AAII Eastern Michigan Chapter
Past Speakers
Since the Year 2000 the following speakers have given presentations to encourage informed
investors to take control of their financial future.
2018
February 26: Bryan Johnson "Portfolio Management and Drawdown Control"
May 1: Dan Passarelli "How to Use Covered Calls & Vertical Spreads to Increase Income & Reduce Risk"
September 10: Taljit Sandhu "A Practical Approach to Investing and Risk Control"
October 30: Martin Fridson "The Income Investing Obstacle Course"
2017
February 7: Paul Glance Ph.D. "How to Profit in Manipulated Markets with Innovative Strategies"
May 16: John Dobosz "Generate Superior Equity Returns and Income with Dividends and Options"
September 21: Leon LaBrecque "How Will Global and Domestic Changes Affect Your Brokerage Statement and Year End Tax Bill?"
November 15: Amy Smith "How to Time the Market and Find the Next Super Stock"
2016
March 16: Elliott Gue "Lower for Longer Oil Prices: Top Plays for Income and Growth"
May 11: Scott Juds "True Sector Rotation Made Simple and Practical"
September 20: Jaclyn McClellan "Robo-Advisors: What they do and how to beat them"
November 7: Paul Merriman "5 Steps to more money, less risk and more peace of mind"
2015
February 11: Timothy Reazor "Investment Strategies for Growth and Income"
April 21: Fred Richards "Techniques to Advance Your Investment Returns"
September 15: Donald Cassidy "It's When You Sell That Counts"
November 12: Christine Benz "7 Keys to Successful Retirement Portfolio Planning"
2014
February 11: Rob Crosby "Everything You Wanted to Know about REITs"
May 6: Thomas Hamilton "The Wisdom of Wyckoff"
September 9: Paul Townsend "It's What You Learn after You Know It All That Counts"
November 5: Ron Russ "The True American Individual Investor" and Richard Bosek "Disruptive Technologies and Long-Term Investments"
2013
January 15: David Fulkerson "The Five Dangerous Trends Facing Investors in the Next 10 Years and How to Avoid Them"
April 3: Gary Harloff "Why Technical Analysis Doesn't Work -- and Why People Use It."
September 17: Ian Abbott "Protect Your Investment Like The Pros: Position Sizing & Stop Loss Money Management"
November 12: Sandy Mall "Estate Planning Needs and Elder Care"
2012
February 8: Plovie, Matuza, Anderson " Defensive Investing: Maximize Your Profit and Limit Your Risk"
May 23: Michael Thornton: "Quarterly Update - Economic and Financial Changes"
September 12: Joe Lan: "Using Stock Investor Pro"
November 13: Leon LeBrecque: "Sailing Off the Fiscal Cliff of 2012"
2011
January 18: Craig Weed "How to Prosper in the Great Depression Ahead"
April 21: Charles Rotblut "How to Get Lucky with Your Portfolio"
September 14: William G. F. Connell ll "Alpha Boomers: Boom or Bust for Your Retirement Money"
November 9: Allen Tesser: "Profit by Using Seasonal Timing Systems" and Richard Groen: “Read the Fine Print — Avoid the Hype”
2010
January 19: Brett Pechersky "Professional Investing Ideas for the Individual Investor"
April 14: John Bajkowski “AAII Shadow Stock Portfolio: From Theory to Practical Application"
September 16: Three SIG leaders -- Cookie Corej, Tim Hudson, Jim Melillo
November 18: Michael Delap, Equitas America, LLC
2009
January 27: Colleen Theuerkauf, Raymond James; Anthony Agosta, Wachovia Securities;
Mark Landau, Attorney
"Panel Presentation: Rational Investment Planning for Irrational Times"
March 11: Timothy J. Reazor: "How to Get the Most Out of IBD & Investors.com"
September 15: Karen Dolan, Morningstar, Inc.: "Cracking the Code on Fund Analysis"
November 12: A. Michael Lipper, president of Lipper Advisory Services, Inc. "Money Wise Investing"
