- 4th Saturday of each month (except August & December)
- Ron Spieker send email or 703-­671-1346
- Vas Madhava send email
- CI SIG Retrospective - Oct, 2002 - SEP, 2006 * * * 4 Years
- Recent: 2015 2014 2013 2012 2011 2010
CI SIG Coming Events
- Date: March 28, 2015
- Time: 10:15 a.m. to 12:45 p.m.
- Dolley-Madison Library, McLean, VA (see directions map)
- 1244 Oak Ridge Ave., McLean, VA 22101
- Robert Wasilewski
- Subject: "Combining Index Investing and Dividend Stock Investing"
Warren Buffett, John Bogle, and Burton Malkiel recommend that investors, both professional and amateurs invest in low cost, well diversified, index funds. This presentation will examine why and how. Also, investing in dividend stocks will be examined using a real life portfolio. Thoughts on constructing a dividend portfolio will be examined along with ideas for dynamic management. Finally we'll look at the potential for combining the two approaches.Attend this meeting to learn:
- How Index investing overcomes the negative impact of emotional investing, decisively lowers the high costs of actively managed funds, and provides the broadest possible diversification.
- The three easy steps to constructing an index portfolio, including an all-important asset allocation specification that historically has outperformed most professional investment managers.
- How to construct a dividend stock portfolio of quality stocks that can be combined with the index approach.
Individuals have been given responsibility for managing their own retirement assets but have not been given an instruction booklet. Wall Street has taken advantage of this by offering poorly performing investment management services at high prices. This presentation will show how many people can manage their own assets to result in substantive nest egg savings.Bio:
Robert Wasilewski, Founder of RW Investment Strategies is a fee only RIA. Mr. Wasilewski is a recent downsizer who has relocated to Stanardsville, Va. from Howard County, Maryland. RW Investment Strategies offers consulting, teaching and investment management services. See interview by Andrew Hallam, author of "Millionaire Teacher"
Mr. Wasilewski has managed assets for institutions and individuals for over 30 years. He achieved candidacy for the PhD in Economics at the University of Maryland, College Park and has taught at the University of Maryland as well as local community colleges. A unique feature of his practice is that he works with individuals managing their assets for a period of time during which he explains the process to the point where they feel comfortable taking it over. He is author of the blog Do-It-Yourself (DIY) Investor◊ ◊ ◊ ◊ ◊
- Date: April 25, 2015
- Time: 10:15 a.m. to 12:45 p.m.
- Dolley-Madison Library (see
- Jack Vogel, Ph.D., Managing member Alpha Architect, LLC
- The Long-Run Outperformance of Value Investing Strategies
Dr. Vogel will discuss the long-run outperformance of value investing strategies through the lens of behavioral finance. He will describe how behavioral finance, the value anomaly, how they interact, and why large pools of capital cannot exploit this opportunity.
Further, Dr. Vogel can additionally answer questions about an important paper on AAII strategies he co-authored. (This is not the main topic of the presentation, but some members might find it valuable for discussion afterwards).ABOUT JACK R VOGEL, PH.D.
Jack Vogel, Ph.D., conducts research in empirical asset pricing and behavioral finance, and has collaborated with Dr. Gray on multiple projects. His dissertation investigates how behavioral biases affect the value anomaly. His academic background includes experience as an instructor and research assistant at Drexel University in both the Finance and Mathematics departments. Dr. Vogel is currently a Managing Member of Alpha Architect, LLC, an SEC-Registered Investment Advisor, where he heads the research department and serves as the Chief Financial Officer. He has a PhD in Finance and a MS in Mathematics from Drexel University, and graduated summa cum laude with a BS in Mathematics and Education from The University of Scranton.
ABOUT ALPHA ARCHITECT
ALPHA ARCHITECT exists to empower investors through education. The firm has three core beliefs:
- Systematic decision-making, not ad-hoc decision-making
- Empirical-based investing, not story-based investing
- Transparency, not black-boxes
We are leading a revolution to deliver robust, high-conviction strategies at affordable costs. Three words describe our unique approach: Affordable. Active. Alpha. The foundation for our approach is grounded in the science of behavioral finance and can be described in two steps:
- We identify mispricing caused by investors' persistent behavioral bias.
- We design systematic algorithms that are Built to Beat Behavioral Bias.
- Third Wednesday of each month (except where noted)
7400 Arlington Road,
Bethesda, MD 20814 (see map)
- 7:30 p.m. to 10:00 p.m.
- Andy Thompson e-mail
- Ferd Hassler e-mail
- Sondra Katz e-mail
- To join the mailing list, send an email to Sondra Katz
MISIG Coming Events
- Date: March 18, 2015 (third Wednesday)
- Ty Hughes, Better Investing
- Using Asset Allocation and Index Funds to Build a Core Portfolio - What's it all about
Ty will discuss the pros and cons of index funds and how to build a core portfolio using low cost index funds. He also will discuss managing portfolio risk through asset allocation.
- Date: April 15, 2015 (third Wednesday)
- Carolann D. Brown, Senior Vice President - Wealth Management,
The Brown Group of UBS Financial Services
- Market Outlook
- Date: May 20, 2015 (third Wednesday)
- Carl Perthel
- Sell in May and Go Away
- Date: June 17, 2015 (third Wednesday)
- Douglas L. Wolford, CEO, Convergent Wealth Advisors
- What to Look For in a Financial Advisor