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Global Tactical Investing

AAII Silicon Valley Chapter

Saturday, February 19, 2011 from 9:00 AM to 11:30 AM (PST)

Global Tactical Investing

Ticket Information

Ticket Type Sales End Price Fee Quantity
Early Advanced Registration (by Feb 12) (No Refunds) Ended $20.00 $0.00
Advance Registration (Feb 13 - Feb 17) (Space permiting basis) (Sorry, no refunds)
IMPORTANT NOTE: Tickets at the door (AFTER Feb 17) are $30.00 per attendee, REGISTER EARLY!
Ended $25.00 $0.00

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Event Details

The AAII Silicon Valley Chapter presents:

Mebane Faber, manager of the Cambria Global Tactical ETF (GTAA) and co-author of “The Ivy Portfolio”, will show us how to develop a portfolio that mimics the stellar long-term investment track records of the Harvard & Yale Endowments. Specifically, he will discuss how an investor can develop an innovative strategic asset allocation using an ETF-based investment approach. He will also present a simple tactical asset allocation method that improves risk-adjusted returns and dampens the impact of bear markets on long-term results.


Attend This Meeting to Learn:

  • How to develop a simple portfolio that can withstand any economic environment
  • How to manage the portfolio to dampen bear market
  • Essential investment rules and time tested techniques that work

Reasons to Attend:

  • Learn how to set up and manage a simple portfolio of ETFs that produces results 
  • Learn how to diversify and protect your portfolio
  • Hear successful strategies from a leading investment professional

About Mebane Faber:

Mr. Faber researches and manages a number of quantitative strategies at Cambria Investment Management, including equity and global tactical asset allocation portfolios. Co-author of the newly published book “The Ivy Portfolio” (John Wiley & Sons, Inc, 2009), he is a frequent speaker and writer on quantitative asset management strategies. His commentary has been featured in Barron’s, Worth, and The New Yorker. Prior to joining Cambria, Faber’s background included positions as a biotechnology equity analyst and a quantitative research analyst. He graduated from the University of Virginia with a double major in engineering science and biology. Mr. Faber is a Chartered Alternative Investment Analyst (CAIA) and Chartered Market Technician (CMT).

Have questions about Global Tactical Investing? Contact AAII Silicon Valley Chapter

When & Where

Lookout Restaurant (at Sunnyvale Municipal Golf Course)
605 Macara Avenue
(at the corner of Macara & Benecia)
Sunnyvale, CA 94085-2809

Saturday, February 19, 2011 from 9:00 AM to 11:30 AM (PST)

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AAII Silicon Valley Chapter

The AAII Silicon Valley Chapter is affiliated with the American Association of Individual Investors (AAII), a nonprofit corporation founded in 1978 for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.


AAII Mission Statement:

AAII local chapters are grassroots organizations led by volunteer AAII members, and allow AAII to extend its mission "person to person" to individual investors in their own communities by offering meetings that provide unbiased investment education in a social context.

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Global Tactical Investing
Sunnyvale, CA Events Business

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