Close
Close

Sponsors & Exhibitors



Attendees Receive:
  • Expert speakers who will teach you what it has taken them a “career” to learn
  • Opportunity to meet other members, local chapter leaders & editorial staff
  • 25 “must-attend” investing seminars, plus 30 investor workshops
  • Opening Ceremony with keynote speaker, luncheon with keynote speaker and panel discussion
  • Two continental breakfasts & welcome reception
  • Smart Investor Exhibit Hall
  • Loews Royal Pacific Resort — guests receive free water taxi to the Universal Orlando parks plus “Skip The Line” access for rides and attractions!



Hotel Information
Discounted hotel rooms are available to AAII conference attendees at your choice of properties — Loews Royal Pacific Resort or Loews Portofino Bay. Restaurants, entertainment and shopping are located in these resort-style hotels, plus you're just seconds from the vibrant City Walk. Click here to book your sleeping room today.

To reserve your sleeping room, call 866-360-7395 and use access/booking code "AAII Conference" to secure a discounted room rate.




The Smart Investor Exhibit Hall is where investors come together with the latest tools and services. AAII invites only quality companies and services to participate in our Exhibit Hall. We have hand-picked those products and services that can offer investors an advantage—an efficient way to manage your investments. Visit the booths and give yourself the opportunity to see a product demo or, in some cases, try out the product for yourself.

Visit the booths and give yourself the opportunity to see a product demo or, in some cases, try out the product for yourself.

Event Sponsors

Discover.com

aaii.discoverbank.com

Discover savings products offer a safe harbor for the money of individual investors navigating the uncertainties of today's market fluctuations. AAII members receive preferred member rates on CDs, money market and online savings accounts. All deposits are FDIC-insured up to the maximum amount allowed by law. AAII members can manage their accounts securely and conveniently online or with our mobile app, or talk to one of our U.S.-based banking specialists day or night anytime you need answers. Visit AAII.DiscoverBank.com to learn more or open an account. Deposit accounts offered through Discover Bank, Member FDIC.





Investor’s Business Daily

www.investors.com

Investor’s Business Daily is the leading investing education company in the U.S. and offers self-directed investors powerful products, exclusive stock lists and proprietary stock ratings that can’t be found anywhere else. IBD’s heralded market analysis helps subscribers maximize gains from stock investing during market uptrends and protect their portfolios during downtrends. All of IBD’s digital and print products are based on the CAN SLIM Investing System, which has consistently outperformed all growth investing strategies that AAII tracks via their stock screens area on AAII.com.

Workshop Details

2013 Investor Conference Exhibitors

Barron’s

www.barrons.com

For 85 years, America’s institutional and individual investors and its business and financial leaders have relied on Barron’s for authoritative market analyses and insights on companies, industries, sectors, the economy and financial markets in the U.S. and around the world. Every week, Barron’s delivers the information readers need to make astute, profitable decisions about money. It offers comprehensive statistics on the preceding week’s trading and financial activities that are unmatched by any other publication. And, because its feature stories and columns look ahead at what’s likely to happen to companies and to the market, readers are better prepared for the market’s twists and turns and thus better able to preserve and grow their invested wealth.

  • Barron’s reviews the past with the goal of providing advice for the future.
  • Barron’s spend over two hours per week poring over content to find opportunities to act on.
  • Companies mentioned in Barron’s on Saturday are actively traded on Monday. Barron’s moves markets …and moves minds.
  • Barron’s is credible, insightful and often contrarian. People believe what’s in Barron’s and act accordingly.
  • Barron’s delivers ideas and insights that pay off.
Workshop Details



Best Choice Software, Inc.

www.bestchoicesoftware.com

Making Money in the markets is not that difficult. Not when you know, in advance, when a stock is ready to move. Best Choice Software has developed the formula for successful trading: D D S T S. By reviewing the history of a stock, Best Choice can determine the Direction a stock will move; the Duration of the move; using options, the best Strike to buy; the Time the stock will move and calculate when to Sell and take profits. No one can make a guarantee, but by knowing the above information, you have a very high probability of a profitable trade.

Workshop Details



BullionVault

www.bullionvault.com

BullionVault is the physical gold and silver market for private investors online. It enables people to buy and sell professional-grade bullion at the very best prices online.

Each user’s property is stored at unbeaten low cost in secure, specialist vaults in London , New York , Zurich and Singapore. BullionVault’s unique Daily Audit then proves the full allocation of client property–safe and sound, inside the vault–every day.

