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The "Investorstein Trading Philosophy" is based on an approach that focuses on the exploration and substantiation of multiple high probability based investing techniques that are practical, executable, and profitable in today's current market environment.  Enhanced performance is then further targeted by applying a synergistic based approach that utilizes various strategically matched investment techniques, with their specific financial markets, while combining appropriate trading execution vehicles and methods.

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Investorstein Local Upcoming Presentations

Date

Time

Location

Program Discussion

Fall (TBA)
2013

7:00 pm - 9:00 pm

Colorado University Beckman Center
9150 West Cedar Ave.
Lakewood, CO 80226

"Technical Analysis"
A Matter of Perception 

Click For Event Directions

May 21st
2013

7:00 pm - 9:00 pm

DoubleTree Hilton
640 Fountain Road
Plymouth Meeting, PA 19462

"Advance Technical Anaylsis
Investing Strategies" 

Click For Hotel Directions

May 9th
2013 

7:00 pm - 9:00 pm

Avery Crossings
Carter Room 
110 West Street
Needham, MA 02494

"Hedging Strategies To Control Risk"

Click For Event Directions

May 1st
2013

7:00 pm - 9:00 pm

Cape Cod TV Center
17 Shad Hole Road
Dennisport, MA 02639

"Hedging Strategies To Control Risk"

Click For Event Directions

April 13th 
2013

10:00 am - 12:00 pm

Kirk of Kildaire
200 High Meadow Drive
Cary, NC 27511

"The Technical Edge"

Click For Event Directions

November 15th
2012

7:00 pm - 9:00 pm

The Southwest Florida AAII Chapter
Venice Community Center
326 S. Nokomis Ave.
Venice Florida, 34285

"Technical Analysis"
A Matter of Perception 

Click For Event Directions

November 15th
2012

2:00 pm - 4:00 pm

The SW Florida AAII Chapter
Homewood Suites 
 3470 Fruitville Road
Sarasota, FL 34237

"The Edge"
Professional Investing Approaches
For Retail Investors 

Click For Hotel Directions

October 17th
2012

7:00 pm - 9:00 pm

Tutto Pazzo
84 New York Ave. 
 Halesite, NY 11743

"The Edge"
Professional Investing Approaches
For Retail Investors 

Click For Event Directions

October 10th
2012

7:00 pm - 9:00 pm

600 Mount Pleasant Avenue
Providence, RI 02919

"The Edge"
Professional Investing Approaches
For Retail Investors 

Click For Event Directions

April - May
2012

7:00 pm - 9:00 pm

The Connecticut AAII Chapter
Giovanni's 
 2748 Post Road
Darien, CT 06820

Hedge Fund Strategies
For the Retail Investor 

Click For Hotel Directions

June 14th
2011

7:00 pm - 9:00 pm

The Milburn Library 
 200 Glen Ave.
Milburn, NJ 07041

"Technical Analysis"
A Matter of Perception 

Click For Hotel Directions

May 9th
2011

6:30 pm - 9:00 pm

Northern New Jersey AAII Chapter 
Marriott Hotel 
 138 Pehle Ave.
Saddle Brook, NJ 07663

"The Edge"
Professional Investing Approaches
For Everyday Investors 

Click For Hotel Directions

October 27th
2010

7:00 pm - 10:00 pm

The Boston Investors Group 
MIT  70 Memorial Drive Cambridge MA
Building E51 - Room 376

 Covered Calls
Strategies & Probabilites

Click For MIT Building Map

October 20th
2010

7:00 pm - 9:00 pm

Wayland Safety Building 
38 Cochituate Road
Wayland MA

Covered Calls
Structure & Probabilities

Click Here For Map:

May 25th
2010

7:00 pm - 9:00 pm

Philadelphia AAII Chapter
Radisson Valley Forge Hotel
1160 First Avenue
King of Prussia, PA

"The Edge"
Professional Investing Approaches
That Can Be Utilized by All Traders & Investors

