The AAII Charlotte Chapter

» Upcoming Chapter Meetings:
Saturday, August 13, 2016 »

Michael Osteen, Chief Investment Officer of Research, Port Wren Capital

"When Bad Things Happen, Smart Investors Profit "


» Past Chapter Meetings:

Saturday, June 11, 2016
"Is the Golden Age of Investing Over? Not for This Strategy! "
Mark Skousen, Presidential Fellow, Chapman University; Editor in Chief, Forecasts & Strategies
Saturday, May 14, 2016
"Should Investors Trust That Central Banks Have Found the Holy Grail? "
John Simms, Chief Investment Officer, Piedmont Trust Company
Saturday, April 9, 2016
"What You DIDN’T Know about Covered Calls (And How You Can Structure Them Better)"
Dan Passarelli, CEO of Market Taker Mentoring, Inc
Saturday, March 12, 2016
"How to Get Rich Slowly "
Dr. Larry Hungerford, Partner, Woodard & Co. Asset Management Group
Saturday, February 13, 2016
"The Key to Better Investments"
Michael Osteen, Chief Investment Officer of Research, Port Wren Capital LLC
Saturday, January 9, 2016
"Retirement Income Planning"
Robert Clyde, Owner, Clyde Financial Planning
Saturday, November 14, 2015
"Easy Ways to Beat the Market With ETFs"
George Dagnino, Ph.D., Editor, The Peter Dag Portfolio
Thursday, October 8, 2015
"Smart Investing: Seeking Reward While Reducing Risk"
Charles Rotblut, CFA, Vice President and Senior Financial Analyst, AAII; Editor, AAII Journal
Saturday, September 12, 2015
"A Case for Index Fund Portfolios"
Richard Ferri, Managing Partner, Portfolio Solutions
Saturday, August 8, 2015
"Mission Critical Portfolios: Remove Risk and Increase Returns With Diversification "
David Johnson, Chief Investment Officer, Global Capital Group
Saturday, July 11, 2015
"Medicare Made Clear"
Donna Green, Licensed Agent, United Healthcare Medicare Solutions
Saturday, June 13, 2015
"A Trader and Math Finance Program Size Each Other Up"
Rajah Chacko, Senior Java Developer, Wells Fargo
Saturday, May 9, 2015
"Fidelity’s Asset Allocation Team Market Update"
Dirk Hofschire, Senior Vice President of Asset Allocation Research, Fidelity Investments
Saturday, April 11, 2015
"Covered Call Writing to Generate Monthly Cash Flow"
Dr. Alan Ellman, President, The Blue Collar Investor Corp.
Saturday, March 14, 2015
"True Sector Rotation: Breaking Through the Efficient Frontier"
Scott Juds, Founder and President, SumGrowth Strategies
Saturday, February 14, 2015
"2015 Economic Scenarios: Boom or Gloom?"
Dennis Stearns, President, Stearns Financial Group
Saturday, January 10, 2015
"Creating High-Quality, Risk-Adjusted Return Portfolios"
Daniel Charbonnet, COO, FastTrack Capital Management LLC
Saturday, November 8, 2014
"An Analysis of Bear Markets"
Bryan Johnson, Moon Run Report
Saturday, October 11, 2014
"It’s What You Learn After You Know It All That Counts"
Paul Townsend, Associate Vice President and Investment Officer, Wells Fargo Advisors LLC
Saturday, September 13, 2014
"Investment Fraud: Guarding Your Assets in a Scary World"
John Maron, Director of the Investor Education Program, North Carolina Secretary of State
Saturday, August 9, 2014
"Seven Common Characteristics of Winning Stocks"
Harold Morris, National Education Speaker, Investor’s Business Daily

  Special Interest Groups (SIGs)

Roundtable Discussion
An informal sharing of information between members (roundtable) begins at 8:00 AM before each meeting. With nearly 30 attendees it is nearly as popular as the presentations.