Services
"Exchange-Traded Products: Facts, Myths, Pros & Cons "

  November 7, 2016 EASTERN MICHIGAN Paul Merriman, Financial Advisor
"Financial Fitness Forever: 5 Steps to More Money, Less Risk and More Peace of Mind "

  November 5, 2016 PHOENIX Colin C. Grover
Director of Advisory Services and Strategy, Portfolio Solutions
"Charting Your Own Course Toward Your Financial Goals "

  November 5, 2016 ORANGE COUNTY
Mebane, Faber, Chief Investment Officer and Portfolio Manager, Cambria Investment Management
"How to Spot Bubbles, Avoid Crashes, and Gain in the Global Stock Market "

  November 2, 2016 NEW YORK CITY Ken Fisher
Founder, Executive Chairman and Co-Chief Investment Officer, Fisher Investments
"Keeping Your Analysis Individual While Peering Into 2017 and Beyond "

  November 1, 2016 Atlanta Jessica Pestronk
Vice President, PIMCO
"PIMCO’s Bond Market Outlook "

  October 29, 2016 PHILADELPHIA Rachel Sheedy
Editor, Kiplinger’s Retirement Report
"Everything You Should Know About Retirement Plans, After You Retire "

  October 27, 2016 TWIN CITIES Chuck Semrow
Development Director, Regions Hospital Foundation
"How and When to Incorporate Planned Giving in your Estate Planning "

  October 27, 2016 BIRMINGHAM Robert B. Drach
Founder, Drach Advisors LLC
"High-Probability Investing "

  October 26, 2016 DENVER Robert B. Drach
Founder, Drach Advisors LLC
""High-Probability Investing" "

  October 22, 2016 CHICAGO Brian Nelson
President, Valuentum Securities
"Trust the Numbers, Not Just Management "

  October 20, 2016 MILWAUKEE David Johnson
Chief Investment Officer, Global Capital Group
"How to Reduce Risk and Increase Returns With Diversification "

  October 20, 2016 SOUTHWEST FLORIDA Chuck C. Carnevale
Co-Founder, F.A.S.T. Graphs
"The Individual Stock Investor’s Greatest Weapon to Reduce Risk and Increase Returns "

  October 19, 2016 LONG ISLAND Wayne Connors
"The Simple Way to Increase Your Portfolio's Performance "

  October 19, 2016 CENTRAL FLORIDA David Johnson
President and Chief Investing Officer, Global Capital Group
"Diversification through Uncorrelated Investment Strategies "

  October 19, 2016 SOUTHEAST FLORIDA David Johnson
Chief Investment Officer, Global Capital Group
"Diversification Through Uncorrelated Investment Strategies "

  October 18, 2016 SOUTHEAST FLORIDA David Johnson
Chief Investment Officer, Global Capital Group
"Diversification Through Uncorrelated Investment Strategies "

  October 17, 2016 AUSTIN
President, The Blue Collar Investor Corp.
"5 Techniques to Generate Cash Flow and Buy Stock at a Discount "

  October 15, 2016 WASHINGTON DC METRO Ronald H. Muhlenkamp CFA
Founder and Portfolio Manager, Muhlenkamp & Co., Inc.
"Company Valuations: Change the Rules a Little, Change the Game a Lot "

  October 15, 2016 PHOENIX Scott Juds
Founder and President, SumGrowth Strategies
"True Sector Rotation Made Simple and Practical. "

  October 12, 2016 COLUMBUS Shawn Bennett
Executive Vice President, Ohio Oil and Gas Association (OOGA)
"Overview and Update of Ohio Oil and Natural Gas "

  October 8, 2016 BALTIMORE Mark Hulbert
Founder, Hulbert Financial Digest; Columnist, MarketWatch and USA Today
"Are Investment Advisers Too Bullish? "

  October 8, 2016 LOS ANGELES Fred Richards
Founder and CEO, Adrich Corporation; Editor, Strategic Investing
"There Is Always Opportunity! "

Joe Hearn
Writer; Retirement Planning Expert; Founder,
"How to Safely Fund Your Retirement in a Low Yield, Low Return World "

  October 8, 2016 RESEARCH TRIANGLE Roger S. Conrad
Co-Founder, Capitalist Times; Editor, Conrad's Utility Investor
"Big Yield Hunting on Deadly Ground "

  October 8, 2016 SILICON VALLEY Judy Chow
Director of Product Management, Symantec Corporation
"Cybersecurity: Understanding the Threats and Staying Safe "

Harry Domash
Publisher, and
"Profitable High-Dividend Investing in Today’s Market "

  October 8, 2016 SAN DIEGO John C. Demas
Clinical Professor of Real Estate, University of San Diego
"Real Estate: More Than Just Location, Location, Location "

  October 8, 2016 CHARLOTTE Catherine M. Bentz
Senior Partner, Bentz & Associates, PA
"Getting Your Affairs in Order "

  October 5, 2016 NEW YORK CITY Martin Fridson, CFA
Chief Investment Officer, Lehmann Livian Fridson Advisors LLC
"Generating Steady High Income With Stable Principal Value "