Next Meeting

No Meeting in August.

Next Investor Workshop

September 16, 2017

"Principles of Factor Investing "
Alberto Rossi,
Assistant Professor of Finance, R.H. Smith School of Business, University of Maryland
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
Advance registration by mail, or on-line until 09/09/17 - $35.00 per person
Late registration on-line 09/13/17 until 09/14/17 - $40.00 per person
At the door registration, space permitting - $45.00 per person
Registration: 9:00 AM
Continental Breakfast/Social Time : 9:00 AM
Program Time; 9:30 AM to 11:30 AM

Presentation Description:

Professor Alberto Rossi will introduce the audience to the modern principles of factor investing. The first portion of the program will introduce the basic concepts of factor investing and then transition to the second portion, which will introduce and discuss the modern techniques currently used by professional asset managers. Rossi will also cover the basics of how to analyze and evaluate the performance of mutual funds and exchange-traded funds (ETFs).

Attend this meeting to learn:

  • How to cost-effectively obtain a well-diversified portfolio.
  • The ins and outs of investing in ETFs.
  • An objective approach to assessing the performance of your investment portfolio.


Alberto Rossi is an assistant professor of finance for the Smith School of Business at the University of Maryland. His research interests include theoretical and empirical asset pricing, portfolio choice and financial econometrics. His recent work concentrates on networks, individual investors' performance, and the risk-return trade-off in financial markets. He's worked extensively in analyzing big data, collaborated with major U.S. brokerage houses and has analyzed their confidential investor performance data. Rossi publishes in leading academic journals: The Journal of Finance, Review of Financial Studies,and Journal of Financial Economics and Management Science. A prior Federal Reserve Board of Governors' economist in Washington D.C., he earned his Ph.D. in Economics from the University of California, San Diego.

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for September 16, 2017 meeting

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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

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

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