Launched in April 2005, BullionVault is a full member of professional trade body the London Bullion Market Association (LBMA). Winner of a 2009 award for innovating in private access to the bullion market, BullionVault received a second Queen’s Award for Enterprise this April, this time for International Trade after growing overseas sales by 140% in 4 years. The gold industry’s key market-development organization, the World Gold Council, recommends BullionVault for retail investment gold and became a shareholder in 2010.

More than 47,500 people have now used BullionVault to buy, store and trade physical gold and silver. Between them, they own $1.5 billion worth of gold bullion–more than is held by most of the world’s central banks–plus a further $281 million in physical silver.

For more information, visit http://www.bullionvault.com

Workshop Details



CycleProphet.com

www.cycleprophet.com

The CycleProphet suite of tools has almost 7000 stocks and ETFs that have been scored according to fundamentals and technicals; allows individual investors to find stocks based on their own search criteria; determine the rankings of stocks and ETFs and compare those stocks and ETFs to their peer group; run 90 day time-cycle forecasts on all stocks and ETFs in the CCycleProphet database; and have access to portfolios run by Mike Turner and Will Turner using the CycleProphet tools. The website includes market commentaries and training videos, and there are webinars for subscribers to help them be more successful investors.

Workshop Details



Dinsmore Capital Management (Bancroft Fund & Ellsworth Fund)

www.dinsmorecap.com

Convertibles offer much of the yield and downside protection of bonds while allowing investors to participate in equity upside. Typically this allows for total returns that are similar to the S&P 500 with less volatility. Our Closed-end funds allow individual investors access to the convertible market through shares that trade on the NYSE (tickers: BCV & ECF), often at a discount to NAV.

Workshop Details



FINRA (Financial Industry Regulatory Authority)

www.finra.org

Learn why AAII members may be at particular risk for certain types of investment fraud–and how to avoid being taken in. In FINRA’s workshop, you’ll hear compelling stories of victims and learn the tactics of perpetrators. Are you near retirement age or recently retired? This workshop will also help you spot the latest retirement scams. Most importantly, you will learn how to defend against fraud and how to use important resources and tools, including the FINRA BrokerCheck—a tool you will want to share with your chapters back home.

You can also help protect investors by serving as a FINRA arbitrator. FINRA arbitrators stand ready to help investors, securities firms and brokers resolve securities-related disputes in 71 cities across the country, including London and Puerto Rico. Because the role of an arbitrator is the most critical component of a fair dispute resolution forum, FINRA seeks only highly qualified and unbiased individuals to carry out this important work. Securities experience is not required. Learn how you can contribute to the integrity of the securities industry by becoming a FINRA arbitrator.

Workshop Details



TradeMiner by Gecko Software

www.TradeMinerPro.com

Looking for an edge in your trading? TradeMiner software accurately identifies recurring trends and market cycles that occur in the stocks, futures, and forex markets. Knowing how to recognize these trends, understanding how they work, and paying attention to when they are most likely to occur, will help any trader make more informed trading decisions. Scanning through millions of records has never been easier, as TradeMiner quickly pinpoints these cycles and helps to predict if the current year’s cycle is on track to repeat as it has in the past. Come see how TradeMiner can help you in your trading.


Workshop Details



Global Capital Group, LLC

www.globalcapitalvision.com

GCG analyzes and evaluates alternative investments for individual investors. We match investor’s risk profiles and goals with the appropriate investments to potentially increase portfolio returns while lowering risk. This is accomplished by following guidelines in scientific studies, such as Post Modern Portfolio Theory, to incorporate asset classes into portfolios that are statistically uncorrelated with the stock and bond markets and the overall economy. The addition of a small percentage of these assets has proven to achieve higher returns and lower risks for investors’ portfolios.

Workshop Details



Graves, John CLU, ChFC

Editor: The Retirement Journal

www.theretirementjournal.com

Enjoy a comfortable retirement with income from individual stocks and bonds. Many of these can be found in the energy industry. Learn how the New American Revolution in the shale gas and oil fields creates jobs, aids the environment, lessens dependency on foreign oil and pays dividends to investors.

Workshop Details



Investment Account Manager

www.investmentaccountmanager.com

From Quant IX Software, Investment Account Manager 2.0 offers the tools you need to provide centralized portfolio management for stocks, bonds, mutual funds, exchange-traded funds, options, cash and more. Designed by an award-winning, experienced team (since 1985), Investment Account Manager (IAM) offers a totally comprehensive, yet intuitively designed, desktop-based portfolio management software solution. AAII Editor’s Choice and Top Pick!

