= Exhibitor Workshop

= Speaker Presentation

Speakers & Topics

Thursday, November 12

11:30 a.m. – 12:30 p.m.

How to Make Money in Stocks: Rules-Based Investing Using Historical Precedent
11:30 a.m. – 12:30 p.m. Thursday
Scott O'Neil, Investor's Business Daily
Scott discusses a fact-based, time-tested method that helps you find stocks with big potential and gives you clear buy and sell rules to maximize profits and minimize risk. The proven approach he describes in this presentation helped investors get out of the market in September 2008, before the 52% plunge in the S&P 500. On a long-term basis, from January 1998 to June 2009, AAII’s interpretation of this stock-picking approach produced an average annual return of 34%.
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1:45 – 2:45 p.m.

How to Start Investing Wisely
1:45 p.m. - 2:45 p.m. Thursday
Karen C. Altfest, Ph.D., executive vice president, client relations, Altfest Personal Wealth Management
Hear how your lifestyle can influence your choice of investments and listen to stories about how others do it. Come away with sources and resources that will help you gain confidence.
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Constructing a Winning Mutual Fund Portfolio
1:45 p.m. - 2:45 p.m. Thursday
Christine Benz, director of personal finance, Morningstar, Inc.
Christine discusses how to use cutting-edge tools to put together open-end mutual fund portfolios for investors with varying time horizons.
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Investment Surprises Ahead in 2010
1:45 p.m. - 2:45 p.m. Thursday
Ken Fisher, CEO, founder, Fisher Investments
Ken discusses why he thinks the 2010 political backdrop will shift ever more benign for markets during the year; what 2009's sector results predict for 2010 sectors; the reasons U.S. stocks should best foreign; and why our fear will be bullish.
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TreasuryDirect: The Ins and Outs of U.S. Treasury Securities
1:45 p.m. - 2:45 p.m. Thursday
US Department of the Treasury
Susan D. Thomas, program analyst at the U.S. Treasury Department, explains all about buying and holding U.S. Treasury securities—including electronic, T-bills, Treasury notes, Treasury Inflation-Protected Securities (TIPS) and U.S. savings bonds—in a TreasuryDirect account. Her discussion takes you through the complete process, from establishing a TreasuryDirect on-line account to purchasing Treasury securities.
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CAN SLIM Investing in Today's Markets
1:45 p.m. - 2:45 p.m. Thursday
Adrich Corporation
Fred Richards, president of Adrich Corporation, discusses current economic and market trends impacting portfolios using CAN SLIM and Investor’s Business Daily. Fred’s monthly “Economic Indicators and Market Overview” and daily “Market Musings” are read by investors and professional money managers throughout the world. If institutions are not buying, should you? Understanding which sectors institutions are buying is critical to performance. He details how you can improve your investment returns while reducing your investment risk.
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The Sign Posts of Change: Economics · Rules · Markets
1:45 p.m. - 2:45 p.m. Thursday
Muhlenkamp & Company
Tony Muhlenkamp, executive vice president in the client service department at Muhlenkamp & Company, explores what is happening with the economy, both with consumers and companies. He addresses the questions: What are the rules, informal and formal? What do people know, but haven't formalized? What could people know, but haven't looked for, or asked about? How does it all get reflected in the markets?
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TradeStation: Tools for the Disciplined Trader
1:45 p.m. - 2:45 p.m. Thursday
TradeStation
Jesus Nava, training specialist for TradeStation, discusses the importance of a consistent, disciplined approach to trading. He shows how TradeStation enables you to research historical data, monitor real-time market activity, place manual orders using high-speed tools, and execute a fully automated trading strategy for stocks, options, futures and forex. The presentation demonstrates these capabilities as they are actually used by traders in these markets.
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Building a Sound Portfolio