Click Here For Map

May 5th
2010

7:00 pm - 9:00 pm 

Cape Cod Community TV Center
 307 White's Path, South Yarmouth 

Getting & Edge with Covered Calls 
by Measuring Mathematical Probabilites

Click Here For Map

April 17th
2010

11:00 am - 1:00 pm

Springfield Public Library
66 Mountain Ave
Sprinfield, NJ 07081

Technical Anaylsis
Advanced Theory and
Real Time Applications 

Click Here For Map

March 17th
2010

7:00 pm - 9:00 pm

Wayland Safety Building 
38 Cochituate Road
Wayland MA

Trend Line Theory Review
Security Analysis

Click Here For Map:

February 17th
2010

7:00 pm - 9:00 pm

Wayland Safety Building 
38 Cochituate Road
Wayland MA

Introduction To Technical Analysis
A Focus on Trend Line Theory

Click Here For Map:

May 11th
2009

7:00 pm - 8:00 pm

MIT  70 Memorial Drive Cambridge MA
Building E51 - Room 376

TradeStation and Advanced
Order Executions Part II

Click For MIT Building Map

January 9th
2010

9:00 am - 12:00 pm

Saint Barnabas
1697 East Main Road, Portmouth RI

Covered Call Examples

Click Here For Map

April 13th
2009

7:00 pm - 8:00 pm

MIT  70 Memorial Drive Cambridge MA
Building E51 - Room 376

TradeStation and Advanced
Order Executions Part I

Click For MIT Building Map

February 21st
2009

11:00 am - 1:00 pm

Springfield Library
66 Mountain Ave.
Springfield, NJ

Trend Line Theory and Trading Opportunities
Part I

Click For Library Map

January 24th
2009

10:00 am - 12:30 pm

Westport Public Library
20 Jesup Road
Westport, CT  06880

Trend Line Theory and Trading Opportunities
Part II

Click For Library Map

December 20th
2008

12:00 am - 2:00 pm

MIT  70 Memorial Drive Cambridge MA
Building E51 - Room 335

Advanced Order Executions
& Market Manipulation

Click For Library Map

 November 8th
2008

10:00 am - 12:30 pm

Westport Public Library
20 Jesup Road
Westport, CT  06880

Trend Lines A Matter of Perception
Part I

Click For Library Map

October 27th
2008

7:00 pm - 9:00 pm

MIT  70 Memorial Drive Cambridge MA
Building E51 - Room 376

Trend Line Theory and Trading Opportunities
Part II

Click For MIT Building Map

August 12th
2008

8:45: pm - 9:30 pm

MIT  70 Memorial Drive Cambridge MA
Building E51 - Room 376

Trend Line Benefits & Significance

Click For MIT Building Map

April 7th
2008

7:00 pm - 9:00 pm

Cape Cod Community TV Center
 307 White's Path, South Yarmouth

Trend Lines Theory and Trading Opportunities
Part II

March 24th
2008

7:00 pm - 9:00 pm

MIT  70 Memorial Drive Cambridge MA
Building E51 - Room 376

Trend Line Theory and Trading Opportunities
Part I

Click For MIT Building Map

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Upcoming RI Chapter AAII Meetings

Date
Time
Location

.
Topics To Be Covered

2012
November 14th
7:00pm - 9:00pm
Stop & Shop
Community Center

Value Investing for a Stagnant Market

Click for Directions

Thomas Haley is going to perform this rescheduled presentation from August 2012 for our RI Market Maven members this November. Tom is going to focus on his specialty on finding low risk "value investments" in a stagnant market environment and how to execute and time the transactions for maximum profitability.

2012
October 10th
7:00pm - 9:00pm
RI College
Adams Library

The Technical Edge
The Markets & Ourselves

Click for Directions

This October we are going to temporarily change our location to RI College for a Technical Analysis presentation by Ray Rondeau. Ray is going to focus on some of the main tenants,believes and advantages of utilizing a technical approach. This will be a first run of a full featured presentation that will be used at upcoming main AAII dinner events from New York to Florida in the coming year. It will include all the video, audio and PowerPoint materials, including live technical analysis on each attendees requested stocks.symbols. All without the associated main event fees of the more formal showings that will follow.

2012
September 12th
7:00pm - 9:00pm
Stop & Shop
Community Center 

Stock Rover Platform

Click for Directions

In September we are having representatives come in to demonstrate their new stock research and analysis platform called Stock Rover. Discussion will include why such tools are so valuable to today's investor, in our current seemingly unpredictable and volatile market environment. The presentation will also cover specifically how Stock Rover's tools can be used to effectively compare investment opportunities.

