AAII Baltimore Investment Education Chapter 2021

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All Members, Friends and Staff:

The Future of Chapter Live Programs

I'm sure you are all aware that some states and some meeting facilities are now open for business for live programs. However, AAII is approaching live in-person programs with extreme caution due to many of our members belonging to the age groups at the highest risk for COVID-19. We cannot give you a date and/or time that live programs will resume due to the uncertainty of infection rates and future guidance from government and health officials. We are monitoring the situation and will look into the possibility of resuming live programs in the future along with what procedures may need to be followed.

AAII is liable for any member contracting the virus at a live AAII chapter program, so we need to proceed with caution. Therefore, live chapter programs or any live gathering affiliated with a chapter cannot take place until AAII approves such action. This includes any gathering of chapter leaders for any reason in person.

Thank you all:
Tom Rodgers
President, AAII Baltimore Chapter


Previous Meetings

DATE:
Saturday, March 7, 9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

PRESENTATION TOPIC--  Secure Act impact on retirement/estate planning

Click here for the pdf presentations of the Saturday, March 7,  2020 meeting -- Doug Miller "Secure Act impact on retirement/estate planning"

PRESENTATION OVERVIEW: 
The Secure Act made dramatic changes to the contribution and distribution requirements for retirement plans. There are several tremendous opportunities for individuals to accumulate larger retirement plans as well as increased access to insurance products inside of the retirement plans. Of course these changes also have some pitfalls that could cause Uncle Sam to be the primary beneficiary. This presentation will focus on how to keep more of what you have worked so hard to build for you and your famly.

ATTEND THIS MEETING TO LEARN: 
1.) Change in RMD requirements for owners and beneficiaries
2. Change in Contribution Rules and retirement plan rules
3. Tax Planning Opportunities and Tax Traps to Avoid

SPEAKERS / SPEAKERS' BIOGRAPHY:
Doug Miller
Financial Adviser, Northwestern Mutual (Columbia, MD)
https://www.northwesternmutual.com/financial/advisor/doug-miller/

Douglas Miller

Speaker Biography:
Doug Miller is a certified financial planner. He began his career as an estate planning attorney and business transactional attorney and has been in the financial services field since January of 2000. He works with business owners and affluent individuals and families to educate them while achieving their financial goals. He is married with three daughters and lives in Carroll County, Maryland.


DATE:
Saturday, February 1, 9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

PRESENTATION TOPIC--  Market Structure and Opportunities

PRESENTATION OVERVIEW: 
Market structure and central bank money printing is favoring certain asset classes over others. Demographic changes are challenging governments, while at the same time creating investment opportunities. The world is increasingly overserved on debt. How should an investor proceed?

ATTEND THIS MEETING TO LEARN: 
1.)  How record low debt costs are shaping markets and valuation.
2) How share buybacks are shaping share valuation and company balance sheets.
3) Why is productivity growth necessary for both economic and living standard growth?

SPEAKERS / SPEAKERS' BIOGRAPHY:
Niall O'Malley
Portfolio Manager, Blue Point Investment Management (Baltimore, MD)
https://bluepointim.us

Niall O'Malley

Speaker Biography:
Niall O’Malley serves Blue Point’s Portfolio Manager. He leverages a keen understanding of the creative/destructive cycle that governs innovation, 12-years of international experience, and his understanding of the capital markets to seek capital appreciation for clients. O’Malley has been quoted or published by the Baltimore Business Journal, Baltimore Sun, Bloomberg, China Business News, Citybizlist Baltimore, Financial Advisor, Markets Media, Seeking Alpha and The Trade. He has been a radio show guest on VoiceAmerica’s Insightful Investor, and WCBM’s Money, Riches and Wealth. He has been a guest speaker at the Baltimore Business Journal, Baltimore Family Office Group, CFA Societies, Loyola University Financial Management Association, and the Johns Hopkins Carey School of Business.


DATE:
Saturday, January 4, 9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

Brooklyn Park Library Branch

PRESENTATION TOPIC--  Behavioral Finance

Click here for the pdf presentations of the Saturday, January 4, 2020 meeting -- Philip Weiss  "Behavior Finance"

PRESENTATION OVERVIEW: 
We find ourselves torn between emotion and logic when making decisions. We also know that people decide differently under pressure or if high risks are involved—exactly the kind of scenario experienced by investors. We find that investors often expend too much energy trying to avoid making hard choices by looking for an informational advantage that will guarantee them a “sure thing.” Instead investors should simply focus on making better decisions. While none of us can avoid behavioral biases completely, processes can be put in place to help avoid the potential impact of these errors. In this presentation, we discuss a number of behavioral biases and what can be done to limit their impact. .

ATTEND THIS MEETING TO LEARN: 
1.  Why Behavioral Finance is relevant for investors.
2. How Behavioral Biases can affect investor decisions.
3. What can be done to limit the impact of Behavioral Biases.