3:00 p.m. - 4:00 p.m. Thursday
Lewis J. Altfest, Ph.D., CEO, CIO, Altfest Personal Wealth Management
This session explains the key steps in constructing a successful portfolio. Lewis discusses goal setting, proper diversification, and adjusting asset allocation for your risk tolerance. You also learn how to monitor and rebalance your portfolio as professionals do.
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Build Your Own Target Date Maturity Portfolio
3:00 p.m. - 4:00 p.m. Thursday
Christine Fahlund, Ph.D., CFP, vice president & senior financial planner, T. Rowe Price Investment Services, Inc.
Tips for "juggling it all" in retirement: Creating an asset allocation glide path; rebalancing across account registrations; drawing down assets; simplifying required minimum distributions; establishing a cash position; creating a financial "cushion" in retirement. Strategies based on rigorous analysis of hypothetical future market scenarios are presented, and Christine includes suggestions for retirement income strategies to consider in bear markets.
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AAII Shadow Stock Portfolio: From Theory to Practical Application
3:00 p.m. - 4:00 p.m. Thursday
John Bajkowski, vice president, senior financial analyst, AAII
John discusses AAII's popular Model Shadow Stock Portfolio. You'll learn the theory behind it, what makes it tick and how to go about building your own version of AAII's Shadow Stock Portfolio.
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The Ideal Tool for Mastering the CAN SLIM Investment System
3:00 p.m. - 4:00 p.m. Thursday
Daily Graphs, Inc.
Matt Inouye, product coach, shows how proper stock analysis doesn’t need to be confusing, time-consuming, or leave you with doubts. Using Daily Graphs Online’s unique features and powerful proprietary ratings, Matt illustrates the built-in efficiencies that allow investors to confidently implement this top-performing investment strategy.
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Getting to Know FINRA
3:00 p.m. - 4:00 p.m. Thursday
FINRA Dispute Resolution
An up close and personal look at the securities industry’s largest private-sector regulator and a leading provider of investor information. Learn how to use unique resources such as FINRA BrokerCheck and the organization’s powerful Expense Analyzer. Hear about important investor protection initiatives including tips for fighting fraud, avoiding retirement scams and smart strategies for investing in turbulent times. Finally, hear about FINRA’s dispute resolution forum; in response to an increase in arbitration case filings around the country, FINRA is now recruiting professional to serve as neutrals in the forum.
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Enhance Portfolio Returns Using Covered Calls and Income Strategies
3:00 p.m. - 4:00 p.m. Thursday
Options Industry Council
Jim Bittman, instructor at the Options Industry Council, teaches you what you need to know about using covered calls and income strategies to enhance portfolio returns. He reviews options basics, shows how to calculate returns and what stocks to look for, and discusses when to use the covered call strategy and when not to. Jim also covers how to create a disciplined approach to implementing this strategy and how to manage your positions once they are established.
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Getting the Most from AAII.com
3:00 p.m. - 4:00 p.m. Thursday
Cara Scatizzi, associate financial analyst & Pete Nguyen, webmaster, AAII
This discussion of AAII's Web site covers the most popular areas open to all members including the Discussion Boards, AAII Stock Screens, Model Portfolios and Investor Classrooms. You'll also get a glimpse of subscriber-only areas of the Web site such as Computerized Investing and Stock Investor Pro.
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Panel Discussion: "Forbes Gurus: Intelligent Investing Toolkit"
4:15 p.m. - 5:30 p.m. Thursday
Panel Moderator: Matt Schifrin, vice president & editor, Forbes Newsletter Group
How should you position your capital for a profitable 2010? Five of Forbes top investment experts-John Buckingham, Marilyn Cohen, Richard Lehmann, Jim Lowell, and Rudy Martin-discuss their strategies for the year ahead, including their best ideas for stocks, ETFs and bonds.
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Friday, November 13

