Two speakers this meeting. In our first installment of "Spotlight on Local Companies," we will hear from Portland General Electric. And Gary Antonacci will speak on his Dual Momentum investing strategy. We hope to see you there!
8:40 AM – Registration
9:00 AM – Spotlight on Local Companies: Portland General Electric
Bill Valach, Director of Investor Relations, Portland General Electric
As part of our new series, “Spotlight on Local Companies,” learn about Portland General Electric (PGE) as a potential investment opportunity. This presentation will include PGE’s capital infrastructure, operations, environmental and regulatory activities, and financial performance, as well as future projects. If you’d like to learn more before the meeting, you can visit PGE on the web at http://www.portlandgeneral.com.
Attend this meeting to learn:
About Portland General Electric, its strengths and the execution of its business
PGE’s financial performance and future projects
About Bill Valach:
Bill Valach has managed PGE's Investor Relations Department for ten years. His responsibilities include providing clear and transparent communication to retail investors, institutional investors, and research analysts. His MBA in finance is from UO. He is on the Board of the Boys & Girls Club of Portland.
10:00 AM – Refreshment Break
10:15 AM – More Profit With Less Risk Using Dual Momentum
Gary Antonacci, Principal, Portfolio Management Consultants
Gary Antonacci will begin by reviewing the most common investment vehicles throughout history, explaining their advantages and disadvantages. He will then show how momentum can help accentuate the positives and eliminate the negatives associated with most investments. Using easily understood examples and historical research findings, Antonacci will show how relative strength momentum can enhance investment return while trend-following absolute momentum can dramatically decrease bear market exposure. Finally, Antonacci will show how you can implement and easily maintain your very own dual-momentum portfolio using the best asset classes. If you’d like to learn more about his dual momentum strategy, visit http://www.optimalmomentum.com.
Attend this meeting to learn:
How to spot the best investment opportunities in any environment
How to protect yourself from bear markets and behavioral biases
How to construct your own dual momentum portfolio that is simple to understand and easy to implement
About Gary Antonacci:
Gary Antonacci has over 35 years’ experience as an investment professional focusing on underexploited investment opportunities. His innovative research on momentum investing was the first place winner in 2012 and the second place winner in 2011 of the prestigious Wagner Awards for Advances in Active Investment Management by the National Association of Active Investment Managers (NAAIM).
Antonacci is author of the award-winning book, Dual Momentum Investing: An Innovative Approach to Higher Returns with Lower Risk. His research introduced the investment world to dual momentum, and he is recognized as a foremost authority on the practical applications of momentum investing.
Antonacci received his MBA degree from the Harvard Business School in 1978.
12:00 PM – End
SAVE THESE DATES
~ March 12, 2016 ~
~ May 14, 2016 ~
Weird Works - and Other seemingly Whacko Ways to Win
Ken Fisher, Fisher Investments
Please feel free to contact our board for more information about AAII, volunteer positions, and future Portland Chapter meetings. Email us at email@example.com.
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.