2012
August 8th
7:00pm - 9:00pm
Stop & Shop
Community Center 

Managing Your Future with Market Cycles

Click for Directions

Everyone's favorite Ron Cirillo is going to build on some of his previous works and presentations in regard to implementing market cycle analysis into your investment plan. Ron is going to cover the theory and specific parameters that he uses and that he has found effective throughout his years of investing.

2010
November 10th
7:00pm - 9:00pm
RI College
Adams Library

The Risk Wise Investor

Click for Directions

Michael Carpenter is a 35-year veteran of the investment business and founder of his consulting firm CarpenterAssociates. Mike will discuss his latest book The Risk-Wise Investor—which introduces you to a totally new, userfriendly, non-technical way to better understand and manage risk and uncertainty. Using a knowledge and understanding based approach, this fresh, practical and easy to use guide helps take the mystery out of managing risks, shows you how to reduce the likelihood and impact of risks, and minimize unpleasant, negative surprises.

2010
September 29th
7:00pm - 9:00pm
RI College
Adams Library

Prospering in Troubled Times

Click for Directions

We are moving our normally scheduled Ocotber meeting to take advantage of a rare opportunity to accomodate a very special guest speaker, David Johnson. Dave is a 25 year veteran of the US Space program and developer of the first web-based automated stock trading program.  Dave will focus on asset classes and why your portfolio should include both traditional assets (stocks, bonds, real estate)  with a portion of alternative investments (managed futures & foreign currencies). Some investments, especially managed futures and foreign currencies, are not dependent on a booming economy to make money, and more importantly are not statistically correlated with the stock market.

2010
September 8th
7:00pm - 9:00pm
RI College
Adams Library

The Economy / Where We Have Been 
and Where We Are Going

Click for Directions

This meeting we have perhaps the biggest name speaker that a RI SIG has ever had in Mark BlythMark Blyth is Professor of International Political Economy in the Department of Political Science at Brown University.  His academic writings have appeared in such places as The American Political Science Review, World Politics, and the Review of International Political Economy, while his more popular writings have appeared in such places as Foreign Affairs and Foreign Policy magazine. He is currently working on two books. The End of the Liberal World? which questions the political and economic sustainability of liberal democracies, and a short one, under contract at Oxford University Press, entitled Austerity: The Aura of Virtue and the Vice of Spending? that interrogates the return to prominence of financial orthodoxy following the global financial crisis.

2010
August 11h
7:00pm - 9:00pm
RI College
Craig-Lee Hall
Room 202

MEETING CANCELLED

Click for Directions

As the summer months drag on we voted and elected to not hold a meeting this month.  

2010
July 14th
7:00pm - 9:00pm
RI College
Craig-Lee Hall
Room 202

The Economic Outlook 
and Where To Invest

Click for Directions

At this meeting we are going to continue alternating professional outside speakers with member participation events every other month. This meeting will feature Robert's Round Table an opportunity  for all our members to be heard. Feel free to talk about on any specific investments that you would like to bring up or get some feed back on. Perhaps you would like to discuss another investment related topic that you feel may be interesting for 2009. So bring an idea, if you like, and we will bring up the charts and see what the group feels as a whole. 

2010
June 9th
7:00pm - 9:00pm
RI College
Craig-Lee Hall
Room 202

The Economic Outlook 
and Where To Invest

Click for Directions

This meeting we have coming back Stephen P. Percoco, of Lark Research, Inc., who chairs the AAII Springfield NJ Investor Education Group. Steve is also the publisher of Income Builder, an investment newsletter for individual investors. Steve will open with an overview of recent trends in and the outlook for the economy and financial markets. He will also discuss specific investment opportunities in both stocks and bonds in the current environment. You can learn more about Steve's research activities at his website, www.larkresearch.com. His bio is available at larkresearch.com/about.htm.

