Presenters, dates and topics are subject to change as we coordinate details
Wednesday, January 14, 2014
7:00 PM – 9:00 PM
Location: Brecksville Community Center
Advance Registration received by January 13, 2014: AAII Member $10.00
At Door (Space Permitting) AAII Member $13.00 / Non-Member $18.00
Behavioral Finance and the Case for Systematic Decision-Making Processes
Discussed by Wesley R. Gray, Ph.D.
Wesley R. Gray, Ph. D., is the founder and Executive Managing Member of Empiritrage, LLC, an SEC-Registered Investment Advisor, and Turnkey Analyst, LLC, a firm dedicated to educating and sharing quantitative investment techniques with the general public. He is also an Assistant Professor of Finance at Drexel University’s LeBow College of Business. Dr. Gray has published two books: EMBEDDED: A Marine Corps Adviser Inside the Iraqi Army and QUANTITATIVE VALUE: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors.
Dr. Gray earned an M.B.A. and a Ph.D. in finance from the University of Chicago Booth School of Business, graduated magna cum laude with a B.S. in economics from The Wharton School, University of Pennsylvania, and served as an active-duty U.S. Marine Corps ground intelligence officer (Captain) in Iraq and various posts in Asia.
Dick Thaler and Cass Sustein in their NY TIMES bestseller, NUDGE, describe two people in the world: Econs and Humans.
- The fundamentals of human bias and their effects on decision-making.
- An overview of the academic studies related to the subject of model versus expert decision-making.
- An understanding for why simple models outperform experts.
- Learn about human bias and how it affects investment decision-making.
- Gain an appreciation for systematic models and how they can improve your investment performance.
- Understand how systematic tools can be coupled with a value investing philosophy to improve your investment process.
The 2013 AAII Investor Conference
Friday, November 15 – Sunday, November 17, 2013
Loews Royal Pacific Resort in Orlando, Florida
Audio presentations and selected handouts from the Conference are available from AAII.
September 18, 2013
The Big Squeeze… How Taxes are Squeezing your Income; How Interest Rates are Squeezing your Assets
Discussed by: Ronald Muhlenkamp
Founder, President and Portfolio Manager – Muhlenkamp Funds
July 10, 2013
How to Sell Well and How to Invest in an Economy That’s Stuck in the Mud
Discussed by: Donald Cassidy, Retirement Investing Institute
April 17, 2013
Six Lessons Learned From 25 Years of Managing Investor’s Money
Discussed by: Donald Morris – Financial Advisor, Raymond James Financial Services
November 14, 2012
Smart Investing: Seeking Reward While Reducing Risk
Discussed by: Charles Rotblut, CFA, Vice President, AAII; Editor, AAII Journal
Intelligent International Investing – Emerging Markets: The Road Ahead
Discussed by: Geoffrey Pazzanese, Vice-President and Portfolio Manager, Federated Investors of Pittsburgh
July 18, 2012
“May You Live in Interesting Times” (Chinese Proverb)
Discussed by: Herb Geissler; Managing Director, St. Clair Group
January 11, 2012
Using Investors Business Daily to Maximize Your Profits
Discussed by: Eddie Ramirez
National Education Speaker, Investor’s Business Daily
October 12, 2011
The Death of Buy and Hold, The Rise of Buy and Trade
Discussed by: Brian Brogan
Chief Market Strategist, ValuEngine, Inc.
September 14, 2011
Where Is the U.S. Economy Today? Are We on the Road to Japan and a Lost Decade?
Discussed by: Ronald H. Muhlenkamp, CFA
Founder, President and Portfolio Manager, Muhlenkamp & Company Inc.
June 8, 2011
The Maelstrom in Washington and Its Effects on Wall Street and Your Portfolio
Discussed by Lauren Rudd, Syndicated Columnist, Talk Show Host, Instructor; Partner, Day Hagen Asset Management
May 18, 2011
All I Needed to Know About the Stock Market I Learned in Kindergarten
Discussed by: Paul Townsend, Associate Vice President–Investments, Wells Fargo Advisors LLC
April 13, 2011
Commodity Markets and How Investors Can Use Them
Discussed by Andy Waldock – Head of Market Research, Commodity & Derivative AdvisorsOptions and Futures
October 20, 2010
Using StockCharts.com to Find and Monitor Great Stocks
Presented by ChipAnderson – President – StockCharts.com,Inc.
Improve Your Investing Using Barron’s and The Wall Street Journal – September 25, 2010
Discussed by John Sawczak, Private Investor and Instructor
Information is the key to making knowledgeable investment decisions. The keys to learn how to locate the pertinent information in these publications, in order to derive the required market knowledge and a clear picture of the current economic environment needed for effective investing, were covered. In addition, the powerful and extensive online information and services of these publications was discussed.
Chapter Picnic at Coe Lake Park – July 17, 2010
Including talks by 3 local investment experts
Improving Your Skills in the Fine Art of Selling – May 20, 2010
Discussed by: Donald Cassidy – President, Retirement Investing Institute
Investors typically find buying stocks easier than selling them. Don Cassidy examined and illustrated key challenges individuals face in selling profitably and will offer an antidote to “buy-and-hope” propaganda. Don’s behavioral-finance approach focused on what makes selling hard and how to overcome its problems. He described practical solutions, outlined a procedural checklist, and provided concrete suggestions on setting sell rules and avoiding common mistakes.