8:30 - 9:45 a.m.

Investment Opportunities in the Current Market
8:30 a.m. - 9:45 a.m. Friday
John Buckingham, chief investment officer, Al Frank Asset Management; editor, The Prudent Speculator
Find out how Al Frank Asset Management, a value-oriented money manager with over three decades of experience, is helping its clients navigate the market and capitalize on the opportunities presented.
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Using Economic Models and Intrinsic Analysis to Uncover Investment Opportunities
8:30 a.m. - 9:45 a.m. Friday
Lauren Rudd, partner, Day Hagan Asset Management
Learn how you can develop a variety of models, both economic and financial, to increase your investment prowess in the areas of active asset allocation and stock selection.
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Retirement Spending
8:30 a.m. - 9:45 a.m. Friday
Maria Crawford Scott, editor, AAII Journal, AAII
Hear about the best methods for investing and managing your investments during retirement. This session focuses on how much you can safely withdraw each year to ensure your nest egg survives.
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America in China's Rearview Mirror
8:30 a.m. - 9:45 a.m. Friday
China Stock Digest
James Trippon, editor in chief of the China Stock Digest, provides insight on the emerging market of China and how to manage your investment risk. He explains how mainland China is poised to surpass the U.S. in total GDP within five years and outlines specific ADRs that China Stock Digest is buying now.
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Forbes
8:30 a.m. - 9:45 a.m. Friday
Income Investing in 2010
Richard Lehmann, president of Income Securities Advisor, Inc., discusses why the outlook for income-oriented investors is quite positive, though the economic outlook remains uncertain. He explains that the uncertainty continues to keep real interest returns high, but advises a defensive posture in certain market segments. The workshop includes a detailed discussion of asset allocation in specific market sectors.
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SAP: The Global Leader of Business Application Software
8:30 a.m. - 9:45 a.m. Friday
SAP
Friederike Edelmann, director of investor relations at SAP, talks about SAP's leading position in the software market. He discusses five reasons why you should consider SAP as a tool to diversify your investment portfolio. He also answers questions about SAP's product portfolio and the company's growth strategy.
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After the Tsunami: Scavenging for Value as the Wall of Water Recedes
8:30 a.m. - 9:45 a.m. Friday
EverBank World Markets
Kristin S. Kuchem, assistant vice president, discusses the financial devastation of 2008 and why it has left a lot of investors looking for refuge. She explains EverBank’s view on how to navigate through this time of uncertainty while uncovering valuable insight into how to tackle the next phase of the market.
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Learn and Profit From History's Greatest Investors: Buffett, Graham, Lynch and Others
10:30 a.m. - 11:45 a.m. Friday
John Reese, CEO, Validea.com & Validea Capital Management, LLC
John discusses how the strategies of Warren Buffett, Peter Lynch and Ben Graham have performed coming off of other bear markets and recessions. He also shares his insights on the commonalities among the investment gurus he has studied over the last 15 years.
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Charting for Real People
10:30 a.m. - 11:45 a.m. Friday
Michael Kahn, Columnist, Barron's Online, Barron's
Mr. Kahn will make technical security analysis understandable to security investors and will demonstrate how the use of simple charts can help individuals make better buy/hold/sell decisions. He will discuss the reliability of analyst recommendations and will address the question: “Does your fundamental analysis on a given stock make sense, considering the current state of the market?” Mr. Kahn will also discuss the problem of “fighting the market.”
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Lessons Learned From Three Decades of Tracking Investment Newsletters
10:30 a.m. - 11:45 a.m. Friday
Mark Hulbert editor, Hulbert Financial Digest
Mark's presentation is based on 30 years of following the performance of nearly 200 investment newsletters. Find out what really has worked and what patterns emerge from the group of newsletters that beat the market.
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Managing Risk While Multiplying Wealth in the Current Climate
10:30 a.m. - 11:45 a.m. Friday
Archer Investment Corp.
