Important: We will return toSaturday meetings with a Two-Speaker Event! (Mark your calendar!)
Join the AAII –PORTLAND CHAPTER
Co-Founder of Efficient Frontier Advisors
This talk will focus on the difference between investors' conceptions of risk, and the true nature of the real, long-term risks to a portfolio. The difference between long-term and short-term risk will also be discussed, and how financial history informs the subject.
In particular, history shows that inflation is by far the most likely catastrophic risk facing the investor. How different asset classes respond to each scenario will be presented.
About William Bernstein
Mr. Bernstein is a neurologist, co-founder of Efficient Frontier Advisors, an investment management firm, and has written several titles on finance and economic history. He has produced three finance books, The Intelligent Asset Allocator, The Four Pillars of Investing, and The Investor’s Manifesto, and also two volumes of economic history, The Birth of Plenty and A Splendid Exchange, the former about the economic growth inflection of the early nineteenth century, and the latter a wide-angle look at the history of world trade. A third history book, Masters of the Word, from Grove/Atlantic Press, explores the effects of access to technology on human relations and politics.
Here are just a few reasons to attend:
An appreciation of long-term financial history
How inflation affects different asset classes.
An appreciation of uncertainty in finance.
An Independent Investor’s Alternative Approach to Reducing Risk while Achieving Reasonable Growth
The presentation will begin with a brief discussion of key investment elements including asset allocation, diversification, market timing, and fundamental and technical analysis. Mr Beiderman will then demonstrate how a fundamentally-derived investment approach can be enhanced using a simple technical analytic tool. This will be followed by an in depth explanation of the approach, which he developed to side-step significant Market declines while generating asset growth. His Dynamic Asset Management approach utilizes two strategies: one that reduces portfolio volatility; and the other, which adds significant asset appreciation. Audience questions, comments, and discussion will be encouraged both during and after the presentation.
About Barry Beiderman:
Mr. Beiderman built his career as a research scientist in the fields of biology, biochemistry, and bioengineering. One of his specialties was research design and evaluation which included the extensive use of modeling and statistics. After leaving the lab he functioned as director of training for the research group. Since leaving the biological sciences he has devoted much time and energy to increasing his understanding of economics and market forces. And, learning to be a cobbler!
Attend this meeting to learn:
How to beat the Market with one simple step: It’s easy!
How to anticipate market shifts and improve your portfolio returns.
How to employ asset allocation, diversification, and temporal modulation to reduce risk and increase your chances of attaining your goals.
Reasons to attend:
Learn how to reduce Market-caused anxiety and sleepless nights.
Participate in a discussion of the core elements of rational portfolio design.
Share your ideas and questions so that our independent investment community will thrive.
SAVE THESE DATES
Here’s a few of AAII Portland Chapter’s upcoming meetings at the East Portland Community Center (EPCC).
You won’t want to miss these speakers—so mark your calendar now!
Meetings are open to AAII members and non-members.
Saturday, March 14, 2015 at EPCC
Topic: Stocks, ETFs, Personal Finance Strategies
Christine Benz, Director of Personal Finance, Morningstar
When & Where
AAII Portland Chapter
American Association of Individual Investors is an independent, non-profit organization offering resources to anyone who wishes to learn about investing. The Portland Metro chapter holds general meetings six times a year (Jan/Mar/May/Jul/Sep/Nov), usually on the second Saturday. We invite speakers from academia and industry to discuss every aspect of investing.
Meetings are open to all -- register in advance here on Eventbrite for 10-15 dollars or purchase entry at the door for 20.