The AAII Milwaukee Chapter presents...

Invest Using the Strategies of Wall Street Legends: Learn to Leverage the Proven Stock Selection Methodologies of Investing Greats

    Discussed by:

    John P. Reese
    CEO and Founder, and Validea Capital Management LLC

There are a handful of legendary investors whose performance and stock-picking ability are unprecedented. Peter Lynch, Warren Buffett, David Dreman, John Neff and James O’Shaughnessy are just a few of them. These individuals have either outstanding long-term track records or have developed outperforming strategies through extensive historical testing. But what most investors fail to realize is that the quantitative strategies developed by these Wall Street gurus can still produce long-term market outperformance. John Reese, CEO of and Validea Capital Management, will discuss multiple guru strategies, the benefits of removing emotion from the investment decision-making process, how combining strategies can lower risk and maximize returns and other methods using proven stock-picking strategies from history’s most successful investors.

Attend This Meeting and Learn...
How to generate market-beating returns from proven stock selection methodologies
How a long-term investor can deploy an active strategy to maximize return potential
About the strategies and criteria of history’s most successful investors

Thursday, February 16, 2012
6:00 – 7:00 p.m.    Registration/Cash Bar/Refreshments/Social
7:00 p.m.    Program
Midway Hotel
1005 S. Moorland Rd.
Brookfield, WI
[ Map This Location ]
In Advance (by 2/13)
AAII Members and Family, $15/person; Non-members,
Students, $10/person
At the Door space permitting
Everyone, $20/person
No Refunds

  Special Interest Groups (SIGs)


Madison Subgroup
Contact: Jared Bessert, 608/298-9008,
Date/Time: Wednesday, February 15, 2012, 6:00 p.m. (Check-in begins 5:30 p.m.)
LOCATION: Sequoya Branch of the Madison Public Library, 4340 Tokay Blvd., Madison, WI, 53711, 608/266-6385. The new Sequoya Branch of the Madison Public Library is located in the Midvale Shopping Center, about half way between the Beltline and University Avenue. Enter the library from either Tokay Blvd. or from the center’s parking lot.
Topic: “High-Yielding Strategies for the Next Decade”
Speaker: John P. Reese, CEO and founder, and Validea Capital Management LLC
Cost: No charge, FREE and open to the public.
Summary: John Reese, CEO of and Validea Capital Management and columnist at, will discuss high-yielding equity investment strategies. The approaches discussed will focus on value/dividend quantitative investment models that are based on history’s best investors and that are oriented toward both income and capital appreciation. Reese will also outline his own personal high-yielding strategy used to identify stocks that generate reliable income streams, which on average produce a 9% yield in today’s market. Investors attending this presentation will be provided with the three top dividend stock picks according to the strategies outlined by Reese. Visit
Attend this meeting to learn...
- How income investors look at dividends through a different type of investing lens
- Specific criteria for identifying stocks with attractive yields and return potential
- About the importance of dividends to long-term stock returns in your portfolio
John P. Reese is founder and CEO of, an Internet-based supplier of research and analytical tools for individual and professional investors. Reese is a pioneer in online investment research. He holds two U.S. patents in automated stock analysis and is considered an expert in quantitative stock selection using the strategies of investing legends. Reese is co-founder of Validea Capital Management, a separate account asset management firm serving individuals and companies, and manages two Canadian-based mutual funds (Omega Consensus American and International Equity Funds). He is co-author of “The Guru Investor: How to Beat the Market Using History’s Best Investment Strategies” (John Wiley & Sons, 2009). He is a columnist for, and Canada’s Globe & Mail. Reese holds an MBA from Harvard Business School and a bachelor’s degree in computer science from the Massachusetts Institute of Technology.

Mutual Fund Subgroup
Contact: Brian Harden, 414/347-5546,; or Karen Hager 262/255-2849
Date/Time: Wednesday, January 25, 2012, 6:00 p.m.
LOCATION: Brookfield Library, 1900 North Calhoun Rd., Brookfield, 262/782-4140. Take I-94 to the Moorland Road north exit. Go past the Brookfield Mall and turn west (left) on Blue Mound Rd. Go one mile to Calhoun Rd. and turn north (right). Go two miles north. The library is on the east (right) side, next to City Hall.
Topic: Large group presentation of the ETF allocation portfolio, growth portfolio and re-instituted bond portfolio. Small group breakout sessions to discuss large group presentation and to examine fund and ETF candidates to revamp portfolios. Small groups will study methods and criteria for fund selection and find volunteers to make a recommended selection at our next meeting.
Cost: FREE—No pre-registration necessary, guests welcome.
Future Meetings: Wednesdays, 3/28, 5/23, 9/26 and Thursday 11/29, 2012. All meetings are the 4th Wednesday of odd numbered months except for November; no meeting is scheduled in July.

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