Troy Patton and Steve Demas, fund managers of the Archer Balanced Fund (ARCHX), teach you how to rebuild your wealth while managing risk with stocks, bonds, options, and alternative assets. They show how to use the same methods the big fund managers use to achieve additional returns on your assets. They explain how to value stocks with a degree of safety and discuss which stocks they believe are set to double over the next 12 to 18 months. Finally, they show how alternative assets can protect your assets from falling during times of crisis.
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Predicting Market Trends With Barron's
10:30 a.m. - 11:45 a.m. Friday
Barron's
Peter Miller, statistics director at Barron's News Bureau, gives an overview of Barron's Statistics. He shows how to apply the figures to determine market direction and the intensity of those moves. Peter also reviews top/bottom indicators, including consumer/investor sentiment, CBOE Volatility Index and exchange high/low data. He includes a discussion of the yield curve and its impact on the credit markets and, by extension, the equity markets.
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What Investors Need to Know About Futures Trading
10:30 a.m. - 11:45 a.m. Friday
National Futures Association
Larry Dyekman, director of communications and education at the National Futures Association, acknowledges that during these challenging economic times, many investors are contemplating trading in the futures markets as a means of diversifying their portfolios and managing financial risk. He discusses the risks and rewards of futures trading, how the markets are regulated, and the due diligence you should conduct before opening a futures account.
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Powerful Techniques for Building Wealth and Financial Independence
10:30 a.m. - 11:45 a.m. Friday
NaviTrader, Inc.
Steve Wheeler, CEO of NaviTrader, Inc., explains the critical components for achieving and maintaining wealth and maximizing your portfolio returns. He outlines the optimal methods to manage risk in any market and offers a money management and compounding strategy to build financial abundance. Steve also show how to find enormous opportunities in any market. Every attendee receives a free educational trading and investing CD seminar.
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Now What? The Outlook for the Markets and the Economy
12:45 p.m. - 1:30 p.m. Friday
Michael Santoli, senior editor, Barron's
Where are the risks and opportunities for investors in the current market environment? This lively keynote luncheon presentation will explore the ways consumer and investor behavior might be enduringly different in the coming years. Questions will be welcome.
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What's in Your ETF?
2:15 p.m. - 3:30 p.m. Friday
Scott Burns, director of ETF Analysis, Morningstar
Scott helps you navigate the world of exchange-traded funds by outlining Morningstar's principles of ETF investing and showing you how to develop your own approach to finding and researching ETFs that meet your criteria.
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Introduction to Stock Investor Pro
2:15 p.m. - 3:30 p.m. Friday
Wayne A. Thorp, CFA, editor, Computerized Investing, AAII
This demonstration of AAII's fundamental stock screening and research database offers an overview of the program and its key features. Learn about the data available in the program as well as the 50+ stock screens that come pre-installed with the software.
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The Current State of the Municipal Bond Market: Where Do We Go From Here?
2:15 p.m. - 3:30 p.m. Friday
Annette Thau, author, "The Bond Book"
The year 2008 saw enormous turmoil in the municipal bond market. Is the municipal bond market still cheap? Which are the safest bonds to buy? Which (if any) represent attractive speculations? Annette answers these questions and more.
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Predicting Market Trends With Barron's
2:15 p.m. - 3:30 p.m. Friday
Barron's
Peter Miller, statistics director at Barron's News Bureau, gives an overview of Barron's Statistics. He shows how to apply the figures to determine market direction and the intensity of those moves. Peter also reviews top/bottom indicators, including consumer/investor sentiment, CBOE Volatility Index and exchange high/low data. He includes a discussion of the yield curve and its impact on the credit markets and, by extension, the equity markets.
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To Make Money in the Market You Must Be Right About the Future
2:15 p.m. - 3:30 p.m. Friday
