Presenter: Doug Gerlach

Featured Sessions

⭐ Doug’s Favorite Small‑Cap Stocks for 2026 (and Why He Likes Them)
There are always strong opportunities in the market—if you know where to look. Doug shares his top small‑cap ideas for 2026, drawing from the two market‑beating newsletters he edits.

• Investor Advisory Service: 15 consecutive years on the Hulbert Investment Newsletter Honor Roll; celebrated its 50th year in 2023.
• SmallCap Informer: Now in its 14th year with a long‑term track record outperforming small‑cap indexes.

Learn what Doug is watching, why these companies stand out, and how to evaluate small‑cap opportunities with discipline.

 

🧠 Industry Analysis for the Bottom‑Up Stock Investor

Great investors focus on high‑quality, well‑managed companies—not hype or sector fads. But there are moments when industry analysis can reveal overlooked opportunities or help you benchmark a company against its peers.

Doug will show you how to:

•  Identify when industry context matters

• Use industry insights to strengthen your bottom‑up research
• Spot opportunities others miss

 

Why do smart people make irrational financial decisions? Doug explores the psychological forces—fear, emotion, cognitive biases, and social influences—that shape investor behavior.

You’ll learn:

• How anchoring, confirmation bias, loss aversion, and regret aversion distort decision‑making
• - How market anomalies arise from collective psychology
• Practical tools to recognize and overcome your own behavioral pitfalls

 

Walk away feeling more empowered, more self‑aware, and better equipped to make disciplined investment choices.

 

🔍 Investment Club Offense & Defense: Using myICLUB and BetterInvesting’s PERT to Strengthen Your Portfolio

 

 Offense and defense aren’t just for football—your investment club’s portfolio needs both. Discover how myICLUB’s Offense and Defense Reports give clubs a fast, insightful read on the overall health of their holdings, helping members spot overvalued positions and identify companies showing early signs of fundamental weakness

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 You’ll also see how these tools complement BetterInvesting’s PERT Report in the Online SSG, giving clubs a powerful, multi‑angle approach to monitoring performance, quality, and long‑term potential.

 

 Perfect for clubs that want to stay disciplined, informed, and aligned, this session shows how to use these reports together to keep your portfolio strong and your members confident in every decision.
 

Don’t Miss This Opportunity

 Investor Education Day is your chance to learn directly from one of the most respected educators in the BetterInvesting community. Strengthen your skills, sharpen your judgment, and elevate your investing.

[Register Today]

 

Doug Gerlach

 

​Doug Gerlach is the President of ICLUBcentral Inc., a subsidiary of BetterInvesting, and editor-in-chief of three investing newsletters: the Investor Advisory Service, the SmallCap Informer, and the Dividend Informer. He is the author of six financial books and has spoken at investor events across the globe, known for his ability to explain complex investment concepts with humor, energy, and clarity.