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American Association of Individual Investors

Washington, DC

Investment Education for the Individual Investor

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March 20, 2010

Presenter:
Randy Beeman
Managing Director
Wise Investor Group at R.W. Baird & Co.
Topic:
"Value Investing for Today’s Market"
Location:
Courtyard by Marriott - Alexandria Pentagon South
4641 Kenmore Avenue (at 395 and Seminary Road)
Alexandria, Virginia 22304
Telephone: 703-751-4510
Note: Parking at the hotel is free.
Free shuttle service from Reagan National Airport Metro Stop is provided by the hotel.
Go to National Airport baggage claim, door #5.
Cost:
Advance registration by mail, or on-line until 03/16/10 - $25.00
Full registration on-line 03/17/10 until 03/19/10 - $30.00
At the door registration, space permitting - $30.00
Schedule:
Registration/Continental Breakfast - 9:00 a.m.
Program: 9:30 a.m. to 11:30 a.m.

Details:
Randy Beeman’s presentation will be a summary of the macro factors driving the volatile movements of the equity markets and a discussion of the most effective ways to apply the principles of value investing in the current environment in order to achieve attractive returns while minimizing risk.
Attend this meeting to learn:
  • What drove investment markets in 2009 and will drive them in 2010.
  • How to best position your investment portfolio.
  • Which sectors are most attractive and which are over valued.
Reasons to attend:
  • To better understand macro forces and their effect on your portfolio.
  • To get some concrete ideas you can research further.
  • To increase your knowledge of value investing.

Randy Beeman is the host of the weekly investment radio show, The Wise Investor Show, and is a frequent financial commentator on local and national news programs. He is also the Managing Director of the Wise Investor Group, a team of professional portfolio managers and financial planners based in Reston, Virginia. They manage $1.7 billion in client assets by following a value oriented, conservative strategy.


Get reservation form for March 20, 2010 Meeting
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April 17, 2010

Presenter:
Donald Cassidy
Managing Director
President, Retirement Investing Institute
Topic:
"Improving Your Skills in the Fine Art of Selling"
Location:
Courtyard by Marriott - Alexandria Pentagon South
4641 Kenmore Avenue (at 395 and Seminary Road)
Alexandria, Virginia 22304
Telephone: 703-751-4510
Note: Parking at the hotel is free.
Free shuttle service from Reagan National Airport Metro Stop is provided by the hotel.
Go to National Airport baggage claim, door #5.
Cost:
Advance registration by mail, or on-line until 04/13/10 - $25.00
Full registration on-line 04/14/10 until 04/16/10 - $30.00
At the door registration, space permitting - $30.00
Schedule:
Registration/Continental Breakfast - 9:00 a.m.
Program: 9:30 a.m. to 11:30 a.m.

Details:
The antidote for buy-and-hope propaganda, this talk will uncover and illustrate the selling problems individuals face and will provide practical solutions and a checklist. Investors have much more difficulty in selling than in buying. The speaker will focus on what makes selling hard, and therefore how to overcome its problems. A behavioral-finance approach is the basis, and will be explained. He will then provide concrete suggestions on how to set selling rules and what mistakes to avoid. His presentation on this topic at the 2009 AAII National Conference was attended by over 200.
Attend this meeting to learn:
  • Why we all have such trouble selling.
  • How to spot personal behaviors to work on.
  • Key signals not to ignore.
Reasons to attend:
  • Gain new tools in your investing arsenal.
  • Avoid holding and hoping until losses become large.
  • Get answers to specific questions from author/speaker.

Don Cassidy is program chairman of the Denver AAII Chapter and has given nearly 200 talks over 15 years for AAII Chapters, SIGs, and National conventions. A graduate of the Wharton School and retired senior analyst at funds tracker Lipper, he has created a foundation to educate adults about investing. He is author of five books, including It's When You Sell that Counts! and Trading on Volume. He is a member of the CFA Society of Colorado and serves on the international speakers bureau of the CFA Institute.


Get reservation form for April 17, 2010 Meeting
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Next Investor Workshop

To Be Announced




Chapter Officers

  • President:
     Peter Chandler
  • Vice President:
     Joseph Croman
  • Secretary:
     Wilbert Nixon
  • Treasurer:
     Gloria Loew


Board of Directors

  • Atul Agrawal
  • Robert Bigrigg
  • Bernard Cohen
  • Tony Hausner
  • Sondra Katz
  • Helen Kirkpatrick
  • Joy Garrish
  • Vas Madhava
  • Carroll Towey
  • Harold Wittman
 
 

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