SPEAKERS / SPEAKERS' BIOGRAPHY:
Philip Weiss
Founder & Principal, Apprise Wealth Managemens (Phoenix, MD)
https://apprisewealth.com

Philip Weiss

Speaker Biography:
Phil Weiss has extensive financial and client services experience in equity research and portfolio management. Phil is a CFA® charterholder and a CPA. He takes a value-centric, fundamental-based approach to all aspects of portfolio management and security research. He recently launched Apprise Wealth Management (http://www.apprisewealth.com), a fee-only RIA focused on providing comprehensive financial planning and investment management services and education to those looking for assistance and believes it is a privilege to manage the retirement assets of others. Primarily while working as a Senior Analyst for Argus Research, he has served as a featured media spokesperson on networks such as CNBC and Bloomberg. He also publishes a weekly blog for Apprise.

 


DATE:
Saturday, December 7, 9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

PRESENTATION TOPIC--  End of Year Tax Planning

PRESENTATION OVERVIEW: 
The number one fear retirees have is running out of money. Creating and Preserving your wealth takes more than simple preparation; it takes tax planning. We will show you the difference between using a tax preparer versus using a tax planner. We will cover some of the simple tax reductions strategies you may already know; and some you may not have considered. We will discuss a few advanced strategies that have only recently become widely available. If you have a small business, learn how to properly structure your company and retirement benefits to take advantage of tax code.

ATTEND THIS MEETING TO LEARN: 
1. Simple Strategies you can implement NOW to reduce your 2019 taxes.
2. Advanced Strategies to reduce your taxes in 2020 & beyond.
3. Small Business Strategies to pay yourself instead of the IRS.

SPEAKERS / SPEAKERS' BIOGRAPHY:
Ryan Herbert
Financial Adviser, Prostatis Financial Advisors (Hanover, MD)
https://prostatisfinancial.com

ryan herbert

Speaker Biography:
Ryan Herbert is an investment adviser representative who brings a fresh approach to Prostatis Financial Advisors. Herbert attended Coastal Carolina University in Myrtle Beach, South Carolina, where he received a bachelor’s of science in finance. He has been with Prostatis Financial Advisors since 2008 and has previously worked with Merrill Lynch Private Wealth Management and T. Rowe Price. Herbert was recently named a six-time Five Star Wealth Manager for 2013, 2014, 2015, 2016, 2017 and 2018, ranking him among the top 5% of the wealth managers in the Baltimore area. He has been featured in Baltimore Magazine.


DATE:
Saturday, November 2, 9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

PRESENTATION TOPIC--  Asset Allocation, Growth and Income in a Slow Growth /Low Yield World.

Click here for link to the presentation, courtesy of Jason Browne,  from this meeting

PRESENTATION OVERVIEW: 
Asset Allocation, Pursuing Growth and Income in a Slow Growth / Low Yield World. Bridging the gap between long-term investment assumptions and current conditions. Managing sequence of return risks. Combining the merits of strategic and tactical asset allocation. Managing both stock and bond market risks. When, why and how I use Cash, Gold, REITs and Options. Why I combine stocks, ETFs and mutual funds in portfolios. The power of clear, attainable goals.

ATTEND THIS MEETING TO LEARN: 
1. Thriving through up and down markets.
2. Generating growth and income in a low yield world.
3. Reaching short and long-term goals by aligning with current conditions.

SPEAKERS / SPEAKERS' BIOGRAPHY:
Jason Browne
President, Alexis Investment Partners, LLC. (Bethlehem, PA )
www.alexisinvests.com

Jason Browne

Speaker Biography:
Jason Browne is President of Alexis Investment Partners (AIP). He is a frequent guest on Bloomberg, TD Ameritrade Network, Money Life, CNBC, Nightly Business Report and others. Prior to founding AIP, Browne was a Chief Investment Strategist and Portfolio Managers for more than 25 years and is considered an expert in ETFs, mutual funds, trading / hedging strategies, asset allocation and technical analysis. At Alexis Investment Partners, Browne works directly with clients as a wealth manager and financial planner. Browne invests his family assets and client portfolios by combining stocks, ETFs, mutual funds, options strategies and insurance to manage risk and fund both long and short-term needs. Browne’s active approach seeks to adapt to changing markets and reduce sequence of returns risk through tactical asset allocation and clear goals.


DATE:
Saturday, October 5, 9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

Brooklyn Park Library Branch

PRESENTATION TOPIC--  A Case for International Investing

PRESENTATION OVERVIEW: 
The technical and fundamental factors outlined in this session will make a compelling case for expanding your global allocation. International investing is a crucial part of portfolio returns. Why opportunities abroad are critical when the U.S. market faces headwinds. The session will cover how different countries’ markets perform, what international investment tools and strategies could be used to enhance diversification.

