The AAII Washington D.C. Metro Chapter presents...

"Finding a Stock Winner: First Step Screening"

    Discussed by:

    John Bajkowski
    President, AAII

While successful money managers may differ in their investing philosophy, a disciplined approach to selecting and pruning investments is a common characteristic. John Bajkowski, president of AAII, will show how computerized stock screening systems can be used to reduce a large universe of stocks into a manageable group of prospects that match your investment style. He will walk through the process of developing and implementing both a value and a growth screen and highlight which screening filters work and those that do not help to select winning stocks.

Attend This Meeting and Learn...
How to develop a screening strategy that fits with your horizon, risk tolerance, analytical skills and time
Which stock-screening techniques work and which ones to avoid

"Lessons Learned From Monitoring Investment Newsletters for More than 30 Years"

    Discussed by:
    Mark Hulbert
    Hulbert Financial Digest, MarketWatch

The Hulbert Financial Digest has been objectively tracking the performance of several hundred investment advisers since 1980. Mark’s presentation will focus on several clear themes that emerge in analyzing what has worked, and not worked, over the intervening three decades.

Attend This Meeting and Learn...
Which investment strategies have most consistently worked over the last three decades and which investment strategies have not worked well
Characteristics held in common by the winning advisers that distinguish them from the losers

Monday, June 24, 2013
6:00 p.m.    Registration & Reception (cash bar)
6:45 p.m.    Introductory Remarks
7:00 p.m.    Dinner
7:45 p.m.    John Bajkowski’s Presentation
8:30 p.m.    Dessert
9:00 p.m.    Mark Hulbert’s Presentation
9:45 p.m.    Closing Remarks
Sheraton Pentagon City Hotel
900 South Orme Street
Arlington, Virginia 22204
[ Map This Location ]
Advance Registration (before 6/19), $70/person
Late Registration (after 6/18), $75/person

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Subgroup meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.


Computerized Investing Special Interest Group (CISIG)
10:00 a.m. to 1:00 p.m. generally at the Dolley Madison Library, 1244 Oak Ridge Ave., McLean, VA 22101.
The CISIG generally meets on the fourth Saturday of the month. For more information, go to If you have a question, you may contact Bob Bigrigg at or Atul Agrawal at

Maryland Investment Special Interest Group (MISIG)
Location: Bethesda Library, 7400 Arlington Road, Bethesda, MD 29814

The MISIG generally meets on the third Wednesday of each month. For more information, go to If you have a question, you may contact Sondra Katz at or Ferd Hassler at

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