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
  February 7, 2012 Atlanta Roger Shepherd
Wealth Management Advisor, Vision Financial Markets LLC; President and CEO, Alpha Futures Inc.
"Understanding Professionally Managed Futures"
  February 8, 2012 Eastern Michigan Ryan P. Plovie
Senior Financial Advisor, Merrill Lynch
"Defensive Investing: Maximize Your Profit and Limit Your Risk"
  February 9, 2012 Baton Rouge Dr. Leonard E. Goodall
Co-Editor, No-Load Portfolios
"Lessons Learned From the Market Downturns of 2000–2002 and 2007–2009"
  February 11, 2012 Silicon Valley F. Chris Greene, CFA
Founder, ETFreplay.com
"Process-Driven Investing Using ETFs"

Richard Farkas, CMT
President, Strategic Global Investment Services
"Tips and Tricks Every ETF Investor Should Know"

  February 11, 2012 Research Triangle Ken Martin
Tax Partner, Stancil & Company
"Tax Strategies for Today’s Changing Times"
  February 11, 2012 Baltimore Joseph Dankowski, CFP
Vice President, First Financial Group, Baltimore, Maryland
"Financial Planning Strategies "
  February 11, 2012 Phoenix Christine Benz
Director of Personal Finance, Morningstar
"Morningstar’s Best Ideas for 2012 and Beyond"
  February 15, 2012 Columbus Matt Estep, CFP
Vice President and Regional Planning Consultant, Fidelity Investments
"Fidelity Market Analysis, Research and Education Presents 2011 Market Update"
  February 15, 2012 Central Florida Louis (“Lou”) E. Conrad II, CFA
President, COMPASS Wealth Management LLC
"Ten Lessons Learned From Managing a Mutual Fund"
  February 16, 2012 Milwaukee John Reese
Founder and CEO, Validea.com and Validea Capital Management
"Invest Using the Strategies of Wall Street Legends: Learn to Leverage the Proven Stock Selection Methodologies of Investing Greats"
  February 16, 2012 Southwest Florida Louis E. Conrad II, CFA
President, COMPASS Wealth Management LLClk Radio; President, Savannah Capital Management
"Behind the Curtain: 10 Lessons Learned From Managing a Mutual Fund"
  February 16, 2012 Southwest Florida Louis E. Conrad II, CFA
President, COMPASS Wealth Management LLC
"Behind the Curtain: 10 Lessons Learned From Managing a Mutual Fund"
  February 18, 2012 Chicago Allen Holdsworth
Portfolio Consultant and Lecturer
"When to Hold and When to Fold: Better Selling Skills"
  February 18, 2012 Los Angeles Don Richner, CFP
Vice President, Churchill Management Group
"Cyclical Bull? Or Is the Secular Bear Resuming?"

John Buckingham
Chief Investment Officer, Al Frank Asset Management; Editor, The Prudent Speculator
"The Value of Dividends: The Prudent Speculator’s Top 2012 Stock Picks for Capital Appreciation and Income"

