Investor Conference Speakers

The AAII Investor Conference brings together some of the best and brightest in the investing world.

Keynote Speaker
“Economic & Financial Market Outlook”

James Paulsen

Chief Investment Strategist, The Leuthold Group

Keynote Speaker

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

Timely Must See Presentations:

» View Presentation Descriptions

Is It Time to Buy or Bail?

Sam Stovall
Chief Investment Strategist, CFRA Research
Investing at the Intersect of Value, Momentum and Quality

Charles Rotblut
Vice President, AAII; Editor, AAII Journal
Forbes Panel: Best Ideas for Growth and Income

Matt Schifrin
Panel Moderator, Managing Editor—Money & Markets, Forbes Media
  Federal Reserve Policy and Asset Returns

Robert Johnson, Ph.D., CFA
CEO, Chairman, Economic Index Associates
The Value of Dividends

John Buckingham
CIO, AFAM Capital
AAII Shadow Stock Portfolio: From Theory to Practical Application

Wayne Thorp
Senior Financial Analyst, AAII

Lively Talks:

» View Presentation Descriptions

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 ...

» View Presentation Descriptions

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.

  The Biggest Mistakes Many Investors Make & What to Do About Them

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
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
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
  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
  Tax-Efficient Withdrawal Strategies

Roger Young
VP and Senior Financial Planner, T. Rowe Price
Two Funds for Life: The Simple Solution for Young and Old Investors

Paul Merriman
President, The Merriman Financial Education Foundation

Chris Pedersen
Financial Analyst & Writer, The Merriman Financial Education Foundation

Plus more Speakers to be Announced!