Contents
CI/SIG
MISIG

Computerized Investing Special Interest Group
(CI SIG)

Meetings:
4th Saturday of each month (except August & December)
Contacts:
Ron Spieker send email or 703-­671-1346
Vas Madhava send email
Archives:
CI SIG Retrospective - Oct, 2002 - SEP, 2006 * * * 4 Years
Recent: 2015   2014   2013   2012   2011   2010

CI SIG Coming Events

NOTE: The February 28, 2015 meeting has been postponed due to weather conditions and re-scheduled for April 25, 2015

Date: March 28, 2015
Time: 10:15 a.m. to 12:45 p.m.
Location:
Dolley-Madison Library, McLean, VA (see directions map)
1244 Oak Ridge Ave., McLean, VA 22101
Speaker:
Robert Wasilewski
Subject:
Subject: "Combining Index Investing and Dividend Stock Investing"
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Date: April 25, 2015
Time: 10:15 a.m. to 12:45 p.m.
Location:
Dolley-Madison Library (see directions map)
Speaker:
Jack Vogel, Ph.D., Managing member Alpha Architect, LLC
Subject:
The Long-Run Outperformance of Value Investing Strategies
Details:

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:

  1. Systematic decision-making, not ad-hoc decision-making
  2. Empirical-based investing, not story-based investing
  3. 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:

  1. We identify mispricing caused by investors' persistent behavioral bias.
  2. We design systematic algorithms that are Built to Beat Behavioral Bias.

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Maryland Investment Special Interest Group
(MISIG)

Meetings:
Third Wednesday of each month (except where noted)
Location:
Bethesda Library
7400 Arlington Road,
Bethesda, MD 20814 (see map)
Time:
7:30 p.m. to 10:00 p.m.
Contacts:
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)
Speaker:
Ty Hughes, Better Investing
Topic:
Using Asset Allocation and Index Funds to Build a Core Portfolio - What's it all about
Details

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.
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Date: April 15, 2015 (third Wednesday)
Speaker:
Carolann D. Brown, Senior Vice President - Wealth Management,
The Brown Group of UBS Financial Services
Topic:
Market Outlook
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Date: May 20, 2015 (third Wednesday)
Speaker:
Carl Perthel
Topic:
Sell in May and Go Away
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Date: June 17, 2015 (third Wednesday)
Speaker:
Douglas L. Wolford, CEO, Convergent Wealth Advisors
Topic:
What to Look For in a Financial Advisor

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

To subscribe to our monthly e-mail announcements
click here

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


Links to
AAII National
Website
  • Home page
  • Local Chapter