Rochester, NY AAII Chapter Meeting History
Topic: Where is this Economy Now and Where is it Going?
Date: Wednesday, June 20, 2012
Speaker: Kent Gardner, PhD
President and Chief Economist
Center for Governmental Research
Topic: Innovating in Western New York
Date: Thursday, March 15, 2012
Speaker: Ashok Rao, Dean
RIT's E. Philip Saunders College of Business
Topic: Passive Investment Strategies
Date: Thursday, January 12, 2012
Speaker: Frank Insero, CEO
Insero and Company (Auditors and Accountants)
Topic: Bottom-Up Investment Analysis
Date: Thursday, November 3, 2011
Speaker: Andrew Wilson, CFA
Senior Research Analyst for FAM Funds
Topic: Current Stock Market Outlook
Date: Thursday, September 22, 2011
Speaker: Michael Santoli
"Streetwise" columnist for Barron's
Topic: Estate Planning and Long-Term
Care
Date: Tuesday, June 7, 2011
Speakers:
R. Thompson Gilman
Partner and Chair of the Trust and Estates Group, Woods Oviatt
Gilman LLP
David Shaffer, Esq.
Associate of the Family Wealth and Estate Planning Department, Woods
Oviatt Gilman LLP
Topic: What Matters and What Doesn't
for Individual Investors
Date: Thursday, March 31, 2011
Speaker: Clifford W. Smith, Jr.,
Professor of Finance
University of Rochester
Topic: Investing in a Bipolar World
Date: Thursday, January 20, 2011
Speaker: David Mattia,
Managing Director
Convergent Wealth Advisors
Topic: Local and Regional Implications of the
Mid-Term Elections
Date: Wednesday, November 17, 2010
Speaker: Steve Sink,
Business Editor
Democrat & Chronicle
Topic: What’s in your ETF?
Date: Thursday, September 16, 2010
Speaker: Paul Justice,
Associate Director of North American ETF Research
Morningstar, Inc.
Topic: A Mid-Year Look at the Recovery
Date: Tuesday, June 8, 2010
Speaker: Gregory S. MacKay,
Senior Vice President, Chief Economist
Canandaigua National Bank and Trust Company
Topic: THE CREDIT LANDSCAPE FOR THE 2010s
Date: Wednesday, March 10, 2010
Speaker: Robert D. Manning, Ph.D.,
CEO and President
Responsible Debt
Relief Institute
Topic: Winning in a Knowledge-Based Economy
Date: Thursday, January 14, 2010
Speaker: Mark S. Peterson,
President and CEO
Greater Rochester Enterprise
Topic: Strategies for Retiring in a Down Market
Date: October 22, 2009
Speaker: Christine S. Fahlund, PhD, CFP, Vice President
T. Rowe Price
Topic: Standard & Poor's Outlook
Date: September 16, 2009
Speaker: Tom Smith, CFA, Associate Director of US Equity Research
Standard & Poor's
Topic: Individual Stock Investing
Why the Individual often has an advantage over the Pros
Date: June 9, 2009
Speaker: Dave Van Knapp, author of
Sensible Stock Investing: How to Pick Value and Manage Stocks
Go to Dave Van Knapp's
website for more information
Topic: A Neo-Behavioralist Perspective of the Economy
Date: April 7, 2009
Speaker: Jeffery Lessard, PhD, CFA , Professor, Saunders College of
Business
Rochester Institute of Technology
Topic: Legendary Investing Strategies and Wisdom for Bear Markets
Date: March 3, 2009
Speaker: John Reese, CEO
Validea Capital Management
Go to Validea's website for
more information
Topic: The Power of the Future
Date: November 18, 2008
Speaker: Mark Zupan, Dean of the Simon School of Business
University of Rochester
Topic: The Place of Asset Allocation and Diversification in your
Financial Life
Date: September 9, 2008
Speaker: Karen Altfest, MA, PhD, CFP, VP
LJ Altfest & Co., Inc.
Topic: Wealth Management – Strategies for today's retirees
Date: June 24, 2008
Speaker: Kevin O'Grady, President
O'Grady Associates
Topic: How to use Asset Allocation to Beat the Market
Date: May 13, 2008
Speaker: Henry Wirth, Investment Newsletter Editor, AAII Member
Go to Henry
Wirth's website for more information
Topic: Alternative Investments
Date: March 25, 2008
Speaker: Michael Kaufman, VP
Merrill Lynch
Topic: Discover the Power of Global Investing
Date: December 4, 2007
Speaker: Edward Cain, CFP
Morgan Stanley
Topic: Uses of Trusts in Estate Planning
Date: September 18, 2007
Speaker: Thompson Gilman
Woods, Oviatt Gilman LLP
Topic: Strategies for your Preferred Future – Estate Planning and
Gifting
Date: June 12, 2007
Speaker: Lori Ace Facinelli, Sr. VP
Morgan Stanley
Topic: All-Day Seminar – So you want to be a Millionaire
Date: April 28, 2007
Speaker: Various – Joint meeting with BI Rochester chapter
Topic: The Economics of Sarbanes-Oxley ( aka SOX )
Date: March 28, 2007
Speaker: Jerold Zimmerman, Professor of Business
University of Rochester
Topic: How Hometown Honeys can make you Money
Date: November 28, 2006
Speaker: Christopher Carosa, President and CEO
Carosa, Stanton &
DiPaulo Asset Management
Topic: Current Income vs. Total Return
Date: September 20, 2006 – Our 20th Anniversary
Speaker: James D'Amico, President & CEO
Genesee Valley Trust
Topic: The Bucket Approach to Asset Allocation
Date: June 29, 2006
Speaker: Joe Marchese, Professor of Economics and Finance
Monroe Community College
Topic: Exchange-Traded Funds: Macro and
Micro Perspectives
Date: March 30, 2006
Speaker: Ben Cribs (Vanguard Group) and
James Gould & Mark
Armbruster (Alesco Advisors)
Topic: Venture Capital: Risk, Reward and Liquidity
Date: September 20, 2005
Speaker: Frank Strong
Trillium Group
Topic: REIT's: Do they belong in your portfolio?
Date: June 23, 2005
Speaker: Robert Valero,
VP Natl. Assoc of REIT's and
Charis Washof, VP of investor relations for Home
Properties