2013: New Year, New Approaches, New Tools
Saturday, November 10, 2012 from 8:00 AM to 4:30 PM (PST)
Santa Clara, CA
AAII Silicon Valley Chapter Presents an All-Day Seminar:
"2013: New Year, New Approaches, New Tools"
Important: Please Note the New Location!
Can the individual investor build on what the very best investment professionals do? Do back testing and optimization really work – or are they just adult video games?? Do stock screening and analysis still play a role?? How do these interact with asset allocation and life cycle investment strategies?? How can these techniques and tools be applied to stocks, ETFs and mutual funds in a reasonable amount of time – without requiring a PhD?? This year’s seminar will showcase a number of different investment strategies and tools that answer these questions
Attend This Meeting to Learn:
New computer-based strategies and techniques to add to your investment strategy portfolio.
How you can apply these approaches to your portfolio using computer-based tools.
Reasons to Attend This Meeting:
Be exposed to multiple different approaches and tools during one seminar
See how these tools, techniques can fit into the bigger investment picture
Maz Jadallah, Founder and CEO, AlphaClone
Mr. Jadallah serves as Managing Member and Chief Investment Officer. Maz is a veteran financial and investment analyst having spent 12-years at Time Warner Inc (1997 to 2004) and OpenTV Inc (2004-2008) serving as an adviser to senior management. AlphaClone combines Maz's three passions, analysis, investing and technology. The firm was born out of Maz's work creating the dataset and technology required to perform the investment analysis which underpins AlphaClone's investment strategies today. Maz is a registered investment advisor representative and is a Chartered Alternative Investment Analyst (CAIA) Level 2 candidate. He holds an MBA with honors in Finance and Management from Rollins College and a BS in Industrial Engineering from Texas Tech University.
Scott Juds, President and CEO, SumGrowth Strategies, LLC
Mr. Juds has over 30 years' experience in both hands-on and executive-level positions at companies including piTech Engineering, IDX Incorporated, MobilServ Technologies Corp. and EATON Corporation, Opcon Division. Scott is the named inventor on over 40 U.S. and foreign patents and is a published author of Photoelectric Sensors and Controls: Selection & Application. He holds a BSEE from the University of Wisconsin - Madison and an MSEE from Stanford University and is a Registered Professional Engineer in the state of Washington
Al Zmyslowski, Individual Investor, AAII Chapter Board Member for Computerized Investing
Mr. Zmysiowski is an individual investor, a long-time member of AAII and leads the chapter’s Computerized Investing group. Al is an experienced personal investor who has successfully managed several portfolios for himself and others using quantitative investment techniques. He is particularly interested in using computerized investing systems that result in good performance, infrequent trading and a low expenditure of time.
Paul Charbonnet, Founding Partner, Investors FastTrack
Mr. Charbonnet is well-known in the computerized investing community. FT4Web has been a leading investment software program for more than 20 years, and is used by thousands of professionals and individual subscribers. He created FastTrack in 1989 after his communications software was sold to 3Comm in 1988. FastTrack provides simple, easy to understand investing strategies, using quality, daily dividend-adjusted fund and stock data. Charbonnet’s degree is in biology, and his early work involved computerized simulation of living, growing natural systems. Investors FastTrack is located in Baton Rouge, La
Marc H. Gerstein, Independent Investment Analyst/Consultant
Mr. Gerstein is an investment analyst and commentator and author of Screening the Market (Wiley, 2002) and The Value Connection (Wiley 2003) which specializes in rules-based equity investing strategies that go beyond the “hot” stocks one hears most about. His searches are far and wide for companies (whether widely publicized or little known) that demonstrate fundamental excellence. Marc has been using stock screeners since the mid-1990s, and has been actively backtesting since 2008, when he worked with Portfolio123.com and StockScreen123.com. Gerstein’s strategies incorporate all major investment styles (growth, value, quality and sentiment – he is non-judgmental as to how stocks demonstrate excellence; he just wants them do it).
When & Where
AAII Silicon Valley Chapter
The AAII Silicon Valley Chapter is affiliated with the American Association of Individual Investors (AAII), a nonprofit corporation founded in 1978 for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.
AAII local chapters are grassroots organizations led by volunteer AAII members, and allow AAII to extend its mission "person to person" to individual investors in their own communities by offering meetings that provide unbiased investment education in a social context.