If you were unable to attend AAII’s recent Investor Conference, you can subscribe to the online AAII Conference Audio Collection for $99 (Figure 1). More than 50 educational sessions were recorded at the Investor Conference in Orlando this past November. The audio collection is a convenient way for you to learn more about investing from some of the best practitioners and educators in investing today.
The audio files can be played directly from AAII.com, downloaded to your computer or played as an MP3 on any device. Plus, the recordings are accompanied by downloadable PDFs of the presentation materials used by each speaker.
There were many notable speakers at the Investor Conference this year.
James O’Shaughnessy, chairman, CEO and CIO of O’Shaughnessy Asset Management LLC, discussed investing approaches that history suggests have worked on Wall Street. He used data and research to back up his theory, while touching on key characteristics of winning stocks.
Another notable speaker was Yale professor Robert Shiller, 2013 winner of the Nobel Memorial Prize in Economic Sciences. Shiller spoke about the recent level of market confidence and showed how to apply his cyclically adjusted price-earnings ratio to determine if the market is currently overvalued and where it might be headed.
Computerized Investing editor and AAII senior financial analyst Wayne Thorp gave a presentation about determining a stock’s true worth. He used real-world examples to show you how to perform a step-by-step analysis of a security with information found on online resources. This type of analysis is crucial for individual investors who are unsure of what to do next when looking at a list of prospective stocks.
Joe Lan, assistant financial analyst at AAII and frequent contributor to Computerized Investing, demonstrated how to develop a growth and value screen using AAII’s Stock Investor Pro fundamental stock screening and research database. Generating an effective stock screen allows you to reduce a large universe of stocks into a more manageable group of prospects that are worth your time and effort.
Also included is a Forbes panel discussion on best strategies for the individual investor. This presentation is a favorite among conference attendees and audio subscribers, as the panel of experts give their strategies for the year ahead and their best stock and fund ideas.
Other highlights of the conference include a talk on income investing by Richard Lehmann of Income Securities Advisors Inc., direction on managing your money in retirement from former AAII Journal editor Maria Crawford Scott, and guidance on ETF strategies from Neil Leeson of Ned Davis Research.
How to Access
Members who attended the conference can access the recordings for free by clicking on Investor Audio from the quick links menu bar at AAII.com.
Concise descriptions of each presentation accompany the audios and a program guide from the conference is also posted for reference. Sessions can be sorted by topic or speaker name to filter the list according to your interests.
You can play the audio at the Web page or download the files to a computer (Figure 2). To download the files, right-click on “Download the Audio” and select “Save Target As” (or “Save Link As”). Files can also be played as an MP3 on a device of your choosing.
In Case You Missed It: Recent Online Exclusive
A new CI Online Exclusive was posted to the Computerized Investing website since the last quarterly issue.
In November 2013, Wayne A. Thorp, CFA, wrote the “PC Buyer’s Guide 2013.” He provides recommendations based on his opinions and personal experience regarding investment software and websites. The article outlines the considerations users need to take into account when purchasing or upgrading a PC for computerized investment analysis. The topics that are covered include operating system, platforms, processors, data storage, video and sound, displays, Internet connectivity and printers.
To receive notifications of new postings at the Computerized Investing website, subscribe to the CI Email. In addition to announcing newly posted content, the email reviews websites and shareware programs, reports on smartphone apps of interest to investors, and discusses gadgets for the tech enthusiast in all of us.
Sign up for the weekly CI Email at www.aaii.com/email and look for it in your email inbox every Saturday.