The AAII New York City Chapter presents...

Value Investing Makes Sense and Works

    Discussed by:

    Jean-Marie Eveillard
    Senior Adviser, First Eagle Investment Management

Jean-Marie Eveillard will cover the reasons why value investing makes sense, specifically exploring how the approaches of Benjamin Graham and Warren Buffett have worked over time. Eveillard will examine the writings of Buffett and Louis Lowenstein supporting this position. He will provide a deeper look into what the bottom-up investing approach is and how it worked so well up until 2008. He will explain what happened that year and his view on the current environment and what it means for the value investor going forward.

Attend This Meeting and Learn...
How value investing has worked over time
What happened to value investors in 2008 and the lessons to be mastered
Whether value investing will work in the current volatile market and in a possibly slower-growth future market

Wednesday, March 7, 2012
5:45 p.m.    Registration
6:15 p.m.    Program
7:45 p.m.     Refreshments (wine & snacks)
The Community Center at St. Jean Baptiste Church
180 East 76th St.
Manhattan, NY
[ Map This Location ]
In Advance* (received by 2/29), Everyone, $25/person
At the Door* (space permitting), Everyone, $30/person
Please register at the door if timely mailing of the registration
form is not possible.

  Special Interest Groups (SIGs)

SIG Meeting Details: Wednesday, March 21, 2012

The Community Center at Saint Jean Baptiste Church
184 East 76th St.
(at Lexington Ave.)
Manhattan (basement)

Registration, 5:30 – 6:00 p.m.
Session 1, 6:00 – 7:10 p.m.
30-Minute Refreshment Break, 7:10 – 7:40 p.m.
Session 2, 7:40 – 8:50 p.m.

Registration Fees:
In Advance* received before 3/14
$25/person (both sessions)
At the Door* space permitting
$30/person (both sessions)

Session 1A—Outsmarting Investment Fraud/Kathleen M. Floyd
Investment fraud criminals use a wide array of sophisticated and highly effective tactics to target and influence their prospective victims. These include phantom riches, source credibility, social consensus, reciprocity and scarcity. Find out what these are and how you can outsmart investment fraud.
Kathleen M. Floyd is the Deputy Director of Investor Education for the U.S. Securities and Exchange Commission, whose mission is to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation.

Session 1B—Mutual Funds, Exchange-Traded Funds (ETFs) and Closed-End Funds/Marcia Lach
This ongoing roundtable session will cover a wide variety of mutual funds, exchange-traded funds (ETFs) and closed-end funds and, within these categories, bonds, equities and real estate investment trusts (REITs). Marcia Lach will discuss the different types of assets these investment vehicles contain and which of them should perform the best over the next 12 months. She will also discuss the relationship between risk and performance and how to build a lower-risk portfolio.
Marcia Lach, a member of the AAII New York City Chapter board of directors, has invested solely in mutual funds over the past 20 years and has a 30-year background in market research and statistics.

Session 2A—Beginners Introductory Investment Session/Scott Brewster
This session will focus on basic investing fundamentals covering stocks, bonds, mutual funds and much more. Feel free to email Scott questions beforehand; he will incorporate as many questions as possible into the session.
Scott Brewster, CFP, MBA, EA, started his financial advisory career in January of 1996 and in 2001 founded Brewster Financial Planning to help individuals create and preserve their wealth. Scott can be reached at

Session 2B—Total Return Roundtable/Leonard Ladin
Interact with other investors on current investment issues at this series of roundtable discussions. Tonight’s topic: “Defensive Stocks for a Stagnant Market.” Come prepared to discuss current or planned holdings and decisions on buy, sell or hold.
Leonard Ladin is the AAII NYC Chapter president.

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