Next Meeting

May 20, 2017

Topic:
"Factor-based Investing Inspired by Wall Street Greats like Lynch & Buffett"
Presenter:
John P. Reese,
CEO and Founder, Validea Capital Management, LLC.
Location:
Richard J. Ernst Community Cultural Center
Northern Virginia Community College - Annandale Campus
8333 Little River Turnpike
Annandale, Virginia 22003
Telephone: 703­-323-3000
Note: Parking at the Community College is free.
Map-Meeting Location
Campus Map
Cost:
Advance registration by mail, or on-line until 05/16/17 - $35.00 per person
Late registration on-line 05/17/17 until 05/19/17 - $40.00 per person
At the door registration, space permitting - $45.00 per person
Schedule:
Registration: 9:00 AM
Continental Breakfast/Social Time : 9:00 AM
Program Time; 9:30 AM to 11:30 AM

Presentation Description:

One of the hottest new areas in investing is called Factor-based investing. What is it? Academic research has shown long-term outperformance when portfolios are tilted towards stocks with specific "factors", or characteristics. Value stocks, momentum, quality and size are some of the individual factors that have exhibited degrees of outperformance. However, another way to utilize factors is by combining them. John Reese, founder of Validea.com and Validea Capital Management, will discuss his investing system, which is built off of the strategies of famous investors. John and his team construct concentrated and actively run portfolios of top rated stocks using the Gurus' investing models.

Reasons to attend:

  • The factors used by Buffett, Lynch and other investors in analyzing stocks.
  • How integrated factor models are built and utilized in actual money management products.
  • How to diversify between various factor-based approaches.

Biography:

John P. Reese is a pioneer in the online investment research arena & quantitative investing using strategies of investing legends. John, the author of "The Guru Investor: How to Beat the Market Using History's Best Investment Strategies", is Founder & CEO of Validea.com, an independent stock research firm, and Validea Capital Management, a boutique asset management company. Validea Capital is an advisor on an active equity factor-based ETF and offers a new Digital Advisor, Validea Legends Advisor. John's research team also runs The Guru Investor blog, linking investors with the world's brightest investment minds. A graduate of MIT & Harvard Business School, John holds two patents in automated stock analysis. He's a regular columnist for Forbes, RealMoney.com and Canada's Globe & Mail.

Get reservation form
for May 20, 2017 meeting

Get driving directions to NVCC Campus from your location

◊ ◊ ◊ ◊ ◊ ◊ ◊ ◊ ◊ ◊ ◊

Next Investor Workshop

Watch for Details



Chapter Officers

  • President:
     Steven Arquiette
  • Vice President:
     Wilbert Nixon
  • Secretary:
     Atul Agrawal
  • Treasurer:
     Gloria Loew

Board of Directors

  • Peter Chandler
  • Joseph Croman
  • Joy Garrish
  • Martha Granger
  • Tony Hausner
  • Sondra Katz
  • Vas Madhava
  • Kenneth Williams

Contact Information

General Information
301­-593-4542
Questions about registration
703­-879-8480

To subscribe to our monthly e-mail announcements
click here

Mailing Address
AAII Washington DC Metro Chapter
P.O. 2751
Merrifield, VA 22116


Links to
AAII National
Website
  • Home page
  • Local Chapter