| Week |
Date |
Topics |
Speaker |
Link to Notes |
| 1 |
Sep 3rd |
- Welcome to the OLLI Investment Study Group (OISG)
- Meet the seminar participants
|
Genie Floyd & Bruce Crawford |
Link
|
| 2 |
Sep 10th |
- Creating a presentation topic (Fall 2025)
|
Bruce Crawford & Genie Floyd |
Link
|
| 3 |
Sep 17th |
- Selecting defense stocks (Bruce)
- Introduction to Aerospace & Defense industry (Matt)
|
Matt Viereck & Bruce Crawford |
Link
|
| 4 |
Sep 24th |
- Vibe coding, vibe hacking and artificial intelligence (AI) agent interaction
|
Genie Floyd & Bruce Crawford |
Link
|
| 5 |
Oct 1st |
- Vibe coding, vibe hacking and artificial intelligence (AI) agent interaction
- Introduction to technical analysis
|
Bruce Crawford & Matt Viereck |
Link
|
| 6 |
Oct 8th |
- Introduction to technical analysis (cont'd)
|
Genie Floyd & Bruce Crawford |
Link
|
| 7 |
Oct 15th |
- A basic meat and potatoes option portfolio (Guy)
- Market recap (Matt)
|
Guy Werner & Matt Viereck |
Link
|
| 8 |
Oct 22nd |
- Comments on the state of the markets this week (Matt)
- Actively managed exchange traded funds (Bruce)
- Pricing and payment innovations (Bruce)
|
Bruce Crawford & Matt Viereck |
Link
|
| 9 |
Oct 29th |
- Delaware Focus List and thinkorswim
|
Anil Parikh |
Link
|
| 10 |
Nov 5th |
- Open
Seminar participants |
Link
|
|
| 11 |
Nov 12th |
|
Seminar participants |
Link
|
| 12 |
Nov 19th |
|
Seminar participants |
Link
|
| - |
Nov 26th |
- Thanksgiving week - No class
|
None |
Link
|
| 13 |
Dec 3rd |
|
Seminar participants |
Link
|