ATTEND THIS MEETING TO LEARN: 
1. Market cycles – factors to watch and actions to consider - How endowments are allocating
2. International correlation to the U.S. market
3. International strategies to generate alpha

SPEAKERS / SPEAKERS'BIOGRAPHY:
J
oseph Barrato
CEO and Director of Investment Strategies Arrow Investment Advisors, LLC (Laurel, MD)

www.arrowfunds.com

Joe Barrato

Speaker Biography:
Joe is a founding (2006) member of Arrow Investment Advisors, LLC, the advisor to Arrow Funds, www. arrowfunds.com. Arrow specializes in liquid alternative funds, smart beta and active ETFs. Joe's experience includes six years at Rydex Investments as Director of Product Development and 12 years at the Federal Reserve Board of Governors as a financial analyst. At Rydex, he initiated the research to create and launch the firm's first buy-and-hold mutual fund, the Rydex Sector Rotation Fund. Joe and his team developed innovative index and smart beta ETFs, including the S&P 500 Equal Weight ETF (Symbol: RSP).


DATE:
Saturday, September 7,  9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

Brooklyn Park Library Branch

PRESENTATION TOPIC--  Mutual Funds or ETFs: Should you own one, the other or both?  

PRESENTATION OVERVIEW: 
Conventional wisdom has become that exchange-traded funds (ETFs) are “better” than traditional mutual funds, and that “smart-beta” funds are the highest evolution of the ETF. It’s why traditional funds have been abandoned by a lot of ordinary investors who question whether they remain an effective financial tool. This session will help you sort the truth from the fiction, the reality from the marketing hype and challenge conventional wisdom to help you decide if what you own – and what you are looking at – is really right for you and capable of reaching your goals.

ATTEND THIS MEETING TO LEARN: 
1. How traditional funds and ETFs can work together in a portfolio.
2. What smart-beta funds are, and whether they truly are smarter.
3. What “stupid alpha” is and whether you look for it in your funds, your adviser or your mirror.

SPEAKERS / SPEAKERS' BIOGRAPHY:
Chuck Jaffe
Radio/Podcast Host, “MoneyLife”

www.moneylifeshow.com

  Chuck Jaffe

Speaker Biography:
Chuck Jaffe is a syndicated financial columnist and the host of “Money Life with Chuck Jaffe,” a one-hour weekday financial talk show (moneylifeshow.com). He is the author of several books, including “Chuck Jaffe’s Lifetime Guide to Mutual Funds,” “The Right Way to Hire Financial Help” and “Getting Started in Hiring Financial Advisors.”

Chuck has been a syndicated financial columnist since 1995 – first while based at the Boston Globe and then while based at MarketWatch.com – and his “Your Funds” column continues to be the most widely read feature on mutual fund investing in America. Chuck’s columns ran weekly in the Baltimore Sun for more than 15 years.


DATE:
Saturday, June 1  9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

PRESENTATION TOPIC--  It's What You Learn After You Know It All That Counts

PRESENTATION OVERVIEW: 
After 17 years as a stockbroker, Paul Townsend thought he had it all figured out, but in 2011 he had an epiphany. Using just a few simple yet powerful stock trading disciplines, he was able to improve his total return. In this presentation, Townsend will open up his toolbox and playbook and teach us about some valuable trading ideas such as the pocket pivot, buyable gap-up and the seven-week hold rule.

ATTEND THIS MEETING TO LEARN: 
1. How to spot high probability buy signals with stocks.
2. The power of relative strength: identifying potential leaders and avoiding potential laggards.
3. When to take profits, how to help minimize losses.

SPEAKERS / SPEAKERS' BIOGRAPHY:
Paul Townsend
Vice President and Investment Officer, Wells Fargo Advisors (East Lansing, MI)
www.wellsfargoadvisors.com 

Roger Young

Speaker Biography:
Paul Townsend is a vice president and investment officer with Wells Fargo Advisors in the East Lansing, Michigan, branch office. A native of Southern California, he has a background as a high school math teacher and has been a stockbroker since 1994. Townsend is a frequent and popular speaker, having presented at over 20 AAII chapters around the country since 2002. He coached a team of high school students to a first-place finish in the Wachovia Securities “National Stock Market Game” in 2005.


DATE:
Saturday, May 4,  9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

PRESENTATION TOPIC--  Tax-Efficient Withdrawal Strategies

PRESENTATION OVERVIEW: 
Retirees with assets in different types of accounts (tax-deferred, taxable and Roth) can take advantage of those accounts’ tax characteristics. A tax-efficient withdrawal strategy can extend the life of your portfolio and preserve assets for your heirs.

ATTEND THIS MEETING TO LEARN: 
1. Ways to improve on the conventional strategy of drawing on a taxable account first, followed by tax-deferred and then Roth.
2. How you may be able to take advantage of income in a low tax bracket or tax-free capital gains.
3. Which assets to withdraw and which assets to leave to your heirs.

