Speaker List from year 2000 - 2010 AAII Eastern Michigan Chapter
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| Since the Year 2000 the following speakers have given presentations to encourage informed investors to take control of their financial future. Year 2000 speakers: 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" Year 2001 speakers: 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" Year 2002 speakers: 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" Year 2003 speakers: 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 Year 2004 speakers: 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" Year 2005 speakers: 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 Year 2006 speakers: 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" Year 2007 speakers: 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 ] Year 2008 speakers: 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" Year 2009 speakers: 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" Year 2010 speakers January 19: Brett Pechersky "Professional Investing Ideas for the Individual Investor" April 14: John Bajkowski “AAII Shadow Stock Portfolio: From Theory to Practical Application" 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. Richard Groen, Chapter President RichGroen@mi.rr.com |
