The AAII Silicon Valley Chapter presents...

Global Tactical Investing

    Discussed by:

    Mebane Faber
    Portfolio Manager, Cambria Investment Management

Mebane Faber, manager of the Cambria Global Tactical exchange-traded fund (ETF) (ticker: GTAA) and co-author of “The Ivy Portfolio” (John Wiley & Sons, 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 can withstand any economic environment
How to manage the portfolio to dampen bear markets
Essential investment rules and time-tested techniques that work

Saturday, February 19, 2011
9:00 a.m.    Registration/Social/Breakfast
9:30 a.m    Program
11:00 a.m.    Q & A
Lookout Restaurant at Sunnyvale Muni Golf Course
605 Macara Ave.
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In Advance (by 2/12)
Everyone, $20/person
By mail or online at
In Advance (Online Only) (2/13 – 2/17)
Everyone, $25/person
Online only at
At the Door
Space permitting.
Everyone, $30/person
No Refunds

Pay Online �

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