The AAII Atlanta Chapter

» Upcoming Chapter Meetings:
Tuesday, March 8, 2016 »

Apollo D. Lupescu, Ph.D., Vice President, Dimensional Fund Advisor

"Engineering Equity Portfolios Around Broadly Defined Return Sources "



 

» Past Chapter Meetings:

Tuesday, January 26, 2016
"Strategic Income Through Equity and Fixed Income Management"
Ben Hammel, Regional Vice President, Eagle Asset Management
Tuesday, October 27, 2015
"Determining a Stock’s True Worth"
Wayne A. Thorp, CFA, Vice President and Senior Financial Analyst, AAII
Tuesday, August 25, 2015
"Global Investment Outlook"
Michael Brozzo, CFP, Managing Director, Windhaven Investment Management
Tuesday, May 26, 2015
"Behavorial Investing"
Michael Stanford, CFA, Director, Homrich & Berg Wealth Management
Thursday, April 2, 2015
"Trends in the Market: Bonds, Oil, ECB, Geopolitical"
Nick Clendenin, CFA, Regional Director, Income Solutions
Tuesday, January 27, 2015
"How Options Can Increase Income and Hedge Risk"
Steven S. Marco, CFA, Portfolio Manager and Founder, Marco Investment Management
Wednesday, December 3, 2014
"Why Everyone Needs an Estate Plan"
Abbey Flaum, Attorney at Law, Cohen Pollock Merlin & Small, P.C.
Tuesday, October 7, 2014
"Technical Strategies for Traders"
Michael McCrary, CMT, Regional Manager, Trading Solutions, Charles Schwab & Co.
Tuesday, August 26, 2014
"Stock Research and Risk Management"
Charles L. Abney III, CFA, Portfolio Manager and Director, ZWJ Investment Counsel
Thursday, May 15, 2014
"Five Key Investment Lessons From Top Money Managers"
Scott Kays, President, Kays Financial Advisory Corporation

  SUBGROUPS

Subgroups
Options
Mike Lee
ml@longstreetcm.com

Computerized Investing
Henry Crutcher
henry@EquitiesLab.com

Retirement Planning
Rick Groff, CFP®
rick.groff@schwab.com
" Small Business Retirement Solutions "
Tuesday, March 22, 2016

Real Estate
TBD