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The AAII Puget Sound Chapter presents...


"How to Invest Like the Top University Endowments"

    Discussed by:

    Mebane Faber
    Portfolio Manager, Cambria Investment Management

Mebane Faber, co-author of “The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets” (John Wiley & Sons, Inc., 2009), will show us how to develop a portfolio that mimics the stellar long-term investment track records of the Harvard & Yale endowments. Specifically, he will discuss how an investor can develop an innovative strategic asset allocation using an ETF-based investment approach. He will also present a simple tactical asset allocation method that improves risk-adjusted returns and dampens the impact of bear markets on long-term results.

Attend This Meeting and Learn...
How to develop a simple portfolio that mimics the top university endowments
How to manage the portfolio to dampen bear markets
Essential investment rules and time-tested techniques that work

  MEETING DETAILS
Date:
Wednesday, November 17, 2010
Time:
6:30 p.m.    Registration/Social
7:00 p.m.    Program
8:30 p.m.    Q&A
Location:
Community Center at Mercer View
8236 SE 24th St.
Mercer Island, WA 98040-2235
(206) 236-3545
[ Map This Location ]

Payment:
In Advance (postmarked by )
Please send a contribution of any amount of your choice for each person who will attend. The more you contribute, the better speakers we can bring you. Please note new registration address.
At the Door space permitting, maximum 200
Contributions will be accepted by cash, check or money order.
Refunds, Contact us at least 7 days prior to the meeting for a full refund.

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