PORTLAND Chapter Future Meetings
Mark Your Calendar!
Saturday, January, 14, 2017
Speaker: TBA
Topic: TBA
Thursday, April 13, 2017
Speaker: Mark Hulbert, Founder, Hulbert Financial Digest
Topic: TBA
The AAII PORTLAND Chapter presents...
Regulatory Update From the SEC
Discussed by:
Lori Schock
Director of Office of Investor Education and Advocacy, U.S. Securities and Exchange Commission
In addition to an overview of the work of the Securities and Exchange Commission (SEC), Lori Schock will discuss regulatory changes affecting individual investors including the Jumpstart Our Business Startups Act (JOBS Act). The JOBS Act establishes the foundation for a regulatory structure for startups and small businesses to raise capital through securities offerings.
| Attend This Meeting and Learn... |
An overview of the work of the SEC
About recent SEC regulatory changes
The impact on retail investors
|
AAII Shadow Stock Portfolio: From Theory to Practical Application
Discussed by:
John M. Bajkowski
President, AAII
This presentation will discuss AAII’s popular Model Shadow Stock Portfolio. This model portfolio uses a quantitative approach to select and manage a value-oriented micro-cap stock portfolio. You’ll learn about the theory and research behind the Model Shadow Stock Portfolio and what makes it tick. In addition, you'll find out how to go about building and managing your own personal version of AAII’s Shadow Stock Portfolio using a few simple rules and investing a minimal amount of time.
| Attend This Meeting and Learn... |
The theory and research principles behind AAII's Model Shadow Stock Portfolio
How you can use free AAII tools to build and manage your own portfolio of micro-cap stocks
How to use buy and sell rules to overcome emotional roadblocks to investing
|
|
→ Return to PORTLAND Chapter home page
