The AAII Los Angeles Chapter presents...

Currency Asset Class: Diversification for Challenging Times

    Discussed by:

    Axel Merk
    President and CIO, Merk Investments; Portfolio Manager, Merk Funds

What is happening with the U.S. dollar, the euro, yen and gold, and why does it matter to investors? When traditional asset classes, like equities and fixed income, move in tandem, how do you protect against the downside? Where do you find uncorrelated returns, low volatility and profit opportunities regardless of the market direction? Axel Merk, the “Authority on Currencies,” will discuss the current macroeconomic forces driving global currencies and how the currency asset class may help provide diversification.

Attend This Meeting and Learn...
Where to find uncorrelated returns when the U.S. stock market is gyrating up and down
Where the U.S. dollar is going
What macroeconomic forces drive currencies

Global Tactical Investing: Returns You Can Eat

    Discussed by:
    Mebane Faber
    Founder and Chief Investment Officer, Cambria Investment Management; Manager, Cambria Global Tactical ETF

Mebane Faber, manager of the Cambria Global Tactical ETF (GTAA) will show us how to develop an all-weather portfolio that can withstand any economic environment. 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 portfolio that can withstand any economic environment (including 2008!)
How to manage your portfolio to avoid the negative effects of bear markets
How you are your own worst enemy when it comes to investing

Saturday, March 19, 2011
8:30 a.m.    Registration/Social
9:00 a.m.-12:00 p.m.    Program
Skirball Center
2701 N. Sepulveda Blvd.
Los Angeles, CA
[ Map This Location ]
In Advance (by 3/14) Everyone, $8/person;
At the Door (space permitting only) Everyone, $10/person
No Refunds

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