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Wednesday, July 23, 2014


                                                                                                  AAII Denver Chapter


About AAII and the Denver Chapter

Welcome! Founded in 1978, the American Association of Individual Investors (AAII) is a not-for-profit organization that arms individual investors with the education and tools they need to build wealth. From stock investing to financial planning and retirement saving, AAII seeks to educate you on all your needs --without any product-sales bias or pressure. More....

Paula and Rob Grey spoke to the Denver Chapter in November on Social Security:  When to Start and How to Coordinate with Investments
Wayne Thorp, CFA, explained Valuing a Stock at the September 2013 Chapter program.

The Denver Chapter Presents 
The Little-Known World of Micro-Cap Value Investing
by Jon Tesseo, Vice President, Denver Investment Advisors 
Wednesday, August 13, 2014  
7:00 p.m - 8:45 PM

History teaches that small beats large and that value tops growth in long-term average returns.  Micro-cap stocks can offer highly interesting inefficient-market opportunities since they are followed by very few analysts.  This presentation will shed light on the little-known world of micro caps and will provide strong evidence for value investing.  This is especially timely after a five-year market advance where true values are difficult to find. 

Jon Tesseo, a Vice President of Denver Investment Advisors, is a quantitative analyst with the equity value research team responsible for co-managing the Westcore Micro-Cap Opportunity Fund since its 2008 inception.  Before joining DIA in 2008, he was an Investment Director at OmniWealth Ltd.  Prior to that he held Portfolio Manager/research positions at Oak Research (April 2004-June 2007), Harris Investment Management (August 1999-April 2004) and Navellier & Associates (April 1991-August 1999).  He has 23 years' professional investment experience.
Attend This Meeting and Learn...
What defines a micro-cap stock and where to get information on them 
* The long-term record of small vs. large, and of value vs. growth style 
* Whether micro-cap and/or value investing fits your risk tolerance and personality 
Pricing  In Advance (postmarked by 8/6) AAII Member & Member’s
Family, $8/person; Nonmembers, $13/person
Postmarked after 8/6 , everyone, $15
At the Door (space permitting), everyone, $15
1580 Yarrow Street
One block northwest of Colfax/Wadsworth major intersection, just west of Denver city line.
Lakewood, CO 80214
6:20 PM  Registration/Social, Refreshments 
7:00 PM  Program
 8:25 PM Q&A




Matthew Werner CFA discussed REITs
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Neil Leeson of Ned Davis Research spoke on ETFs to a sold-out group in January

San Juan College professor Bart Womack discussed major investment implications of demographic changes at our October chapter event.

At our August chapter meeting, Nick Atkeson, author of Win By Not Losing presented a comprehensive examination of tactical asset management strategies, plus instruction on how to avoid major down markets in your own portfolio

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