AAII Charlotte Chapter Mission: AAII local chapters, grassroots organizations led by volunteer AAII members, allow AAII to extend its mission "person to person" to individual investors in their own communities by programming meetings that provide unbiased investment education in a social context.
Upcoming meetings
"The Only Three Questions That Matter" Discussed by: Paul Townsend Associate Vice President,Wells Fargo Advisors LLC
Learn the essentials of the point & figure investment discipline. Learn how to answer the only three questions that matter to every investor. Learn why objective decision making is a key to investing success.
Attend This Meeting and Learn...
How to “let the trend be your friend” in both up and down markets
Myers Park United Methodist Church
1501 Queens Rd.
Charlotte, NC
704-376-8584
[ Map This Location ]
Previous meetings
"Why Do We Do This? A Look at Investment Returns by Style" Discussed by: Robert McComsey Retired Investment Manager
It is generally accepted that you can’t “beat the market.” So, why do we do what we do? Are there reasons other than performance? What are the alternatives and how do they perform?
Attend This Meeting and Learn...
Relative returns of different strategies
"The basics of Hedge Funds " Discussed by: James East Manager, ACI Partnership Fund
This presentation will cover how hedge funds could possibly fit into your investment portfolio and financial planning, specifics to the long/short hedge strategy and leverage using non-recourse debt via the options market, and it will also provide a fundamental view and analysis of a potential mispriced security.
Attend This Meeting and Learn...
"The Yellow Brick Road" Dennis Stearns CFP and John Simms, Jr., CFA
Dennis Stearns and John Simms both agree that innovation will continue to drive global growth and produce great products and services.
Chapter leaders
President—Scott Kummer
s.kummer@earthlink.net
President Emeritus—Rich Barrett
rbarrett2@tx.rr.com
Vice President—George Guzynski
george@guzynski.com
Secretary—Emery Palmer
erpalmer@windstream.net
Treasurer—Nancy Ridenhour
nancyaridenhour@bellsouth.net
Programs Co-Chairs—
Michael Freeman, mfreema2@hotmail.com
Thomas Campbel, thomas@tcefx.com
Membership Chair—Orion Finklea
ofinklea@carolina.rr.com
Facilities Chair—David Amante
damante@carolina.rr.com
Publicity Chair—Terry Brady
tbrady@trailfoot.org
Librarian—Dallis Buice
dbuice079@aol.com
Roundtable Co-Chairs
- Roger Arant rogerarant@yahoo.com
- Gary Morgan grmorganca@yahoo.com
- Margaret Segarra pppslv@yahoo.com
Chapter Webmistress—Cate Douglas,
catedouglas@hotmail.com
Chapter Information
Chapter Contact: Robert Clyde, rlclyde@clydefinancialplanning.com
Chapter E-mail Address: aaiichapter_charlotte@yahoo.com
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