  February 18, 2012 Washington D.C. Metro Roger Conrad
Editor, Canadian Edge; Editor, Utility Forecaster; Co-Editor, MLP Profits
"Big Yield Hunting on Deadly Ground "
  February 18, 2012 Florida West Coast Kermit Prather
President, Tradingourway Inc.
"The Complete Trading Process"
  February 21, 2012 Southeast Florida Louis E. Conrad II, CFA
President, COMPASS Wealth Management LLC
"Behind the Curtain: 10 Lessons Learned From Managing a Mutual Fund"
  February 22, 2012 Southeast Florida Louis E. Conrad II, CFA
President, COMPASS Wealth Management LLC
"Behind the Curtain: 10 Lessons Learned From Managing a Mutual Fund"
  February 28, 2012 Denver Harold Kirschner, CFP
Chair of the Investment Committee, Sharkey, Howes & Javer
"International Investing: Opportunities and Caveats"
  March 3, 2012 Orange County Louis Petrossi
Managing Director, Wealth Research Institute
"The Three Best Ways to Multiply Wealth "
  March 7, 2012 New York City Jean-Marie Eveillard
Senior Adviser, First Eagle Investment Management
"Value Investing Makes Sense and Works "
  March 8, 2012 Albuquerque Mariana Connolly
Executive Director and Client Portfolio Manager, J.P. Morgan Asset Management
"Behavioral Finance: How Human Behavior Affects Real-World Stock Selection and Portfolio Management"
  March 10, 2012 Research Triangle Lon Witter
President, Witter & Westlake Investments, Louisville, Kentucky
"How a 6th Grader With a Few Simple Rules Can Beat a Pro Money Manager"
  March 10, 2012 Phoenix Kenneth G. Winans
President and Founder, Winans International
"The Art of Profitable Income Investing"
  March 10, 2012 Charlotte Paul Townsend
Associate Vice President-Investments, Wells Fargo Advisors LLC
"All I Needed to Know About the Stock Market I Learned in Kindergarten"
  March 12, 2012 Northern New Jersey Rolf H. Henel
Former President, AAII Northern New Jersey Chapter
"The Status and Possible Direction of the Economy and the Markets"
  March 13, 2012 Pittsburgh Ronald H. Muhlenkamp, CFA
Founder, President and Portfolio Manager, Muhlenkamp & Company Inc.
"Europe, China and U.S. Politics—Why Do We Care?"
  March 14, 2012 Dallas/Fort Worth Ron Rowland
President, Capital Cities Asset Management Inc.; Editor, All Star Fund Trader; Editor, International ETF Trader; Lifetime Member, AAII
"Building a Dividend and Income Portfolio With ETFs"
  March 15, 2012 Rochester Ashok Rao
Dean, E. Philip Saunders College of Business, Rochester Institute of Technology
"Innovating in Western New York"
  March 15, 2012 Birmingham Robert R. Straka
President, GrandView Financial Group LLC
"Alternative Investments in Today’s Challenging Investment Climate"
  March 15, 2012 St. Louis Janet Brown
President, FundX Investment Group; Editor, NoLoad Fund*X
"Is It Worth Trying to Beat the Market? How to Make Sound Choices in Today’s Volatile Markets"
  March 17, 2012 Washington D.C. Metro Lori J. Schock
Director, Office of Investor Education and Advocacy (OIEA), United States Securities and Exchange Commission (SEC)
"The Dodd-Frank Wall Street Reform Act and the Individual Investor "
  March 20, 2012 Southeast Florida Bill Johnson
CEO, Options A to Z, OptionsAtoZ.com
"Understanding Key Economic Indicators: How and Why They Move the Market"
  March 21, 2012 Columbus Matthew W. Gibson
Attorney, Jones, Troyan, Pappas & Perkins, L.P.A.
"Asset Protection Planning Through Limited Liability Companies"
  March 21, 2012 Southeast Florida Bill Johnson
CEO, Options A to Z, OptionsAtoZ.com
"Understanding Key Economic Indicators: How and Why They Move the Market"
  March 21, 2012 Central Florida Dr. Leonard E. Goodall, CFP
Co-Editor, No-Load Portfolios
"Lessons Learned From the Market Downturns of 2000–2002 and 2007–2009"
  March 22, 2012 Southwest Florida Craig L. Israelsen, Ph.D.
associate professor, Brigham Young University
"7Twelve Portfolio"
  March 22, 2012 Southwest Florida Craig L. Israelsen, Ph.D.
associate professor, Brigham Young University
"7Twelve Portfolio"
  March 22, 2012 Twin Cities Paul A. Anton
Paul A. Anton Chief Economist, Anton Economics
"The Economy in 2012: The Recession Is Over ... or Is It?"
  April 14, 2012 Charlotte Dennis Stearns, CFP
President, Stearns Financial Services Group
"Economic Scenarios for 2012"
  April 14, 2012 Research Triangle Frank Dasse, Ph.D., CFP
President, Chatham Advisors LLC
"The World Economic Status and Its Impact on Investments"
  April 14, 2012 Orange County Wade Slome
president and founder, Sidoxia Capital Management
"Thriving in Volatile Markets"
  April 14, 2012 Phoenix Tim Reazor
Director of IBD Meetup Education Program, Investor’s Business Daily
"Using IBD to Maximize Your Profits"
  May 15, 2012 St. Louis Allen Holdsworth
portfolio consultant and lecturer
"When to Hold and When to Fold: Better Selling Skills"
  May 18, 2012 Orange County Mark Skousen, Ph.D.
editor, Forecasts and Strategies
"My Favorite Growth and Income Investments After the Euro Crisis"