2011 AAII Investor Conference Speakers



Karen C. Altfest, Ph.D.
Executive Vice President of Client Relations, Altfest Personal Wealth Management
“Building a Portfolio From Scratch”		   Lewis J. Altfest, Ph.D.
CEO, Altfest Personal Wealth Management
“Stretching Performance in the New Economic Environment”
John Bajkowski
President, AAII
“Screening: The First Step to Finding a Winning Stock”		   Christine Benz
Director of Personal Finance, Morningstar Inc.
“Morningstar’s Best Ideas for 2012 and Beyond”
John Buckingham
Editor, The Prudent Speculator
“Navigating 2012: Stocks The Prudent Speculator is Buying Now”		   Don Cassidy
President, Retirement Investing Institute
“How to Invest Now for Income Without Losing Your Principal”
Marilyn Cohen
Columnist, Forbes
“Untethered Bond Investing”		   Ken Fisher
CEO & Founder, Fisher Investments
“A Glimpse Into 2012”
Joel Greenblatt
Managing Partner & Co-CIO, Gotham Asset Management LLC
“The Big Secret for the Value Investor”		   Mark Hulbert
Editor, Hulbert Financial Digest
“Lessons Learned From Over Three Decades of Tracking Investment Advisers’ Performance”
Chuck Jaffe
Senior Columnist, MarketWatch
“Do Mutual Funds Still Work?”		   Paul Justice, CFA
Director of North American ETF Research, Morningstar Inc.
“Emerging Markets: How and Why to Get Exposure”
Michael Kahn
Columnist, Barron’s Online
“Charting for Real People” 		  Z. Joe Lan
Assistant Financial Analyst, AAII
“Introduction to Stock Investor Pro”
Tom Lydon
Editor, ETF Trends
“How ETFs Can Energize Your Portfolio”		   Mary Lyman
(with Richard Robert)
Executive Director, National Association of Publicly Traded Partnerships
“What Investors Should Know About Master Limited Partnerships (MLPs)”
Axel Merk
President & Chief Investment Officer, Merk Investments
“Is Cash Losing Its Function as a Store of Value?”		   Richard Robert
(with Mary Lyman)
Executive Vice President & CFO, Vanguard National Resources
“What Investors Should Know About Master Limited Partnerships (MLPs)”
Charles Rotblut, CFA
Vice President & AAII Editor, AAII Journal
“Get Lucky With Your Portfolio”		   Maria Crawford Scott
Former Editor, AAII Journal
“Asset Allocation During Retirement”
Meir Statman
Professor of Finance, Santa Clara University
“What Investors Really Want: Lessons from Behavioral Finance”		   Sam Stovall
Chief Investment Strategiest, Standard & Poor’s Equity Research
“Outlook 2012: Time to Buy or Bail?”
Lauren Templeton
Principal, Lauren Templeton Capital Management
“Investing the Templeton Way”		   Michael Thomsett
Author, “Trading With Candlesticks”
“Covered Calls: The Conservative Cash Cow Strategy”
Wayne A. Thorp, CFA
Editor, Computerized Investing & Financial Analyst, AAII
“Determining a Stock’s True Worth”		   Jason White
Portfolio Specialist, T. Rowe Price
“The Role of International Investing”
Click Here for a full description and listing
of the 2011 AAII Conference Presentations.