Presenters, dates and topics are subject to change as we coordinate details
Robo-Advisors: What They Do and How to Beat Them
Wednesday, July 19, 2017
Presented by: Jaclyn N. McClellan – Editor, AAII Computerized Investing
Online advisory services, or robo-advisers, are a new phenomenon in today’s investing world. With their growing capacity, services and assets under management, it’s important to understand not only what they are but how they work. Many robo services are attempting to cater to individual investors, but are they better than human advisers? If you are considering a robo-advisory service, there are several important elements to look for before handing your money over. While many of the services are intriguing, Jaclyn McClellan will also show how you might get better returns on your own than by using a robo service.
Attend this meeting to learn:
- What robo-advisers are, along with their benefits and caveats
- How the services handle portfolios in changing market conditions
- How the performance of robo-advisers compares to human advisers
Ms. McClellan is an associate financial analyst at AAII and is editor of Computerized Investing, the premier service covering the use of personal computers for financial planning, investment analysis and portfolio management. She contributes articles and reviews to Computerized Investing and writes for the AAII Journal. McClellan also serves on the Stock Superstars Report and Dividend Investing advisory committees.
Wednesday, July 19, 2017
PM 6:30 PM Registration/Social Time
PM 7:00 PM Program Time
PM 8:15 PM Q & A Time
Brecksville Community Center
1 Community Drive
Brecksville, Oh 44141
The site is approximately 1/2 mile south of the junction of Rt. 82 and Rt. 21 (Brecksville Rd.). Those coming south on 77, exit at N. Royalton Rd. and head east to Rt. 21. Community Drive is a circular road on the east side of Rt. 21.
Payment: In Advance (Postmarked by July 14, 2017) All prices are per person.
You may send checks with payment and your contact information in advance to:
Registration Mailing Address:
AAII Cleveland Chapter
PO Box 265
Twinsburg, OH 44087
AAII 2017 Investor Conference
Loews Royal Pacific Resort – Orlando FL
Friday, November 3 – Sunday, November 5, 2017
A wide variety of topics, speakers, seminars, demonstrations, exhibits – all related to improving your education as an investor.
April 19, 2017
Reducing Risk While Increasing Returns With True Diversification
Discussed by: David Johnson President and Chief Investing Officer, Global Capital Group
Notable financial scholars are indicating that the next decade could bring low stock returns coupled with a bearish correction. With many investors at or near retirement the ability to weather severe downturns in the market (e.g., 2000/2008) and capture “crisis alpha” is imperative and what David Johnson calls “mission critical.” Adding investments that are uncorrelated with the stock and bond markets reduces portfolio risk while providing the potential for returns in any market condition. Absolute return investments typically outperform traditional investments in this environment. Johnson will explain these asset classes and how they complement traditional investments to create “mission critical” portfolios.
April 3, 2017
Personal Financial Planning Fundamentals
Presented by: Westside Financial Planning Subgroup
- Basics of investing asset classes such as stocks, bonds and cash
- Fundamentals of Asset Allocation
- How to long term investing helps to build wealth
- Basic investing terminology
November 12, 2016
Creating and Annotating Charts from Scratch
Presented by: Lou Floyd – Retired Research Chemist
August 10, 2016
Finding and Investing in Wonderful Companies
Discussed by: Steve Cronin – Data Scientist, Goodyear
Seminar Resources from the Presenter
Finding and Investing in Wonderful Companies v2 (Adobe Acrobat Format)
Visual Basic Scripts
Links to Selected Information related to the Presentation
Investors at Google
How The Economic Machine Works by Ray Dalio
The Five Rules for Successful Stock Investing: Morningstar’s Guide to Building Wealth and Winning in the Market
Also mentioned by other members:
Stocks mentioned by the audience
Instructions for scripts:
Disclaimer on the multiple stock explore script. The input of too many stock symbols will may bring down your computer. Limit selections to no more than 5 stocks or so a 10 or more stocks can generate in excess of 160 web pages.
- Download and Save the files on a Windows computer
- Make sure Google Chrome is installed –> https://www.google.com/chrome/browser/desktop/index.html (download if you don’t have it)
- Execute the visual basic scriptsThe favorite script currently is the multiple stock explore.vbs as you can put in several stocks such as: MSFT,AAPL,KLIC,DG and if your computer handle you will have 4 separate windows with 16 tabs each for each stock of interest. Please be aware that this will open up n * 16 chrome tabs which could be 64 webpages for only 4 stocks. This is why Cronin created the compare stocks all in one windowl.vbs which only does 2-3 websites for each stock so if you have an average to below average computer use that one, or just look one stock at a time.
