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October 17, 2015

"Major Trends in Factor Investing"
Patrick O'Shaughnessy,
Principle & Portfolio Manager/O'Shaughnessy Asset Management
Sheraton Pentagon City Hotel
900 South Orme Street
Arlington, Virginia 22204
Telephone: 703­-521-1900
Note: Parking at the hotel is free.
Advance registration by mail, or on-line until 10/13/15 - $35.00 per person
Late registration on-line 10/14/15 until 10/16/15 - $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
Two of the largest trends in investing are flows out of actively managed mutual funds and into index and "smart beta" strategies. In this presentation, Patrick O'Shaughnessy will give an overview of these two trends and highlight an opportunity hidden beneath these trends. By combining the best elements of active and passive investing, individual investors can build a unique portfolio poised to outperform the broad market over time.
Attend this meeting to learn:
  • What stock selection factors have been most effective through history.
  • What trends are dominating the investing industry today.
  • What types of stocks look attractive today.
Reasons to attend:
  • Have an open discussion on stock selection strategies.
  • Be able to better understand the passive, active debate.
  • Leave with ideas for stock selection and portfolio construction.

Patrick O'Shaughnessy is a Principal and Portfolio Manager at O'Shaughnessy Asset Management (OSAM). Patrick is an equity owner in OSAM and a member of the firm's Operating Committee. He is the author of Millennial Money: How Young Investors can Build a Fortune, published by Palgrave Macmillian. Patrick is also a contributing author to the fourth edition of What Works on Wall Street. He holds a B.A. in Philosophy from the University of Notre Dame and is also a Chartered Financial Analyst. He lives with his wife and son in Greenwich, Connecticut.

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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

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

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