2010
May 12th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

MEETING HAS BEEN
CANCELLED

In April, we will have Gordon Sanborn review his personal website, that links to and highlight many of the newest and most useful trading and investing web sites available to date. Each year Gordon reviews this material for our members and always enlightens us with both useful and practical information that we never knew existed.  After that Emilio Iannuccillo will be back at it, continuing with the night's theme by detailing one of his favorite sites, Worden's FreeStockCharts.com, showing us how he utilizes it in his everyday trading and longer term investing strategies.     
2010
April 14th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

Dividend Capture    
Strategy Statistics 

In March we will revisit the "Dividend Capture Strategies" topic which seems to hold a lot of interest with many of our members.  At this meeting we will have a pros & cons debate on the validity of such a strategy with Robert Williams, Emilio Iannuccillo and John Urban, presenting their viewpoints and experiences of executing this strategy, which they view as a viable, practical and productive trading technique. To counter this Investorstein will then express some counter viewpoints and statistics on why it may not be as attractive and profitable as one may initially think when first considering trading this technique and more importantly why traders and investors can become enamored with such approaches. This information show detail some of the common traps and infallibilities of the investing mind and how statistics can not only be beneficial giving us valuable data to profit on  but also can unfortunately be misleading us down dead end roads of long term disappointing performance.   
2010
March 10th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

Barry Fiske
Round Table

This month, we wil have a split meeting format with one of our own members, Barry J. Fiske presenting Mutual Funds & Morningstar. Barry has been a member of our R. I.  SIG for about three (3) years and a member of the Boston Chapter of AAII  for nearly ten (10) years. Barry, an avid proponent of utilizing mutual funds as the core of an investor’s portfolio has been researching and utilizing mutual funds for nearly (20) years. By navigating both the basic and premiums services of Morningstar live, he will be highlighting his favorite (and unique) funds from very conservative to aggressive. The second part of the meeting will be Robert's Round Table as we will open the floor to our members to cover what ever investments or related topics are of interest.  
2010
February 10th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

Barry Fiske
Round Table
Postponed Due To Weather

This month, we wil have a split meeting format with one of our own members, Barry J. Fiske presenting Mutual Funds & Morningstar. Barry has been a member of our R. I.  SIG for about three (3) years and a member of the Boston Chapter of AAII  for nearly ten (10) years. Barry an avid proponent of utilizing mutual funds as the core of an investor’s portfolio has been researching and utilizing mutual funds for over nearly (20) years. By navigating both the basic and premiums services of Morningstar live, he will be highlighting his favorite (and unique) funds from very conservative to aggressive. The second part of the meeting will be Robert's Round Table as we will open the floor to our members to cover what ever investments or related topics are of interest.  
2010
January 13th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

* Major Speaker 
Louis E Conrad II

We are extremely fortunate to have Lou Conrad (CFA) the founder and president of COMPASS Wealth Management, LLC.,  presenting to us this month. His focus will be on "Mutual Fund Fallacies" which takes an inside and critical look at various mutual funds items to be aware and skeptical of. Lou's background is as impressive as it is extensive, which includes management of the Sentinel Small Company Fund, which won accolades under his stewardship in Money, Financial Planning, and Investor’s Business Daily and director of Fidelity Management & Research Company’s (Fidelity Investments) Fund Analysis and Research Group. 

December 9th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

Holiday Celebration
Ron Cirillo

This meeting we will try to duplicate last years sucessful and popular, end of year holiday celebration format by asking all attending particpants to bring one edible item for our mid meeting feast. As for investment content we will feature a number of short presentations by various speakers speakers on a variety of topics. Including Ron Cirillo, Investorstein & others.

November 11th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

* Major Speaker 
John Malloy

At this month meeting will have a major speaker coming in from Cape Cod. He is investment author John Malloy who has written "What Are Stocks Really Worth" and his most recent book "The Mutual Fund Risk/Return Tree" which he will be featuring. Mr. Malloy’s book is more about managing risk than rating mutual funds. He shows how to identify funds that promise high returns while still operating at risks you can tolerate. Do you know how much risk you can tolerate? Our speaker will show you how to quantify your risk tolerance.

October 14th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

Round Table & $5,000 Free

 This months meeting will feature 2 hours of various investment related information First - Tony Longo will be giving a presentation on some of the technical analysis techniques that he currently utilizes in his day to day trading and investing. Secondly as we are an AAII group we will review the top financial web sites that AAII just published in there most recent issue. Thirdly we will have a discussion on specific investments that our members are interested in. We will pass around slips of paper and have each member write a ticker, fund, commodity, company or idea that they have an interest in. Then without knowing who submitted the idea we will  throw it out to the group, bring up the charts and get everyone's feedback and opinions on it. 

