Investment Education Person-to-person

American Association of Individual Investors

DC Metro Chapter

Washington, DC


Computerized Investing Special Interest Group

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: 2014   2013   2012   2011   2010

CI SIG Coming Events

Date: October 25, 2014
Time: 10:15 a.m. to 12:45 p.m.
Great Falls Library (see directions)
9830 Georgetown Pike, Great Falls, VA, 22066-2634
David Navari
Subject: Predatory Behavior in the Markets

Does the small investor have a fair chance investing against high-frequency trading firms, Wall Street banks and insiders? Are the markets rigged? In this presentation Mr. Navari will look into the history of market changes and how they affect market manipulation and encourage predatory behavior. And, he will discuss the fight of a growing group of activists seeking to restore more balance to the marketplace as well the importance of individual investors joining in this fight for fairness.

Mr. Navari is not a registered Investment advisor; rather he is a Technology Entrepreneur. He holds a B.S. in Electrical Engineering from the University of Vermont and has held both technical and management positions at IBM and several privately held information technology firms in the Washington, DC area before becoming a partner at VERTEX Solutions, Inc.

As one of VERTEX Solutions, Inc. three founding partners and VP of Business Development, Mr. Navari lead VERTEX from a small niche learning technology consulting firm in 1997 to a $15 Million Human Capital IT consulting firm employing over 100 associates. In 2008, VERTEX was acquired allowing Mr. Navari a substantial return on his initial investment. At the conclusion of the sale, being financially conservative and feeling like the only responsible thing was to seek professional investment advice, he turned the management of his portfolio over the Wall St. Professionals. To his horror, he watched as the Stock Market collapsed and a large portion of his investment vaporized in a completely preventable man-made financial disaster. Having had his fill of Wall Street's finest, he took back control of his investments and over a 4 year period made more than double what was lost.

In March 2014, inspired by Michael Lewis' book, Flash Boys: A Wall St. Revolt, he became an Investor Advocate lecturing, blogging, and lobbying for structural reform of the Equity Exchange markets. He has been interviewed by CNBC, Barrons, Politico and NPR's Market Place. He has briefed Senator Leahy and a variety of Congressional Representatives offices. In addition, he has filed formal complaints with the SEC and FINRA relating to violations of FINRA Rule 5310.

Serving as a speaker, moderator, and holding advisory board positions at over 20 industry conferences, David has presented/lectured extensively on the subject of Business Case, Financial Planning, Acquisition Strategies for Information Technologies/Advanced Distributed Learning (ADL).

◊ ◊ ◊ ◊ ◊
Date: November 22, 2014
Time: 10:15 a.m. to 12:45 p.m.
Dolley-Madison Library, McLean, VA (see map)
1244 Oak Ridge Ave., McLean, VA 22101
Tony Hausner
Subject: First part: "The Investment Implications of the Affordable Care Act."
Second part: "Key Investment Strategies"Predatory Behavior in the Markets
Heath care stocks have been some of the strongest market performers in the past few years. Some of the groups within it, like managed care and hospitals, have done really well. However, can this strong performance continue

In this presentation, Tony will discuss "The Investment Implications of the Affordable Care Act." In the presentation, he will discuss the key features of the act, some of the myths, and then describe different sectors of the health care market and their potential as investments. He will try to address some important questions such as: What is the state of long-term care as boomers enter later retirement? What are some of the important sub-groups within the industry? Who are the leaders in each group? What is the role of various "wonder drugs" in this performance? And, which segments are worth your investment dollars?

Time permitting Tony will also cover some other investment topics that might of interest to members. These include, but are not limited to, the importance of financial planning, the need for careful asset allocation decisions, and the importance for comprehensive basic investment education in meeting your long-term investment goals.

Background: Tony has a Ph.D. in Social Psychology from the University of Kentucky and spent 26 years working as a Senior Analyst for the US Centers for Medicare and Medicaid. He also directed development of Medicare's home health outcome measurement system, a national model for health care quality assurance systems. More recently he has been a volunteer through Organizing for Action with the Affordable Care Act. His blog is healthreformaction.blogspot.com.

Reminder: No meeting in December

Maryland Investment Special Interest Group

Third Wednesday of each month (except where noted)
Bethesda Library
7400 Arlington Road
Bethesda, MD 20814 (see
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: November 20, 2014 (third Thursday)
Doug Wolford, president, Convergent Wealth Advisors
What to Look For in an Advisor
To be announced
◊ ◊ ◊ ◊ ◊
No Meeting in December

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
  • Helen Kirkpatrick
  • Vas Madhava
  • Ron Spieker
  • Kenneth Williams

Contact Information

General Information
Questions about registration

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

Links to
AAII National