Workshop Details



Jim’s Notes

JimsNotes.com

Jim is a money manager who publishes a Web-based subscription service, sharing his research and disciplined trading models with self-directed investors who prefer to manage their own money. Workshop Details



Merk Funds

www.merkfunds.com

Merk Funds are managed by Merk Investments, the authority on currencies. A pioneer in the currency asset class, Merk Investments offers a suite of transparent mutual funds that do not typically employ leverage. Merk provides original insights, commentaries and analysis on currencies and the global economy. Merk is an industry leader in research and a primary source of information for investment professionals and the media.

Workshop Details



MetaStock

www.MetaStock.com

MetaStock is a product of Innovative Market Analysis. Founded in 1982, MetaStock develops and markets the award-winning MetaStock, a premier charting and technical analysis software solution. MetaStock provides both end-of-day and real-time data for most markets throughout the world for the retail trader. Additionally, MetaStock designs graphics and technical analysis components for the Thomson Reuters product lines, serving professional traders in the world’s largest financial institutions.

Workshop Details



Muhlenkamp & Company Inc.

www.muhlenkamp.com

Muhlenkamp & Company Inc. provides intelligent investment management for its no-load mutual fund, as well as private account management for individual and corporate accounts, pension plans, profit sharing plans and endowment funds. We also provide financial planning consulting. To learn more, call us at (877) 935-5520.

Workshop Details



National Futures Association

www.nfa.futures.org

National Futures Association (NFA), a self-regulatory organization committed to safeguarding the integrity of the futures markets and protecting investors, provides a variety of educational materials to the investing public at no charge. Investors can conduct registration and background checks on any individual or firm operating in the U.S. futures industry through NFA’s online Background Affiliation Status Information Center (BASIC), available on NFA’s website. Investors can also contact NFA by calling its information center at 800-621-3570.

Workshop Details



The Options Industry Council

www.optionseducation.org

The Options Industry Council (OIC) was created to educate investors and their financial advisers about the benefits and risks of exchange-traded equity options. Options are a versatile but complex product, and that is why the OIC conducts hundreds of seminars, distributes educational brochures, maintains a website and offers live help from options professionals.

Workshop Details



Permanent Portfolio Family of Funds, Inc.

www.permanentportfoliofunds.com

Permanent Portfolio Family of Funds, Inc. is a no-load mutual fund family that’s investment philosophy is founded on protecting what you have and producing consistent, above-average, after-tax returns.

Workshop Details



Prudena

www.prudena.com

Prudena.com is an investment portal for individual and professional investors. Its equity analysis tools combine elements of value investing and behavioral finance. Basic Margin of Safety and Implied Growth Rate tools are free to individual investors, and more in-depth analytical tools are offered by subscription. Consulting services are available. Prudena.com places a particular emphasis on quantitative risk measurement and risk management. More information can be found at https://prudena.com/faq.

Workshop Details



Roche Holding Ltd

www.roche.com/investors

Headquartered in Basel, Switzerland, Roche is a leader in research-focused health care with combined strengths in pharmaceuticals and diagnostics. Roche is the world’s largest biotech company, with truly differentiated medicines in oncology, infectious diseases, inflammation, metabolism and neuroscience. Roche is also the world leader in in vitro diagnostics and tissue-based cancer diagnostics, and a frontrunner in diabetes management. Roche’s personalized health care strategy aims at providing medicines and diagnostic tools that enable tangible improvements in the health, quality of life and survival of patients. In 2012, Roche had over 82,000 employees worldwide and invested over 8 billion Swiss francs in R&D. The group posted sales of 45.5 billion Swiss francs. Genentech, in the United States, is a wholly owned member of the Roche Group. Roche is the majority shareholder in Chugai Pharmaceutical, Japan. For more information, please visit www.roche.com.

Workshop Details



Santander

www.santander.com

Banco Santander is a global, multi-national bank based in Spain and present in ten major markets. It is the Eurozone leading bank and is among the top 13 financial institutions worldwide in terms of market capitalization, with $70.5 billion at the close of second-quarter 2013. Founded in 1857, Banco Santander manages $1.288 trillion in customer funds, services more than 102 million customers, has approximately 14,680 branches—more than any other international bank, and over 186,785 employees worldwide as of second-quarter 2013.

