$20 – $25

ADAPTIVE ASSET ALLOCATION: DYNAMIC GLOBAL PORTFOLIOS TO PROFIT IN GOOD TIME...

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Location

Jubilee Administration Building

175 Nortech Parkway

San Jose, CA

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Refund Policy

No Refunds

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Adam Butler will cover two topics in this doubleheader event!!

Imagine a new generation of asset allocation, which constantly and systematically adapts to ever-changing market conditions based on proven techniques with over 800 years of evidence. Investors will revisit the lost science of diversification, and learn how they can use familiar factor strategies to produce phenomenal results in good markets – and bad.

Thoughts to be considered....

  • The migration from active mutual funds to index-linked ETFs is shifting the active investment opportunity from security selection toward active asset allocation

  • Most investors are woefully under-diversified, and shockingly vulnerable to certain common market environments

  • Proper diversification is the ultimate “defensive line”, but it requires an optimal combination of “players” and “balance”

  • Factor strategies like momentum, carry and volatility are the ultimate “offensive line”, but their real potential is only realized in a multi-asset context

  • By integrating more sophisticated portfolio optimization methods and targeting portfolio volatility, investors can achieve almost any reasonable risk target, and potentially earn truly spectacular returns

  • Adam implements his strategies using ETFs

In his first session Adam will discuss what risk parity and maximum diversification are and how you can include these in your portfolio’s asset allocation. In the second session Adam will discuss how, by integrating more sophisticated portfolio optimization methods and targeting portfolio volatility, you can achieve reasonable risk targets and potentially earn truly spectacular returns.

If you’re interested in how to adapt your portfolio’s asset allocation to changing market circumstances, this is the talk for you!


YOU WILL LEARN:

  • Revisit the “lost science of diversification”

  • Understand adaptive asset allocation, risk parity and maximum diversification, and how they benefi t you

  • Learn how investors can use familiar factor strategies to produce phenomenal results in good markets and bad


discussed by: Adam Butler, Co-Founder and Chief Investment Officer, ReSolve Asset Management


Adam Butler, CFA, CAIA, is Co-Founder and Chief Investment Officer of ReSolve Asset Management. ReSolve manages funds and accounts in Canada, the United States, and internationally. The firm employs quantitative methods in the management of three multi-asset factor strategies including Adaptive Asset Allocation and Global Risk Parity strategies. Adam has 14 years of experience in investment management including 11 years as a Portfolio Manager, and is a sub-advisor for the ReSolve Adaptive Asset Allocation Fund (Canada), the Horizons Global Risk Parity ETF, and the ReSolve Online Advisor.


Adam is lead author of the book Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times – And Bad (Wiley, 2016), and many investment related articles and whitepapers.


Adam and his firm have had extensive recognition in print, radio and televised media as shown below...




Board member viewpoint: I have been a fan of Adam and his colleagues at ReSolve (Michael Philbrick and Rodrigo Gordillo) for many years. I have read many (but not all) of their papers, blog entries and other postings. When I started the Chapter's Computerized Investing sub-group (CIMI) Adam's algorithms were among the first we looked at. I am delighted to have Adam visit the Chapter -- the first AAII Chapter that Adam has ever visited!! (Al Zmyslowski, Chair, CIMI Sub-group)


Adam made several webinars available to us... the first of these is "Exposing the "Active Risks" of Passive Portfolios" Be forewarned: This webinar is aimed at Financial Advisors, as opposed to the general public; but I've viewed it and it is quite reasonable for the individual investor. One fun item is how his portfolios performed during the Flash Crash and the Brexit crisis.

"Exposing the "Active Risks" of Passive Portfolios"




We've Moved!!


For those of you who haven't attended one of our events recently we'd thought we'd give you a look at where we are hosting our events starting this fall. A pictorial overview is given below. Let us know if you have any questions -- we'll be happy to answer them!

This fall we'll be holding our events at the Jubilee Administration Building at 175 Nortech Parkway.


From Mid-Peninsula, headed South on 101, you take 237 to the First Street exit and head north.


Here's a close up of 237 and 1st Street. You'll exit 237 and head north. The first major road will be Nortech Parkway. -- take a right. The Administration Building is the last building on the block.


There is plenty of parking at the building. As you enter the side entrance you'll be greeted at our registration desk.


We have a covered entrance from the parking lot. As you enter you'll see our event room. The event room features a raised stage, dual screens and projectors, classroom seating, Wi-Fi and an integrated/professional sound system.



And now for some more good news...


TICKETS -- WE'VE LOWERED OUR PRICES!!

You'll notice that we've lowered our pricing so early registration is $20 and late registratioin is $25. If you are a 4Ever ticket holder or hold a Guest Pass we ask you to register by mailing your 4Ever ticket or Guest Pass in with the registration form. (If you don't pre-register you can still bring your 4Ever ticket or event pass to the registration table -- but you're subject to space availability restrictions.)

Being a non-profit we also accept donations. Our only source of income for the Chapter is these events. From that income we provide events, workshops and a variety of sub-group meetings. FYI, Chapter Board members are volunteers and we get no income from any speaker or organization. Any donation amount is welcome!




EVENT SCHEDULE

8:30 AM - Registration / Social

8:55 AM - Announcements

9:00 AM - Part 1: Risk parity and maximum diversification

10:15 AM - Break, Raffle

10:30 AM - Part 2: Portfolio optimization methods and targeting portfolio volatility

11:45 AM - Q & A


More Information on the event...

  • Students under 25 (with ID) Free. (No registration required, show ID at Registration Desk)

  • No refreshments (e.g., coffee) provided -- plan accordingly.

  • To have a bit of fun, we raffle off investment books, event tickets and other items

  • Our concierge table provides you with speaker and AAII-SV handouts, AAII information, a book swap area (bring a book, take a book), hand outs from past speakers, and other "good stuff". Better yet, there is always a Board member or two present where you can ask questions, provide event feedback, make suggestions, etc.

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Date and Time

Location

Jubilee Administration Building

175 Nortech Parkway

San Jose, CA

View Map

Refund Policy

No Refunds

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