Best Choice Software, Inc.
Sunny Decker, president of Best Choice Software, Inc., shows how to know, ahead of time, the D.D.S.T.S. of a stock: direction (will it go up or down?), duration (how long will it move?), strike (what to buy; at the money or out of the money?), timing (when will it move? timing is everything!), and sell (when do you take your profits?).
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A Fundamental Approach to Individual Stock Analysis
2:15 p.m. - 3:30 p.m. Friday
Toolkit 6
Douglas Gerlach, product manager for Toolkit 6, shows how Toolkit for Windows software allows investors to analyze the fundamentals of public companies using a long-term oriented, growth and quality approach to stock analysis. He explains that Toolkit's popularity with long-term investors is due to the program's structured, time-tested method of analyzing companies using an approach that incorporates traditional Wall Street metrics.
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The 10 Essential Rules for Beating the Market
2:15 p.m. - 3:30 p.m. Friday
TurnerTrends, Inc.
Mike Turner, president of Sabinal Capital Investments, LLC, teaches you how to develop an investment strategy for building a world-class portfolio for any market, with the key being to have a well-defined set of trading rules. Mike takes you step-by-step through a process of managing that portfolio for consistent profits, year-in and year-out. The session covers how to pick the right stocks using both fundamentals and technicals; how to get in at the right time and, more importantly, how to get out at the right time; how to remove emotion from your investment strategy; and how to minimize risk and maximize gain. Mike shows you why his "10 essential rules" should be a core component of every investor’s trading strategy.
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Building Wealth and Yield in a Smarter World
3:45 p.m. - 5:00 p.m. Friday
Roger Conrad, editor, Utility Forecaster
Roger discusses how the the global bear market and recession have created unprecedented opportunities to buy healthy, growing and high yielding businesses that will form the bedrock of the 21st century economy. He reveals his picks ranging from service utilities and Canadian trusts to new energy and technology.
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Safe Money in Tough Times
3:45 p.m. - 5:00 p.m. Friday
Jonathan Pond, president, Financial Planning Information, Inc.
How can you navigate the rough financial waters with confidence and take advantage of opportunities amidst the economic tsunami? Jonathan presents his observations and suggestions for surviving the recession and preparing to thrive when the economy rebounds.
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Asset Allocation During Retirement
3:45 p.m. - 5:00 p.m. Friday
Maria Crawford Scott, editor, AAII Journal
Maria reveals how to develop an appropriate asset allocation strategy for your retirement.
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Depositary Receipts: Providing Global Diversification With Ease
3:45 p.m. - 5:00 p.m. Friday
The Bank of New York Mellon
Michael Ludwig, vice president of The Bank of New York Mellon, explains what depositary receipts (DRs) are and their benefits over investing in foreign stock directly, including how easy they are to trade and hold, their inexpensiveness and their convenience. He discusses the state of the market from a DR perspective and explores DR indexes, exchange-traded funds and other ADR investment options.
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Closed-End Funds: Investments That Have Withstood the Test of Time
3:45 p.m. - 5:00 p.m. Friday
Adams Express
Douglas G. Ober, chairman & CEO of Adams Express, discusses closed-end funds(CEFs), professionally managed investment companies that offer investors an array of attractive benefits. He explains the unique features of closed-end funds that distinguish them from traditional open-end mutual funds and exchange-traded funds (ETFs). Douglas outlines the numerous ways investors can generate capital growth and income with CEFs through portfolio performance, dividends and distributions, and the ability to buy and sell them on a stock exchange. He shows you how to decide if closed-end funds have a place in your investment program.
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VectorVest, Inc.
3:45 p.m. - 5:00 p.m. Friday
Bottom-Fishing for Explosive Profits
A VectorVest speaker reveals the key to effective bottom-fishing: Identifying stocks that have hit bottom when the market has bottomed. He shows how VectorVest makes bottom-fishing a breeze, allowing you to make explosive profits in just two easy steps. Register

