Chapter Meeting Calendar

AAII Chapter Meetings offer you a variety of presentations from expert speakers who will give you their view on the world of investing. A bonus of attending a Chapter Meeting near you is the opportunity to meet other AAII members who share your interest and enthusiasm for investing. You can even share the Chapter experience with your family and friends by inviting them to attend Chapter Meetings with you!

Click on the headings below to sort by date, chapter, or speaker. If you are unsure of which chapter is closest to you, click here for a list of all AAII Local Chapters.

RE-SORT BY: Event Date Chapter Name Speaker & Topic   November 7, 2009 Silicon Valley Fred Smith, Don Stewart, Lynn Gillette, Bob Smithson, Al Zmyslowski, Barbara Johnston "Computerized Investing Seminar: How to Invest Safely in Today’s Market" Dr. Bob Smithson Member/Manager, Anava Capital Management LLC "Using Spreadsheets for Risk Assessment and Control" Al Zmyslowski VP of Engineering, Fujitsu America; Individual Investor "How I Use Quantitative Investment Techniques to Reduce Risk" Barbara A. Johnston, D.V.M., DipACLAM, CFA Individual Investor "Northwest Economy: Investing Opportunities in Washington, Oregon & Idaho"   November 7, 2009 Baltimore Vas Madhava Private Trader "Technical Analysis With an Emphasis on Trendlines and Price Action"   November 7, 2009 Orange County Carl M. Birkelbach Founder, Chairman and CEO, Birkelbach Investment Securities, Inc. and Birkelbach Management Corp. "Three Pillars of Recovery in a Volatile Market"   November 9, 2009 Northern New Jersey Sam Stovall Chief Investment Officer, Standard and Poor’s Equity Research Services "Investment Outlook for 2010: Making Money Within the Confines of a Lost Decade"   November 11, 2009 Cleveland Joe Rudy Lifelong Investor and AAII Member "The Style Box: Investment Cliché or Useful Investing Perspective?"   November 11, 2009 Central Florida Wayne A. Thorp, CFA Financial Analyst, AAII, Editor, Computerized Investing "How to Analyze a Stock"   November 12, 2009 Albuquerque Jeff Matthews Manager, Ram Partners, LP; Author; and Financial Blogger "Pilgrimage to Warren Buffett’s Omaha: A Hedge Fund Manager’s Dispatches"   November 12, 2009 Eastern Michigan A. Michael Lipper, CFA Founder and President, Lipper Advisory Services, Inc. "Money Wise Investing"   November 14, 2009 Research Triangle John Thomas CFA, CFP Vice President of Stearns Financial Group "Financial Planning Wisdom of Ebenezer Scrooge: Behavioral Financial Traps"   November 14, 2009 Charlotte Steve Scruggs, CFA Portfolio Manager and Director of Research, Bragg Financial Advisors "Disciplined Investing–in Good Times and in Bad"   November 14, 2009 Phoenix Paul Rabbitt CEO, Rabbitt Capital Management LLC; CEO/Editor, Rabbitt Analytics, Inc. "Discover Why Indexing Strategies Will Lag and How Stock-Picking Will Deliver Excess Portfolio Profits for the Next 2 to 5 Years"   November 16, 2009 Denver Mike Shinnick Mutual Fund Portfolio Manager "Sector Investing: The Long and Short of It"   November 16, 2009 Baton Rouge Fred Richards President, Adrich Corp. "Where Is the Market Going and Why?"   November 16, 2009 Atlanta Vitaliy Katsenelson, CFA Director of Research, Investment Management Associates, Inc. "Active Value Investing: Making Money in Range-Bound Markets"   November 17, 2009 Cincinnati Nathan Bachrach CEO, Financial Network Group "Have the Rules for Managing Your Money Changed?"   November 17, 2009 Florida West Coast Mike McCann Fidelity Brokerage Services "Build a Portfolio for Any Weather"   November 17, 2009 Portland Matthew J. Conti, CFP Regional Planning Consultant, Fidelity Investments "Q3 Quarterly Market Update"   November 17, 2009 Southeast Florida Jim Mott Senior Vice President, Astor Capital Management, LLC "The Impact of Globalization on Your Investment Portfolio"   November 17, 2009 Pittsburgh Ronald H. Muhlenkamp Founder, President, and Portfolio Manager of Muhlenkamp and Company, Inc. "What’s the “New Normal”? Economics, Rules and Markets" Aravindan Veerasamy, Ph.D. CFA candidate and Pittsburgh AAII Chapter member "Premeeting Basic Training: Psychology of Investing"   November 18, 2009 Long Island Mary Ann Davis Instructor, InvesterEd Inc. "Selling Covered Calls"   November 18, 2009 Puget Sound Jeff Hirsch Editor in Chief, Stock Trader’s Almanac and Newsletter "Profit With the Seasons: Using Historical Patterns to Increase Performance"   November 18, 2009 Southeast Florida Jim Mott Senior Vice President, Astor Capital Management, LLC "The Impact of Globalization on Your Investment Portfolio"   November 18, 2009 Southeast Florida Jim Mott Senior Vice President, Astor Capital