SPEAKERS / SPEAKERS' BIOGRAPHY:
Roger Young, CFP
Senior Financial Planner, T. Rowe Price

www.troweprice.com 

Roger Young

Speaker Biography:
Roger Young is Vice President and senior financial planner with T. Rowe Price Associates in Owings Mills, Md. Roger draws upon his previous experience as a financial adviser to share practical insights on retirement and personal finance topics of interest to individuals and advisers. Roger has master's degrees from Carnegie Mellon University and the University of Maryland, as well as a BBA in accounting from Loyola College (Md.). He has earned the CERTIFIED FINANCIAL PLANNER™ designation and is a Series 7 and 66 registered representative.

A father of three, Roger supports organizations that benefit young people and serves on the board of directors for Junior Achievement of Central Maryland.


DATE:
Saturday, April 6,  9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

PRESENTATION TOPIC--  Seven Deadly Sins of Estate Planning

PRESENTATION OVERVIEW: 
What is estate planning? Estate planning is about maintaining control of your assets during life and disability, but it is also about preserving the estate at death. A health care directive, for example, gives critical guidance to family and loved ones when you cannot make medical decisions or make your wishes known. One of the many advantages of having a power of attorney in place is to allow a designated agent to make reasonable and responsible decisions on your behalf. During this presentation, we will cover this and other important estate planning techniques.

ATTEND THIS MEETING TO LEARN: 
1. How to protect your assets and avoid probate.
2. How to plan and understand the estate tax.
3. How to provide for tangible personal property.

SPEAKERS / SPEAKERS' BIOGRAPHY:
Britt Stouffer
Maryland Attorney (Towson, MD)

www.stoufferlegal.com 

Britt Stouffer

Speaker Biography:
Britt Stouffer is an attorney experienced in estates, trusts and elder law. With over 10 years of experience in estates and trusts, she has learned to appreciate how unique each client truly is. Stouffer has devoted her career to wealth preservation and inheritance law. She founded Stouffer Legal in 2012 to provide tailored asset protection and pre-crisis planning services rooted in each client’s unique story and objectives. Stouffer has a master’s in taxation from the University of Baltimore and always enjoys taking on difficult tax issues. Beyond tax savings, she is committed to designing plans that preserve legacies and support family heritages that are meant for generations to come.


DATE:
Saturday, March 2nd, 9:45 A.M. Registration,

PRESENTATION TOPIC--  The Path to a Successful Financial Life

Click here for link to the slides, courtesy of Martin LeClerc,  from this meeting

PRESENTATION OVERVIEW: 
A successful financial life is built upon ‘The 4 Pillars:’ cash flow management, tax issues, estate preservation and investment positioning. We will touch on each pillar and explore the idea of ditching traditional financial plans and creating a ‘directional mandate’ instead.

Most of the presentation is devoted to investment positioning, as it is key to achieving a successful financial life. As such, we will discuss the importance of maintaining the right temperament and how one might have to rethink assumptions about the stock market. We will also explain how value investing works, and how it can provide a framework for decision making.

ATTEND THIS MEETING TO LEARN: 
1. Why you need to rethink traditional financial planning
2. Some powerful, yet simple, truths about investing
3. How to embrace predictive behaviors and factors

SPEAKERS / SPEAKERS' BIOGRAPHY:
Martin Leclerc
Principal, Barrack Yard Advisors, LLC(Washington, DC)
www.barrackyard.com

Martin Leclerc

Speaker Biography:
Martin "Marty" Leclerc is an Investment Advisor Representative & Principal of Barrack Yard Advisors, LLC in Washington, DC. He has nearly 40 years of experience in the financial services?industry. Barrack Yard Advisors is a privately held independent wealth management firm providing oversight and guidance as well as money management services to individuals of means.

Marty also has a track record of success as a business builder and leader in a global setting. He worked as a managing director at Deutsche Bank and was with Morgan Stanley & Co. and Prudential International in London.

Currently a Forbes.com contributor and widely quoted in national publications including BARRON’S, the Wall Street Journal, and Bloomberg, Marty has appeared on CNBC, Fox Business Network and the Nightly Business Report.


DATE:
Saturday, January 5, 2019, 9:45 A.M.

PRESENTATION TOPIC--  Active Corporate Bond Investing

Click here for link to the slides, courtesy of Steve Shaw, from this meeting

PRESENTATION OVERVIEW: 
With recent sharp drops in stocks and poor performance of many bond funds, where can you invest to achieve strong returns with a greater level of safety? Individual corporate bonds can achieve both objectives but account for less than 1% of US investor portfolios. Steve Shaw will show you how to invest in corporate bonds and how his active approach can outperform bond funds and traditional bond ladders. Steve also discusses how he evaluates corporate bond investments and identifies which individual corporate bonds can outperform the market.

