ORANGE COUNTY Chapter Future Meetings
Mark Your Calendar!

Saturday, July, 23, 2016
Speaker: Marilyn Cohen CEO, Envision Capital Management Inc.
Topic: Bond Market Ramifications due to Central Bankers Gone Wild

Saturday, September 24, 2016

Speaker: Matt Hougan, President,

Topic: Everything ETFs: A Complete Overview

The AAII Orange County Chapter

» Upcoming Chapter Meetings:
Saturday, June 4, 2016 »

David Johnson, Chief Investment Officer, Global Capital Group

"Mission Critical Portfolios: How to Reduce Risk and Increase Returns With True Diversification "


» Past Chapter Meetings:

Saturday, April 23, 2016
"True Sector Rotation Made Simple & Addressing the Seven Faces of Risk "
Scott Juds, Founder and President, SumGrowth Strategies
Saturday, March 12, 2016
"Is the Golden Age of Investing Over? "
Mark Skousen, Presidential Fellow, Chapman University; Editor in Chief, Forecasts & Strategies
Thursday, February 11, 2016
"Smart Investing: Seeking Reward While Reducing Risk"
Charles Rotblut, CFA, Vice President, AAII; Editor, AAII Journal
Saturday, January 23, 2016
"Comments on the Last Year’s Market Events and Observations for 2016"
Jonathan Lansner, Business Columnist, Orange County Register
Saturday, October 17, 2015
"High-Probability Investing"
Robert B. Drach, Founder, Drach Market Research Advisors
Saturday, September 12, 2015
"Lower-Risk, Higher-Yield Investing"
Don Pelgrim, Chief Executive Officer, Wilshire Finance Partners
Andrew Lucas, Vice President, Wilshire Finance Partners
Saturday, July 11, 2015
"Tactical Trading Strategies for the Summertime Market Blues"
Jeffrey Hirsch, CEO, Hirsch Holdings
Saturday, June 13, 2015
"What Nobel Prize-Winning Economists Can Teach Us About Investing "
Ryan McKeon, Assistant Professor of Finance, University of San Diego
Saturday, April 11, 2015
"The History of Failed Currencies"
Chuck Butler, President, EverBank World Markets
Saturday, March 7, 2015
"The Top Indicators Traders Should Be Using Right Now"
John Person, Founder and President,
Saturday, January 31, 2015
"2015 Returns Will Be Average. What’s Wrong With That?"
Jonathan Lansner, Business Columnist, Orange County Register
Saturday, November 1, 2014
"The Physics of Wall Street"
James Owen Weatherall, Associate Professor, University of California, Irvine
Saturday, September 27, 2014
"How Is Medicare Changing for Retirees? "
Todd Macaluso, Sales Director, UnitedHealthcare Medicare & Retirement
Saturday, August 23, 2014
"How to Select the Best Mutual Funds and ETFs"
Stephen L. McKee, President, Investment Selections & Timing, Inc.
Saturday, June 14, 2014
"Basic Principles of Covered Call Writing"
Alan Ellman, Ph.D., President, The Blue Collar Investor
Saturday, May 31, 2014
"Crash-Proof Your Portfolio? Currencies and Gold for Diversification"
Axel Merk, President and CIO, Merk Investments



Income Group

Randy MacLeod (group leader)


Next meeting: Announcements will be made at chapter meetings, or use the contact information here.

Topic: “Generate Income From Your Portfolio”

Portfolio Management Group

Kevin Weaver


Meets every fourth Thursday of the month from 6:00-8:00 p.m. at 2901 West Coast Highway #200, Newport Beach, CA.

Discussions include the topics of the market, portfolio management and investments.

Leader: Wade Slome