About us
We are the local (Atlanta) chapter for the American Association of Individual Investors (AAII) - one of 42 such chapter across the country. We hold 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 meeting to cover overhead of speaker fees, facility rental and event expenses. We are not here to sell anything - only to create an 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 at aaiichapteratlanta@gmail.com with any questions, comments or feedback. This is YOUR organization!
Atlanta Chapter website: www.aaii-atlanta.com
Stock Investing Subgroup: www.meetup.com/stockinvesting
CANSLIM Stock Investing Subgroup: www.meetup.com/canslim
Be sure to check out our Files section of meetup (click on "more" at the top of the page) where we save the slides from past presentations when we have them. Also, most presentations are recorded and you can get the audio files here: http://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.
Upcoming events
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Box Spreads: Turning Options into Interest Rates
Total Wine & More, 124 Perimeter Center Pkwy NE, Atlanta, GA, USShakespeare wrote, ‘Neither a borrower nor a lender be.’ But in the options market, box spreads let you be either—borrowing at implied rates or lending your cash for yield—at potentially more attractive rates than traditional financing and offer tax advantages.
This talk will demystify box spreads for beginners, showing how they work, why they matter, and how they can be used as a cash management tool. We’ll break down the mechanics step by step—so you’ll walk away understanding how a long box spread can mimic a Treasury bill, and how a short box spread can function like a discounted loan.
Whether you’re curious about how professionals squeeze extra basis points from cash or simply want to understand how options can be more than just bets on stock prices, this session will open your eyes to a strategy that blends financial engineering with practical money management.
By the end, you’ll see box spreads not as a complex options trade, but as a surprisingly elegant way to make your money work harder—or borrow smarter.Rex Macey, CFA®, CFP®, has over 30 years of experience as an investment professional. Rex has appeared on CNBC, Wall Street Week, Fox Business News, and quoted in the Wall Street Journal (Google for more) He also held a patent related to incorporating mortality risk into the financial planning process. He earned a math degree from Vanderbilt and an MBA from the UNC’s Kenan Flagler business school in Chapel Hill. View his LinkedIn profile for more information.
5 attendees
Past events
210
