Event Overview

Tuesday, October 31 - 9:00 am - 3:00 pm

MoneyShow has spent more than four decades educating and empowering individual investors. Now, we are delighted to join forces with another strong advocate of investor education, the American Association of Individual Investors (AAII), for a special event. Held on the third day in Orlando, this conference track will feature a wealth of informative and actionable presentations from top AAII experts.

Since 1978, AAII has been striving to assist individuals in becoming effective managers of their own assets through programs of education, information, and research. AAII was founded on the principle that, with sufficient knowledge, time and interest, individual investors can outperform the market and the so-called market big boys—mutual funds, hedge funds, and high-frequency traders.

Raymond Rondeau

AAII - American Association of Individual Investors

Charles Rotblut

The American Association of Individual Investors (

Wayne Thorp

The American Association of Individual Investors (AAII)

Raymond Rondeau

AAII - American Association of Individual Investors

Charles Rotblut

The American Association of Individual Investors (

Wayne Thorp

The American Association of Individual Investors (AAII)

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The American Association of Individual Investors Event*

Tuesday, October 31, 2023, 9:00 am - 3:00 pm

Presented by: Raymond Rondeau |Charles Rotblut |Wayne Thorp

Focus: STOCKS

MoneyShow has spent more than four decades educating and empowering individual investors. Now, we are delighted to join forces with another strong advocate of investor education, the American Association of Individual Investors (AAII), for a value-packed, full day event. In this series of sessions, AAII instructors Raymond Rondeau, Charles Rotblut, and Wayne Thorp will teach you strategies that can make you a more effective manager of your assets. You will learn wealth-building strategies, understand how to interpret and use investor sentiment, acquire a sustainable growth investing strategy, understand how to combine value, momentum, and quality into a winning strategy over the long term, and discover the three pillars for successful dividend investing.

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*$49.00 per person if purchased by October 9

$49.00 per person if purchased after October 9

Raymond Rondeau

Charles Rotblut

Wayne Thorp

Welcome Remarks at the AAII Event

Tuesday, October 31, 2023, 9:05 am - 9:15 am

Presented by: Wayne Thorp

Focus: STRATEGIES

Join Wayne Thorp for this in-depth session, designed to bring you the latest intelligence available so you can identify and profit from the opportunities in today's markets. The knowledge you gain by attending this session can help you make better investing or trading decisions tomorrow.

Wayne Thorp

Your Investing Education Is Our Mission

Tuesday, October 31, 2023, 9:15 am - 9:45 am

Presented by: Charles Rotblut

Focus: STRATEGIES

Since 1978 the American Association of Individual Investors (AAII) has been striving to assist individuals in becoming effective managers of their own assets through programs of education, information, and research. AAII was founded on the principle that, with sufficient knowledge, time, and interest, individual investors can outperform the market and the so-called market big boysmutual funds, hedge funds, and high-frequency traders. As an independent, non-profit organization, AAII provides members with the information and tools to select and manage investment portfolios to help them achieve their financial goals.

Charles Rotblut

Wealth Building Strategies

Tuesday, October 31, 2023, 10:00 am - 11:00 am

Presented by: Raymond Rondeau

Focus: TRADING

Building wealth through investing is possible, but to be successful an investor has to have effective strategies. In this presentation, AAII Investment strategist Raymond A Rondeau will cover a number of effective trading and investment strategies for today's market environment that any investor can use either in their entirety or in conjunction with their current approach to enhance returns. Accompanying each strategy will be evidence backed research and performance results to support the viability of each approach. Lastly, Ray will feature a unique mutual fund/ETF strategy that exploits a market inefficiency by transacting only twice a year and that has outperformed the S&P 500 with half the risk.

Raymond Rondeau

Understanding How to Interpret and Use Investor Sentiment

Tuesday, October 31, 2023, 11:15 am - 11:45 am

Presented by: Wayne Thorp

Focus: MARKETS

Sentiment describes the opinions, emotions or views of a group of people. In investing, sentiment can be a powerful determinant of security prices, especially in the short run. Here, emotions-whether rational or irrational-can drive market prices. If you could forecast changes in sentiment, you should have an advantage in determining changes in the market. AAII's Investor Sentiment Survey offers insight into the opinions of individual investors by asking them their thoughts on where the market is heading in the next six months and has been doing so since 1987.

Wayne Thorp

The Three Pillars for Successful Dividend Investing

Tuesday, October 31, 2023, 12:00 pm - 12:45 pm

Presented by: Charles Rotblut

Focus: DIVIDEND

Since 1926, dividends have accounted for more than 40% of the return realized by investing in large-cap stocks. But how do you become a successful dividend investor? AAII's Dividend Investing (DI) newsletter seeks stocks that have the potential to rise in price and make larger dividend payments in the future-a total-return strategy. The Dividend Investing approach focuses on three pillars for dividend investment decisions to achieve these goals. Our three pillars of dividend investing are a firm's growth trends, financial strength/quality, and valuation, which your AAII presenter will explain in detail.

Charles Rotblut

Combining Value, Momentum, and Quality

Tuesday, October 31, 2023, 1:00 pm - 1:45 pm

Presented by: Charles Rotblut

Focus: MARKETS

One of the significant advantages individual investors have is being able to follow truly active strategies, such as the approach behind VMQ Stocks. VMQ is short for value, momentum, and quality. This strategy uses academic and industry research on what has worked over the long term to build a portfolio that individual investors can follow. The VMQ Stocks approach uses two of the best-performing investment factors-value and momentum-while using quality to weed out the junkiest stocks.

Charles Rotblut

Sustainable Growth Investing

Tuesday, October 31, 2023, 2:00 pm - 2:45 pm

Presented by: Wayne Thorp

Focus: STOCKS

Many investors are drawn toward hot technology stocks and last year's winners. The problem is that looking at historical growth or companies with the highest growth can often be a loser's game for investors. But what if traditional growth strategies had it wrong? Investing in companies with the highest levels of growth exposes portfolios to reversion to the mean, whereby the prices of high-growth stocks plummet once their growth rates start to slow down. AAII's Growth Investing strategy looks to invest in growth stocks the right way.

Wayne Thorp

Go Beyond the Exhibit Hall

Want access to 100+ sessions taught by some the brightest financial and trading minds in the industry? Upgrade to a Standard Pass for only $149 (early-bird) and explore beyond the show floor to attend special tracks, panels, and breakout sessions, plus enjoy a complimentary drink at the Welcome Reception.

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Questions? Call 800-970-4355 to speak to a representative.