Upcoming Chapter Meeting: AAII Los Angeles

Posted on April 12, 2014 | Local Chapters


Date: Saturday, April 19, 2014
Topic: Global Value: Spotting Bubbles, Avoiding Crashes, and Big Returns
Speaker: Mebane Faber, Chief Investment Officer, Cambria Investment Management

Investment bubbles and manias have existed within markets throughout human history, but investors can learn to avoid the extreme losses that occur when those bubbles burst. Using the time-tested method of valuing securities with earnings smoothed over many years can be very helpful. We can then create a trading system to build global stock portfolios based on valuation, and find significant outperformance by selecting markets based on relative and absolute valuation. In this presentation, Mebane Faber will explain how to do this.

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Upcoming Chapter Meeting: AAII Washington D.C. Metro

Posted on April 12, 2014 | Local Chapters


Date: Saturday, April 19, 2014
Topic: Managing Your Money During Retirement
Speaker: Maria Crawford Scott, Former Editor, AAII Journal

This presentation discusses the best methods for investing and managing your savings during your retirement years. It focuses on how much you can safely withdraw from your portfolio each year to ensure your nest egg supports you throughout your lifetime, withdrawal rules to help squeeze out more from your portfolio and what kind of asset allocation mix is most appropriate during your retirement.

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Upcoming Chapter Meeting: AAII Southwest Florida

Posted on April 10, 2014 | Local Chapters


Date: Thursday, April 17, 2014
Topic: Using Behavioral Finance to Improve Investment Profits
Speaker: Don Cassidy, Founder and President, Retirement Investing Institute

The traditionalist approach to stocks (markets are efficient and rational) has been supplemented by recognizing the crucial human element. Insight into behavioral finance can significantly improve investment and trading results, since it gives a fuller picture of what actually moves the market. This presentation by Don Cassidy will describe key behavioral finance concepts (there’s a lot more than fear and greed!) to help you identify factors penalizing your returns. Specific behavioral finance approaches will show how to measure market sentiment. Cassidy will also include evidence from several charts, as well as some very surprising sources of behavioral finance insight that help with timing entry and exit points.

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Upcoming Chapter Meeting: AAII Central Florida

Posted on April 9, 2014 | Local Chapters


Date: Wednesday, April 16, 2014
Topic: The Fiscal Health of the Nation
Speaker: Richard White, President, Richard Allan White and Associates LLC

In this presentation, Richard White will discuss the fiscal challenges facing the nation. He will review the U.S. government’s budget for fiscal-year 2014, the U.S. government’s financial report for fiscal-year 2013 and the fiscal sustainability outlook for the nation.

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Upcoming Chapter Meeting: AAII Dallas/Fort Worth

Posted on April 9, 2014 | Local Chapters


Date: Wednesday, April 16, 2014
Topic: What You Don’t Know About Trading, But Should
Speaker: Ian Naismith, President, Naismith Trading Labs Inc.

As a quant technician, Ian Naismith is familiar with the games played in the trading process that most investors are not aware of. His presentation will highlight some common practices that can reduce your potential profit. In addition, he will comment upon high-frequency trading systems and robots, and how the market can become illiquid quickly.

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Upcoming Chapter Meeting: AAII Columbus

Posted on April 9, 2014 | Local Chapters


Date: Wednesday, April 16, 2014
Topic: Dynamic Global Strategies for Intelligent Investing
Speaker: Brial Wissman, Vice President and Branch Manager Columbus, Charles Schwab

Brial Wissman and Tim Kohn will present an overview of Schwab Capabilities for the independent investor, with additional focus on global investment strategies provided through Windhaven Investment Management, Inc. Windhaven is a leading investment advisory firm and an affiliate of Charles Schwab. Characterized by a proactive approach that seeks to capture growth in rising markets while attempting to reduce exposure in declining ones, Windhaven has created a range of diversified strategies available through Schwab.

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Upcoming Chapter Meeting: AAII Silicon Valley

Posted on April 5, 2014 | Local Chapters


Date: Saturday, April 12, 2014
Topic: 2014 U.S. and Global Outlook: Markets and the Economy
Speaker: Michael Yoshikami, CEO and Founder, Destination Wealth Management

Today’s economic environment is both challenging and puzzling. Economies and markets do not always synchronize in terms of recovery, and that has never been more evident than it is now. For this reason, understanding economic issues is critical in formulating the correct investment strategy for changing global conditions. This presentation by Michael Yoshikami seeks to provide insight into the current state of economic recovery on a global basis and presents a few thoughts regarding possible investment strategies in response to these conditions. A discussion forum will be held post-presentation with the speaker and members of the board.

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Upcoming Chapter Meeting: AAII Charlotte

Posted on April 5, 2014 | Local Chapters


Date: Saturday, April 12, 2014
Topic: How to Prevent and Detect Fraud
Speaker: Glenn L. Helms, Ph.D.,

Aggressive fraud prevention requires awareness of many different factors, like identification of typical perpetrators, schemes and areas of vulnerability. This session uses the most current research findings to increase your awareness of common fraud schemes, recommended controls for high-risk areas, and best practices for fraud prevention and detection.

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Upcoming Chapter Meeting: AAII Research Triangle

Posted on April 5, 2014 | Local Chapters


Date: Saturday, April 12, 2014
Topic: Finding a Stock Winner: First Step Screening
Speaker: Joe Lan, CFA, Financial Analyst, AAII

While successful money managers may differ in their investing philosophy, a disciplined approach to selecting and pruning investments is a common characteristic. Joe Lan, a financial analyst at AAII, will show how computerized stock screening systems can be used to reduce a large universe of stocks into a manageable group of prospects that match your investment style. He will walk through the process of developing and implementing both a value and a growth screen using AAII’s Stock Investor Pro fundamental analysis database and screening program.

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Upcoming Chapter Meeting: AAII Long Island

Posted on April 2, 2014 | Local Chapters


Date: Wednesday, April 9, 2014
Topic: Risk and the Global Capital Markets
Speakers: Brian Luster, Principal and Portfolio Manager, The Abernathy Group II; Steve Abernathy, Manager Member and Portfolio Manager, The Abernathy Group II

Federal Reserve policy has caused investors to move further along the risk spectrum away from short-term income-producing investments into longer-term, more speculative investments. Convinced that Bernanke’s “Fed put” will not prevent further negative systemic macroeconomic events from transpiring, Brian Luster will discuss his firm’s cautious outlook for the U.S. and global equity and credit markets. Steve Abernathy will then offer a general perspective on risk management in the portfolio allocation process, and some outside-the-box ways of thinking about risk management that differ significantly from the perspective offered by modern portfolio theory.

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