AAII Silicon Valley Chapter Presents:

"Tips and Tricks every ETF Investor SHOULD KNOW"

Building a portfolio whether it is for growth, income or both is no small task. We will discuss the most common pitfalls and problems facing ETF investors today as well as potential solutions, proper execution of trades, and other often overlooked considerations for the ETF oriented investor.

"Process Driven Investing Using ETFs"

While exchange-traded funds (ETFs) have become popular in recent years, most investors do not have access to good research tools to analyze this powerful set of securities. While you may be interested in adding an ETF program to your portfolio you are likely unsure on how to proceed in your research efforts. Chris Greene will review specific techniques for ETF investing. He will present a process for actually testing your ideas before you put your hard-earned money to work.  Go beyond just ideas and learn advanced portfolio-management techniques that allow you to participate in up-trends while avoiding large draw-downs.

Attend This Meeting to Learn:

• The importance of an Investment Policy Statement (ISP)
• The five common mistakes made by ETF Investors - individual or institutions alike
• Not all ETFs are created equal - some are more equal than others
• Organize the ETF universe into a logical framework
• Understand differences between stock analysis and ETF analysis
• Using back-testing as your most potent research tool

Reasons to Attend:

• Gain a better understanding of the ETF landscape to build a better portfolio
• How to compare and contrast similar ETFs (its what's under the hood that counts)
• Minimize mistakes to maximize potential gains
• ETFs are the key portfolio building blocks in modern portfolios
• Managing draw-downs (losses) is crucial to your success 
• Understand why ETFs are the clear product of the future

Speakers:

Richard Farkas, CMT President of Strategic Global Investment Services

Mr. Farkas manages ETF portfolios for individuals and institutions. Based in Campbell, CA – Richard is past President of (MTA) Market Technician’s Association – San Francisco Chapter. He is also a member of the ETF Advisor Hall of Fame recognized by Research Magazine in October 2008 and a frequent writer for Worth Magazine, KDOW radio guest or host, and a frequent guest lecturer at colleges and universities in the greater SF Bay Area.

F Chris Greene, CFA/Founder ETFreplay.com

Mr. Greene has a diverse financial background spanning over 19 years. He began his career in investment banking as an analyst at Hambrecht & Quist in San Francisco. He was an institutional portfolio manager for Wells Capital Management and was a portfolio manager for BCI Capital Management. He holds a BA in economics from Claremont McKenna College and became a CFA charter holder in 2003. Chris co-founded ETFreplay.com in 2009 to bring specific institutional-grade portfolio management software functionality to the investing public as a web application. Chris/ETFreplay has been profiled and/or quoted in Barrons, SmartMoney, The Wall Street Journal, USA Today and Stocks & Commodities magazine.