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March 2015 Chapter Meeting PDF Print E-mail

Do the Strategies of Investing Legends Still Work in Today’s Market?


Discussed by John P Reese, Founder and CEO of Validea.com


Saturday, March 14th at 10:00 AM.  $5 at the door for everyone.  No advanced reservations.

 

John will walk us through the systematic stock selection approaches of history’s greatest investors: Warren Buffett, Peter Lynch and Ben Graham. Reese has been tracking model portfolios based on the stock selection strategies of these successful investors since 2003, and the result may surprise you. Reese will discuss the guru strategies he follows and how investors can develop a highly disciplined and repeatable portfolio management framework on top of each model. This presentation is appropriate for those interested in value and fundamental investing concepts, active stock selection and quantitative equity analysis, behavioral finance, guru-based modeling and systematic investment strategies.

 

Attend this meeting and learn

  1. Key lessons from the greatest investors

  2. Mutual fund managers to watch

  3. Stock selection models

  4. Systematic investment strategies

About our Speaker:

John Reese, the author of "The Guru Investor: How to Beat the Market Using History's Best Investment Strategies", is the founder and CEO of Validea.com and a regular columnist for RealMoney.com and Forbes.com. He is also the founder of Validea Capital Management, a money management firm for high net worth individuals and institutions, and he advises two Canada-based mutual funds (Omega Consensus American & International Equity Funds). John also maintains the investing blog The Guru Investor, which is dedicated to bringing investors the thoughts and ideas of the brightest investment minds in the world. John, who is a graduate of MIT and Harvard Business School, holds two patents in the area of automated stock analysis.

 

Last Updated on Saturday, 17 January 2015 12:00
 
Kirk of Kildare PDF Print E-mail
Kirk of Kildaire

Kirk of Kildaire Church, 200 High Meadow Dr Cary NC 27511
-- off Kildaire Farm Rd between Cary Parkway & Maynard Rd.

Monthly Meeting -2nd Saturday 10:00 AM - Kirk of Kildaire - $5 per person for everyone

Income Investing Group - 1st Saturday 9:30 AM - Panera Bread - No charge

Portfolio Management Group - 3nd Saturday 9:30 AM - Panera Bread - No charge

Options Group - 4th Saturday 9:30 AM - Panera Bread - No Charge


Best check this web site for any late-breaking changes or responses to weather events. Better still: join our email notify to which we send meeting reminders and any last minute changes on schedule or location (occasionally the room is pre-empted by the church).

Kirk of Kildaire
, 200 High Meadow Dr, http://www.kirkofkildaire.org/gen/whereiskirk.htm, a westward turn off Kildaire Farm Road, on the stretch between SE Maynard Road north of High Meadow Dr and SE Cary Parkway south of it. Choosing a route depends on your knowledge of the layout of Cary. For those coming from US 1, the simplest route is via SE Cary Parkway. For a map: http://maps.google.com/ and search for 200 High Meadow Dr Cary NC.


Panera Bread, 7840 Alexander Promenade Place, across from Brier Creek Mall in West Raleigh, http://www.urbanspoon.com/r/25/1422214/restaurant/Brier-Creek/Panera-Bread-Raleigh.  (From I-540, exit at US 70 West (toward Durham).  Get in the far right lane.  At the traffic light, Brier Creek Parkway, turn right.  Go about 50 yards and turn right into the shopping center. Turn left before very first set of stores, go to the end.  Panera Bread is on the right at the end of the bay of stores.)

Last Updated on Sunday, 07 December 2014 08:24
 
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