Slide Presentations

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  • Pugh - Portfolio Performance Evaluation, July 18, 2015 - Analysis [PDF], Evaluation [PDF]
  • Gerstein - Guerrilla Approaches to Finding and Evaluating Stocks, April 18, 2015 view slides, Stock Analysis [Excel spreadsheet], Noise value[Excel spreadsheet],
    Rim Template[Excel spreadsheet]
  • Carlson - Understanding the Key Retirement Issues that are Avoided and Misunderstood, February 28, 2015 view slides, [*download] *Power Point
  • Conrad - Big Gains and High Yields from the Great American Energy Boom,
    January 17, 2015 view slides, [*download] *PowerPoint
  • Miller - Predicting Market Trends Using Barron's, June 14, 2014 view slides,
  • Scott - Managing Your Money During Retirement, April 19, 2014
    view slides, [*download] *Power Point
  • Atkeson - How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety First Approach, March 15, 2014 view slides,
  • Gue - America's Energy Renaissance: Top Plays for Income and Growth, January 18, 2014
    view slides, [*download] *Power Point (Macro-enabled Presentation)
  • Israelson - Building a Multi-Asset, Low Correlation Portfolio, October 19, 2013
    view slides, [*download] *Power Point (Macro-enabled Presentation)
  • Gerstein - Stock Screening and Analysis Techniques Your Guru Never Taught You, September 21, 2013 view slides, [*download] *Power Point (Macro-enabled Presentation)
  • Conrad - Energy and Income: Still Your Best Bet for High Yield, Safety and Growth in an Aging Bull Market, July 20, 2013
    view slides, [*download] *Power Point (Macro-enabled Presentation)
  • (1)Bajkowski & (2)Hulbert - (1)Finding a Stock Winner: First Step Screening and (2)Lessons Learned From Monitoring Investment Newsletters for More than 30 Years,
    June 24, 2013 - view slides(1), and view slides(2)
  • Jaffe - Do Mutual Funds Still Work?, May 18, 2013 - view slides
  • Pugh - Managing Portfolio Risk Using Asset Allocation Strategies,
    February 16, 2013 - view slides
  • Hanson & Magyer - Hidden Dangers of Exchange Traded Funds and the End of Cash,
    November 10, 2012 view 1st set of slides, and view 2nd set of slides
    [*download 1st set], [*download 2nd set] *Power Point (Macro-enabled Presentation)
  • Carlson - Securing Your Lifetime Income Stream, October 20, 2012
    view slides, [*download] *Power Point (Macro-enabled Presentation)
  • Hasanhodzic - Technical Analysis: Past, Present, and Future, September 15, 2012
    view slides and view slides
  • Cohen - The Best Income Plays for a Low Yield World, June 16, 2012
    view slides, [*download] *Power Point (Macro-enabled Presentation)
  • Gue - Higher for Longer: How to Profit from Sustained High Energy Prices, May 19, 2012 - view slides, [*download] *Power Point
  • Schock - The Dodd-Frank Wall Street Reform Act and The Individual Investor, March 17, 2012 - SEC request for public comment, SEC email alert,
    financial info in the workplace, study on stock market game.
  • Conrad - Big Yield Hunting on Deadly Ground, February 18, 2012
    view slides, [*download] *Power Point
  • Shulman - Trading and Investing Ideas in 2012, January 21, 2012
    view slides, [*download] *Power Point (Macro-enabled Presentation)
  • Charon - Hedge Funds 101, November 19, 2011 - view slides, [*download] *Power Point
  • Robertson - How to Get Lucky With Your Portfolio, October 15, 2011
    view slides, [*download] *Power Point
  • Rotblut - How to Get Lucky With Your Portfolio, September 17, 2011 - view slides
  • Duncan - Combining Money Management, Portfolio Metrics, and Strategies
    for Investing and Trading
    , July 16, 2011 - view slides, [*download] *Power Point (Macro-enabled Presentation)
  • Israelsen - Building a Better Balanced Portfolio, June 18, 2011 - view slides
  • Hsu - Investing in a Bi-Polar World, May 21, 2011 - view slides, [download] *Power Point
  • Benz - Morningstar's Best Ideas for 2011 and Beyond for 2011 and Beyond,
    April 16, 2011 - view slides, [*download] *Power Point (Macro-enabled Presentation)
  • Conrad - Beating the Yield Chasers: Scoring High Yields in the World's Safest Companies
    for 2011 and Beyond
    , March 19, 2011 - view slides, [*download] *Power Point
  • McCormick - Security Price and Your the Bottom Line, February 19, 2011