ATTEND THIS MEETING TO LEARN:ATTEND THIS MEETING TO LEARN: 
1. The advantages of active bond investing relative to traditional bond ladders and other passive bond investing strategies
2. Which bonds are not sensitive to changes in interest rates
3. Why it often makes sense to sell bonds before maturity

SPEAKERS / SPEAKERS' BIOGRAPHY:
Steve Shaw
Founder & President,BondSavvy

www.Bondsavvy.com

Steve Shaw 

Speaker Biography:
Steve Shaw founded BondSavvy so more investors could benefit from the strong returns and safety that corporate bonds provide. Shaw uses his prior experience in corporate finance and bond-trading technology to identify corporate bond investments that can outperform the market. Prior to founding BondSavvy, Shaw was a senior corporate mergers-and-acquisitions executive with media and financial technology companies. He is the former head of Tradeweb Direct, a leading online bond trading platform, and earlier in his career was an investment banker focused on the media and communications and financial services sectors.


DATE:
Saturday, December 2, 2018, 9:45 A.M.

PRESENTATION TOPIC--  End of Year Tax Planning

Click here for link to the slides, courtesy of Michael Canet, from this meeting

PRESENTATION OVERVIEW: 
The number one fear retirees have is running out of money. Creating and Preserving your wealth takes more than simple preparation; it takes tax planning. We will show you the difference between using a tax preparer versus using a tax planner. We will cover some of the simple tax reductions strategies you may already know; and some you may not have considered. We will discuss a few advanced strategies that have only recently become widely available. If you have a small business, learn how to properly structure your company and retirement benefits to take advantage of tax code.

ATTEND THIS MEETING TO LEARN: 
1. Simple Strategies you can implement NOW to reduce your 2018 taxes
2. Advanced Strategies to reduce your taxes in 2019 & beyond.
3. Small Business Strategies to pay yourself instead of the IRS

SPEAKERS / SPEAKERS' BIOGRAPHY:
Michael Canet
Managing Director www.thesavvyinvestortv.com

Glen Burnie, MD
 

Michael Canet 

Speaker Biography:
Michael Canet attended law school at the Catholic University of America. He earned his LL.M in taxation from the University of Baltimore. He is a founding member of Prostatis Financial Advisors Group, with four offices covering Baltimore, Washington and Northern Virginia. Canet is the host of “The Savvy Investor,” a nationally recognized financial planning radio show on WCBM and WRC. He is the author of two Amazon #1 books: “Surviving the Perfect Storm: How to Create a Financial Plan That Will Withstand Any Crisis” (Advantage Media Group, 2012), and “SuccessOnomics” (CelebrityPress, 2014) with Steve Forbes. In 2011, the governor appointed Canet to the State Board of Individual Tax Preparers as a state regulator. He currently sits on the board of Vino Scholastico, a fundraising division of the Scholarship Foundation at Howard Community College.


DATE:
Saturday, November 3, 2018, 9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

PRESENTATION TOPIC--  The Psychology of Risk and Investing

Click here for pdf handout from this presentation by Mr. Ricciardi.

PRESENTATION OVERVIEW: 
Professor Ricciardi will discuss behavioral finance, the psychology behind risk-taking, what makes individuals feel the way they do when making financial judgments, and how understanding our cognitive (mental) and affective (emotional) issues makes us better investors.

ATTEND THIS MEETING TO LEARN: 
1. The behavioral aspects of risk-taking
2. How to better understand investor biases
3. How to overcome money mistakes

SPEAKERS / SPEAKERS' BIOGRAPHY:
Victor Ricciardi
Assistant Professor of Financial Management at Goucher College

Baltimore, MD
 

Victor Ricciardi 

Speaker Biography:
Victor Ricciardi is Assistant Professor of Financial Management at Goucher College in Baltimore. He teaches courses in financial planning, investments, corporate finance, behavioral finance, and the psychology of money. Professor Ricciardi is a leading expert on the academic literature and emerging research issues in behavioral finance. Kent Baker and Victor Ricciardi are co-editors of the book Investor Behavior: The Psychology of Financial Planning and Investing was published in February 2014 and the book is part of the Wiley Finance Series. Professor Ricciardi’s 2nd book Financial Behavior – Players, Services, Products, and Markets was published by Oxford University Press in June 2017. He also holds a graduate certificate in financial planning and financial therapy from KSU. Professor Ricciardi has been quoted in 125 news stories and has appeared on 30 radio/podcast interviews on various behavioral finance issues.


