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AAII DC Metro - 5/20/2017 - Factor-based Investing Inspired by Wall Street Greats like Lynch & Buffett

AAII - DC Metro

Saturday, May 20, 2017 from 9:30 AM to 11:30 AM (EDT)

Ticket Information

Ticket Type Sales End Price Fee Quantity
Advance Registration May 16, 2017 $35.00 $0.00
Full Registration May 19, 2017 $40.00 $0.00

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Event Details

 

SPEAKER: 

John P. Reese

CEO and Founder, Validea Capital Management, LLC

 

TITLE:

Factor-based Investing Inspired by Wall Street Greats Like Lynch & Buffett

 

 

DESCRIPTION:

One of the hottest new areas in investing is called Factor-based investing.  What is it?  Academic research has shown long-term outperformance when portfolios are tilted towards stocks with specific "factors", or characteristics.  Value stocks, momentum, quality and size are some of the individual factors that have exhibited degrees of outperformance.  However, another way to utilize factors is by combining them.  John Reese, founder of Validea.com and Validea Capital Management, will discuss his investing system, which is built off of the strategies of famous investors.  John and his team construct concentrated and actively run portfolios of top rated stocks using the Gurus' investing models.

 

ATTEND THIS MEETING TO LEARN:

  • The factors used by Buffett, Lynch and other investors in analyzing stocks.
  • How integrated factor models are built and utilized in actual money management products.
  • How to diversify between various factor-based approaches.

BIO: 
 
John P. Reese is a pioneer in the online investment research arenas & quantitative investing using strategies of investing legends.  John, the author of "The Guru Investor: How to Beat the Market Using History's Best Investment Strategies", is Founder and CEO of Validea.com, an independent stock research firm, and Validea Capital Management, a boutique asset management company.  Validea Capital is an advisor on an active equity factor-based ETF and offers a new Digital Advisor, Validea Legends Advisor.  John's research team also runs The Guru Investor blog, linking investors with the world's brightest investment minds.  A graduate of MIT and Harvard Business School, John holds two patents in automated stock analysis.  He's a regular columnist for Forbes, RealMoney.com and Canada's Globe and Mail.

 

 

For more information about our chapter, go to http://www.aaiidcmetro.com  


Have questions about AAII DC Metro - 5/20/2017 - Factor-based Investing Inspired by Wall Street Greats like Lynch & Buffett? Contact AAII - DC Metro

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When & Where


Richard J. Ernst Community Cultural Center - Northern Virginia Community College - Annandale Campus
8333 Little RIver Turnpike
Annandale, VA 22003

Saturday, May 20, 2017 from 9:30 AM to 11:30 AM (EDT)


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Organizer

AAII - DC Metro

Provides investment education on stocks, mutual funds, and other types of investments. Hear from leading national experts. This chapter is a member of the American Association of Individual Investors, http://www.aaii.com, the largest national individual investor education association.


For more information about our chapter, go to http://www.aaiidcmetro.com, or contact general information at 301-593-4542.


You have the option of paying using this web site, by regular postal mail using the forms in our brochure or on our web site, or by phoning our registrar at 703-879-8480. There are advantages to establishing a paypal account, but it is not necessary. Our new location is at the Richard J. Ernst Community Cultural Center at the Northern Virginia Community College—Annandale Campus locate at 8333 Little River Turnpike, Annandale, Virginia 22003.  Their phone number is 703-323-3000.

Doors Open: 9:00 AM

Seating & Continental Breakfast: 9 - 9:30AM

Program Begins: 9:30 AM

  Contact the Organizer
AAII DC Metro - 5/20/2017 - Factor-based Investing Inspired by Wall Street Greats like Lynch & Buffett
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