2008
January 16: George Dagnino "Sector Investing & Business Cycles"
February 27: Satish Dharwadkar & Ken Prather: "Investing in Troubling Times: A Positive Opportunity"
April: Paul Merriman: "Live It Up Without Outliving Your Money"
September 17: Fidelity Investments in Ann Arbor "Market Update & Tech Analysis"
October 28: Mitch Zacks "Taking Advantage of Earnings Estimates"
2007
April 18: Mark Allen, Fidelity Investments, "Advanced Technical Analysis"
Greg Guina, Fidelity Investments, "State of the Market--Current Update"
[ Ann Arbor ]
May 9: Bart DiLiddo "How to Pick Stocks" using VectorVest [ Troy ]
September Fred Richards "Growth Investing via CAN SLIM" [ Troy & Ann Arbor ]
October 16 & 17 Don Cassidy "Acquisitions: Get 'em While They Last" [Troy & Ann Arbor ]
2006
April 11: Dr. Ed van Hees "All that Glitters Can Be Turned into Gold"
September 7: Sheldon Jacobs "21 Fund, Market and Asset Allocation Recommendations"
October 24: Paul Merriman "Live It Up Without Outliving Your Money"
November 9: Leonard D. Davenport "Forces of Nature in the Investment Process:
A Contrarian Approach"
2005
March 9: Michael Rubino, Centaurus Financial Inc.
"Concepts and Strategies of the H.S. Dent Foundation Network Advisors"
April 20: Jeffrey Batterson, Oberweis Securities
May 25: Fred Richards, Investors Business Daily
November 15: Anthony W. Muhlenkamp, Director Relationship, Muhlenkamp & Company, Inc
2004
March 27: Jack McCreery, Counsel to the Director, SEC
[ SIG meeting ]
April 6: Russell K. Jalbert, CFP Quadrant Financial Group
Asset Allocation - Where it has been & why it is changing
May 25: Rob Valero, National Reit Association
September 16: Donald Cassidy, Senior Research Analyst, Lipper, Inc.
Program 1: Where to Invest for Income and Preserve Principal Now
Program 2: Practicing Emotional Control in Investing
November 4: Leonard Goodall, Co-editor, "No-Load Portfolios" newsletter; retired
finance professor
November 17: Paul Merriman, President, Merriman Capital Management
"Ten Steps to a Perfect Retirement Portfolio"
2003
March 26: Dr. George Dagnino "Profiting in Bull or Bear Markets"
May 13: David L. Smith "Cyclical Investing"
October 2: Delos Smith, Conference Board economist
November 19: Roger Conrad, Editor Utility Forecaster
2002
March 14: Dennis Stearns
"The Ten Commandments of Sound Financial Planning"
May 21: Donald Cassidy, author and Lipper Research Analyst
"The Psychology of Investing"
September 26: Michael Delap "Investing in Volatile Markets"
November 7: Kathryn Barland "Fund Analysis and Equity Markets the Lipper Way"
2001
March 6: Ari Rosenbaum from Netfolio [ cancelled due to weather ]
May 7: Hugh Bromma "Be a Creative Investor and Live Life Tax-Free"
June 14: Harry Veryser, Chair, Economics and Finance Department, Walsh College
"The State of the Economy"
October 22: Carl Johnson, President of Infrastructure
"The Industry's Vital Signs for Semiconductors"
November 27: John Zemanovich, CEO Raven Investment Management LTD.
"The Warren Buffet Method Explained"
2000
January: Art Ciagne, First Vice President - Investments Baird, Inc.
Lance Vainik, Viking Asset Management, Inc.
March: Delos Smith, Senior Business Analyst, The Conference Board
May: Dean Kasparian, President, AIQ Systems
September: Brad Zigler, Principal Barclays Global Investors
"Exchange -Traded Funds in your Portfolio"
Disclaimer
Opinions expressed on this site or during presentations are not necessarily those of the
AAII Eastern Michigan Chapter or AAII, whose only intent is to provide a background for the understanding of investment theory and practice.