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

Date: 
July 13, 2013 - 10:00am
Location: 

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

Date: 
June 8, 2013 - 10:00am

"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...

Date: 
May 11, 2013 - 10:00am

"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.

Date: 
April 13, 2013 - 10:00am

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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