The AAII Philadelphia Chapter presents...

Second Annual AAII Delaware Valley Investment Conference

    Discussed by:

    JaCee Burnes
    Vice President, Investor Relations, Exelon (parent of PECO

    Will Ruthrauff
    Senior Manager, Investor Relations, TE Connectivity

    Dave Smeltzer
    Vice President of Finance, CFO, Aqua America

Following last year’s enthusiastically received meeting, we have chosen more widely known local companies this year, some with special ways to invest and reinvest. Attendees who purchased the shares of the companies featured in our 2011 conference have realized substantial appreciation. Although we make no guarantees, we hope that this year’s featured companies will perform as well. Bring your questions and your friends and learn more about what is happening in the Delaware Valley. You can follow these companies more easily than those based far away.

Attend This Meeting and Learn...
More about Exelon (
More about TE Connectivity ( )
More about Aqua America (

Tuesday, November 27, 2012
5:30 p.m.    Registration/Social
6:30 p.m.    Program
following each presenter    Q&A
Doubletree Suites Philadelphia West
640 Fountain Road
Plymouth Meeting, Pennsylvania, 19462
[ Map This Location ]
In Advance (by 11/21), AAII Member, Member’s Family & Guests,
$12/person; Non-Members, $15/person
At the Door (space permitting), Everyone, $17/person
No Refunds

  Special Interest Groups (SIGs)


Computerized Investing
Chris Morris,
This group is dedicated to the art and science of technical analysis. We look at stock charts and indicators through the eyes of some of our members. The members comprise all levels of understanding, from the inexperienced to the seasoned investor. The experienced members are always willing to assist the less knowledgeable. We meet every third Saturday of each month from 10 a.m. to 2 p.m. Please email
for information and directions.

Mutual Funds
John Kiernan, 215/348-8310
Meets at Penn Wynne Library, 130 Overbrook Pkwy., Wynnewood, PA, 610/642-7844, 7:00 to 9:00 p.m. on the second Tuesday of the month. This is a working group that examines mutual fund newsletters, software, member portfolios (in percentage terms), decision processes and related topics.

Options and Strategies
Geraldine DePaula, 215/233-3838
Meets at Easttown Library, just south of US 30 at 720 First Avenue in Berwyn, PA, 610/644-0138, from 7:00 to 9:00 p.m., usually on the first Tuesday of the month. (For a map, visit, then click the link: Directions:.) This SIG helps familiarize members with how options may be used in different aspects of portfolio management, including income supplementation and asset protection. It introduces the differing strategies in plain language and offers the opportunity to ask questions and share ideas with fellow AAII members. We have members at all levels of experience with options and any one evening may have discussions on many levels.

Value Investing
Bob Bolder, 267/467-4178
Usually meets 7:00 – 9:00 p.m. on the third Tuesday of the month. This group discusses the investment merits of (usually) two stocks, using the criteria established by such well-known investors as Warren Buffett, Mario Gabelli, Benjamin Graham and Peter Lynch. Please phone Bob Bolder to learn the meeting location.

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