DATE:
Saturday, October 6, 2018, 9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation                                                            

PRESENTATION TOPIC--  Get Ready for the Sweet Spot of the 4-Year Cycle

PRESENTATION OVERVIEW: 
Navigating the Midterm Election Year Market. Learn about relevant Market Seasonality and Tactical Seasonal Trading Strategies beyond “the best six months” and “sell in May.” Jeffrey Hirsch will show you how to capitalize on the sweet spot of the 4-year cycle that begins in Q4 2018 and talk all about market seasonality and how we rotate in and out of sectors with the highest probability for maximum returns using fundamental and technical analysis in conjunction with seasonal and cyclical trading strategies, economic trends, and historical patterns. As detailed in the Stock Trader’s Almanac and Almanac Investor Subscription Service, Hirsch will pinpoint entry and exit prices for highly correlated ETFs and top-ranked small-, mid- and large-cap stocks.

ATTEND THIS MEETING TO LEARN:
1.
Which historical market patterns, cycles and seasonality are still effective and in play now
2. How to implement the best six and eight months switching strategies using ETFs and stocks
3. How to capitalize on seasonal market patterns and utilize them in conjunction with fundamental and technical analysis

SPEAKERS / SPEAKERS' BIOGRAPHY:
Jeffrey Hirsch
CEO, Hirsch Holdings Inc.; Editor-in-Chief, Stock Trader’s Almanac

www.hirschorg.com
 

Laura Geritz 

Speaker Biography:
Jeffrey A. Hirsch is CEO of Hirsch Holdings and Chief Market Strategist at Probabilities Fund Management, LLC. He is the editor-in-chief of the Stock Trader's Almanac and Almanac Investor eNewsletter at www.stocktradersalmanac.com, and a Yahoo Finance contributor. Jeff is the author of The Little Book of Stock Market Cycles (Wiley, 2012) and Super Boom: Why the Dow Will Hit 38,820 and How You Can Profit from It (Wiley, 2011). Mr. Hirsch is a 28-year Wall Street veteran; he took over from founder Yale Hirsch in 2001 and regularly appears on CNBC, Bloomberg, Fox Business, and many other financial media outlets. The Stock Trader’s Almanac has been published for over 50 years; the 2018 edition is the 51st consecutive annual edition.


DATE:
Saturday, September 8, 2018, 9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

Brooklyn Park Library Branch

PRESENTATION TOPIC--  Quality Value Investing in Global Markets

PRESENTATION OVERVIEW: 
Quality: Screening for quality and defining it.Value: Determining value in screening, umbrellas, absolute returns.Global perspective: Building global equity portfolios bottom up.

ATTEND THIS MEETING TO LEARN: 
1. How to screen for quality-quantitative traits of a high quality company.
2. How to define quality-what we look for on the road. Clubs, Glues, and Platform companies.
3. How we think about value-umbrellas and absolute returns.

SPEAKERS / SPEAKERS' BIOGRAPHY:
Laura Geritz
CEO and Portfolio Manager of Rondure Global Advisors
Salt Lake City, UT 84101
www.rondureglobal.com

Laura Geritz 

Speaker Biography:
Laura Geritz, CFA, MA, is the founder and CEO of Rondure Global Advisors, a woman-owned investment firm focused on investing with a long-term view. She serves as portfolio manager (PM) for two Rondure equity strategies: developing counties and overseas developed countries.

Prior to founding Rondure in 2016, Laura worked 10 years at Wasatch Advisors, where she was the founding PM for a frontier emerging small countries strategy and a lead PM for international micro cap growth and emerging markets small cap strategies. Earlier, she held analyst positions at Mellon Corporation and American Century Investments.
Laura holds the Chartered Financial Analyst® designation, an MA in Eastern Asian languages and culture, and a BA in political science. She and her husband, Robb, live in Japan and enjoy traveling and working with children’s charities.


DATE:
Saturday, June 2, 2018, 9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

PRESENTATION TOPIC--  Real Estate as a Core Asset Class in an Intelligent Portfolio

Click here for pdf handout from this presentation by Mr. Thomas.

PRESENTATION OVERVIEW: 
Real estate investment trusts (REITs) have consistently outperformed many more widely known investments. Over the past 15-year period, for example, REITs returned an average of 11% per year, better than all other asset classes. Since 2009, REITs have enjoyed positive returns; large-cap stocks and cash are the only other classes that paralleled that record. Even in 2015, a “year of fear” related to rising rates, REITs returned 2.4%, beating most all other asset classes. Prepare yourself, and your portfolio, to benefit from the demand for REITs that will follow the creation of a real estate GICS sector. By maintaining a tactical exposure in the brick-and-mortar asset class, investors should benefit from Thomas’ session that will surely help everyone sleep well at night!

