The AAII South/Central New England Chapter

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

» Past Chapter Meetings:

Thursday, September 8, 2016
"Today's Best Stocks to Buy & Those To Avoid "
Vahan Janjigian, Ph.D., CFA, Chief Investment Officer, Greenwich Wealth Management, LLC

"Bad Behavior—Why Investors Make Poor Decisions "
Louis E. Conrad II, CFA, President, COMPASS Wealth Management, LLC

Thursday, May 28, 2015
"Economic and Markets Outlook: How do we Make the Best of.... Slow"
Bruce Johnstone, Managing Director and Senior Marketing Investment Strategist, Fidelity Investments
Wednesday, November 19, 2014
"Energy Liberty Day: High-Percentage Wealth Building From America’s Surest Growth Industry"
Roger S. Conrad, Co-Founder and Co-Chief Editor of Capitalist Times, Conrad’s Utility Investor, Energy and Income Adviser
Thursday, October 23, 2014
"Managing Retirement Wealth"
Julie Jason, CIO, Jackson, Grant Investment Advisers Inc.

  Special Interest Groups (SIGs)


Gregory Blosick, Ph.D., MBA


Date/Time: Quarterly meetings, normally the 4th Saturday of the month, from 10:00 a.m.-12:00 p.m. Always contact the leader for the exact schedule.

Location: University of New Haven, Maxcy Hall, room 218

Focus: Hands-on workshops, covering multiple investment areas, on the financial computers

in the financial computer lab.



Richard Paul  203-938-9478

Date/Time: 3rd Monday of the month (Sep-Nov, Mar-May), from 10:00 a.m.-12:00 p.m.

Location: Mark Twain Library in Redding, CT.

Focus: Lecture-style open forum meetings that focus on the tools and sharing of knowledge for investors looking to independently manage their own investments.



John Swensson 203-322-9532

Date/Time:  This group is temporarily on hold until further notice.

Location: Westport Public Library, seminar room, second floor

Focus: All aspects of mutual fund investing are covered, including evaluations, fund characteristics, and reasonings and methodologies for selections.



Jeffrey Sonshine 973-441-1115

Date/Time:  Varying Mondays of every other month, from 6:45-8:45 p.m. (Nov 7). Always contact the group leader for exact schedule.

Location: Stamford Public Library, Harry Bennett Branch

Focus: Group discussions, guest presenters and study groups focusing on all financial aspects related to planning, approaching and in-retirement matters.



Raymond Rondeau    401-451-4163

Date/Time: Events are held randomly for special guest speakers, from 7:00-9:00 p.m.

Location: Rhode Island College, Adams Library, Fortes Room

Focus: Meetings are held in a semi-formal setting with various professional guest speakers presenting on a variety of investment techniques and strategies