Long Island Chapter Future Meetings
Mark Your Calendar!

Wednesday, June,11, 2014

Topic: “Low-Volatility Investing”
Speaker: Aye Soe, director of global R&D for Standard & Poor’s Dow Jones Indices

Wednesday, September 17
Topic: “Determining a Stock’s True Worth”
Speaker: Wayne A. Thorp, CFA, vice president and senior financial analyst, AAII; editor, Computerized Investing

The AAII Long Island Chapter

» Upcoming Chapter Meetings:
Wednesday, May 14, 2014 »
Jim Lebenthal, Chairman Emeritus, Lebenthal & Co. "Straight Talk About Safety, Tax Exemption, Liquidity, and Munis"


» Past Chapter Meetings:

Wednesday, April 9, 2014
"Risk and the Global Capital Markets "
Brian Luster, Principal and Portfolio Manager, The Abernathy Group II
Steve Abernathy, Manager Member and Portfolio Manager, The Abernathy Group II
Wednesday, November 13, 2013
"The Big Squeeze: How Taxes Are Squeezing Your Income and How Interest Rates Are Squeezing Your Assets"
Ron Muhlenkamp, Founder, President and Portfolio Manager, Muhlenkamp & Company
Wednesday, October 16, 2013
"Generating Income With Options"
Joseph Burgoyne, Director of Institutional and Retail Marketing, The Options Industry Council
Wednesday, September 18, 2013
"Rising Interest Rates: Risks and Opportunities in Dividend-Paying Stocks"
Mark Skousen, Ph.D., Editor in Chief, Forecasts & Strategies
Wednesday, June 12, 2013
"Ideas Regarding Stock Investing"
Vahan Janjigian, Chief Investment Officer, Greenwich Wealth Management
Thursday, May 16, 2013
"Strategies for Pursuing Your Retirement Paycheck"
Christine Benz, Director of Personal Finance, Morningstar, Inc.
Wednesday, April 17, 2013
"Robust Portfolio Approaches for the Challenging Decade Ahead"
David Johnson, President, Global Capital Group
Wednesday, November 14, 2012
"The Best Opportunities in Today’s Markets: Will We Fall Over the Fiscal Cliff?"
Hersh Cohen, Chief Information Officer, Senior Portfolio Manager, Clearbridge Advisors
Wednesday, October 17, 2012
"The Technical Edge"
Ray Rondeau, President, American Association of Individual Investors Boston Chapter
Wednesday, September 19, 2012
"How to Get the Highest Returns With the Least Effort"
Sheldon Jacobs, Author; Founder, The No-Load Fund Investor
Wednesday, June 6, 2012
"Closed-End Funds for Income and Total Return"
Mike Taggart, Director of Closed-End Fund Research, Morningstar Inc.
Tuesday, May 15, 2012
"Managing Retirement Wealth"
Julie Jason, President & Founder, Jackson, Grant Investment Advisers Inc.