How to Invest Wisely and Avoid Fraud
3:45 p.m. - 5:00 p.m. Friday
U. S. Securities and Exchange Commission
Jack McCreery, senior counsel at the SEC, addresses the questions you should ask, plus how to check out brokers and advisers before you invest. He shows how to access the treasure trove of information in free SEC filings to help you make informed investment decisions. Finally, he tells you how the SEC can help you recognize the hallmarks of fraud so you can avoid them when you are approached. All questions welcome! Register

How to Develop a Steady Stream of New Stock Ideas
7:00 p.m. - 8:00 p.m. Friday
Investor's Business Daily
Kate Stalter, host of Investor’s Business Daily’s “Daily Stock Analysis” video, explains an investing system that’s consistently outperformed others for 11½ years. She shows you that by spending just a few minutes a day, you can master tried-and-true steps to picking better stocks and managing your holdings. Kate illustrates how this investing system is designed to get you in early enough to notch big gains, and be able to keep them. Register

Saturday, November 14

9:00 - 10:15 a.m.

Improve Your Skill in the Fine Art of Selling
9:00 a.m. - 10:15 a.m. Saturday
Donald Cassidy, president, Retirement Investing Institute
The antidote for buy-and-hope propaganda, this session uncovers and illustrates the selling problems individuals face and offers practical solutions and a checklist.
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Investment Outlook 2010: Making Money Within the Confines of a Lost Decade
9:00 a.m. - 10:15 a.m. Saturday
Sam Stovall, chief investment strategist, Standard & Poor's Equity Research
Sam discusses his outlook for the global economy and equity markets. He also shares some tips from his new book, which leverages time-tested rules of thumb to instruct investors in creating market-beating portfolios.
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Screening: The First Step to Finding a Winning Stock
9:00 a.m. - 10:15 a.m. Saturday
John Bajkowski, vice president, senior financial analyst, AAII
John shows how stock screening systems can be used to reduce a large universe of stocks into a group of prospects that match your investment style. He walks through the process of developing and implementing screens.
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Beyond Bread and Butter Investments
9:00 a.m. - 10:15 a.m. Saturday
Brewer Investment Group
James Hyerczyk, market strategist at Brewer Investment Group, discusses the commodities explosion. He examines performance trends for commodities and stocks during past economic downturns. Find out who the players and participant are and how you can get involved.
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MetaStock PowerTools
9:00 a.m. - 10:15 a.m. Saturday
Equis International (MetaStock)
Jeff Gibby, business development specialist at Equis International, explains the unique advantages that the MetaStock PowerTools are designed to give you. He shows how you can explore the market for real, actionable opportunities; test your strategies to see how they would have worked historically; and understand your charts and indicators with the insight of industry experts.
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Up, Up and Away! Applying Rocket Science to Investing
9:00 a.m. - 10:15 a.m. Saturday
Global Capital Investments
David Johnson, managing director of Global Capital Investments, addresses how investors are supposed to make money with the world economies in a tailspin. He discusses the importance of diversification in traditional as well as alternative assets and which investments are not dependent on a booming economy to make money. Demonstrating the math of the markets, David shows why some investment environments can provide profits even in a depression.
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Computer Modeling of Your Portfolio for Individuals and Advisors
9:00 a.m. - 10:15 a.m. Saturday
Investors FastTrack
Paul Charbonnet, founding partner of Investors FastTrack, explains why FastTrack for the Web has been the standard personal computer solution for picking the best funds and ETFs for 20 years. He shows how the new FastTrack Computer Modeling for individuals and financial advisors meets the requirements of the federal government-mandated computer model for employer retirement plans (IRAs, 401(k)s, and other plans.)
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Investment Strategy in Volatile Markets
11:15 a.m. - 12:30 p.m. Saturday
Carl Birkelbach founder, chairman & CEO, Birkelbach Investment Securities, Inc.
Carl reveals three critical keys for success in volatile markets. He shows why and how they must supplant the threadbare habits that helped shatter portfolios in both bear markets of this decade.
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A Guided Tour of AAII's Top-Rated Investment Web Sites
11:15 a.m. - 12:30 p.m. Saturday
Cara Scatizzi, associate financial analyst, AAII
Cara highlights the top Web sites for market news, stock and mutual fund screening and analysis, and portfolio tracking. Learn about the investment sites that are worth your attention.
View Full Schedule  |  Register

Analyzing a Stock
11:15 a.m. - 12:30 p.m. Saturday
Wayne A. Thorp CFA, editor, Computerized Investing, AAII
Using real-world examples and some of today's most useful financial Web sites, Wayne will show you how to perform a step-by-step analysis of a company to decide whether it's right for your portfolio using popular on-line research and data sources.
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Fixed-Income Investing and Securities Auctions
11:15 a.m. - 12:30 p.m. Saturday
Zions Direct
Jamison Yardley, vice president of Zions Direct, explains why ZionsDirect.com is the ideal brokerage service for the self-directed fixed-income investor. He describes how their pricing-$10.95 per on-line trade, no commissions, no markups-and their on-line trading platform can give you a competitive edge. Jamison shows you how to bid in Zions Direct's auctions of CDs and corporate notes and how you can search over 25,000 corporate, municipal, agency and Treasury bonds.
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A Global Balanced Asset Allocation Strategy
11:15 a.m. - 12:30 p.m. Saturday
Day Hagan Asset Management
Don Hagan, partner at Day Hagan Asset Management, teaches you how quantitive models in corporate time-tested economic and market indicators mathmatically evaluate fundamentals, price trends and valuation to determine the most attractive asset classes in which to invest.
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The Impact of Globalization on Your Investments
11:15 a.m. - 12:30 p.m. Saturday
Astor Capital Management
James E. Mott, senior vice president of Astor Capital Management, explains how globalization has impacted investing and why investing basics are more important now than ever. He explores the difference in equity investing prior to the prevalence of a global economy and investing now. Jim imparts a solid understanding of how portfolio investing has changed over the last three decades and why it is imperative to diversify your portfolio.
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