Upcoming Events

No upcoming events currently planned.

This Special Interest Group has been disbanded. We are keeping this webpage on our website to document past activity of this group.

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Some of Our Past Events

On May 27, 2017, Randy Olsen presented “A Look at AAII Investing Strategies“. Also see his presentation to the chapter on September 9, 2017.

On Apr. 29, 2017, Bob Nichols presented “Volatility: Friend or Foe?” Bob discussed specific ideas from the book “Investing At Level 3” by James B. Cloonan, focusing attention on the Shadow Stock Portfolio created by Cloonan. He then discussed his own research on stock-price volatility, and the effect it has on portfolio performance.   A description of the Shadow Stock Portfolio is available at www.aaii.com/model-portfolios/stock.  | Slides from Presentation

On October 15, 2016, Steve Rawlinson presented a book review of “Investing At Level 3” by James B. Cloonan. | Presentation

On March 19, 2016, Bob Nichols gave a presentation on how he invests. | Presentation | Draft paper