Orange County AAII

Orange County Chapter
American Association of Individual Investors
AAII Orange County Chapter Logo
Upcoming Events
Meetings are held either in-person or virtually via the web.
In-person meetings will be noted in the announcement below. Otherwise meetings will be virtual. Meeting announcements and registration information for either format will be emailed to all OC AAII members (make sure your email is up to date to receive email announcements--login to, click on your name in upper right hand corner, select My Account, and edit your Local Chapter email preferences).

Meetings are held at 9:00 AM Pacific time on Saturdays for about 2 hours unless otherwise noted.

2024 ---

  • May 18 -- Better Returns With Less Risk by Following the Money, by John Kosar, President and Chief Market Strategist at Asbury Research, LLC., Schaumburg, IL.
  • June 22 -- The Most Important Lessons of My 60 Years as an Investor and Teacher, by Paul Merriman, Founder of The Merriman Financial Education Foundation.

Recap and resources for our last meeting:
     On March 2, 2024, Wade Slome, CFA, CFP, President & Founder of Sidoxia Capital Management, LLC, presented Managing Volatility – What’s in Store for ‘24, in which he discussed --
        • How the stock market typically performs during election cycles and how to position your investment portfolio.
        • Whether the Magnificent 7 (i.e., the largest technology companies) should be embraced or avoided.
        • What globalization and the rise of China means for your investments.

The link to a YouTube video recording of Wade's presentation is now available:

        Click HERE for prior meetings

In person meetings are held at:
The Center at Founders Village
17967 Bushard Street
Fountain Valley CA 92708

AAII Local Chapter Mission Statement:

AAII local chapters, grasssroots organizations led by volunteer AAII members, allows 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

The Orange County Chapter Mission Statement:

  • Provide current information for the individual investor that can be used to improve investment decisions.
  • Deliver educational presentations to increase personal knowledge of fundamental investment principles.
  • Discuss interesting and stimulating topics for general investment/business market interest, discussion and enjoyment
Fountain Valley Founders' Center