LOS ANGELES CHAPTER - AAII CALENDAR

NEXT EVENT AT THE SKIRBALL CENTER

SATURDAY
SEPTEMBER 15, 2018

Registration and Coffee: 8:30 AM
Seminars: 9:00 AM to Noon

MEMBERSHIP IN AAII IS NOT REQUIRED

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APPEARING ON CENTER STAGE . . .

 

Sung Won Sohn

SUNG WON SOHN, Ph.D.

President, SS Economics 

“MANAGING YOUR PORTFOLIO IN A DECLINING MARKET”

 

 

The current bull market will soon be 10 years old. There are telltale signs that the market is somewhere near the top. The Federal Reserve is hiking interest rates. Earnings are rising at a slower rate. What should an investor do to manage through more difficult times?

LEARN...
  • How to best prepare your portfolio for market uncertainty
  • The signs that the stock market is hovering near the peak
  • How the economy and the market interact

 

Sung Won Sohn is an internationally known economist and president of SS Economics, an economic consulting firm focused on the U.S. economy and international trade. Sohn was president and CEO of the Hanmi Financial Corporation, and prior to that was executive vice president and chief economic officer for Wells Fargo Banks. Sohn also serves as commissioner for the Los Angeles City Employee Retirement System and chair of the investment committee overseeing $17 billion in assets.

Prior to Wells Fargo, Sohn was senior economist on the President's Council of Economic Advisers at The White House. Sohn is author of two books: "Global Financial Crisis and Exit Strategy" (Maeil Business Newspaper, 2009) and The New Economy (RH Korea, 2014). Sohn was educated at the University of Pittsburgh and Harvard Business School.

 

 

Topic 2...

Rob Bernstein

ROB BERNSTEIN

President, RGB Capital Group LLC

“CREATING A LOW-VOLATILITY PORTFOLIO WHEN INTEREST RATES ARE RISING”

 

Bonds have created a fantastic environment for investors with a desire to manage risk over the last several decades as yields declined and bond prices climbed. Expectations for a rising interest rate environment, however, will create headwinds for typical low-volatility bond investments. Come learn techniques to identify funds that are still trending up in a rising rate environment. In addition, Rob Bernstein will show how to leverage relative strength relationships to hedge away some of the volatility within your equity portfolio. You will walk away with new ideas that you can implement when you get back home.

LEARN...
  • Why managing risk is critical to wealth creation
  • How to identify low-volatility funds
  • How to create a portfolio that matches your tolerance for risk

 

Rob Bernstein is president of RGB Capital Group where he manages personal and client portfolios. He is also the president of the AAII San Diego Chapter. Prior to founding RGB Capital in 2009, he was a consultant with Deloitte and Touche, and chief information officer of a real estate development company. He holds B.A. and MBA degrees in economics, finance and accounting. He is a registered investment adviser and a retired CPA.

 

 


 

 
Seminar Schedule at the Skirball Center:
 
3rd Saturday of each month, except no meetings in August or December:
Remaining meetings in 2018: September 15, October 20, November 17.

 Skirball Cultural Center, 2701 N. Sepulveda Blvd. Located west of the San Diego Fwy. (I-405),
at the off-ramp to Mulholland Dr. and Skirball Center Dr.

Registration/Coffee
8:30 a.m.
Program

9:00 a.m. - noon

In Advance (six days prior to meeting) $12 per person,
mail check to AAII Los Angeles Chapter, PO Box 854, Santa Monica, CA 90406-0854
(Your check is your receipt and may take up to four weeks to clear.)

Click Here
to view or download a registration form in .pdf format. 

At the door  (space permitting only) $15 per person.

Location Map

Location Map

CHAPTER INFORMATION

Chapter President: Fred Wallace

For all questions or comments please email to: aaiichapter_losangeles@yahoo.com


Please note: It is not the policy of AAII, its local Chapters, officers or directors to promote any specific investments or techniques of analysis.  The opinions of speakers are their own and not necessarily those of AAII or the LA Chapter.  Attendees are advised that presentations are provided solely for informational purposes and should not be construed as an offer to sell or the solicitation of an offer to buy securities.  The opinions and analyses are based on sources believed to be reliable and presented in good faith. However, no representation  or warranty, expressed or implied, is made as to their accuracy, completeness, timeliness or correctness.  All investment information presented should be independently verified.  The investment information that is provided may not be appropriate for all investors as it is provided without consideration of attendees' financial sophistication, financial situation, investing time horizon or risk tolerance.