Educational ClassesFinancial Book Discussion Group (2nd Tuesday)
10/13/2015, 11/10/2015, 12/8/2015 7:30 to 8:30pm
Oakton Library (directions)
Oakton, VA 22124
The Financial Book Discussion Group meets monthly and is open to anyone.
August 2015: Why Moats Matter - The Morningstar Approach to Stock Investing by Heather Brilliant and Elizabeth Collins
Basics of the SSG and Beyond (3 Sessions) -- 2 Saturdays
11/07/2015, 11/14/2015 09:00 AM - 4:00 PM
Northern Virginia Center (directions)
7054 Haycock Rd.
Falls Church, VA 22043
100 yards from the West Falls Church Metro
Station (Orange Line). Free parking on Saturdays.
$90 for all 3 sessions; or $50 for session one; or $35 each for sessions two or three, respectively. Pay online, or send a registration form with a check payable to the DC regional Chapter/NAIC to:
DC Regional Chapter/BetterInvesting
2334 N. Oak Street
Falls Church, VA 22046
Note: Online payments with Eventbrite are subject to a conveniece charge.
This series of courses is for both beginning and experienced investors. It provides an understanding of the concepts behind BetterInvesting's fundamental analysis tool, the Stock Selection Guide (SSG) and an opportunity to improve your investing skills. Students will be introduced to BetterInvesting-approved software tools.
Session 1 (Nov. 07 - 9:00 AM to 4:00 PM):
Stock Selection Method of Choice. Gain an indepth understanding of the stucture and method of Betterinvesting’s fundamental analysis tool.
Session 2 (Nov. 14 - 9:00 AM to 12:00 Noon):
Software to Improve Stock Selection. Complete and an SSG using both BetterInvesting's Online SSG Tool and Investor's Toolkit 6.
Session 3 (Nov. 14 - 1:00 to 4:00PM):
Improve Your Analysis Skills. Practice making good estimates of the five major judgment points of the SSG.
Model ClubModel Investment Club
10/17/2015, 11/19/2015, 12/17/2015, 01/21/2016 7:00 PM - 8:30 PM
Tysons-Pimmit Regional Library (map)
7584 Leesburg Pike
Falls Church, Virginia 22043
Cost: No Charge.
Do you want to be involved in an investment club? Looking for investment ideas? Try participating in the D.C. Chapter's Model Club, where virtual money buys a virtual portfolio, but you analyze and recommend purchases, just as in any investment.
Special EventPatrick O'Shaughnessy -- "Trends in Factor Investing"
10/17/2015, 9 - 11:30 A.M
Sheraton, Pentagon City
900 Orme Street,
Cost: $35 before October 13, 2015. $45 at the door. Register at http://www.aaiidcmetro.com
Two of the largest trends in investing are flows out of actively managed mutual funds and into index and "smart beta" strategies. In this presentation, Patrick O'Shaughnessy will give an overview of these two trends and highlight an opportunity hidden beneath these trends. By combining the best elements of active and passive investing, individual investors can build a unique portfolio poised to outperform the broad market over time.
Patrick O'Shaughnessy is a Principal and Portfolio Manager at O'Shaughnessy Asset Management (OSAM).
Better Investing National Conference
05/19/2016 - 05/22/2016
Westfields Marriott Dulles Hotel