May 21, 2013 AAII Meeting: "Robust Portfolio Approaches for the Challenging Decade Ahead” - David Johnson/Global Capital Group
Tuesday, May 21, 2013 from 5:30 PM to 9:00 PM (PDT)
When: Tuesday, May 21, 2013
Where: Sheraton Portland Airport Hotel, 8235 NE Airport Way, Portland, OR
Driving Directions: The Sheraton is directly north of the Embassy Suites (our previous location). If coming from the south on NE 82nd Ave, turn left on Airport Way and then first right onto Frontage Road.
If coming from I-205 on Airport Way (going toward the airport terminal), turn right onto Frontage Road just 50 feet before crossing NE 82nd Ave.
Registration: 5:45 - 6:10 pm
6:10 pm to 7:00 pm - Discussion group (topic to be announced)
7:00 pm to 7:30 pm - Chapter Business and Coffee Break
7:30 pm to 9:00 pm - Program
In Advance (by 5/19/2013) Everyone, $15/person
Pay in advance via on-line registration or by mail.
If you prefer to register and pay via mail, please send your completed registration and payment to:
AAII Portland Chapter
c/o Janice Walters
PO Box 7115
Beaverton, OR 97007
At the Door (space permitting), Everyone, $20/person
DVDs are available. Please contact Janice Walters at firstname.lastname@example.org to place order.
ATTEND THIS MEETING AND LEARN
· 1. What is the root cause of stock, bond, real estate and alternative investment returns going up and down, and why is it important?
· 2. What studies show is the the most critical ingredient to add to a retirement portfolio to increase returns and lower risk.
· 3. How to use worst case analysis to design a robust retirement portfolio with the potential to prosper in the event of another stock market decline like occurred in 2000-2002 and 2007-2009.
REASONS TO ATTEND
· 1. Building your retirement fund is Mission Critical to your life; Failure is Not an Option.
· 2. Compare absolute return strategies and how they differ from traditional investments.
· 3. Discover how to potentially exceed the results of the best money managers, using a 60 year old technique.
President of Global Capital Group
David is an investment advisor and the founder of Global Capital Group, a licensed and registered guaranteed introducing broker firm specializing in alternative investments. David develops alternative asset portfolios for clients wishing to generate returns that are uncorrelated with the stock market and the U.S. economy, and that can potentially profit in both rising and falling markets. He also assists clients with traditional portfolio construction using stocks, bonds, preferreds, MLPs, REITS and other assets classes. He has been an active investor for over 25 years. David holds a BS in Computer Engineering and a Masters in Engineering Management. His previous career involved designing and managing several major aerospace projects for NASA and the DOD, including Space Station, Space Shuttle and numerous commercial and classified satellites. David has used his management and analytical skills to develop many trading strategies and to found and manage a registered commodity trading advisor firm. These skills and experiences across the engineering, science and money management professions assist him in evaluating professional money managers for his clients. He has spoken at numerous American Association of Individual Investors (AAII) Chapters, including four AAII National Conventions.
Robust Portfolio Approaches for the Challenging Decade Ahead
Lessons from the Harvard and Yale Endowments and numerous studies of actual results show that adding diversified, non-correlated alternative investments to portfolios has not only increased returns beyond traditional portfolios but has done so with significantly less risk. David Johnson, principal and chief investment officer, shares his opinions on what lies ahead in the next decade, and what individual investors can do about it. A 25 year veteran of NASA and the U.S. Space Program, David will show mounting evidence of a continuing tough environment for traditional investments over the next decade (the problem), and how to select portfolio components that have the potential to increase returns and reduce risk in this environment (the potential solution). Stocks, Bonds, Managed Futures, and Real Estate all have their places in the robust portfolio for the next decade. The key is learning what each has to offer and how to use them together effectively in this challenging investing environment.