September 9th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

Investing Websites and Charts

This months meeting will feature a smorgasbord of related financial and investing information that Investorstein has taken from various related readings, video and audio sources. The first part of the meeting will focus on everyday savings, free available information, and consumer fraud. The second and main segment will be on charts and our current outlook for the economy and the financial markets.

August 12th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

Dividend Capture Presentation

 At this meeting we are going to have one of our core members Emilio Inannuccillo do a presentation for us that he has given to other investment groups. The subject will be one familiar to our group on Dividend Capture Strategies.  With the tremendous bull run that we have had recently these and other bullish strategies have been producing nice one way profits.  Emilio will share with us the entire process and his methodology that he has developed, for maximizing profit and minimizing the risk associated with this popular approach to generating consistent short term income producing trades.

July 8th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

 VectorVest Presentation

 At this meeting we are going to continue alternating professional outside speakers with member participation events every other month.  The first half of the session Athur Larrivee will be giving us a presentation on Vector Vest. He will give us a full overview of the very popular program that he has been running for years. The remaining time of the meeting will be a round table discussion for our members on “Hot Investing Topics”.  

June 10th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

Market Internals Presentation

 At this meeting we are looking forward to have Fred Michaelsen coming in from the Boston area to present some of his market internals based analysis. Frank sends out detailed emails weekly on this subject to a large group of people throughout New England.   He will show some interesting interpretations that he has been using for years on all the classics including the VIX, Adv / Dec and volume.Edit Text

May 13th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

Round Table Discussion

 At this meeting we are going to continue alternating professional outside speakers with member participation events every other month.  So half of this meeting will be a round table discussion for our members on “Hot Investing Topics”.  The other half will be an Investorstein presentation about an account that the vast majority of professional traders and wealthy investors have and the vast majority of novice and less wealthy individuals don’t.  It free, easy to use and an incredibly valuable option that should be utilized by all investors.  Then for the big finish all participants will be shown a simple completely risk free method to use this account and generate $5,000 from the comfort of your own home with about 5 hours work.  Best of all if you follow the procedure you can’t possibly lose and you don’t need any money to do it.  No how’s that for a hook?

April 8th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

Bernie Marciniak

 At this meeting we are looking forward to have Bernie Marciniak presenting some of his technical analysis based strategies. Bernie is a frequent investment presenter and very well known in the Boston area.  

March 11th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

Round Table Discussion

 At this meeting we are going to continue alternating professional outside speakers with member participation events.  Christopher Burnett we will be discussing his "Quasi Fundamental Approach" to investing.  The inclusion of fundamental based scans for even duration as short as classic position trading, used for the selection of potential trading candidates is becoming more popular and being utilized by even the most technically oriented traders. This extra filtering step can be used alone or in combination with TA and offers greater probabilities of success and improved performance in all investing applications and  or approaches.

February 11th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

Wellesley Investment Advisors

 This meeting we are very fortunate to have coming in Wellesley Investment Advisors, thanks in part to Ron Cirillo. Greg Miller, CPA and cofounder of the company, with over 30 years of investment experience, along with Joseph Buscaino will be giving us a thorough - 2 hour presentation on Convertible Bonds. They will cover all aspects of these instruments including benefits, performance, strategies and transaction information. Investorstein himself has seen this presentation and highly recommends it.
January 14th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

Round Table Discussion

 This meeting will feature some of the brightest investment minds in the business - OUR MEMBERS.  Last moth's topic was: What did we learn from the rather remarkable year of 2008. The obvious follow-up will be: What will you be doing in 2009? So bring in your ideas and share them with the group and we will bring up the charts, discuss them and then we will all find out where the big traders are putting their money in 09.  Additionally one of our benefactors Mike Knapp will be giving a discussion on one of his favorite play's and the reasons behind why he feels "It is a can't miss opportunity".

