Managing Your Portfolio in Uncertain Times
- Family & Education
- San Jose Airport Garden Hotel, San Jose CA
This will be a two-speaker event:
As of this writing in late 2012, a resolution on the so called "fiscal cliff has still not been found. Even if some agreements are reached, it is clear that there will be more far-reaching issues to be addressed in the months and years ahead. We continue to have political gridlock in the U.S., a weak global economy, and debt problems in the U.S. and countries across the globe. In this environment, what investment strategy makes sense? Despite the array of challenges confronting us, our first speaker, Kevin Gahagan, advocates maintaining one's investment discipline - but having a discipline to maintain. Gahagan will discuss the implications of portfolio structure and strategy in a variety of economic and interest rate environments. He'll also comment on the research on investor behavior and discuss strategies for combating the biases that inevitably influence our investment decisions.
ATTEND THIS MEETING TO LEARN:
1. What investment strategy makes sense in this environment?
2. Building your investment discipline.
3. Why is maintaining one's investment discipline important?
REASONS TO ATTEND:
1. Learn about portfolio structure and strategy in a variety of economic and interest rate environments.
2. Hear comments about research into investor behavior.
3. Combating biases that inevitably influence our investment decisions.
First Speaker: Kevin Gahagan, CIMA®, CFP®
Kevin Gahagan is a Principal and Senior Advisor with Mosaic Financial Partners, Inc., a leading Bay Area wealth advisory firm. Kevin has been recognized by the San Francisco Business Times as one of "the Bay Area's Top Twenty-Five Independent Wealth Advisors." In 2007, he was named a "Top Advisor" by Reuters AdvicePoint and in 2008 was recognized by the Consumer Research Council of America as one of "America's Top Financial Planners."
Prior to establishing his financial advisory practice in 1995, Kevin enjoyed a successful twenty-year career with Wells Fargo Bank. He is a Certified Financial Planner® certificant (CFP®) and Certified Investment Management Analyst (CIMA®). Kevin is a past president of theEastBaychapter of the Financial Planning Association and past Chairman of the association's Northern California Presidents' Council. He served for seven years on the board of the Estate Planning Council of Diablo Valley concluding his service as President and Chairman. He currently serves on theSan Franciscoboard of the American Association of Individual Investors. Kevin is an active member of the Financial Planning Association and Investment Management Consultants Association where he serves on the association's Specialty Conference Committee.
From 2000 through 2005, Kevin taught for the financial planning program at UC Berkeley. He was a founding member of the program's advisory board where he served for five years. Often quoted in the national press and local news media, Kevin is a frequent speaker on investment strategy, financial and retirement planning.
Second Speaker: Tom J. Kopas, / Principal and Portfolio Manager / Pring Turner Capital Group
SECULAR UPDATE: Are You Prepared for Another Lost Decade?
Is the Cyclical Bull Market for Stocks Almost Over?
Our second speaker, Tom Kopas returns this year to deliver an update to Pring Turner Capital Groups’ secular outlook for stocks, bonds, and commodities. Tom’s popular November 2010 presentation “Are You Prepared for Another Lost Decade” detailed the reasons investors should indeed stand prepared for challenging markets. Packed with fresh new material based on their unique, internationally recognized research this program will answer many of today’s topical questions, including:
What’s Ahead for the Economy?
Where are we in the Current Business Cycle and How Can this Information Help Investors?
Are Precious Metals and Commodities in a Bubble or Headed Much Higher Still? Is There More Risk or Opportunity in Foreign Markets?
Tom will discuss what asset allocation decisions will bring investors profitably through this cycle, and where the risks and opportunities are for investors now and in the coming months and years.
ATTEND THIS MEETING TO LEARN:
1. How to Identify Where we are in the Current Business Cycle
2. When the Current Secular Bear Market for Stocks Will End
3. How to Build Wealth in this Difficult Investment Environment
REASONS TO ATTEND:
1. Be Prepared to Invest in the Second Lost Decade for Stocks
2. Gain a Unique Perspective from Internationally Recognized Independent Research
3. Acquire Valuable Knowledge to Create Better Portfolio Returns with Less Risk
SECOND SPEAKER’S BIOGRAPHY:
Tom J. Kopas is a principal and portfolio manager at Pring Turner Capital Group’s an independent investment advisory firm based in Walnut Creek, Ca. Tom is a career-long investment educator, having taught numerous investment and retirement planning courses covering portfolio risk management and investing around the business cycle. The Pring Turner team is frequently invited to share their knowledge and experience with both professional and individual investor groups throughout the world. Tom co-manages the Pring Turner Business Cycle ETF (symbol DBIZ), an actively managed fund based on Pring Turner’s “Six-Stage” business cycle investment strategy. In addition, Mr. Kopas co-authored a book published by McGraw Hill in June 2012 entitled Investing in the Second Lost Decade. The book received favorable reviews in both The New York Times and the AAII Journal (August 2012).
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.