The code is super easy so you should be able to add or subtract from it to do pretty much any webpage you want. If you create something new from this that you really like that you think is worth sharing please feel free to share it back with us, or even better if you want to geek out a bit push it as a new file in the github setup for these files at: (Great excuse to try git hub for the first time 😉
February 17, 2016
How Military Service Shaped My Investment Philosophy
Presented by Wesley R. Gray, Ph.D. – CEO/CIO Alpha Architect
These lessons will be supported with information contained in Dr. Gray’s latest book: “DIY Financial Advisor”.
November 7 – November 9, 2015
This was a unique opportunity to hear some of the best speakers in the investment arena who provided exclusive insights to their strategies and recommendations. Participants took home valuable information and new tools for investment success.
Beyond our speakers, we offered all attendees one-on-one time in our exhibit hall to preview new tools for investors and try out some products that might offer you deeper insights into solving those tough investment questions. Our exhibitors also offered workshops featuring either a demo of their product or a focused presentation of their industry. The next conference will be held in 2017.
Audio recordings of sessions are available for purchase.
November 4, 2015
It’s What You Learn After You Know It All That Counts
Presented by Paul Townsend, Associate Vice President – Investment Officer and Fundamental Choice Portfolio Manager.
After 17 years as a stockbroker, Paul Townsend thought he had it all figured out; however, in 2011 he had an epiphany. Using just a few simple yet powerful stock trading disciplines he was able to meaningfully improve his total return. In this presentation, Townsend opened up his toolbox and playbook and teach us about some valuable trading ideas such as the Pocket Pivot, Buyable Gap-Up and the 7-week hold rule.
September 16, 2015
A Proven System for Selecting Winning Stocks
discussed by Ralph Perrini, National Speaker and Education Expert
Mr. Perrini educates audiences on utilizing an investing action plan for Investor’s Business Daily proprietary research tools designed to shorten and refine the search process. He has served as IBD’s Vice President of Sales and Product Training.
July 15, 2015
Dividend Growth Investing
discussed by Brian Nelson, CFA – President, Valuentum Securities
Brian Nelson, president of Valuentum Securities, walked through the ins and outs of cash-flow-based dividend analysis. He showcased the firm’s discounted cash flow methodology that forms the backbone behind the ideas he generates. Nelson also presented the structural reasons why the Valuentum Buying Index works. Seminar slides are available a the Valuentum website.
May 13, 2015
True Sector Rotation: Breaking Through the Efficient Frontier
discussed by Scott Juds, President & CEO of SumGrowth Strategies
March 11, 2015
Basic Options Strategies
Discussed by:Sal Giamarese, Area Manager, Fidelity Investments
November 19, 2014
How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety First Approach
Discussed by:Nicholas G. Atkeson, Partner, Delta Investment Management
September 17, 2014
The Dry, Wonky, and Utterly Essential World of Financial Stability Analysis Discussed by Stephen J. Ong, Vice president in the Banking Supervision and Regulation Department at the Federal Reserve Bank of Cleveland
May 14, 2014
Stock Screening and Analysis Techniques Your Guru Never Taught You
Discussed by:Marc Gerstein – Director of Research, Portfolio123; Editor, Forbes Low Priced Stock Report
January 15, 2014
Behavioral Finance and the Case for Systematic Decision-Making Processes
Discussed by Wesley R. Gray, Ph.D.
The 2013 AAII Investor Conference
Friday, November 15 – Sunday, November 17, 2013Loews Royal Pacific Resort in Orlando, Florida
Audio presentations and selected handouts from the Conference are available from AAII.http://www.aaii.com/conference/
September 18, 2013
The Big Squeeze… How Taxes are Squeezing your Income; How Interest Rates are Squeezing your AssetsDiscussed 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
October 12, 2012
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 Advisors Options and Futures
October 20, 2010
Using StockCharts.com to Find and Monitor Great Stocks – Presented by Chip Anderson – President – StockCharts.com, Inc.
October 20 Program Handout
September 25, 2010
Improve Your Investing Using Barron’s and The Wall Street Journal – – Discussed by John Sawczak, Private Investor and Instructor
July 17, 2010
Chapter Picnic at Coe Lake Park – – Including talks by 3 local investment experts
May 20, 2010
Improving Your Skills in the Fine Art of Selling – Discussed by: Donald Cassidy – President, Retirement Investing Institute
Brecksville Community Center, 1 Community Drive, Brecksville OH 44141
(440) 546-2300 (Please do not contact center for program details)