ATTEND THIS MEETING TO LEARN: 
1. Why income investors should consider and own real estate investment trusts (REITs)
2. The tax-deferral advantages of many REITs
3. How to analyze REITs for dividend sustainability

SPEAKERS / SPEAKERS' BIOGRAPHY:
Brad Thomas
Spartanburg SC
Author, Editor and Senior Analyst at Forbes Real Estate Investor

Brad Thomas REIT Investor

Speaker Biography:
Brad Thomas is a lifelong Benjamin Graham follower. Prior to his current position with Forbes, he was a commercial real estate manager, adviser and consultant for many years. He currently writes weekly for The Street, The Motley Fool and he was ranked the #1 analyst on Seeking Alpha for 2014, 2015, 2016 and 2017. Thomas earned a B.S. in business and economics from Presbyterian College.


DATE: Saturday, May 5, 2018, 9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

PRESENTATION TOPIC--  Investing at the Intersect of Value, Momentum and Quality

Click here for pdf handout from this presentation by Mr. Rotblut

PRESENTATION OVERVIEW: 
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’ll explain the logic behind it, including the academic research and the changes in the investment industry that helped lead to this new approach. Plus, you’ll get to see the current list passing the VMQ screen as well as exchange-traded funds (ETFs) that follow similar types of strategies.

ATTEND THIS MEETING TO LEARN: 
1. The useful guidelines academic theory and the financial industry offer
2. How value and momentum can be used to beat the market
3. Five criteria to judge a stock’s underlying quality

SPEAKERS / SPEAKERS' BIOGRAPHY:

Charles Rotblut
Charles Rotblut
Vice President and Financial Analyst, AAII; Editor, AAII Journal

Speaker Biography:
Charles Rotblut is a vice president and financial analyst at AAII. He is the editor of the AAII Journal, created VMQ Stocks, co-created AAII Dividend Investing, helps to manage the Stock Superstars Report portfolio and authors the weekly AAII Investor Update email. Rotblut regularly speaks to the media, including CNBC, Kiplinger’s and Money. He is also a regular guest on MoneyLife with Chuck Jaffe and a Wall Street Journal expert panelist. His book, “Better Good than Lucky: How Savvy Investors Create Fortune With the Risk-Reward Ratio,” was published in November 2010. Rotblut holds the Chartered Financial Analyst designation and has analyzed both publicly traded and privately held companies. He has worked for Zacks Investment Research, Investools, Curian Capital and McClure and Schumacher & Associates.


DATE: Saturday, April 7, 2018, 9:45 A.M. Registration, 10:00 A.M. Main Presentation

PRESENTATION TOPIC--  Three Ways to Protect Your "Stuff"

PRESENTATION OVERVIEW: 
The baby boomers, a generation set to leave over one trillion dollars to future generations, is careening toward a long-term care crisis, and few are addressing, much less talking about how to fix it. Our workshop, the Three Ways to Protect Your "Stuff," emphasizes the importance of trust-based planning to preserve one's hard-earned assets for future generations.

ATTEND THIS MEETING TO LEARN: 
1. Know the Rules: Whose "Rulebook" controls your Estate Plan? Yours? The Governments? Someone else?
2. Know your Predators: Who's a Threat to Your Stuff? The Government? Long-term Care Costs? Your Family?
Know your Options: What Plans are out there? Does a Will work? What about a Trust? Which kind of Trust?

SPEAKERS / SPEAKERS' BIOGRAPHY:
Britt Stouffer, Maryland Attorney, Britt Stouffer Legal

Speaker Biography:
Britt L. Stouffer practices law in the state of Maryland and concentrates on estate planning, estate administration, corporate law, and firearms law.

She graduated with honors from Loyola College with a concentration in English and philosophy, and she earned her legal degree from the University of Baltimore School of Law, where she was a member of the Women’s Bar Association and worked as a research/teaching assistant in estate planning. She also earned a master’s degree in taxation.

During her studies, Stouffer became interested in property possession, taxation, business law and inheritance. Her expertise in possession and inheritance law fits hand-in-hand with estate planning, while taxation, asset protection and business law add to the comprehensive scope of her advice and education efforts.



DATE: Saturday, March 3, 2018, 9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

PRESENTATION TOPIC--
 
 Web Meeting: How to Thrive Despite Bad Journalism and Bad Impulses

PRESENTATION OVERVIEW:
 
Investors are forever asking themselves a question that’s not only wrong but also destructive: “Are my investments beating the market?” Inexperienced financial journalists, writing on deadline and without training, just encourage bad behavior. But it doesn’t have to be that way. We can do better. Drawing on 20 years of experience in helping investors think about their strategies, David Snowball will try to offer answers to three questions: What standards should we apply in choosing an investment fund? What best predicts success in such an investment? And what role, if any, should ETFs play in an investor’s portfolio?

ATTEND THIS MEETING TO LEARN:
 

1. How to determine the right asset allocation for you.
2. The best predictors of success in an investment fund.
3  What role, if any, ETFs should have in an investor's portfolio.


