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Valuentum's Nelson in Cleveland

publication date: Jul 15, 2015
author/source: Valuentum Editorial Staff

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 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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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

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.
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
Payment: In Advance (by 7/10)
AAII Member & Member’s Family,
Nonmembers, $12/person
At the Door
(space permitting)
AAII Member & Member’s Family,
Nonmembers, $15/person

The High Yield Dividend Newsletter, Best Ideas Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports and content found on this website are for information purposes only and should not be considered a solicitation to buy or sell any security. Valuentum is not responsible for any errors or omissions or for results obtained from the use of its newsletters, reports, commentary, or publications and accepts no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a registered investment advisor, and does not offer brokerage or investment banking services. The sources of the data used on this website and reports are believed by Valuentum to be reliable, but the data’s accuracy, completeness or interpretation cannot be guaranteed. Valuentum, its employees, independent contractors and affiliates may have long, short or derivative positions in the securities mentioned on this website. The High Yield Dividend Newsletter portfolio, Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio are not real money portfolios. Performance, including that in the Nelson Exclusive publication, is hypothetical and does not represent actual trading. Actual results may differ from simulated information, results, or performance being presented. For more information about Valuentum and the products and services it offers, please contact us at