Management, LLC "The Impact of Globalization on Your Investment Portfolio"   November 18, 2009 Dallas/Fort Worth Michael A. Miller Vice President and Regional Sales Manager, Cohen & Steers, Inc. "State of the Commercial Real Estate Market"   November 19, 2009 Milwaukee Jim Mott Senior Vice President, Astor Capital Management, LLC "The Impact of Globalization on Your Investments"   November 21, 2009 Washington DC Metro Delos R. Smith Chief Economist and President, Delos Smith & Associates "Implications of Recent Changes in the Business and Economic Environment"   November 21, 2009 San Francisco Ken Winans President, Winans International; Author, “Investment Atlas” "Buy & Hold R.I.P.! Technical Analysis Every Investor Needs to Use Now" Robert Hsu Managing Director, Absolute Return Capital Advisors; Editor, China Strategy "Profit From China’s Unprecedented Economic Growth"   November 21, 2009 Los Angeles Marilyn Cohen President of Envision Capital Management, Inc., Author, Forbes Columnist and Publisher of the Forbes Tax Advantaged Investor "Bond Investing in Our Crazy New World" Keith Fitz-Gerald Investment Director, Money Map Press "The $300 Trillion Recovery Nobody’s Talking About"   November 21, 2009 Chicago Paul Larson Editor, Morningstar StockInvestor, Morningstar Inc. "Favorite Core Holdings Today: From Two Stock Portfolios That Have Outperformed the Market"   November 24, 2009 Philadelphia Jeffrey S. Thiebert National Grassroots Director and Northeast Regional Director, The Concord Coalition "Is Our Nation on an Unsustainable Fiscal Path?" Dr. Gerald B. Levin "Focus Presentation: “Preparing for the No-Longer Unthinkable”"   December 2, 2009 Columbus George Geissbuhler Vice President, Sweney Cartwright & Co. "The Joys of Investing for Tax-Free Income"   December 2, 2009 New York City Bruce Johnstone Managing Director and Sr. Marketing Investment Strategist, Retail and Institutional Cos., Fidelity Investments "Recovery Ahead? Shake Hands With the Economy’s Partner Now: the Feds"   December 3, 2009 Santa Barbara/Ventura Dr. Somnath Basu Professor of Finance, California Lutheran University & Director, California Institute of Finance "Portfolio Asset Allocation: Strategies for the Great Recession and Fast-Changing Global Economy" John Hutchinson Investment Executive, Stone & Youngberg, LLC, San Francisco "Investing in the Global Marketplace for Fixed-Income Diversification "   December 3, 2009 Twin Cities Timothy Taylor Professor, Macalester College "What Happens Next in Economic Policy?"   December 5, 2009 Washington DC Metro Ted Leplat IBD Educational Speaker "Workshop: Learn the Traits That Leading Stocks Share Before They Make Their Big Price Moves"   December 8, 2009 Denver Nanette Fahrenbruch Edward Jones/Green Mountain "2010: 3 Views With Action Strategies to Match"   December 8, 2009 Atlanta John Cole Scott, CFS Portfolio Manager & Executive VP, Closed-End Fund Advisors "Investment Opportunities With Closed-End Funds"   December 12, 2009 Phoenix Kevin Fine Attorney, Davis Miles, PLLC "How to Protect Your Assets From an Attorney Like Me"   December 12, 2009 Research Triangle "RTP Chapter of AAII Christmas Party"   December 12, 2009 Charlotte Jim Trippon President, Trippon Financial Media; Editor in Chief, China Stock Digest and Dividend Genius "America in China’s Rearview Mirror"   December 16, 2009 Central Florida William F. Odell, MCS, MBA Private Investor "Stock Market Probabilities"   January 9, 2010 Phoenix Marilyn Cohn president of Envision Capital Management "Bond Investing in Our Crazy New World"   January 11, 2010 Northern New Jersey Natalie Dempster spokesperson, The Gold Institute "Gold as an Investment"   January 12, 2010 Pittsburgh Charlie Smith Chief Investment Officer, Fort Pitt Capital "The Economy"   January 14, 2010 Rochester Mark S. Peterson President and CEO, Greater Rochester Enterprise "Rochester Economy and Growing New Businesses in Western New York"   January 20, 2010 Puget Sound Alex Wasilewski "Understanding Managed Futures: The Top-Performing Asset Class of 2008"   February 13, 2010 Phoenix Kevin Wick attorney with Davis Miles, PLLC "Estate Planning"   March 13, 2010 Phoenix Don Cassidy president of Retirement Investing Institute "How to Invest Now for Income Without Losing Your Principal"   March 30, 2010 Philadelphia William Dunkelberg chief economist at the National Federation of Independent Business ""   April 17, 2010 Phoenix Carl Birkelbach chairman and CEO of Birkelbach Investment Securities "Investment Strategy in Volatile Markets "   October 9, 2010 Phoenix Kenneth G. Winans president, Winans International Investment Management & Research "History as an Investment Tool"