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Next Workshop

Next Meetings

March 21, 2015

Topic:
"MLP 101: What You Need to Know About Investing in MLP's
Presenter:
Mary S. Lyman,
Executive Director, National Association of Publicly Traded Partnerships
Location:
Sheraton Pentagon City Hotel
900 South Orme Street
Arlington, Virginia 22204
Telephone: 703­-521-1900
Note: Parking at the hotel is free.
Map
Cost:
Advance registration by mail, or on-line until 3/17/15 - $35.00 per person
Late registration on-line 3/18/15 until 3/20/15 - $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
Details:
Many investors looking for an income-oriented investment with an attractive yield are considering investing in MLP's. MLP's can offer many advantages, including a quarterly income stream, tax advantages, growth potential, and an opportunity to invest the build out of energy infrastructure expected to occur over the next several years. However, MLP's can offer challenges as well, particularly when it is time to fill out your tax return. This presentation will examine the universe of MLP's and how they work, give you an idea what to expect as an MLP investor, walk you through how your investment is taxed, and provide information on some alternatives to direct investment in MLP's.
Attend this meeting to learn:
  • The basics of what MLPs are and what the MLP universe looks like.
  • The unique way that an MLP investment is taxed.
  • Alternatives to direct investment in MLPs.
Reasons to attend:
  • To learn about MLPs, an investment with which many investors are not yet familiar.
  • To understand the benefits and complexities that come with investing in MLP's.
  • To learn about some alternative ways of investing in MLPs for those not wanting a direct investment.

Mary Lyman serves as Executive Director of the National Association of Publicly Traded Partnerships (NAPTP), a trade association of publicly traded ("master") limited partnerships (PTP's or MLP's) and those who work with them. As executive director, Ms. Lyman directs NAPTP's efforts with regard to federal and state government affairs, public and investor relations, and other matters of common concern to MLP's and their investors. A recognized expert on MLP's who has been working with them for over 25 years, Ms. Lyman has spoken about MLPs in a number of forums. Ms. Lyman began her Washington career as a legislative assistant for tax issues in the House of Representatives, working for a member of the House Committee on Ways and Means. She received her B.A. from Dickinson College and her J.D. from Harvard Law School.

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for March 21, 2015 meeting

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April 18, 2015

Topic:
"Guerrilla Approaches to Finding and Evaluating Stocks
Presenter:
Marc Gerstein,
Director of Research, Portfolio 123 and Editor of Forbes Low-Priced Stock Report
Location:
Sheraton Pentagon City Hotel
900 South Orme Street
Arlington, Virginia 22204
Telephone: 703­-521-1900
Note: Parking at the hotel is free.
Map
Cost:
Advance registration by mail, or on-line until 4/14/15 - $35.00 per person
Late registration on-line 4/15/15 until 4/17/15 - $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
Details:
Many of us have long appreciated the ideas of investing in stocks the crowd is not seeing. But here's the problem. The gurus who taught us such lessons have become so widely (and deservedly) respected, they've become the crowd! So what can we do now? We need to work smarter. We need to find stocks not only being missed by the ignorant herd, but we also need to find stocks being missed by the good guys and those who apply their lessons.
Attend this meeting to learn:
  • How to see things in company fundamental numbers that others aren't seeing.
  • How to think creatively about stock valuation.
  • How much fun such tasks really are.
Reasons to attend:
  • To get an edge over those who still think Buffettology is still a secret insight.
  • To get an edge over those who still think dividing "P" by "E" is calculating real value.
  • Because if you stay home you'll probably wind up scrubbing the kitchen floor and who wants to spend Saturday morning doing that.

Marc H. Gerstein spent his career analyzing stocks, educating investors, and helping to develop stock screening platforms at Value Line and various web sites. He is presently Director of Research at Portfolio123 and Editor of Forbes Low-Priced Stock Report. His commentary can be found on SeekingAlpha.com.com and Forbes.com. He has authored three books, Screening the Market (Wiley, 2002), The Value Connection (Wiley 2003), Atlas Upgrades: Objectivism 2.0 (Create Space, 2013) and is presently working on a novel with a Wall Street setting, and a book with Stanford's Dr. Charles Lee based on the l atter's course in "Alphanomics."

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for April 18, 2015 meeting

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Next Investor Workshop

Details to Be Announced


Chapter Officers

  • President:
     Wilbert Nixon
  • Vice President:
     Joseph Croman
  • Secretary:
     Atul Agrawal
  • Co-Treasurers:
     Joy Garrish
    Gloria Loew

Board of Directors

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

Contact Information

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

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


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