The AAII Washington D.C. Metro Chapter

» Upcoming Chapter Meetings:
There are no upcoming meetings posted at this time.

» Past Chapter Meetings:

Saturday, November 21, 2015
"Bad Behavior Is Hazardous to Your Wealth"
Wesley Gray, CEO and CIO, Alpha Architect LLC
Saturday, October 17, 2015
"Major Trends in Factor Investing"
Patrick O’Shaughnessy, Principal and Portfolio Manager, O’Shaughnessy Asset Management
Saturday, September 19, 2015
"Simple, Practical Technical Analysis Techniques for Everyday Investors"
Raymond A. Rondeau, Full-Time Investor, Host of “Market Mavens” on UR Business Network, Past President of Boston AAII Chapter
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, 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


For more information, go to

Computerized Investing Special Interest Group (CISIG)
Vas Madhava
Ron Spieker, 703/671-1346
There will be no CISIG meeting in November (Saturday after Thanksgiving).  The CISIG generally meets at 10:00 am on the fourth Saturday of each month, except for August and December.  Enjoy your holidays!  For more information, please go to
Maryland Investment Special Interest Group (MISIG)
Sondra Katz
Ferd Hassler 
Location: Bethesda Library, 7400 Arlington Road, Bethesda, MD 29814.
The MISIG generally meets on the third Wednesday of each month at 7:30 p.m.