The AAII Portland Chapter presents...

An Introduction to Self-Adjusting Trend Following and Active Management

    Discussed by:

    Michael Neumann
    Registered Representative, Investment Adviser Representative, Branch Manager, Transamerica Financial Advisors, Inc.

    Robert Pugh
    Registered Representative, Investment Adviser Representative with Transamerica Financial Advisors, Inc.

Can an investor have both offense and defense in their investments? Do you care if the market goes up or goes down? An introduction to self-adjusting trend following and active wealth management shows an investor the importance of participating in both an up and a down market. Active management is dynamic unlike passive buy-and-hold management, moving investments with market and economic conditions. This strategy offers potential to beat the market because it has the ability to defend against down markets.

Attend This Meeting and Learn...
How to put offense and defense into your portfolio
How diversification of strategies may help lower risk

Tuesday, January 15, 2013
5:45 – 6:10 p.m.    Registration/Social
6:10 – 7:00 p.m    Discussion Group
7:00 – 7:10 p.m.    Business Meeting and Election
7:10 – 7:20 p.m.    Coffee Break
7:20 – 9:00 p.m.    Program
8:00 – 8:10 p.m.    Refreshments
Sheraton Portland Airport Hotel
8235 NE Airport Way
Portland, Oregon
[ Map This Location ]
In Advance (Postmarked by 1/13), Everyone, $15/person
Or, register online by 1/13 at

At the Door space
permitting, Everyone, $20/person
No Refunds, However, those with prepaid registration who are
unable to attend may order a DVD of the meeting for $5. We
are considering a change to online access so please be alert
for further information on any change. Contact Janice Walters,

, to place order.
Pay Online �
  Special Interest Groups (SIGs)


AAII Investment Discussion Group
Contact: Ronald Jones, Discussion Group Chairperson,
This session is being held at 6:10 - 7:00 p.m. on January 13, 2013, at Portland Airport Sheraton. Chapter member Barry Biederman will present his long-term and highly profitable investment strategy, “Dynamic Asset Management.” It incorporates low maintenance and uncomplicated asset management, diversification, and temporal modulation.

Conversations About Investing SIG
(Previously called Computer Assisted Investing SIG)
Contact: Sr. Rene’ Foster,
The CAI meetings are usually held from 7:00 to 8:45 p.m., at the Terwilliger Plaza Retirement Center located at 3545 Terwilliger Blvd. If you like discussing information and opinions about financial matters, the economy or investing topics, contact Sr. Rene’ Foster to receive meeting information such as dates, time, location and presenters.

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