December 10th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

Round Table Discussion

 At this meeting we are going to continue alternating professional outside speakers with member participation events every other month.  So half of this meeting will be a round table discussion for our members on “Hot Investing Topics”.  The other half will be an Investorstein presentation about an account that the vast majority of professional traders and wealthy investors have and the vast majority of novice and less wealthy individuals don’t.  It free, easy to use and an incredibly valuable option that should be utilized by all investors.  Then for the big finish all participants will be shown a simple completely risk free method to use this account and generate $5,000 from the comfort of your own home with about 5 hours work.  Best of all if you follow the procedure you can’t possibly lose and you don’t need any money to do it.  No how’s that for a hook?

November 12th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

Members Meeting & Investorstein Presentation

 At this meeting we are going to continue alternating professional outside speakers with member participation events every other month. This meeting will feature Robert's Round Table an opportunity  for all our members to be heard. Feel free to talk about on any specific investments that you would like to bring up or get some feed back on. Perhaps you would like to discuss another investment related topic that you feel may be interesting for 2009. So bring an idea, if you like, and we will bring up the charts and see what the group feels as a whole. 

October 8th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

 Stephen P. Percoco, of Lark Research, Inc

 This meeting we have coming in Stephen P. Percoco, of Lark Research, Inc. Stephen is not only a security analyst with Lark Research, Inc., but is the publisher of Income Builder, an investment newsletter and also chairs the AAII Westfield NJ investor education group. Steve will address: What are the latest developments in the economy, including housing?  How are they affecting the financial markets?  What are the latest price trends for stocks and bonds?  How might economic and security price trends affect the outlook for investing over the short- and long-term?  Investorstein has personally traveled to see Stephen speak numerous time and can attest that his knowledge in the fixed income markets and housing stocks area is at an absolutely unprecedented level.  Our RI AAII group is very fortunate to have Stephen come down and is a must see for all our members who want to learn about his areas of expertise.

September 10th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

Robert's Round Table Discussion

 At this meeting we are going to continue alternating professional outside speakers with member participation events every other month. This meeting will feature Robert's Round Table an opportunity  for all our members to be heard. Feel free to talk about on any specific investments that you would like to bring up or get some feed back on. Perhaps you would like to discuss another investment related topic that you feel may be interesting for the 4th quarter of 2008. So bring an idea, if you like, and we will bring up the charts and see what the group feels as a whole. 

August 13th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

Bob Fulks - EMN Portfolio Approaches 

 This meeting we have coming in AAII Cape Cod group leader Bob Fulks to do a full 2 hour presentation. For those of you who dont know Bob, he is an MIT graduate, TradeStation user, TS programmer and is an absolute brilliant trader. Bob will be coming in to share some of his insights based on years of research and experience. Specifically Bob will share with you his approach on how he use Equity Market Neutral Strategies to help eliminate market directional risk.  Although his methodology is not simple, Bob does a great job of clarifying some of the more advanced techniques with a great Power Point presentation and his own unique teaching approach.

July 9th
7:00pm - 9:00pm
25 Esten Ave.
Pawtucket

Members Meeting

This meeting will feature Robert's Round Table an opportunity  for all our members to be heard. Feel free to talk about on any specific investments that you would like to bring up or get some feed back on. Perhpas you would like to discuss another investment related topic that you feel may be interesting for the second half of 2008. So bring an idea, if you like, and we will bring up the charts and see what the group feels as a whole. Additionaly we will be awarding the first half Prizes for the 2008 Stock Contest, and starting the second half run, which is a great opportunity for those who missed the January 2008 entry .

June 11th
7:00pm - 9:00pm
New Location
25 Esten Ave.
Pawtucket

Richard Laudon - Portfolio Management

Our speaker this month will be former Boston AAII President Richard Laudon, who will be giving a full 1 1/2 hour presentation on "The Road to Financial Independence".  The presentation will explore a thirty year journey from complete dependence to independence from the financial planning industry.  It will discuss many of the basic tenets and important guidelines in the art of investing.  The presentation basically focuses on HOW to become a better investor, using mutual funds with a 30 minute question and answer session following the presentation.  For those of you who don't know RIchard he is a great guy who is down to earth, very well spoken and has a gifted way of taking advance ideas and making them seem very easy to understand. It should be a presentation that our members will not want to miss.

