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The AAII Boston Chapter presents...


"Lies My Finance Professor Told Me"

    Discussed by:

    Andrew W. Lo
    Harris & Harris Group Professor, MIT Sloan School of Management; Chief Investment Strategist, AlphaSimplex Group LLC

The Financial Crisis of 2007–2009 has revealed several potential weaknesses in each of the following tenets of modern investment management: diversify across stocks and bonds, manage your risk via asset allocation, and invest in stocks for the long run. Was our recent market experience an exception, or a sign of the times that we now live in? In this talk, Professor Andrew Lo will review the basic framework that we all use for making investment decisions and show that this framework is not incorrect, but that it is incomplete. He will provide an alternative that reconciles human behavior with the theory of efficient markets.

Attend This Meeting and Learn...
How to think about financial crises and what we can do to prepare for the next one
A new way of thinking about financial markets and human behavior
Why the past 30 years may not be a good guide for the next 30 years

"Pre-Investment Education Presentation
Creating Better Investments with Financial Engineering"

    Discussed by:
    Bob Fulks
    Investment Speaker

Traditional “asset allocation” portfolios have not been performing well this past decade, so many investors are looking for better methods. “Financial Engineering” might provide a solution. Most people associate financial engineering with the complex sub-prime mortgage derivatives that helped cause the recent recession. But it also includes many simple concepts that ordinary investors can use to improve their investment portfolios. This talk will illustrate how you can create your own low-risk investment vehicles with simple calculations that can be done in an Excel spreadsheet. The presentation will also cover some mutual funds that are beginning to use these techniques.

Attend This Meeting and Learn...
Why traditional “Asset Allocation” portfolios have not been performing well
Why the market keeps going up and down and how this might benefit you
How certain combinations of investments can do better than traditional investments

  MEETING DETAILS
Date:
Wednesday, September 21, 2011
Time:
5:40 – 6:30 p.m.    Pre-Investment Education Presentation
5:45 p.m.    Registration/Social
6:30 p.m.    Sit Down Dinner
7:30 p.m.    Andrew Lo - Main Program
8:45 p.m.    Q&A
Location:
Embassy Suites
550 Winter St.
Waltham, MA 02451
781-890-6767
[ Map This Location ]
Payment:
Advance Registration
(by 9/16), Program & Dinner, $45/person**;
Program Only, $15/person**
At the Door
Program Only, $20/person**
Investment Education
Presentation Only,
$10/person at the door
Refund Policy**
Call the chapter contact on or before the advance registration
deadline to cancel and receive a refund.

  SUBGROUPS

Cape Cod—Information/to be placed on group’s email list: Hans Fritschi, 508/539-3465 or hans@cape.com. Meetings cover a variety of current investment and financial topics, contoured to the desires of the group’s members and meeting attendees. The meetings consist of both local professional speakers and active member participation, creating both an educational and enjoyable environment for all involved. The meetings are on the first Wednesday of each month from 7:00–9:00 p.m. All meetings are held in the conference room of the Cape Cod Community TV Center, 307 White’s Path, South Yarmouth, MA. Directions: Take Route 6 to Exit 8; go south, then left at first light (White’s Path), then 1.2 miles on right. Upcoming meetings: September 7, October 5, November 2.



Common Stock—Information/meeting location: Kitty Swanner, 617/734-9777. Meets on the second Tuesday of every month, 7:00–9:00 p.m. in Brookline, MA. Members participate actively, sharing ideas and research. The full spectrum of common stocks is covered with discussion of financial analysis, markets, management, etc. All investment approaches and levels of experience are welcome. Upcoming meetings: September 13, October 11, November 8.



Computerized Investing—Information/to be placed on group’s email list: Larry Bradley, 781/581-0075 or nahantbrad@alum.mit.edu. Meets on the fourth Monday of each month (except Aug and Dec), 7:00–9:00 p.m. Location: MIT, 70 Memorial Drive, Cambridge, Building E51, Room 335 (free parking behind building on Amherst Street). Meetings typically include discussion of technical analysis investment procedures, some fundamental techniques, or inter-market relations. Discussions are led by members, vendors or professional investors. Upcoming meetings:
September 26, October 24, November 28.



Mutual Funds—Information/meeting location: Ted Yoos, 781/229-5809 or tedyoos@gmail.com. Meeting will focus on strategic methods of evaluating and selecting individual mutual funds and using them to build a well-diversified, tax-efficient portfolio. Content will be covered via active member discussions and presentations from regionally based fund mangers and professional investment advisors. Meetings are held on the third Wednesday of each month, 7:00–9:00 p.m. in the auditorium at 85 Wells Avenue, Newton, MA. Upcoming meetings: (No September meeting), October 19, November 16.



Retirement Investing—Information/to be placed on the group’s email list: contact Robert Zakon, 617/964-3311 or rmzakon1@verizon.net. Due to the extreme gyrations of the financial markets and corresponding investor concerns, we will attempt to present relevant, targeted and quality speakers. Please call for details, as the date and location of these events is in transition.



Rhode Island Market Mavens—Information/to be placed on the group’s email list: Raymond Rondeau, 401/451–4163 or GQRAR@cox.net. For maps and detailed information on upcoming meetings, please log on to Investorstein.com. Meetings are held in a semiformal setting with active participation highly encouraged, with various professional guest speakers frequently presenting. The primary focus of the group is exploring new investment tools and products, specifically focusing on efficient ways to utilize them in today’s current and ever-changing market environment. Please call for details, as the date and location of these events is in transition.

 

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