SPEAKERS / SPEAKERS' BIOGRAPHY:

David Snowball
Publisher, Mutual Fund Observer, Inc.

www.mutualfundobserver.com


Speaker Biography:

David Snowball, Ph.D., publishes the Mutual Fund Observer and is a professor of communication studies at Augustana College in Rock Island, Illinois. For a quarter century, Snowball competed in academic debate and coached college debate teams to over 1500 individual victories and 50 tournament championships. In 1996, he turned to researching fund investing and fund communication strategies. Snowball served as the closing moderator of Brill’s Mutual Funds Interactive (a Forbes “Best of the Web” site), was the senior fund analyst at FundAlarm, launched Mutual Fund Observer in 2011 and is the author of nearly 300 fund profiles. His work is regularly cited in the national media.

DATE: Saturday, February 3, 2018, 9:45 A.M. Registration, 10:00 A.M. Main Presentation

PRESENTATION TOPIC--  Market Structure and Where to Invest

PRESENTATION OVERVIEW: 
How do societal factors impact economic opportunities? How does market structure impact risk taking? Why is investing in technology companies so challenging? What are specific challenges to intellectual property in the Chinese market? Does the recent tax reform discourage financial engineering? These topics and more will be discussed.

ATTEND THIS MEETING TO LEARN: 
1. How market structure affects returns and investment opportunities
2. Why international considerations are important when making investment decisions.
3. Why the recent corporate tax reform is positive for the economy

SPEAKERS / SPEAKERS' BIOGRAPHY:
Niall O'Malley
Portfolio Manager, Blue Point Investment Management
www.bluepointim.us

Speaker Biography:
Blue Point offers active management that is focused on capital appreciation. Niall O’Malley serves as Blue Point’s Portfolio Manager. He leverages a keen understanding of the creative/destructive cycle that governs innovation, 12-years of international experience, and his understanding of the capital markets to seek capital appreciation for clients.

Niall has often been quoted in the press by the Baltimore Business Journal, Baltimore Sun, Bloomberg, China Business News, Citybizlist Baltimore, Financial Advisor, Markets Media, Seeking Alpha and The Trade. He has been a radio show guest on VoiceAmerica’s Insightful Investor, and WCBM’s Money, Riches and Wealth. Niall has been invited as a guest speaker by groups including the American Association of Individual Investors Baltimore Chapter, Baltimore Business Journal, Baltimore Family Office Group, CFA Society Germany, CFA Society Philadelphia, CFA Society Pittsburgh, CFA Society Stamford, CFA Society Switzerland, CFA Society Virginia, Johns Hopkins Carey School of Business, Loyola University Financial Management Association, Towson University Investment Group’s International Markets Summit, The Wednesday Club and Washington Association of Money Managers.


DATE: Saturday, January 6, 2018, 9:45 A.M. Registration, 10:00 A.M. Main Presentation

Click here to view Barry Strudwick handout #1 -- Apple Versus the Lithium Metal Benders



Click here to view Barry Strudwick handout #2 -- Quacks & Quarks

PRESENTATION TOPIC--  Hydro-Man Versus The Lithium Metal Benders

PRESENTATION OVERVIEW: 
The world is witnessing the sudden emergence of the self-driving electric car and the apparent demise of the internal combustion engine. Driven by three mega-trends, the storms of Schumpeter’s “creative destruction” are nearing full force, threatening a radical transformation of both the domestic and global economies. Although the outcomes of trends like these are rarely predictable, speaker Barry Strudwick suggests that investors carefully consider their effects. At this meeting, Barry will peer into the future and shares his views of economic implications and potential investment opportunities and complications of disruptive mega-trends.

ATTEND THIS MEETING TO LEARN: 
1. The three disruptive mega-trends that are already converging and about to impact auto and energy investments.
2. How to invest ahead of these waves, and why chasing Tesla and Uber could be sucker plays.
3. A fourth mega-trend—off almost everyone’s radar—could be closer than we think. (We’ll discuss an investment that could provide a “free lottery ticket” to play this technology.

SPEAKERS / SPEAKERS' BIOGRAPHY:
Barry Strudwick

Speaker Biography:
Barry has spoken to AAII Baltimore several times in the past 20 years, offering futurist ideas to help mold forward-looking strategies. Fifteen years ago, when ETFs were mere side attractions, he presented the idea of using them to structure portfolios. In 2011, he shared his “Fortress America” strategy of going long ultra large-cap stocks—and the S&P 500 has since advanced 120%. For over a decade, Barry was host of the public radio show Mutual Perspectives™, featuring interviews with experts such as John Bogle, Bill Gross, and Foster Freiss. He has published over 500 investment articles and has been cited in Barron’s, The Nikkei Times, CNBC, and The Investment News. Barry holds degrees from Emory University in Atlanta and The Wharton Graduate School of Finance at The University of Pennsylvania.

CLICK HERE FOR LISTINGS OF MEETINGS HELD PRIOR TO 2018
 

   

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