LOS ANGELES CHAPTER - AAII CALENDAR

NEXT EVENT AT THE SKIRBALL CENTER

SATURDAY
FERUARY 17, 2018

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


LOOK! -- TWO LEADING ADVISORS...

APPEARING ON CENTER STAGE . . .

 

Adam Butler

ADAM BUTLER

Co-Founder and Chief Investment Officer, ReSolve Asset Management 

“ADAPTIVE ASSET ALLOCATION: DYNAMIC GLOBAL PORTFOLIOS TO PROFIT IN GOOD TIMES AND BAD”

 

 

Adam Butler will present two topics in this double-header event focused on the bleeding edge advances in asset allocation. Butler will discuss how to create the most optimal global portfolio without having to guess at returns.

He will then demonstrate how to integrate robust multi-asset factor/smart beta research with advanced portfolio optimization to create adaptive global portfolios to profit in most market conditions—including market crashes.

LEARN...
  • Why the greatest opportunity for sustainable outperformance is in the domain of asset allocation—NOT security selection
  • How to create the maximally diversified global “Risk Parity” portfolio with the highest expected return per unit of risk in all major economic environments
  • The specific steps you can follow right now to amplify returns and significantly lower risk in good markets and bad with dynamic global portfolios of liquid ETFs

 

Adam Butler, CFA, CAIA, is co-founder and chief investment officer of ReSolve Asset Management. Butler has 14 years of experience in investment management, including 11 years as a portfolio manager.

Butler is lead author of the book “Adaptive Asset Allocation: Dynamic Global Portfolios in Good Times and Bad” (Wiley, 2016), as well as being the author of many investment-related articles and whitepapers.

 

Topic 2...

Gary Karz

GARY KARZ

Publisher, InvestorHome.com

“IS THE INVESTMENT BUSINESS A SCAM? A CANDID ASSESSMENT FROM AN INVESTMENT PRO”

 

Investors have an overwhelming number of options. In addition to thousands of stocks, bonds and other securities, there are thousands of mutual funds, exchange-traded funds (ETFs) and other products. Plus there are thousands of financial advisors at brokerage firms, banks, advisory and other firms, plus new options like so-called robo-advisers.

The key is understanding which specific financial services offered by these firms add value, and which are speculative and thus susceptible to being counterproductive, excessively expensive or possibly even being labeled a scam. Ultimately, investors should focus on net results after all costs and compare their costs and net returns with industry averages.

LEARN...
  • How to control investment costs in an anticipated low-return environment for the medium to long term
  • How to better manage investment costs, some of which are transparent and others less so, along with current investment cost trending
  • How to evaluate investment options that have evolved allowing investors to separate investing from speculation, or even gambling

Gary Karz has consulted with many large investors on minimizing trading costs and achieving the best execution.

His research has been cited in leading academic journals and top-selling books, as well as in Forbes, Barron’s and Morningstar.

Karz graduated from the Marshall School of Business at USC, and is a holder of the right to use the CFA designation.

He was also featured by The Wall Street Journal as a “Smart Person for Investors to Follow.”

 

 


 

 
Seminar Schedule at the Skirball Center:
 
3rd Saturday of each month, except no meetings in August or December:
Remaining meetings in 2018: Februry 17, March 21, April 21, May 19, June 16, July 21, 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
Book Exchange
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. But, 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.