ORANGE COUNTY Chapter Future Meetings
Mark Your Calendar!

Saturday, February, 11, 2017
Speaker: Nancy Tengler, Heartland Financial CIO and Author
Topic: New Era in Value Investing

Saturday, March 11, 2017

Speaker:  Mark Skousen, Presidential Fellow, Chapman University

Topic:  How to Maximize Profits and Minimize Risk During the First Year of a Presidential Cycle

The AAII Orange County Chapter

» Upcoming Chapter Meetings:
Saturday, January 14, 2017 »
Wade W Slome, President and Founder, Sidoxia Capital Management LLC

"The New President: Financial Challenges & Investment Opportunities "


» Past Chapter Meetings:

Saturday, November 5, 2016
"How to Spot Bubbles, Avoid Crashes, and Gain in the Global Stock Market "
, Mebane, Faber, Chief Investment Officer and Portfolio Manager, Cambria Investment Management
Saturday, September 24, 2016
"Everything ETFs: A Complete Overview on ETFs "
Matt Hougan, CEO, Inside ETFs
Saturday, July 23, 2016
"Bond Market Ramification Due to Central Bankers Gone Wild "
Marilyn Cohen, Envision Capital Management, Inc.
Saturday, June 4, 2016
"Mission Critical Portfolios: How to Reduce Risk and Increase Returns With True Diversification "
David Johnson, Chief Investment Officer, Global Capital Group
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

  Special Interest Groups (SIGs)

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