Brian Nelson, CFA
President, Valuentum Securities
Brian Nelson, president of Valuentum Securities, will walk through the ins and outs of cash-flow-based dividend analysis. He’ll cover how to use Valuentum.com to find what you’re looking for and showcase the firm’s discounted cash flow methodology that forms the backbone behind the ideas he generates. Nelson will also present the structural reasons why the Valuentum Buying Index works.
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YOU WILL LEARN
The benefits of dividend growth investing
How to find the best dividend growth stocks
How to reduce the likelihood of getting into a value trap
BIO
Brian Nelson, CFA holds a B.A. in finance with a minor in mathematics and graduated magna cum laude from Benedictine University. He has an MBA from the University of Chicago. He was previously a director at Morningstar, responsible for training and methodology development within the equity and research department. Prior to joining Morningstar, he worked for a small capitalization fund for an aggressive growth investment management firm in Chicago. Nelson left Morningstar to found Valuentum Securities in early 2011.
MEETING DETAILS
Date: Wednesday, July 15, 2015
Time: 6:30 p.m. Registration/Social/
7:00 p.m. Program
8:30 p.m. Q&A
Location: Brecksville Community Center
1 Community Drive
Brecksville, OH 44141
440/546-2300
Payment: In Advance (by 7/10)
AAII Member & Member’s Family,
$10/person;
Nonmembers, $12/person
At the Door
(space permitting)
AAII Member & Member’s Family,
$13/person;
Nonmembers, $15/person
