AAII 2015 INVESTOR CONFERENCE
PROGRAM GUIDE
EVENT SPONSORS
Saturday at a Glance
10:00 a.m. – 6:00 p.m.
AAII REGISTRATION
DESK
Registration & Check-In
(Note:You do not have to check
in at the registration desk before
attending Saturday’s events.)
11:00 a.m. – 12:30 p.m.
EVENT CENTER
OPENING CEREMONY
KEYNOTE PRESENTATION
11/7
1:30 p.m. – 2:45 p.m.
PLATINUM
3:00 p.m. – 4:15 p.m.
PLATINUM
4:30 p.m. – 5:45 p.m.
EVENT CENTER
The Value of Dividends
PANEL DISCUSSION
John Buckingham
The Prudent Speculator
Timeless Lessons Learned
From Tracking Advisers for
Over 30 Years
GOLD
Mark Hulbert
Hulbert Financial Digest
Introduction to
Stock Investor Pro
GOLD
Best Strategies & Ideas
for Income and Growth
Hareesh Jayanthi
AAII
Smart Investing: Seeking
Reward While Reducing Risk
Moderated by
Matt Schifrin
SILVER
Charles Rotblut, CFA
AAII
Forbes Panelists:
Editor of The Prudent Speculator
John Buckingham; editor of Forbes
Dividend Investor John Dobosz;
fixed-income columnist Richard
Lehmann; editor of Forbes Investor
Taesik Yoon
The Evolution of Indexing
Stop Acting Crazy: A Fun
and Insightful Look at
Behavioral Finance
Carl Richards
The New York Times
Walter Lenhard
Vanguard
BRONZE 1
EXHIBITOR WORKSHOP
Annuities:The Good,
The Bad,The Truth
12:30 p.m. – 1:30 p.m.
EXHIBITOR AREA
Stan The Annuity Man
Enjoy perusing the
exhibit booths
EXHIBITOR WORKSHOP
EVENT CENTER
Book Sale Booth Open
BRONZE 2
Deflation Beaters
SILVER
Relative Strength Investing:
The Art of Riding Winners
Michael Kahn
Barron’s Online
BRONZE 1
EXHIBITOR WORKSHOP
Nick Taggart
Taggart Income Investments
EXHIBITOR WORKSHOP
BRONZE 3/4
Rick Ferri, CFA,
Portfolio Solutions
PALACE 3/4/5
EXHIBITOR WORKSHOP
Generating Income in
Your Portfolio With Covered
Calls and Cash Secured Puts
Joe Burgoyne
Options Industry Council
Sponsored by
BRONZE 2
Using Convertibles for ReducedVolatility Equity Investing
Index Investing: From
Evolution to Pollution
Welcome Reception
Income Opportunities in the
Hotel Sector
Bernard R. Horn, Jr.
Polaris Capital Management
SPONSOR WORKSHOP
6:00 p.m. – 7:00 p.m.
EVENT CENTER
James Dinsmore
Dinsmore Capital Management
BRONZE 3/4
Investing Over a Lifetime:
Why Long-Term Stock Market
Holding Periods Matter
Julie Jason
Grant Investment Advisers
PALACE 3/4/5
EXHIBITOR WORKSHOP
Looking for Elephants
Fred Richards
Strategic Investing
Exhibitor Area open 12:30 p.m. – 7:00 p.m. (closed 4:30 – 5:45 p.m. during panel)
Sunday Morning at a Glance 7:30 a.m. – 8:30 a.m. 8:30 a.m. – 9:45 a.m.
AAII REGISTRATION
DESK
Registration & Check-In
EVENT CENTER
Continental Breakfast
11/8
9:45 a.m. – 10:30 a.m. 10:30 a.m. – 11:45 a.m.
PLATINUM
EVENT CENTER
PLATINUM
Understanding ETFs
and the Importance of
Their Construction
Break
Stock Investing Strategies
& Executions
Coffee served from
10:00 – 10:15 a.m.
Neil Leeson
Spyglass Trading LP
GOLD
GOLD
Investing for Income
in 2016
Sponsored by
EXHIBITOR AREA
Book Sale Booth Open
Richard Lehmann
Income Securities Advisor
SILVER
Sentiment Analysis: How
Media Affect Investors
and Influence Prices
Richard L. Peterson
MarketPsych LLC
Raymond A. Rondeau
Q-Prime2
Sponsored by
EXHIBITOR AREA
Book Sale Booth Open
7 Keys to Successful
Retirement Portfolio
Planning
Christine Benz
Morningstar
SILVER
Why Value Investing Is
Simple, but Not Easy
Wesley Gray, Ph.D.
Alpha Architect
BRONZE 1
BRONZE 1
EXHIBITOR WORKSHOP
EXHIBITOR WORKSHOP
Small-Cap Stock Clinic
Generate Cash and Buy
at a Discount Using Two
Low-Risk Option
Strategies
Douglas Gerlach
Investor Advisory Service/
SmallCap Informer
Alan Ellman
Blue Collar Investor Corp.
BRONZE 2
EXHIBITOR WORKSHOP
EXHIBITOR WORKSHOP
A Disciplined Approach
to ETF Rotation With
Downside Protection
Investor Protection:
Tools and Resources
Nicholas Atkeson
Delta Investment Management
BRONZE 2
Kristen Scaletta
National Futures Association
BRONZE 3/4
BRONZE 3/4
EXHIBITOR WORKSHOP
SPONSOR WORKSHOP
Evaluating Investment
Advice and Market Events
Learn an IBD Routine for
Consistently Making Money
in the Stock Market
Uri Gruenbaum
TipRanks
Barbara James
Investor’s Business Daily
PALACE 3/4/5
EXHIBITOR WORKSHOP
High-Performance
Low-Drawdown Portfolios
Made Easy
PALACE 3/4/5
EXHIBITOR WORKSHOP
Making Money Regardless
of Market Direction
Jim Farrish
JimsNotes.com
Scott Juds
SumGrowth Strategies
Exhibitor Area open 7:30 a.m. – 5:15 p.m. (closed 12:00 – 1:30 p.m. during lunch)
Sunday Afternoon at a Glance
12:00 p.m. – 1:30 p.m. 2:15 p.m. – 3:30 p.m.
