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The AAII Charlotte Chapter presents...


"Building a Multi-Asset, Low Correlation Portfolio"

    Discussed by:

    Craig L. Israelsen, Ph.D.
    Associate Professor, Brigham Young University

Using historical data, this presentation will examine the growth and loss potential of various portfolios during the build-up phase (prior to retirement) and the draw-down phase (post-retirement). The impact of rebalancing will be evaluated over multiple time periods. This presentation specifically examines the use of “alternative asset classes” in portfolio design. Craig will also introduce his 7Twelve portfolio, a multi-asset balanced model.

Attend This Meeting and Learn...
The historical returns of major asset classes over the past 40 years
Strategies for portfolio rebalancing pre- and post-retirement
The value of “alternative” assets in a portfolio in comparison to single-asset investments or the standard 60/40 portfolio

  MEETING DETAILS
Date:
Saturday, February 12, 2011
Time:
8:00 - 9:30 a.m.    Roundtable Meeting
9:30 a.m.    Registration/Refreshments
10:00 - 11:30 a.m.    Program
11:30 a.m.    Q&A
Location:
Myers Park United Methodist Church
1501 Queens Rd.
Charlotte, NC
704-376-8584
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Payment:
At the Door, AAII Member & Spouse, $5/person;
Nonmembers, $10/person; First-Time Visitors, free
No Refunds

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