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AAII Atlanta Investment Chapter Pages

We are the local (Atlanta) chapter for the American Association of Individual Investors (AAII) - one of 42 such chapter across the country. We hold monthly chapter meetings that host a variety of topics on personal financial planning, wealth building, and investing (see list of past speakers/topics below). Our mission is to educate and empower individual investors in their quest for achieving financial independence. To that end, we strive to bring compelling and accomplished speakers to present timely, relevant and actionable topics.

Want to find out how how to get started? Join this Meetup group and you will be notified of future meetings and events. We protect your privacy and work to prevent any spam from being posted to our website. Beginners and advanced investors are welcomed! There is a nominal fee to attend each monthly meeting to cover overhead of the facility rental and event expenses. We are not here to sell anything - only to create a open and friendly environment for like-minded people to learn, share and explore investing. Please join us!

We are an all-volunteer organization and are always seeking additional members who can help with various planning and administrative issues.

Feel free to contact us with any questions, comments or feedback. This is YOUR organization!




Current Atlanta Chapter website: www.aaii-atlanta.com

Mediafire File Hosting Site (Meeting Audio): www.mediafire.com/aaii-atlanta

You can find information on the AAII "parent" organization at www.aaii.com. Membership is $29 per year, but you do NOT need to be a member to attend our local Atlanta Chapter meetings and events.




Previous Chapter Meeting Topics & Speakers


December 2009
“Investment Opportunities with Closed-End Funds” by John Cole Scott, CFS, Portfolio Manager & Executive VP, Closed-End Fund Advisors

November 2009
Vitality Katsenelson, CFA, Director of Research, Investment Management Associates, Inc., “Active Value Investing – Making Money in Range Bound Markets”

October 2009
Michael Lofing, CPA, Founder, Earnings Expert, “Financial Reporting Forensics for Investors (or How to Spot Company Trouble Early)”

September 2009
Don Cassidy, President, Retirement Investing Institute, “Income Investing in Crazy Times While Protecting Capital”

May 2009
Wayne A. Thorp, CFA, Financial Analyst, AAII and Editor, Computerized Investing
“How to Analyze a Stock”

Wayne Gorman, Senior Tutorial Instructor for Elliott Wave International
“Elliott Wave Theory”

April 2009
Jim Trippon, Chief Investment Officer, Zhongzheng Capital Partners LP and Editor, The China Digest, “China in America’s Rearview Mirror”

March 2009
Michael J Criszt, Assistant Vice President, Research Department, Federal Reserve Bank of Atlanta, "The Financial Crisis and the Fed’s Response"

Adele Gipson and Mike McCool, CPC Corp, "The Road in Retirement is Long …Don’t Get Caught Short; Discover When Conventional Retirement Planning Fails"

February 2009
Lauren Templeton, Principal, Lauren Templeton Capital Management, LLC “Investing the Templeton Way”

Mike Turner, Founder and President, Turner Trends, Inc., "How to Build a World-Class Portfolio of ETFs"

January 2009
Steve Selengut, Investment Manager and Author “The Brainwashing of the American Investor”

November 2008
Tony Muhlenkamp, Executive Vice President, Muhlenkamp & Company, Inc., "First Principles in Investing"

October 2008
Jim Bittman, Senior Instructor, The Options Institute at the Chicago Board Options Exchange (CBOE), "Street Smart Option Strategies You Can Put to Work Tomorrow Morning"

September 2008
William Lyman, Partner, LMG Corp, “How to Achieve Superior Stock Investment Returns”




Table of Contents

Page title Most recent update Last edited by
AAII Atlanta - Retirement Planning Subgroup May 8, 2014 12:05 AM former member
AAII Atlanta - Real-Estate Investing Subgroup May 8, 2014 12:04 AM former member
AAII Atlanta - Computerized Investing Subgroup May 7, 2014 11:57 PM former member
About AAII Atlanta Investment Chapter May 8, 2014 9:17 AM former member

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