`EI Course Introduction, Instructions & Resources - (highly recommended)

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Ben Johnson, CFA, is director of global exchange-traded fund research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. Before assuming his current role in 2012, he was director of ETF research for Europe and Asia. He also previously served as a senior equity analyst, covering the agriculture and chemicals industries. Before joining Morningstar in 2006, he worked as a financial advisor for Morgan Stanley. Johnson holds a bachelor’s degree in economics from the University of Wisconsin. He also holds the Chartered Financial Analyst® designation. In 2015, Fund Directions and Fund Action named Johnson among the 2015 Rising Stars of Mutual Funds. 

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Between degrees from Harvard College and Harvard Business School, Bruce Johnstone served two years in the U.S. Navy as an officer on a Destroyer. He joined Fidelity Investments in 1966. From 1972–1990, he managed the Fidelity Equity-Income Fund. During that period, the fund achieved a return of over 1,100%, nearly twice that of the S&P 500 index. This return ranked him as the #1 equity-income fund manager in the nation for that 19-year period. In 1987, he was named America’s Best Income Investor by Money Magazine. Eric Kobren, former publisher of Fidelity Insight, has said Johnstone ranks “a close second” to Peter Lynch as Fidelity’s best all-time fund manager.

Charles Rotblut, CFA, is a vice president and financial analyst at AAII. He is the editor of the AAII Journal, created VMQ Stocks, co-created AAII Dividend Investing, helps to manage the Stock Superstars Report portfolio and authors the weekly AAII Investor Update email. Rotblut regularly speaks to the media, including CNBC and Kiplinger’s. He is also a Wall Street Journal expert panelist. His book, "Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio," was published in November 2010.

Rotblut holds the Chartered Financial Analyst designation and has analyzed both publicly traded and privately held companies. His experience includes working for Zacks Investment Research, an investment research firm; INVESTools, an investment education company; Curian Capital, a money management firm; and McClure, Schumacher & Associates, a business valuation firm. Rotblut holds a bachelor's of science in journalism from the University of Kansas.

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Christine Benz is director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. In that role, she focuses on retirement and portfolio planning for individual investors. She also co-hosts a podcast for Morningstar, The Long View, which features in-depth interviews with thought leaders in investing and personal finance. She is a frequent public speaker and is widely quoted in the media, including The New York Times, The Wall Street Journal, Barron’s, CNBC, and PBS. In 2020, Barron’s named her to its inaugural list of the 100 most influential women in finance; she appeared on the 2021 list as well. In 2021, Barron’s named her as one of the 10 most influential women in wealth management.

Benz is author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (Wiley, 2010). She is also co-author of Morningstar® Guide to Mutual Funds: 5-Star Strategies for Success, a national bestseller published in 2003, and author of the book’s second edition, which was published in 2005. Before assuming her current role in 2008, she served as Morningstar's director of mutual fund analysis and was editor of Morningstar Mutual Funds and Morningstar FundInvestor.

Benz holds a bachelor’s degree in political science and Russian/East European studies from the University of Illinois at Urbana-Champaign. She is a board member of the John C. Bogle Center for Financial Literacy. Benz is also a member of The Alpha Group, a group of thought leaders from the wealth management industry from across the country. In her free time, she works with underprivileged women to improve their understanding of personal finance concepts.

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Derek J. Hageman was a financial analyst at AAII. He was editor of the AAII Dividend Investing (DI) advisory service and served on the Stock Superstars Report (SSR) advisory committee. Hageman earned a bachelor’s degree in finance and French from the University of St. Thomas in St. Paul, Minnesota, and an MBA from the University of Denver. He was a Level III Chartered Financial Analyst (CFA) Candidate and analyzed both publicly traded and privately held companies. Hageman’s experience included working as an equity analyst at a long/short value investment firm, a real estate investment manager for a family office and a senior associate at a private equity firm. He started his career as a Peace Corps volunteer in Senegal, West Africa. 

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The National Association of Active Investment Managers (NAAIM) was formed in 1989 as a non-profit association of registered investment advisers who provide active management services to investors. The goal of the NAAIM members is to produce favorable risk-adjusted returns for their clients as an alternative to more passive allocation strategies. Today NAAIM includes more than 110 advisory firm members managing an estimated $30 billion. These firms range from small regional advisers to large national firms with over $1 billion in assets under management. Other members of NAAIM include private equity fund managers, mutual fund companies, custodians and a variety of other firms that provide professional services to financial advisers.    

David Moenning has had a long investment career starting in 1980 that included independent money management, a partner in a private money management firm and founded his own firm, Heritage Capital Management. Moenning is a Past President and Chairman of the National Association of Active Investment Managers (NAAIM).  

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To Learn More About the NAAIM:

Email: info@naaim.org

Phone: (888) 261-0787

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Ken Fisher is the founder, executive chairman and co-chief investment officer of Fisher Investments, a $67 billion-plus asset management firm spanning six continents institutionally for high-net-worth individuals. He has written 11 books, including four New York Times bestsellers, and has penned the Forbes Portfolio Strategy column for 31 years, making him the second-longest-running columnist in Forbes’ 98-year history. He also writes regular columns for Germany’s Focus Money and Britain’s Financial Times.

A prize-winning researcher, Fisher’s early 1970s theoretical work is the first writing and research on today’s widely used price-to-sales (P/S) ratio. In 2010, ThinkAdvisor named Fisher one of the industry’s 30 most influential people over the prior 30 years. He won the 2009 Tiburon CEO Summit’s inaugural award for “Challenging Conventional Wisdom.” He is ranked 211 on the 2015 Forbes “400 List of Richest Americans.”

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Paul Merriman is a financial educator, author and podcaster. Paul is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active management strategies. He retired in 2012 from the wealth management firm he started in 1983 to found The Merriman Financial Education Foundation, a registered 501(c)(3) dedicated to providing free financial education to investors of all ages, especially do-it-yourselfers, helping them make informed decisions and successfully implement their retirement savings strategy.

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Raymond A. Rondeau is an investment strategist and senior technical analyst at AAII, and product manager of AAII’s Active Investing. He is the host and creator of AAII’s Essential Investing Course and the author of the AAII Computerized Investing “Classic Technical Indicators” series.

Since 1998, Rondeau has given more than 180 educational and instructional lectures at various academic, retail and professional investor events across the country on various trading and investment strategies. Rondeau’s writing has been published at Systems & Forecast, Yahoo Finance, Forbes newsletters, Kiplinger magazine, Nasdaq.com and ETF.com, where he wrote a weekly investment column called Rondeau’s Roundup. Additionally, he covered many of these topics on his internet radio investment show, Market Mavens, on the UR Business Network.

Rondeau is a TradeStation EasyLanguage and MetaStock developer and programmer of numerous indicators, including Rondeau’s Reversion, PROVE, Kinetic Conviction and Optimized Balance Conviction (OBC). Rondeau is a member of the NAAIM and CMT Association.

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