The AAII Milwaukee Chapter

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

» Past Chapter Meetings:

Thursday, May 19, 2016
"Open Microphone Event "
Kathy McCombe & Other Chapter Members and Leaders,
Thursday, March 17, 2016
"It's What You Learn After You Know It All That Counts "
Paul Townsend, Associate Vice President and Investment Officer, Wells Fargo Advisors LLC
Thursday, February 18, 2016
"Urbanization: Benefit for the Economy, Challenge for the Environment"
Michael Glatkowski, Intermediary Services Team, Artisan Partners LLC
Saturday, January 16, 2016
"An Analysis of Bear Markets"
Bryan Johnson, Publisher, Moon Run Report
Charles Rotblut, CFA, Vice President, AAII; Editor, AAII Journal

"Behind the Four Doors of Planning"
Vince Hein, Attorney, Timothy P. Crawford, S.C

Thursday, November 19, 2015
"How Well Are You Financially Prepared for Retirement?"
Paula H. Hogan, CFP, CFA, Paula H. Hogan, CFP, CFA Founder, Hogan Financial
Thursday, October 22, 2015
"True Sector Rotation: Breaking Through the Efficient Frontier"
Scott Juds, Founder and President, SumGrowth Strategies
Thursday, September 17, 2015
"The 13 Most Important Steps to Understand the Stock Market"
Brian Nelson, President of Equity Research, Valuentum Securities
Thursday, May 21, 2015
"The 10 Biggest Insurance Mistakes Consumers Make"
Scott J. Witt, Principal, Witt Actuarial Services, Inc.
Thursday, March 19, 2015
"What’s Really Happening in the Fixed-income Markets?"
Jeffrey L. Bryden, CFA, President and Chief Investment Officer, JB Investment Management LLC
Thursday, February 19, 2015
"Investment Risks and Rewards in 2015"
Ignatius L. Smetek, President and Chief Investment Officer, Arcataur Capital
Saturday, January 17, 2015
"The Twenty-Fifth Annual Mid-Winter Retreat"
Thursday, November 20, 2014
"Creating a Sound Investment Approach and Flavors of Investing"
Dr. Kevin Spellman, Director, Investment Program at University of Wisconsin—Milwaukee
Thursday, October 16, 2014
"Stock Valuation and Stock Market Cycles"
Dr. Bart Diliddo, Founder and Chairman, VectorVest, Inc.
Thursday, September 18, 2014
"Exit Strategies for Covered Call Writing: Increasing Returns to the Highest Levels"
Dr. Alan Ellman, President, The Blue Collar Investor Corp.

  Special Interest Groups (SIGs)

Madison Subgroup

Scott Snyder


Date: Wednesday, May 18, 2016

Time: 6:00-8:00 p.m. (Check-in begins 5:30 p.m.)

Cost: No charge, free and open to the public

Location: The Sequoya Branch of the Madison Public Library is located at 4340 Tokay Blvd. in the Midvale Shopping Center, about halfway between the Beltline and University Avenue, on #6 bus route.  Enter the library from either Tokay Blvd. or from the center’s parking lot.    

Topic: "Social Impact Investing: Good for the Community, Good for Your Portfolio"

Speaker: Nancy J Metzger, executive director of WCCN

WCCN is a Madison-based social impact investment fund and community development non-governmental organization (NGO). This session focuses on learning what choices and options are available for investors, how they differ, and what role the investor has in assessing the different investment options.