11/8
3:30 p.m. – 4:00 p.m.
4:00 p.m. – 5:15 p.m.
EVENT CENTER
PLATINUM
EVENT CENTER
PLATINUM
LUNCHEON
Finding a Stock Winner:
First Step Screening
Break
No Refreshments
Combining the Best Stock
Selection Factors
Jaclyn McClellan
AAII
EXHIBITOR AREA
Patrick O’Shaughnessy
O’Shaughnessy Asset
Management
A Contrary View of 2016
GOLD
Ken Fisher
Forbes columnist and CEO
of Fisher Investments
Managing Your Money
During Retirement
1:30 p.m. – 2:15 p.m.
EXHIBITOR AREA
Maria Crawford Scott
AAII
SILVER
Book Sale Booth Open
GOLD
Determining a Stock’s
True Worth
Wayne A.Thorp, CFA
AAII
SILVER
Enjoy perusing the
exhibit booths
Investing in ShortTerm Savings and Cash
Investments
Investing in an Age of
Volatility
EXHIBITOR AREA
Greg McBride, CFA
BankRate.com
Jim Jubak
Jubak Asset Management
Book Sale Booth Open
BRONZE 1
BRONZE 1
EXHIBITOR WORKSHOP
EXHIBITOR WORKSHOP
Santander Shareholder
Relations Third-Quarter
Overview
Mission Critical Retirement
Portfolios: Remove Risk
While Increasing Returns
William Sullivan
Santander
David Johnson
Global Capital Group
BRONZE 2
BRONZE 2
EXHIBITOR WORKSHOP
EXHIBITOR WORKSHOP
Why a Disciplined,
Multi-Asset-Class Strategy
Matters in Today’s Economy
Does Long-Term Fund
Performance Matter?
Kathryn Kramer Klein
Permanent Portfolio
Family of Funds
BRONZE 3/4
SPONSOR WORKSHOP
Index Investing: From
Evolution to Pollution
Janet Brown
FundX Investment Group
BRONZE 3/4
EXHIBITOR WORKSHOP
Income Versus Growth:
How to Position Your
Portfolios for 2016
Rick Ferri, CFA
Portfolio Solutions
Taesik Yoon &
John Dobosz
Forbes
PALACE 3/4/5
PALACE 3/4/5
EXHIBITOR WORKSHOP
Saving for Retirement
(Without Living Like a
Pauper or Winning
the Lottery)
Top Tips and Resources for
a Financially Secure Year
Peter Chandler &
Erroll Angara
FINRA
Gail MarksJarvis
Chicago Tribune
Exhibitor Area open 7:30 a.m. – 5:15 p.m. (closed 12:00 – 1:30 p.m. during lunch)
Monday Morning at a Glance
8:30 a.m. – 9:00 a.m. 9:00 a.m. – 10:15 a.m.
11/9
10:15 a.m. – 10:45 a.m. 10:45 a.m. – 12:00 p.m.
EVENT CENTER
PLATINUM
EVENT CENTER
PLATINUM
Continental Breakfast
AAII Shadow Stock
Portfolio: From Theory to
Practical Application
Break
No Refreshments
MAGNET Stock Selection
and Portfolio Management
in Volatile Times
Sponsored by
Wayne A.Thorp, CFA
AAII
GOLD
Common Sense Investing
Strategies That Work in an
Uncertain World
Jack Ablin
BMO Private Bank
SILVER
The Incredible
Shrinking Alpha
EXHIBITOR AREA
Jordan Kimmel
InvestView Inc.
Enjoy perusing the
exhibit booths
GOLD
Building a Diversified
“Core” for Every Portfolio
Craig Israelsen, Ph.D.
7Twelve Portfolio
SILVER
Avoid the Top 10 Mistakes
Made With Beneficiary
Designations
Larry Swedroe
BAM Alliance
John Horn and
Dera Johnsen-Tracy
Horn & Johnsen SC
BRONZE 1
EXHIBITOR WORKSHOP
BRONZE 1
Predicting Market Trends
EXHIBITOR WORKSHOP
Peter Miller
Barron’s
Bridging the Behavior Gap:
Rules and Tools for SelfDirected Investors
BRONZE 2
Richard M. Smith, Ph.D.
TradeSmith
EXHIBITOR WORKSHOP
Overview of the SEC and
Regulatory Impact on
Retail Investors
EXHIBITOR WORKSHOP
Lori J. Schock
SEC
Safe and Growing
Dividends
BRONZE 3/4
Christopher Barry
National Retail Properties
BRONZE 2
SPONSOR WORKSHOP
Find Stocks With the Most
Potential for Big Gains
With Leaderboard
Jonathan Howard
Investor’s Business Daily
BRONZE 3/4
EXHIBITOR WORKSHOP
Why Thematic Investing
Works
Hardeep Walia
Motif Investing
PALACE 1/2
EXHIBITOR WORKSHOP
What You DIDN’T Know
About Covered Calls (And
How You Can Structure
Them Better)
PALACE 1/2
EXHIBITOR WORKSHOP
Intelligent, Rule-Based ETF
Investment Strategies
Dan Passarelli
Market Taker Mentoring
Exhibitor Area open 8:30 a.m. – 12:00 p.m.
Alexander Horn
Logical Invest