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
  June 6, 2015 Research Triangle Anthony W. Muhlenkamp
President, Muhlenkamp & Company
"Managing Your Portfolio in Uncertain Times"

  May 28, 2015 Connecticut Bruce Johnstone
Managing Director and Senior Marketing Investment Strategist, Fidelity Investments
"Economic and Markets Outlook: How do we Make the Best of.... Slow"

  May 27, 2015 Washington D.C. Metro Bruce Johnstone
Managing Director and Senior Marketing Investment Strategist, Fidelity Investments
"Economic and Market Outlook: How to Make the Best of Slow Growth"

  June 6, 2015 San Diego Dan McSwain
Business Columnist, U-T San Diego
"How to Invest Like Warren Buffett...Or His Wife"

  May 26, 2015 Philadelphia Joel L. Naroff, Ph.D.
President, Naroff Economic Advisors, Inc.
"What Stronger Economic Growth Means for Us"

  June 20, 2015 Washington D.C. Metro John P. Reese
CEO and Founder, and Validea Capital Management, LLC
"Do the Strategies of Investing Greats Still Work Today?"

  June 13, 2015 Boston Jonathan Pond
President, Jonathan Pond, LLC; Founder,
"Money $marts"

Andrew Addison
Editor and Publisher, The Institutional View
"Technically Speaking: The Investment Outlook Into Year-End"

  June 20, 2015 Los Angeles Mark Harbour
Past President, CFA Society of Los Angeles
"What Investment Advice Do You Need and Where Do You Find It?"

Gary Karz
Founder, Proficient Investment Management, LLC; Publisher,
"Robo-Advisers and the Evolution of Investment Advice"

  June 17, 2015 Long Island Michael Santoli
Senior Columnist, Yahoo Finance
"Is That All There Is?"

  May 26, 2015 Atlanta Michael Stanford, CFA
Director, Homrich & Berg Wealth Management
"Behavorial Investing"

  June 22, 2015 Denver Paul Townsend
Associate Vice President and Investment Officer, Wells Fargo Advisors, LLC
"Point & Figure and Other Key Disciplines for Profit"

  June 13, 2015 Silicon Valley Philip Friedman, Ph.D.
President Emeritus and Economics Professor, Golden Gate University
"Gas Prices Dropping, Interest Rates Rising: What It Means"

Kevin Gahagan
Principal, Senior Advisor and CIO, Mosaic Financial Partners, Inc.
"Managing Your Investment Risk in a Rising Interest Rate Environment"

  June 13, 2015 Charlotte Rajah Chacko
Senior Java Developer, Wells Fargo
"A Trader and Math Finance Program Size Each Other Up"

  June 11, 2015 Rochester Robert J. Duffy
President and CEO, Rochester Business Alliance, Inc.
"Making a Connection Between Private Equity and Finger Lakes Talent"

  June 13, 2015 Orange County Ryan McKeon
Assistant Professor of Finance, University of San Diego
"What Nobel Prize-Winning Economists Can Teach Us About Investing "

  June 3, 2015 New York City Wesley R. Gray, Ph.D.
Executive Managing Member, Alpha Architect
"Does Complexity Imply Value? AAII Value Strategies, 1963-2013 "