Workshop Details



Stan The Annuity Man

www.stantheannuityman.com

Stan The Annuity Man is an annuity specialist and nationally recognized annuity expert. He is the author of the highly acclaimed book, “The Annuity Stanifesto.” With over 20 years of experience in the financial services industry, he has developed unique proprietary and trademarked annuity strategies that have been adopted throughout the annuity industry. Stan The Annuity Man specializes in providing clarity and best-fit annuity options customized to deliver the guaranteed portion of your portfolio. As an independent (non-captive) annuity resource, he focuses on asset protection and solutions for lifetime income, legacy and full control long-term care. Stan The Annuity Man is a frequent contributor on the subject of annuities on MoneyShow.com, and has a weekly annuity column on MarketWatch.com, a division of The Wall Street Journal. A featured speaker across the country about annuities, Stan The Annuity Man lives in Ponte Vedra Beach, Florida, and has clients nationwide. You can learn more at stantheannuityman.com.

Workshop Details



stopbuyingthebull.com

www.stopbuyingthebull.com

Stopbuyingthebull.com provides individual investors a subscription to buy, hold and sell signals on all stocks on the U.S exchanges along with the Canadian and Bombay exchanges. Stopbuyingthebull.com offers individual investors the missing link to buying and selling stocks. Everyone tells you that nobody knows when to buy, hold or sell. This is nonsense and we will prove it. When all of the dust clears, stocks either go up or down based on the ratio of buyers and sellers. Bear markets are not great companies turning bad; they are periods of time where sellers exceed buyers in size and duration. Stopbuyingthebull.com is a constant surveillance of the ratios of buyers and sellers accurately indicating the periods you should be willing to take the risk along with the periods you should avoid. The performance of stopbuyingthebull.com beats any money manager performance we have ever seen. We look forward to sharing these performance figures with you at the 2013 AAII Investor Conference November 15 to November 17, in Orlando, Florida.

Workshop Details



Strategic Investing by Adrich Corporation

www.strategicinvesting.com

Strategic Investing helps the individual investor understand how to invest using the experience gained over 50-plus years in the markets. Strategic Investing’s daily Market Musings analyzes economic reports and political events to help investors take advantage of market cycles. Building upon CAN SLIM as a base, Strategic Investing incorporates lessons and techniques that have enabled the Strategic Investing portfolios to be profitable every year since their inception.

Workshop Details



SumGrowth Strategies, LLC

www.SumGrowth.com

SectorSurfer levels the playing fields by putting the power of high-performance investment algorithms in your hands. SectorSurfer's trend-following True Sector Rotation Strategies hold only the momentum leader during bull markets, and its StormGuard algorithm moves you to the safety of cash during bear markets. Only by owning the top trend leader and avoiding the trend laggards can you simultaneously improve returns and reduce the probability of loss. SectorSurfer helps you manage self-directed 401(k) investments and IRA investments with just a few trades per year. Email Trade Alerts are sent when trades are signaled. We’ll do the hard work, while you go have a life.

Workshop Details



Taggart Income Investments

www.taggartinvest.com

We seek out, research and broker quality income-oriented investments for wealthy individuals. Our offerings generally differ from traditional stock and bond investments. Examples include non-traded real estate investment trusts (REITs), business development companies (BDCs) and unit investment trusts (UITs). Owners of investment real estate also turn to us for investments that qualify for 1031 tax-deferred exchanges.

Workshop Details



TC2000 by Worden Brothers, Inc.

www.TC2000.com

Try it free for 14 days at TC2000.com. In less than one minute, you'll be installed and browsing your first watchlist of real-time scan results. Your charts and watchlists will automatically start streaming. No waiting for massive data downloads. You'll be up and running picking stocks right away. Beat other traders to the best buys with the fastest real-time scanning, sorting and alerting. Not even platforms that cost thousands of dollars come close to the speed of our servers. Scan over 100 of today's most cutting-edge technical indicators. You can even scan using your own formulas. It's super easy. Most EasyScans can be performed in two or three clicks. These are not canned. Set up your own parameters and your own time frames. Results are instant, so you can capture big moves before the crowd jumps in.

Workshop Details



U.S. Securities and Exchange Commission—Investor Education

www.investor.gov

The Securities and Exchange Commission (SEC) is an agency of the U.S. federal government that is offering free publications for financial literacy and investor education. The agency has an active program to educate our nation’s seniors as well as the general public about the importance of making wise financial decisions and avoiding fraud/scams.

Workshop Details



Zions Direct

WWW.ZIONSDIRECT.COM

Zions Direct is an online, self-directed discount broker dealer. Investors can trade equities, bonds, mutual funds and other securities. Zions Direct is known for its innovative online securities auction platform, where individual and institutional investors purchase bonds, FDIC-insured CDs and other securities commission-free. Additionally, Zions Direct provides the opportunity for institutions to issue new securities to the public using its auction platform. Zions Direct, a member of FINRA/SIPC, is a nonbank subsidiary of Zions Bank. Zions First National Bank was established in 1851.

Workshop Details