The AAII Silicon Valley Chapter presents...

"2013: New Year, New Approaches, New Tools"

    Discussed by:

    Al Zmyslowski
    Computerized Investing chair, AAII Silicon Valley

    Maz Jadallah
    Founder and CEO, AlphaClone—9:00 a.m.

    Marc H. Gerstein
    Independent Investment Analyst/Consultant—10:30 a.m.

    Paul Charbonnet
    Founding Partner, Investors FastTrack—1:00 p.m.

    Scott Juds
    President and CEO, SumGrowth Strategies, LLC—2:30 p.m.

Can the individual investor build on what the very best investment professionals do? Do backtesting and optimization really work—or are they just adult video games? Do stock screening and analysis still play a role? How do these interact with asset allocation and life cycle investment strategies? How can these techniques and tools be applied to stocks, exchange-traded funds and mutual funds in a reasonable amount of time—without requiring a Ph.D.? This year’s seminar will showcase a number of different investment strategies and tools that answer these question

Attend This Meeting and Learn...
New computer-based strategies and techniques to add to your investment strategy portfolio
How you can apply these approaches to your portfolio using computer-based tools

Saturday, November 10, 2012
8:00 a.m.    Registration/Social/ Coffee or Tea (no Breakfast)
9:00 a.m.    Program
12:00 p.m.    Lunch
4:00 p.m.    Panel Discussion
Hilton Santa Clara - NEW LOCATION
4949 Great America Pky.
Santa Clara, CA, 95054
[ Map This Location ]
In Advance (Online by 11/6 or Mail Postmarked by 11/3)
Everyone, $60/person
Register online at

. At the Door
Space permitting.
Everyone, $70/person
No Refunds

Pay Online
  Special Interest Groups (SIGs)

SIG 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.


Sunnyvale Discussion Group
Lynn Gillette and Valerie Fitch,
The Sunnyvale Discussion Group meets on the fourth Tuesday of each month at 6:30 p.m. in the Coco’s Restaurant located at 1209 Oakmead Parkway in Sunnyvale. The meeting is held every month except December.

NEW! Computerized-Mechanical Investing Group
Allan Zmyslowski,
Meets monthly at a local library. See for group information and upcoming meeting details. The group discusses and presents ideas on how to use computers in investing. The group has a definite mechanical investing flavor, focusing on rules, algorithms, programs and computerized investing tools of various flavors. Scheduled dates (Mondays): October 29, 2012, 6:30-8:30 p.m. (Campbell Library), November 26, 2012, 6:30-8:30 p.m. (Saratoga Library), December 17, 2012, 6:30-8:30 p.m. (Saratoga Library)

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