    view slides *Power Point not available
  • Gue - The 21st Century Energy Boom: Top Trends for Income and Growth,
    January 15, 2011 view slides, [*download]*Power Point
  • Pugh et al. - Healthcare Reform: What Taxpayers and Investors Need to Know Now,
    November 20, 2010 view slides, [*download]*Word File
  • Carlson - Key Personal Finance Issues for 2010-2011, October 16, 2010
    view slides, [*download]*Power Point
  • Marotta - Where in the World Should You Invest?, September 11, 2010
    view slides, [download] *ZIP file
  • Pugh - Implementing an Economic Trends-Based Investment Strategy Using ETFs,
    July 17, 2010 view slides, [download] *Power Point
  • Domash - What You Need to Know About High Dividend Investing, June 19, 2010
    view slides, *Power Point file not available
  • Reese - Analyzing Stocks using the Strategies of Buffett, Lynch, and Graham, May 15, 2010
    view slides, *Power Point file not available
  • Cassidy - Improving Your Skills in the Fine Art of Selling, April 17, 2010
    view slides, [download]*Power Point
  • Kranyak - Exchange Traded Funds for Trading and Yield, February 20, 2010
    view slides,> [download]*Power Point
  • Stovall - Investment Outlook 2010 - Making Money within the Confines of a Lost Decade,
    October 24, 2009 view slides , view handouts *Power Point file not available
  • Bajkowski - Investing Via the Internet: A Guided Tour of AAII's Top-Rated Investment Web Sites, September 12, 2009 view slides, *Power Point file not available
  • Brown - How to Stay in Sync with Today's Changing Market Leadership, June 20, 2009
    view slides,  [download]*Power Point
  • Pugh - The Portfolio Perspective, June 6, 2009 view slides, *Power Point file not available
  • Pond - Making the Most of your Money, May 16, 2009
    view slides, [download]*Power Point
  • Shulman - Sorting Through the Good, the Bad, ...: Making Money in 2009,
    April 18, 2009 view slides, [download]*Power Point
  • Conrad - Building the New World: The Big Opportunity for Tough Times,
    February 21, 2009 view slides, [download]*Power Point
  • Pugh - Bond Analysis, Portfolio Strategies and Trade,
    December 6, 2008 view slides, [download]*Power Point
  • Israelsen - The 7Twelve Portfolio, November 15, 2008 view slides
    [download]*Power Point
  • Gerstein - Finding Ideas by Screening Stocks and ETF's,
    June 14, 2008 view slides, [download]*Power Point
  • Pugh - Portfolio Performance Evaluation, May 31, 2008 view slides,
    [download]*Power Point; additional visual information: view #1, view #2,
    and view Excel spreadsheet
  • Doischen and Hartsock - Introduction to ETFs and Fundamental Indexing, May 17, 2008 view #1, [download #1]  additional visual information view #2, [download #2]
  • DiLiddo - Stock Valuation and Stock Market Cycles, April 12, 2008 view slides, [download]
  • George - Survive & Thrive In Markets Both Bear & Bull, March 15, 2008 view slides, [download]
  • Conrad - Beating the Yield Chasers: Best Ways to Score High Income with Low Risk Ahead of the Crowd, February 16, 2008 view slides, [download]
  • Carlson - Invest Like a Fox, Not Like a Hedgehog, January 19, 2008 view slides, [download]
  • Goodhart - Fundamental Analysis the BetterInvesting Way, October 6, 2007 view slides,  [download]
  • Marotta - Global Investing, September 15, 2007 view slides, [download] [handout (PDF)]
  • Israelsen - Rebalancing Strategies & Asset Allocation in a Retirement Withdrawal Portfolio, May 19, 2007 view slides, [download]
  • Morgan - Uses and Advantages of Exchange Traded Funds (ETFs),
    April 21, 2007 view  [download]
  • Droms - Investment Management in Turbulent Markets,
    March 17, 2007 view slides, [download]
  • Conrad - High Energy Investing: Cashing in on the Rise of Alternatives,
    February 17, 2007 view slides,  [download]
  • Dillon - Bond and Fixed Income Investing in the Current Market Environment,
    January 20, 2007 view slides, [download]
  • Martchev - Oil, Copper, Gold, and Food: The Long Term Bullish Case for Commodities, November 18, 2006 view slides, [download]
  • DeSanto - Time to Play Offense or Defence, September 16, 2006 view slides, [download]

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

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


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