May 14th
7:00pm - 9:00pm
New Location
25 Esten Ave.
Pawtucket

Ron Cirillo - Current Markets & Recessions
Thomas Haley - Consumer Spending

This month our friends from Ron CIrillo's, Portsmouth Investment group are going to be providing the information, which they where originally going to present in April, but unfortunately got postponed. First Tom Haley will be showing us some conclusions he has reached on his research with market performance as related to Consumer Spending. After that Ron Cirillo will be giving us his insights on past Recessions and the Current Markets and where we may be in the cycle. If you haven't seen them before, they both do a great job of not only bring a lot of data to the table, but also keeping the meetings fun & interactive with feedback and questions both from and to the members. Other than our stock contest review, they will be overseeing the entire meeting and they will not be bumped this time. 

April 9th
7:00pm - 9:00pm
New Location
25 Esten Ave.
Pawtucket

Lou Conrad - Boston AAII President
Tom Haley - Consumer Spending
Ron Cirillo - Markets & Recessions
Investorstein - Advanced Order Tactics
 

First, Lou Conrad will be giving us an overview of the current status and future Directions of our Organization and answering any questions our members may have. Then Tom Haley will be showing us some conclusions he has reached on his research with market performance as related to Consumer Spending. After that Ron Cirillo will be giving us his insights on past Recessions and the Current Markets and where we may be in the cycle. Lastly Investorstein will have a discussion on Advanced Orders Techniques and how they are used to deceive other market participants.

March 12th
7:00pm - 9:00pm
New Location
25 Esten Ave.
Pawtucket

RI AAII Stock Contest
Think or Swim Option Seminar Review
Boston AAII Chuck Jaffe Presentation Review
Gordon's Web Sites
Schaeffers News Letters  
Robert Williams Round Table 

Carol Knapp will be giving a review of a recent local 6 hour "Think or Swim Option Workshop" that many of our members recently attended.Robert Williams and Investorstein will then be giving a review on last weeks major Boston Chapters AAII presentation by the very well known columnist Chuck Jaffe. Gordon Sanborn will be covering some more of his favorite websites that he features on his own personal web site.Lastly Mike Knapp will give a review of on the very famous option trader Bernie Schaeffer's two news letters service PowerTrend Pathfinder and Leverage Commander.

February 13th
7:00pm - 9:00pm
New Location
25 Esten Ave.
Pawtucket

RI AAII Stock Contest
Robert Williams Round Table 
12 Reasons Why we Need a Recession Presentation

Robert Williams will be over seeing a majority of the meeting including a round table opportunity for all meeting attendees to discuss specific investment approaches in todays current market enviroment. Its a chance to get feedback on your ideas from one of the most experienced professional traders in our area.

January 9th
7:00pm - 9:00pm
New Location
25 Esten Ave.
Pawtucket

Start of New RI AAII Stock Contest Details
2007 Santa Claus Rally Post Analysis 
Members 2008 Promising Investments
Advanced Order Presentation

round table opportunity will be held on any specific investments that any members would like to bring up or discuss that they feel may be interesting for 2008. It could be a specific company with a unique product or any other idea that you may have and would either like to talk about or get some feedback on. So bring an idea if you like and we will bring up the charts and see what the group feels as a whole.

December 12th
7:00pm - 9:00pm
Seekonk Stop&Shop

Santa Claus Rally Presentation
Current Market & Economics Presentation

Announcements
New Future Meeting Location
New RI AAII Stock Contest Details

The first presentation will be by Tom Haley who will be presenting data on a high probability short term trading opportunity that comes up in December each and every year. Tom will be showing us how to exactly trade and profit from this so called "Santa Claus Rally" phenomena with techniques that show an 84% chance of success.

The second presentation  wil  be by Ron Cirillo who will be speaking on the current market environment and how it relates to various US and global economic conditions.  Furthermore, Ron  will be exploring some potential investment areas to explore based on theses assumptions for rebalancing your portfolio for the upcoming year.

November 13th
7:00pm - 9:00pm
Seekonk Stop&Shop

Announcements
New Future Meeting Location
New RI AAII Stock Contest Details

Round Table Discussion
Investorstein "Advance Order Presentation" 

October 10th
7:00pm - 9:00pm

Seekonk Stop&Shop

Exchange Traded FundsTo Be Announced

Robert Stewart will be giving a presentation on ETF's. With a follow-up by Investorstein on some possible ways to exploit there current make up. Also the results from our members survey's will be reviewed.

*The following meetings are both free and open to the general public.

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