St. Louis Chapter Future Meetings
Mark Your Calendar!

Friday, November, 6, 2015
Speaker: Nickolas G. Atkeson, Partner, Delta Investment Management
Topic: How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety-First Approach

Thursday, January 8, 2015
Topic: TBA
Speaker: TBA
Thursday, March 12, 2015
Topic: TBA
Speaker: Bryan Johnson, President, Moon Run Report

The AAII St. Louis Chapter presents...

Strategic Beta Funds

    Discussed by:

    Alex Bryan
    Fund Analyst, Morningstar

The lines between active and passive investing are becoming increasingly blurred. A new crop of index fund has emerged over the past several years that attempts to improve on the risk/return characteristics of traditional index funds, while retaining benefits such as transparency, tax efficiency and low fees. These are strategic beta funds and they span a wide array of strategies. This presentation will outline the landscape of strategic beta funds and offer a framework for evaluating these funds.

Attend This Meeting and Learn...
How to evaluate strategy ETFs
What academic research has to say about the underlying sources of stock returns
How to use strategy ETFs to build a disciplined portfolio

Thursday, September 4, 2014
6:30 p.m.    Registration/Social
7:00 p.m.    Refreshments
6:30 p.m.    Discussion Group
7:30 –8:45 p.m.    Program
Maryland Heights Centre
2344 McKelvey Rd.
Maryland Heights, MO
[ Map This Location ]
In Advance (by 8/30)
Everyone, $9/person
At the Door
space permitting
Everyone, $12/person
Students of parents and grandparents,
free; student ID required
No Refunds
  Special Interest Groups (SIGs)


Stock Selection
Dates: Wednesdays, September 17, October 8, November 12 and December 10
Location: Mid County Branch of the St. Louis County Library at 6:45–8:45 p.m. 7821 Maryland Avenue, Clayton, MO 63105. Parking lot is on the left (NW corner), library is on the left (NE corner). Free parking after 5:00 p.m.
Brian Bingham, 314/983-0036,

Email John Siener at to receive Stock Selection meeting notices if you are not already on his email list.

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