Your Personal Invitation

Please join us at the AAII Investor Conference in Orlando, Florida. This year's lineup of speakers and presentations will provide you with the tools, ideas and information you need to succeed in today's investment marketplace. You'll learn the evaluation technniques and strategies used by investment professionals, as well as gain valuable knowledge from our vast array of special programs, workshops and educational presentations.

This year's AAII Investor Conference will be held at the Loews Royal Pacific Resort in Orlando, Florida, where you will receive the perfect balance of investment education and relaxation.

Please note, this event sells out quickly.
Register now!

Key Speakers Include:

Click here for a full list of speakers/topics.

The AAII Southeast Florida Chapter presents...

"The Death of Buy and Hold Has Been Greatly Exaggerated"

    Discussed by:

    Richard Ferri, CFA
    Founder, Portfolio Solutions LLC

The death of buy and hold has been greatly exaggerated. Time and again, individual investors discover (all too late) that trying to predict the next winning stock, the next hot mutual fund, or the market’s next turn is a loser’s game. The more people play beat-the-market, the less chance they have of succeeding. The alternative lies with passive investing. The passive form of investing is about reaching your goal by selecting the right asset allocation for your needs, participating in the markets cheaply through index funds and ETFs, and rebalancing the portfolio on occasion to return to its target allocation. This method outperforms active management by several percent per year and generates returns over the market averages nominally and on a risk-adjusted basis.

Attend This Meeting and Learn...
The low probability of an active management strategy beating the markets over time
The low payout from active strategies that do beat the market relative to the larger shortfall from losing strategies
The near-zero-percent probability that a portfolio of actively managed mutual funds will outperform a portfolio of passively managed index funds and ETFs over one decade

  MEETING DETAILS
Date:
Wednesday, November 16, 2011
Time:
10:00 a.m.    Registration/Social/Refreshments
10:30 a.m.    Program
11:15 a.m.    Q&A
Location:
Charles Schwab
500 East Broward Blvd., Suite 101 (first floor)
Fort Lauderdale, FL 33394
954/468-2419
[ Map This Location ]

Payment:
At the Door (space permitting), Everyone, $5
Full-Time Students with ID, Free
[ Click here for the November 16, 2011 Meeting Announcement ]

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