2013 AAII Investor Conference Schedule


For a detailed list of all presentations by day, Click here.

Opening Day, Friday, November 15
10:00 a.m. – 6:00 p.m. Registration
11:15 a.m. – 12:30 p.m. Opening Ceremony & Keynote Speaker
What Works on Wall Street
James O’Shaughnessy
12:30 – 4:30 p.m. Exhibit Hall
1:30 – 5:45 p.m. Program Speakers & Exhibitor Workshops
The Future Ain't What It Used To Be
Harold Evensky
Long-Term Investing in a Short-Term Market
Jim Jubak
Covered Calls: The Conservative Cash Cow Strategy
Michael Thomsett
Santander Overview and U.S. ADRs
William Sullivan
Dueling Strategies: Dividend Stocks Vs. Growth Stocks
Taesik Yoon and John Dobosz
The Big Squeeze: How Taxes Are Squeezing Your Income; How Interest Rates Are Squeezing Your Assets
Tony Muhlenkamp
Why I Trade ETFs
Jim Farrish
Timeless Investment Lessons Learned From Tracking Advisers for Over 30 Years
Mark Hulbert
An ETF investor’s Guide to Emerging Markets
Ben Johnson
Bond Crisis @ Glacial Speed
Marilyn Cohen
An Introduction to Investor’s Business Daily’s ETF Strategy
Timothy Reazor
Convertible Bonds and Preferreds: Equity-Like Returns With Reduced Volatility
James Dinsmore
Successful Growth Strategies
Fred Richards
A Tale of Two Strategies: Bond Funds vs. Individual Bonds
Veronica Atkinson
Panel Discussion: Best Strategies for the Individual Investor
Matt Schifrin
6:00 – 7:00 p.m. Welcome Reception—Exhibit Hall


Saturday, November 16
7:30 a.m. – 8:30 a.m. Registration & Continental Breakfast—Exhibit Hall
8:30 a.m. – 11:45 a.m. Program Speakers & Exhibitor Workshops
Managing Your Money During Retirement
Maria Crawford Scott
Value of Dividends: Potentially Higher Returns, Lower Risk
John Buckingham
MLP 101: What You Need to Know About Investing in MLPs
Mary Lyman
Portfolio Management and Investment Record-Keeping
Matt Willms
Crash Proof? Currencies May Help
Axel Merk
The Fastest Way to Find the Charts You Want
Michael W. Thompson
Investing in Gold and Silver Markets
Miguel Perez-Santalla
How to Get the Highest Returns With the Least Effort
Sheldon Jacobs
Income Investing in Volatile Market
Richard Lehmann
The Zen of Investing: Three Questions Every Investor Must Answer
Matt Krantz
How to Properly Time Your Entry and Exit in the Market
Timothy Reazor
Covered Calls
Jim Bittman
Which Fundamentals and Technicals Matter the Most and How to Score Them
Mike Turner
Adaptive Asset Class and Sector Rotation Strategies
Scott Juds
12:00 – 1:30 p.m. Lunch With Keynote Speaker
Understanding Confidence and Bubbles in View of Recent Events
Robert Shiller
2:15 – 5:15 p.m. Program Speakers & Exhibitor Workshops
Smart investing: Seeking Reward While Reducing Risk
Charles Rotblut
Don’t Dump Those Dividends!
Sam Stovall
Traditional Investment Theories Toppled by Global Markets
Bernard R. Horn
Stock Investor Pro Demo
Wayne A. Thorp, CFA
Determining the Right Strategy For You
Kelly Clement
An Structured Approach to Fundamental Stock Analysis With the IAS Newsletter
Douglas Gerlach
Finding the Best Times to Generate Income in the Market
Erik Akins
Key Ingredients for Successful Retirement Portfolios
Christine Benz
Benjamin Graham and Behavioral Finance: Investing Lessons From an Old Master and a New Science
Jason Zweig
The Outlook for the U.S. and Global Economy, and the Financial Markets
Tony Crescenzi
Predicting Market Trends
Peter Miller
Protecting Assets & Producing Consistent, Above-Average Aftertax Returns Over the Long Term
Michael J. Cuggino
Annuities: The Good, The Bad, The Truth
Stan The Annuity Man
Income From Shale Oil and Gas
John Graves


Closing Day, Sunday, November 17
8:30 a.m. – 9:00 a.m. Continental Breakfast—Exhibit Hall
9:00 a.m – 12:00 p.m. Program Speakers & Exhibitor Workshops
Finding a Stock Winner: First Step Screening
Joe Lan
Do Mutual Funds Still Work?
Chuck Jaffe
Behavioral Investing: Demystifying the Psychological Drivers of Global Markets
Richard L Peterson
Lessons Learned from Harvard & Yale Endowments: Using Managed Futures for Portfolio Diversification
David Johnson
Three Non-Traditional REITs for Income Investors
Nick Taggart
How to Know When to Buy, Hold or Sell Your Stock Position
Gary Falber
Diversifying Portfolios with Managed Futures and Forex: What Investors Need to Know
Larry Dyekman
Determining a Stock’s True Worth
Wayne A. Thorp
Let Charts Help You Become a Better Investor
Michael Kahn
ETFs & Investment Strategies to Match Investment Objectives
Neil Leeson
Prudena Online Investing Tools and Educational Resources
Charles Strout
Making Money in the Markets is Not That Difficult
Sunny Decker
Health Care Leader Roche: Committed to Innovation and Profitable Growth
Ninca Goworek
Regulatory Update for Retail Investors
Lori Schock



Attendees Receive:
  • Expert speakers who will teach you what it has taken them a “career” to learn
  • Opportunity to meet other members, local chapter leaders & editorial staff
  • 25 “must-attend” investing seminars, plus 30 investor workshops
  • Opening Ceremony with keynote speaker, luncheon with keynote speaker and panel discussion
  • Two continental breakfasts & welcome reception
  • Smart Investor Exhibit Hall
  • Loews Royal Pacific Resort — guests receive free water taxi to the Universal Orlando parks plus “Skip The Line” access for rides and attractions!