Washington D.C. Metro Chapter Future Meetings
Mark Your Calendar!

Saturday, October, 17, 2015
Speaker: Patrick O’Shaughnessy Principle and Portfolio Manager, O’Shaughnessy Asset Management
Topic: Major Trends in Factor Investing

The AAII Washington D.C. Metro Chapter

» Upcoming Chapter Meetings:
Saturday, September 19, 2015 »

Raymond A. Rondeau, Full-Time Investor, Host of “Market Mavens” on UR Business Network, Past President of Boston AAII Chapter "Simple, Practical Technical Analysis Techniques for Everyday Investors"


» Past Chapter Meetings:

Saturday, July 18, 2015
"Portfolio Performance Evaluation"
Bob Pugh, CFA, CFP, President and Founder, Insight Wealth Management, Inc.
Saturday, June 20, 2015
"Do the Strategies of Investing Greats Still Work Today?"
John P. Reese, CEO and Founder, Validea.com and Validea Capital Management, LLC
Wednesday, May 27, 2015
"Economic and Market Outlook: How to Make the Best of Slow Growth"
Bruce Johnstone, Managing Director and Senior Marketing Investment Strategist, Fidelity Investments
Saturday, April 18, 2015
"Guerrilla Approaches to Finding and Evaluating Stocks"
Marc Gerstein, Director of Research, Portfolio 123; Editor, Forbes Low-Priced Stock Report
Saturday, March 21, 2015
"MLP 101: What You Need to Know About MLPs"
Mary S. Lyman, Executive Director, National Association of Publicly Traded Partnerships
Saturday, February 28, 2015
"Understanding Key Avoided and Misunderstood Retirement Issues "
Bob Carlson, Editor, Retirement Watch
Saturday, January 17, 2015
"Big Gains and High Yields from the Great American Energy Boom"
Roger S. Conrad, Co-Founder and Chief Editor, Capitalist Times LLC; Publisher, Capitalist Times, Conrad’s Utility Investor and Energy and Income Advisor
Saturday, November 15, 2014
"What Have the Markets Done in 2014 and How Will that Impact 2015?"
Nancy Osmond Popovich, Partner and Director of Investments, The Wise Investor Group at Robert W. Baird & Co.
Saturday, October 18, 2014
"Strategies for Pursuing Your Retirement Paycheck"
Christine Benz, Director of Personal Finance, Morningstar, Inc.
Saturday, September 20, 2014
"Seven Adviser Strategies That You Should Be Using Now"
David John Marotta, President, Marotta Wealth Management
Saturday, July 19, 2014
"Covered Call Writing to Generate Monthly Cash Flow"
Dr. Eric Wish, Director of the Center for Substance Abuse Research and of the Honors College Stock Market Challenge, University of Maryland
Dr. Alan Ellman, President, The Blue Collar Investor Corp.
Saturday, June 14, 2014
"Predicting Market Trends With Barron’s"
Peter Miller, Statistics Director, Barron’s
Saturday, May 17, 2014
"Using Alternative Investments to Enhance Portfolio Performance "
Bob Pugh, CFA, CFP, President and Founder, Insight Wealth Management Inc.
Saturday, April 19, 2014
"Managing Your Money During Retirement "
Maria Crawford Scott, Former Editor, AAII Journal
Saturday, March 15, 2014
"How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety-First Approach "
Nicholas Atkeson, Founding Partner, Delta Investment Management LLC
Saturday, February 15, 2014
"How I Invest Using the Wishing Wealth General Market Index and Green Line Break-Outs "
Dr. Eric D. Wish, Director of the Center for Substance Abuse Research, and Director of the Honors College Stock Market Challenge, University of Maryland; Author, Wishing Wealth blog
Saturday, January 18, 2014
"America’s Energy Renaissance: Top Plays for Income and Growth"
Elliott Gue, Editor, Energy & Income Advisor and Capitalist Times
Saturday, November 9, 2013
"All I Need to Know About the Stock Market I Learned in Kindergarten"
Paul Townsend, Associate Vice President and Investment Officer, Wells Fargo Advisors LLC
Saturday, October 19, 2013
"Building a Multi-Asset, Low-Correlation Portfolio"
Craig L. Israelsen, Ph.D., Associate Professor, Brigham Young University
Saturday, September 21, 2013  —  View Slides  |   Power Point Presentation
"Stock Screening and Analysis Techniques Your Guru Never Taught You"
Marc Gerstein, Director of Research, Portfolio123; Editor, Forbes Low Priced Stock Report