Presentations | October 25 – 27, 2019


“Is It Time to Buy or Bail?”
Sam Stovall
Chief Investment Strategist, CFRA Research

Using history as a guide, assisted by economic projections and fundamental forecasts, how will the equity markets likely perform in 2020? What’s more, which investment strategies should deliver outsized returns?

“Federal Reserve Policy and Asset Returns”
Robert Johnson, Ph.D., CFA
CEO, Chairman, Economic Index Associates

As the author of “Invest With the Fed and Strategic Value Investing,” Johnson addresses investing in different interest rate environments. Based on nearly 30 years of published research, he demonstrates which asset classes and sectors have prospered and which have languished when rates have risen and fallen. He shows you how to maximize your long-term returns and reduce your risk in alternative interest rate environments.

“Investing at the Intersect of Value, Momentum and Quality”
Charles Rotblut
Vice President, AAII; Editor, AAII Journal

As investors, we want stocks with more potential upside than downside. AAII Journal editor Charles Rotblut unveils the VMQ Stocks strategy for finding such stocks. The strategy combines three key characteristics associated with higher returns. He explains the logic behind it, including the academic research and the changes in the investment industry that helped lead to this new approach. Plus, see the current list of stocks meeting the VMQ screen, as well as exchange-traded funds (ETFs) that follow similar types of strategies.

“The Value of Dividends
John Buckingham
CIO, AFAM Capital

In this presentation, John Buckingham covers what the historical evidence shows about dividend-payers in terms of long-term total returns, income competitiveness and performance in rising interest rate environments. Buckingham also addresses why sensationalistic press can be detrimental to your financial health and reviews his current undervalued yield-focused stock picks.

“Best Ideas for Growth and Income”
Matt Schifrin
Panel Moderator, Managing Editor–Money & Markets, Forbes Media

Now more than ever, investors need sound advice to navigate turbulent markets and a myriad of new choices and investment vehicles. Forbes editors weigh in with their best advice, and ideas, for income and growth over the next 12 months. Panelists include John Buckingham, Editor of The Prudent Speculator and John Dobosz, Editor of Forbes Dividend Investor and Premium Income Report.

“AAII Shadow Stock Portfolio: From Theory to Practical Application
Wayne Thorp
Senior Financial Analyst, AAII

Wayne Thorp discusses AAII’s popular Model Shadow Stock Portfolio. Learn the theory behind it, what makes it tick and how to go about building your own version of AAII's Model Shadow Stock Portfolio of small-cap value stocks.

“The Ins and Outs of Investing With ETFs”
Ben Johnson
Director of Global ETF Research, Morningstar

In this session, Ben Johnson shows how exchange-traded funds (ETFs) are an efficient means of accessing countless corners of global markets. He also discusses this investment wrapper and how to put ETFs to best use in your portfolio.

“Political Cycles and Stock Returns”
Lubos Pastor
Professor of Finance, University of Chicago

How do stocks perform under Democratic versus Republican presidents, and why?

“6 Retirement Blind Spots and How to Fix Them”
Christine Benz
Director of Personal Finance, Morningstar

Even the best-laid retirement plans can harbor hidden risks, including longevity risk, sequence-of-return risk and underspending. Morningstar’s Christine Benz outlines how to safeguard your portfolio and your plan against these risk factors. She also shares her favorite in-retirement mutual funds and exchange-traded funds (ETFs), and discusses her model bucket portfolios geared toward retirees.

“Non-Consensus Investing: Active Versus Passive”
Rupal Bhansali
CIO, Portfolio Manager, Ariel Investments

Lately, active investing has disappointed and become discredited. In this session, Rupal Bhansali discusses how the headline drumbeat of active investing’s underperformance versus passive investing is misleading. She sheds light on the potential demerits of passive investing to provide a contrarian take on an increasingly one-sided glowing narrative on its merits. Finally, through a series of case studies, Bhansali shows how active investing can generate alpha.

“Factor Investing: Simple, but Not Easy”
Wesley Gray, Ph.D.
CEO, Alpha Architect

Wesley Gray describes factor investing and explores the question of why factors work in the first place. He digs into factor portfolio construction and techniques to manage investor behavior.

“The Intersection of ESG and Index Investing”
Lorne Abramson
Principal, ELM Advisors

It is getting easier for investors to incorporate their personal values into their portfolios and to do so in a diversified, low-cost and tax-efficient manner. In this session, Lorne Abramson reviews the history of environmental, social and governance (ESG) investing.

“How to Time Your Buys & Sells and Master Risk Management”
Ralph Acampora
Director of Technical Research, Altaira Ltd.

The study of supply and demand is applicable to not only the buying and selling stocks but is very helpful with commodities, fixed income, foreign markets and currencies.

“The Biggest Mistakes Many Investors Make & What to Do About Them”
Mebane Faber
CIO, Cambria Investment Management

Management anchoring the projected returns on your portfolio over the next five to 10 years to the long-term U.S. equity average of 8% to 10% may be a mistake. Making assumptions about U.S. bond yields, dividend yields, earnings yields and growth may not add up. Mebane Faber shows you how to adjust your expectations, expand your investment set and apply a few tactical strategies to help ensure success with your portfolio over the coming decade.

“Personal Portfolio Management in Good Times and Bad”
Julie Jason
President and Founder, Jackson, Grant Investment Advisers, Inc.

Do you have a portfolio organized to meet your specific needs? Or do you have a random collection of investments, accounts and advisers that you’ve acquired over time? In this presentation, Julie Jason highlights key personal portfolio management techniques and insights that will help you gain control over your results, along with a better sense of how to deal with the uncertainty that we all face as investors, especially during challenging economic times.

“Money $marts”
Jonathan Pond

No matter how the economy and investment markets are faring, there are always sensible and attractive opportunities to make the most of your money. Jonathan Pond presents his observations and suggestions for thriving financially throughout your life. He also discusses a variety of important financial matters, including planning for a financially comfortable retirement and thriving throughout your retirement years, teaching your children and grandchildren about financial responsibility so they won’t have to move back in with you in your dotage and planning your estate for the here and now as well as the hereafter.

Keynote Speaker
James Paulsen
Popular Markets Commentator &
Chief Investment Strategist, Leuthold Group, LLC

Presentation description will be made available shortly.

Keynote Speaker
James O'Shaughnessy
Author, What Works on Wall Street
O'Shaughnessy Asset Management, LLC

Presentation description will be made available shortly.

Plus more Speakers to be Announced!