The AAII Portland 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 alternative investments 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. A 25-year 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 (the problem), and how to select portfolio components that have the potential to increase returns and reduce risk in this environment (the potential solution). Stocks, bonds, managed futures and real estate all have their places in the robust portfolio for the next decade. The key is learning what each has to offer and how to use them together effectively in this challenging investing environment.

Attend This Meeting and Learn...
What the root cause of stock, bond, real estate and alternative investment returns going up and down is
What studies show is the the most critical ingredient to add to a retirement portfolio to increase returns and lower risk
How to use worst-case analysis to design a robust retirement portfolio

Tuesday, May 21, 2013
5:45 - 6:10 p.m.    Registration/Social
7:00 - 7:10 p.m.    Business Meeting
7:10 - 7:20 p.m. and 8:00 - 8:10 p.m.    Coffee Break
6:15 - 9:00 p.m    Program
Sheraton Portland Airport Hotel
8235 NE Airport Way
Portland, Oregon
[ Map This Location ]
In Advance (Postmarked by 3/17), Everyone, $15/person
Or, register online by 5/19 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)

SIG meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.


Conversations About 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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