Presenters, dates and topics are subject to change as we coordinate details


Stock Screening and Analysis Techniques Your Guru Never Taught You

Discussed by:

Marc Gerstein – Director of Research, Portfolio123; Editor, Forbes Low Priced Stock Report

Middleburg Heights Community Center

16000 Bagley Road

Middleburg Heights OH  44130

6:30 PM – Registration and Social

7:00 PM – Program

Wednesday, May 14, 2014

Great growth rates, stingy valuation metrics, powerhouse balance sheets–yeah, yeah, you’ve heard how to find and analyze great companies and great stocks. The problem: You and a gazillion others have heard it all! Today, with so many investors devoting so much energy into looking at the same information, it seems we have to work harder than ever to find great ideas. Actually, though, what we really need to do is work smarter. This presentation will show you how to add different slants to otherwise familiar stock screening techniques and discover a new range of investing ideas.

Attend This Meeting and Learn…

  • To distinguish between a great company, a great stock and a great investment idea
  • To think creatively about age-old investment themes
  • To put your ideas into practice with stock screening and testing


Summer 2014

How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety First Approach

Discussed by:

Nicholas G. Atkeson, Partner, Delta Investment Management

Location to be Announced

6:30 PM – Registration and Social

7:00 PM – Program

September 17, 2014 

The Dry, Wonky, and Utterly Essential World of Financial Stability Analysis

Discussed by Stephen J. Ong, Vice president in the Banking Supervision and Regulation Department at the Federal Reserve Bank of Cleveland

Brecksville Community Center,  One Community Drive, Brecksville OH  44141

6:30 PM – Registration and Social

7:00 PM – Program

Tentatively, Mr. Ong will include a review selected from some of the following topics:

  •           Measuring stability of financial data
  •           Financial stability analysis and tools
  •           Nature of risk
  •           Vacancy chain theory
  •           The cycle of profitability and financial stability
  •           Link between business cycle fluctuations and bank profitability

 Click to Sign Up for Seminar Announcements



Wednesday, January 15, 2014

Behavioral Finance and the Case for Systematic Decision-Making Processes

Discussed by Wesley R. Gray, Ph.D.

January 15, 2014 Program Registration and Announcement

The 2013 AAII Investor Conference

Friday, November 15 – Sunday, November 17, 2013

Loews Royal Pacific Resort in Orlando, Florida

Audio presentations and selected handouts from the Conference are available from AAII.

September 18, 2013

The Big Squeeze… How Taxes are Squeezing your Income; How Interest Rates are Squeezing your Assets

Discussed by: Ronald Muhlenkamp
Founder, President and Portfolio Manager - Muhlenkamp Funds

September 18, 2013 Program Registration and Announcement

July 10, 2013

How to Sell Well and How to Invest in an Economy That’s Stuck in the Mud

Discussed by: Donald Cassidy, Retirement Investing Institute

July 10, 2013 Seminar Announcement, Registration and Annual Conference Information

April 17, 2013

Six Lessons Learned From 25 Years of Managing Investor’s Money

Discussed by: Donald Morris – Financial Advisor, Raymond James Financial Services

April 17 Program Announcement

November 14, 2012

Smart Investing: Seeking Reward While Reducing Risk

Discussed by:  Charles Rotblut, CFA, Vice President, AAII; Editor, AAII Journal

November 14, 2012 Program Announcement

Intelligent International Investing – Emerging Markets: The Road Ahead

Discussed by:  Geoffrey Pazzanese, Vice-President and Portfolio Manager,   Federated Investors of Pittsburgh

October 10, 2012 Program Announcement

July 18, 2012

“May You Live in Interesting Times” (Chinese Proverb)

Discussed by: Herb Geissler; Managing Director, St. Clair Group

July 18, 2012 Program Announcement

January 11, 2012

Using Investors Business Daily to Maximize Your Profits

Discussed by:  Eddie Ramirez
National Education Speaker, Investor’s Business Daily

January 11, 2012 Program Announcement

October 12, 2011

The Death of Buy and Hold, The Rise of Buy and Trade

Discussed by:  Brian Brogan
Chief Market Strategist, ValuEngine, Inc.  

October 12, 2011 Program Announcement

September 14, 2011

Where Is the U.S. Economy Today? Are We on the Road to Japan and a Lost Decade?

Discussed by:  Ronald H. Muhlenkamp, CFA
Founder, President and Portfolio Manager, Muhlenkamp & Company Inc.

September 14, 2011 Program Announcement

June 8, 2011

The Maelstrom in Washington and Its Effects on Wall Street and Your Portfolio

Discussed by Lauren Rudd, Syndicated Columnist, Talk Show Host, Instructor; Partner, Day Hagen Asset Management

June 8, 2011 Program Announcement

May 18, 2011

All I Needed to Know About the Stock Market I Learned in Kindergarten

Discussed by:  Paul Townsend, Associate Vice President–Investments, Wells Fargo Advisors LLC

May 18, 2011 Program Announcement

April 13, 2011

Commodity Markets and How Investors Can Use Them

Discussed by Andy Waldock – Head of Market Research, Commodity & Derivative AdvisorsOptions and Futures

April 13, 2011 Program Announcement

October 20, 2010

Using to Find and Monitor Great Stocks

Presented by ChipAnderson – President –,Inc.

October 20 Program Handout

October 20, 2010  Program Announcement

Improve Your Investing Using Barron’s and The Wall Street Journal – September 25, 2010

Discussed by John Sawczak, Private Investor and Instructor

Information is the key to making knowledgeable investment decisions.  The keys to learn how to locate the pertinent information in these publications,  in order to derive the required market knowledge and a clear picture of the current economic environment needed for effective investing, were covered.  In addition, the powerful and extensive online information and services of these publications was discussed.

Chapter Picnic at Coe Lake Park – July 17, 2010

Including talks by 3 local investment experts

Improving Your Skills in the Fine Art of Selling  – May 20, 2010

Discussed by: Donald Cassidy – President, Retirement Investing Institute

Investors typically find buying stocks easier than selling them. Don Cassidy examined and illustrated key challenges individuals face in selling profitably and will offer an antidote to “buy-and-hope” propaganda.  Don’s behavioral-finance approach focused on what makes selling hard and how to overcome its problems. He described  practical solutions, outlined a procedural checklist, and provided concrete suggestions on setting sell rules and avoiding common mistakes.