Registration and Coffee: 8:30 AM - Seminars: 9:00 AM to Noon
FACTOR-BASED INVESTING +
APPEARING ON CENTER STAGE . . .
JOHN P. REESE
CEO and Founder,
Validea.com and Validea Capital Mgmt. LLC
“Factor-Based Investing Inspired By Wall Street Greats”
One of the hottest areas in investing today 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. However, another way to utilize factors is by combining them.
John Reese will discuss his investing system, which is built from the strategies of famous investors, with attendees gaining insight from his 14 years of running system-based investment models.
Reese and his team at Validea have built integrated factor-based approaches and actively run portfolios of top-rated stocks using these models, the likes of which are based on and used by investors like Warren Buffett, Peter Lynch, Joel Greenblatt and others.
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
John Reese is the founder and CEO of Validea.com, an independent stock research firm, and Validea Capital Management, a boutique asset management company, managing over $500 million in assets.
Reese is a pioneer in the online investment research arena and quantitative investing using the strategies of investing legends. He is the author of “The Guru Investor: How to Beat the Market Using History’s Best Investment Strategies.” Validea’s research team also publishes The Guru Investor blog highlighting current ideas and trends from the brightest investment minds across the globe.
Reese is a graduate from MIT and the Harvard Business School, holds multiple patents and appears regularly in Forbes, Realmoney.com, Canada’s Globe & Mail and other media outlets
Institutional Portfolio Manager,
Fixed Income Division, Fidelity Investments
“Navigating the Fixed-Income Markets”
In this presentation, Coash will review Fidelity’s current perspective on the fixed-income markets, their philosophy and process for investing, why a diversified core bond strategy—like Fidelity’s total bond fund—provides benefits in any market environment and, lastly, why it’s important to consider actively managed mutual funds and ETFs in fixed income.
Fidelity’s current view on the bond market and their approach to fixed income investing
Diversified core bond strategies, like Fidelity total bond fund, and their benefits in any market environment
Why active management matters in fixed-income investing
Beau Coash is an institutional portfolio manager in Fidelity Investment’s fixed income division, whose members won Morningstar’s 2016 Fixed Income Fund Manager of the Year award for Fidelity’s total bond fund. Fidelity Investments is a leading provider of investment management, portfolio guidance and other financial services to more than 20 million individuals, institutions and financial intermediaries.
Prior to assuming his current role in 2013, Coash was the head of equity and syndicate trading at Fidelity. Prior to joining Fidelity in 2005, Coash was senior vice president in corporate bond sales at Lehman Brothers. He has been in the investment industry since 1993 following a playing career in the NFL with the New England Patriots.
Coash earned his BA in history from Middlebury College and his MBA from Harvard Business School.
Seminar Schedule at the Skirball Center:3rd Saturday of each month, except
no meetings in August or December: Remaining meetings in 2017: September 16, October 21, November 18.
Skirball Cultural Center,
2701 N. Sepulveda Blvd. Located west of the San Diego
Fwy. (I-405), at the off-ramp to Mulholland Dr. and
Skirball Center Dr.
Registration/Coffee Book Exchange
9:00 a.m. - noon
In Advance (six days prior to meeting) $10 per person,
mail check to AAII Los Angeles Chapter, PO Box
854, Santa Monica, CA 90406-0854
(Your check is your receipt and may take up to four weeks to clear.)
Click Here to
view or download a registration form in .pdf format.
At the door
(space permitting only) $12 per person.
Please note:It is not the
policy of AAII, its local Chapters, officers or
directors to promote any specific investments or
techniques of analysis. The opinions of speakers
are their own and not necessarily those of AAII or the
LA Chapter. Attendees are advised that
presentations are provided solely for informational
purposes and should not be construed as an offer to sell
or the solicitation of an offer to buy securities.
The opinions and analyses are based on sources believed
to be reliable and presented in good faith. But, no
representation or warranty, expressed or implied,
is made as to their accuracy, completeness, timeliness
or correctness. All investment information
presented should be independently verified. The
investment information that is provided may not be
appropriate for all investors as it is provided without
consideration of attendees' financial sophistication,
financial situation, investing time horizon or risk