Past Conference Speakers

The AAII Investor Conference brings together some of the best and brightest in the investing world. As we build out our 2020 roster you can lock in special pricing of only $549 $349 per attendee. Act now before the price goes up.

Keynote Speaker
“Economic & Financial Market Outlook”

James Paulsen

Chief Investment Strategist, The Leuthold Group

Keynote Speaker
“Successful Active Investing is Hard”

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



Timely Must See Presentations:


“Is It Time to Buy or Bail?”

Sam Stovall
Chief Investment Strategist, CFRA Research
  “Federal Reserve Policy and Asset Returns”

Robert Johnson, Ph.D., CFA
CEO, Chairman, Economic Index Associates
“Investing at the Intersect of Value, Momentum and Quality”

Charles Rotblut, CFA
Vice President, AAII; Editor, AAII Journal
 
“The Value of Dividends”

John Buckingham
CIO, AFAM Capital
“Forbes Panel: Best Ideas for Growth and Income”

Matt Schifrin
Panel Moderator, Managing Editor—Money & Markets, Forbes Media
 
“AAII Shadow Stock Portfolio: From Theory to Practical Application”

Wayne A. Thorp, CFA
Senior Financial Analyst, AAII
     

Lively Talks:


     
“Investing Strategies & Technical Analysis: Learning the Strategies”

Raymond Rondeau
Senior Technical Analyst, AAII
  “Political Cycles and Stock Returns”

Lubos Pastor
Charles P. McQuaid Professor of Finance, University of Chicago
“The Ins and Outs of Investing With ETFs”

Ben Johnson
Director of Global ETF Research, Morningstar
  “Non-Consensus Investing: Active Versus Passive”

Rupal Bhansali
CIO, Portfolio Manager, Ariel Investments

“6 Retirement Blind Spots and How to Fix Them”

Christine Benz
Director of Personal Finance, Morningstar, Inc.



   
     

Plus, Experts and Educators ...


     
“Factor Investing: Simple, but Not Easy”

Wesley Gray, Ph.D.
CEO, Alpha Architect



  “The Intersection of ESG and Index Investing”

Lorne Abramson, CFA, CFP
Founder, ELM Advisors
     
“How to Time Your Buys & Sells and Master Risk Management”

Ralph Acampora, CMT
Director of Technical Research, Altaira Ltd.


  “One Big Opportunity and One Big Warning”

Mebane Faber
CIO, Cambria Investment Management
     
“Personal Portfolio Management in Good Times and Bad”

Julie Jason
President and Founder, Jackson, Grant Investment Advisers, Inc.
  “Money $marts”

Jonathan Pond
Founder, SmartPlanner.com
     
“Generate Superior Equity Returns & Income With Dividends and Options”

John Dobosz
Editor, Forbes Dividend Investor & Forbes Premium Income Report
  “How to Analyze Dividend Stocks”

Derek Hageman
Financial Analyst, AAII; Editor, Dividend Investing
     
“Tax-Efficient Withdrawal Strategies”

Roger Young
VP and Senior Financial Planner, T. Rowe Price
  “Estate Planning 101: Back to Basics”

John Horn & Dera Johnsen-Tracy
Co-Founder, Shareholders and Attorneys, Horn & Johnsen SC
     
“Investing in Cryptoassets”

Jack Tatar
Managing Partner & Author, Doyle Capital Management
  “The Indolent Investor: Managing Long-Term Decisions in a Sea of Short-Term Noise”

David Snowball
Publisher, Mutual Fund Observer
     
“How to Make Money and Avoid Mistakes Using Behavioral Finance Insights”

Jason Voss
CEO, Active Investment Management (AIM) Consulting, LLC
  “The Financial Independence/Retire Early (FIRE) Movement and My Journey to Early Retirement”

Tanja Hester
Author, Work Optional: Retire Early the Non-Penny-Pinching Way

   
“Two Funds for Life: The Simple Solution for Young and Old Investors”

Paul Merriman
President, The Merriman Financial Education Foundation