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June 20, 2015

"12+ Years of Systematic Investing Using the Strategies of Wall Street Legends -
Do the Strategies of Investing Great Still Work Today?
John P. Reese,
CEO and Founder, & Validea Capital Management, LLC
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 6/16/15 - $35.00 per person
Late registration on-line 6/17/15 until 6/19/15 - $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
John P. Reese walks investors through the systematic stock selection approaches of history's greatest investors: Warren Buffett, Peter Lynch and Ben Graham. Mr. Reese has been tracking model portfolios based on the stock selection strategies of these successful investors since 2003, and the result may surprise you! Reese will discuss the guru strategies he follows and how investors can develop a highly disciplined and repeatable portfolio management framework on top of each model. The presentation is appropriate for those interested in value investment strategies, long-term investing concepts, quantitative equity analysis and guru-based modeling. Mr. Reese is the author of two books on guru investing, the holder of two patents in the area of automated stock analysis, and a graduate of Harvard Business School and MIT. His investment management firm, Validea Capital Management, supervises over $780 million in assets using his guru-based investing strategies.
Attend this meeting to learn:
  • How to generate market-beating returns from proven stock selection.
  • How a long-term investor can deploy an active strategy to maximize return potential.
  • The detailed strategies and criteria of history's most successful investors.
Reasons to attend:
  • To understand the benefits of following a quantitative investing system.
  • To discuss the strategies of history's greatest investing minds and find out if they still work today.
  • To learn why combining strategies can yield solid risk-adjusted performance.

John P. Reese is a pioneer in the online investment research arena and quantitative investing using the strategies of investing legends. Mr. Reese, the author of The Guru Investor: How to Beat the Market Using History's Best Investment Strategies, is the founder and CEO of Validea.Com, an independent stock research firm, and Validea Capital Management, a boutique asset management company. He is also lead portfolio manager on a new actively managed ETF and acts as sub-advisor to two Canada-based mutual funds (National Bank Consensus American & International Equity Funds). Mr. Reese's research team also runs The Guru Investor blog, which is dedicated to bringing investors the thoughts and ideas of the brightest investment minds in the world. Mr. Reese graduated from MIT and Harvard Business School and holds two patents in the area of automated stock analysis. He is also a regular columnist for Forbes, and Canada's Globe & Mail.

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for June 20, 2015 meeting

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Next Investor Workshop

Special Evening Event

Wednesday, 7:00 p.m.

May 27, 2015

Bruce Johnstone
Managing Director and Senior Marketing Investment Strategist, Fidelity Investments
"An Evening with Bruce Johnstone: Economic and Markets Outlook? How do we Make the Best of... SLOW GROWTH?"
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 5-23-15 - $53.00 per person
Late registration on-line 05/24/15 until 05/26/15 - $58.00
At the door registration, space permitting - $63.00
Registration/Social Time: Registration - 7:00 p.m.
Light Refreshments Time: 7:00 p.m.
Program Time: 7:30 p.m. to 10:00 p.m.

The American economy and U.S. corporate profits are likely to endure slow growth for many domestic reasons: intrusive government policies, intransigent domestic politics, massive entitlement and debt loads, and an under-educated work force, to name a few. Internationally, the U.S. now faces economic slowdowns from an over-indebted Europe (and Japan), a slowing China, and a possible Cold War restart. Market valuations have risen in spite of these hurdles. The talk will, of course, discuss the economic and markets background, and also attempt to present steps to resolve the adverse conditions so described... in order to ramp up U.S. and world GDP growth.
Attend this workshop to learn:
  • What are the most relevant causes of a slowing economy?
  • How might we change the culture in Washington to reduce uncertainty and improve confidence in the private sector.
  • How can we take advantage of American optimism to innovate?
Reasons to attend:
  • To gain the knowledge of how to invest in publicly traded markets, private markets and inflation hedges to cope with and take advantage of today's environment.
  • To become familiar with the long-term history of "money printing" and its possible consequences.
  • With interest rates so low, should we be buying bonds? Or... borrowing more money for investment purposes?

Between degrees from Harvard College and Harvard Business School, Bruce Johnstone served two years in the U.S. Navy as an officer on a destroyer. He managed the Fidelity Equity-Income Fund from 1971-1990, during which, the fund achieved a return of over 1100%, nearly twice that of the S&P 500. This return ranked Bruce as the #1 equity-income fund manager in the nation for the 19-year period. In 1987, Money Magazine named him America's Best Income Investor.

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for May 27, 2015 meeting

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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

Contact Information

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

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