AAII: The American Association of Individual Investors

AAII Investor Conference Audio

With the AAII Conference Audio Collection, subscribers receive unlimited access to viewpoints, investing insights and ideas from some of America's most accomplished investment educators and professionals, all via streaming audio. AAII's audio collection provides an easy and convenient way for you to learn more about investing. The audio can be played directly from AAII.com, downloaded to your computer, or played as an MP3 on any device of your choosing.

Enjoy all the AAII Investor Conference Audio Subscription has to Offer:
50+ powerful recordings covering investment education and instruction
Plus PDFs of presentation materials
Investment ideas for 2019
Forbes Newsletter Panel
Exhibitor Workshop Presentations and much more

today, includes a 90-day money-back guarantee.

List of Speakers
Take a quick look at what these investment pros will teach you:

The Index Card Guide to Personal Finance
Harold Pollack, Helen Ross Professor of Social Service Administration, University of Chicago

Harold Pollack presents the basics of saving and investment and shows how pretty much all you need to know fits nicely on a 4x6 index card. Pollack also discusses why this simple advice is so hard to follow, and why you should ignore the cacophony of financial cable news.

  •   The power and value of index fund investing
  •   Strategies to increase your consistent savings
  •   Why stock-picking is a fool's errand

Lessons Learned From Four Decades of Independently Tracking Investment Advisers' Performance
Mark Hulbert, Hulbert Ratings LLC

Mark Hulbert has four decades' worth of data on which investment strategies really work and which do not. There is more than enough material here to inform many different talks, not just one. In his keynote session, Hulbert reviews some of the most important lessons he draws from the data, and allows time for discussion and your questions.

  •   How many of the market beaters in one period proceed to beat it again in the next
  •   What portion of investment performance is attributable to skill rather than luck
  •   Why contrarian strategies work

How Does the Bucket Strategy Work in Practice?
Christine Benz, Director of Personal Finance, Morningstar

The "bucket" approach to retirement portfolio planning is an intuitive way to organize retirement assets based on expected spending horizon, but implementation questions abound. Should the retiree spend income that the portfolio generates or reinvest it? How large should each of the buckets be, and how often should the retiree rebalance each of the buckets? Christine Benz delves into the nitty gritty logistics of the bucket strategy. She also shares details on her model "bucket" portfolios and discusses the results of portfolio "stress tests" from 2000–2017.

  •   How to depict appropriate in-retirement asset allocations based on spending horizons
  •   Different strategies for extracting cash flows from bucket portfolios
  •   "Best practices" for building and maintaining bucket portfolios

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.

  •   Sound portfolio allocation techniques
  •   Income generating strategies
  •   Capital appreciation strategies

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

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 useful guidelines that academic theory and the financial industry offer
  •   How value and momentum can be used to beat the market
  •   Five criteria to judge a stock’s underlying quality

 




Harold Pollack
"The Index Card Guide to Personal Finance"
University of Chicago Professor, Author

Mark Hulbert
"Lessons Learned From Four Decades of Independently Tracking Investment Advisers' Performance"
Mark Hulbert, Hulbert Ratings LLC
Kevin Carter
"The Future of Emerging Markets"
Founder and CEO, Big Tree Capital LLC
Martin Fridson
"The Income Investing Obstacle Course"
Chief Investment Officer, Lehmann Livian Fridson Advisors LLC
Jack Tatar
"Investing in Bitcoin and Cryptoassets"
Managing Partner, Doyle Capital Management
Matt Schifrin
"Best Ideas for Growth and Income"
Panel Moderator, Managing Editor — Money & Markets, Forbes Media
Jack Vogel
"Factor Investing: Why Portfolio Construction Matters and How to Examine ETFs"
CIO/CFO, Alpha Architect
Judy Chow
"CyberWise: Understanding Cyber Threats and Staying Safe"
Director of Product Management, Symantec Corporation
Marvin Appel
"Investment Strategies That Work While the Fed Retreats"
President, Signalert Asset Management
John Buckingham
"The Value of Dividends"
Chief Investment Officer, AFAM Capital
Christine Benz
"How Does the Bucket Strategy Work in Practice?"
Director of Personal Finance, Morningstar
Ben Johnson
"The Ins and Outs of Investing With ETFs"
Director of Global ETF Research, Morningstar
Janet Bodnar
"Women, Men and Investing"
Editor-at-Large, Kiplinger's
Richard Lehman
"Improve Your Investment Performance by Ditching Your Emotions, Instinct and Overconfidence"
Adjunct Professor, UC Berkeley Extension
John Horn/Dera Johnsen-Tracy
"Exotic Trusts and When to Use Them"
President and CFO, Horn & Johnsen SC/Attorney, Horn & Johnsen SC
Sam Stovall, CFP
"Outlook 2019: Awaiting a Post-Election Pop"
Chief Investment Strategist, CFRA Research
Kevin Grogan
"Building Portfolios in a Low Expected Return Environment"
Director of Investment Strategy, Buckingham Strategic Wealth
Mebane Faber
"The Biggest Mistakes Many Investors Make & What to Do About Them"
Chief Investment Officer, Cambria Investment Management

Simeon Hyman
"Rising Rates and Retail Disruption"
Global Investment Strategist, ProShares/Executive Director, ProShares
Craig Israelsen
"Building a Low-Cost Lifetime Portfolio"
Ph.D., Founder, 7Twelve Portfolio
Paul Merriman
"The Ultimate Buy and Hold Strategy"
President, Merriman Financial Education Foundation
Mark Ouimet
"Rising Rates and Retail Disruption"
Global Investment Strategist, ProShares/Executive Director, ProShares
Wayne A. Thorp, CFA
"Learn to Screen Like a Stock Market Superstar"
Senior Financial Analyst &
Vice President, AAII
Jackie McClellan, CFA
"How to Analyze Dividend Stocks"
Product Manager, AAII Dividend Investing; Associate Financial Analyst, AAII
Charles Rotblut, CFA
"Investing at the Intersect of Value, Momentum and Quality"
Editor, AAII Journal; Vice President, AAII
John Dobosz
"Generate Superior Equity Returns & Income With Dividends & Options"
Editor of Forbes Dividend Investor and Forbes Premium Income Report
Mark Skousen
"The Maxims of Wall Street: Bears Make Headlines, Bulls Make Money"
Editor of Forecasts & Strategies
   
   
This year’s collection includes 50+ timely sessions covering:
Stocks
Bonds
Income Investing
Mutual Funds
ETFs
Computerized Investing
The Economy
Presentations About Tools/Services That Benefit Investors
Plus a wide variety of investment ideas for 2019 and beyond will be discussed
Enjoy all the AAII Investor Conference Audio Subscription has to Offer:
50+ powerful recordings covering investment education and instruction
Plus PDFs of presentation materials
Investment ideas for 2019
Forbes Newsletter Panel
Exhibitor Workshop Presentations and much more

today, includes a 90-day money-back guarantee.