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).
When & Where
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 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.