The AAII Long Island Chapter presents...

"Robust Portfolio Approaches for the Challenging Decade Ahead"

    Discussed by:

    David Johnson
    Chief Investment Officer, Global Capital Group

Lessons from the Harvard and Yale Endowments and numerous studies of actual results show that adding diversified, non-correlated alternatives to portfolios has not only increased returns beyond traditional portfolios but has done so with significantly less risk. David Johnson shares his opinions on what lies ahead in the next decade and what individual investors can do about it. An active investor for 25 years, he is also a veteran of NASA and the U.S. space program. David will show mounting evidence of a continuing tough environment for traditional investments over the next decade, and how to select portfolio components that have the potential to increase returns and reduce risk. Stocks, bonds, managed futures and real estate all have their places in the robust portfolio for the next decade.

Attend This Meeting and Learn...
About why we are in a secular bear market in equitie
How to add to a retirement portfolio to increase returns and lower risk
How to use worst-case analysis to design a robust retirement and prosper in another stock market decline

Wednesday, April 17, 2013
6:45 – 7:30 p.m.    Registration/Social/Refreshments,
7:30–9:30 p.m.    Program
following program    Q&A
300 Long Island
895 Walt Whitman Rd. (Rte. 110)
Melville, NY 11747
631/271-1180 or 631/271-0051
[ Map This Location ]
In Advance (by 4/11)
AAII Members and Family, $20/person;
Nonmembers, $25/person
At the Door
space permitting
Everyone, $30/person
No Refunds

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