The American Association of Individual Investors - AAII - provides investment education in investing basics, financial planning, and structuring investment portfolios of mutual funds and/or individual stocks. A not-for-profit organization, AAII arms individual investors with the understanding and tools needed to manage their finances more effectively and profitably.
Discussed by Herb Geissler, Leader of Rational Investing Special Interest Group, Pittsburgh AAII Chapter
For decades, Herb Geissler advocated managing investments using two different strategies.
The Dr. Jekyll portfolio holds market-index ETFs (exchange traded funds), lowers risks by simple market timing, is easy to manage without much time or effort, and consistently outperforms most professional money managers.
The more exciting Mr. Hyde portfolio holds carefully selected, high-quality growth stocks that could be bought, held, and sold using technical analysis.
For Jekyll, Herb will describe his Recession Avoidance Model (RAM) that has pre-warned every recession since 1947 to help you avoid the really big bear markets.
For Hyde, Herb will discuss the stock selecting criteria of Benjamin Graham, Walter Schloss, and Warren Buffet and how you can easily implement these techniques with inexpensive software.
Herb Geissler is a past President of the Pittsburgh Chapter of the AAII, leads the Rational Investing Group, and is one of our most popular speakers. Herb was a Partner in McKinsey and Company, the international management consulting firm, and also served as a senior executive or CEO of several small and medium-sized companies. Currently, he continues as a business management consultant and also coaches individual investors in improving the management of their investment portfolios.
REGISTRATION/SOCIAL: 6:30 AM to 7:00 PM
PROGRAM: 7:00 PM
FEES (Sorry, no refunds):
Mail check, payable to AAII, in advance to:
2000 Ginoria Court
Export, PA 15632
OR REGISTER ONLINE
Comfort Inn Conference Center
699 Rodi Road, Churchill 15235
The Chapter Picnic will be held on Saturday, August 19, 2017 at Settlers Cabin Park. This year we will be in the SC Flint Shelter, not the Chippewa Shelter
No seminars are currently scheduled.