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The AAII Birmingham Chapter presents...


"Lessons Learned from Harvard and Yale Endowments: Using Managed Futures for Portfolio Diversification"

    Discussed by:

    David Johnson
    President and Portfolio Manager, Global Capital Group

Numerous studies 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 will show mounting evidence of a coming 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 in this environment. Stocks, bonds, managed futures, and real estate all have their places in a 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...
The root cause of volatility in stock, bond, real estate and alternative investment returns
The most critical ingredient in a retirement portfolio to increase returns and lower risk
How to design a robust retirement portfolio with the potential to prosper in the event of a stock market decline

  MEETING DETAILS
Date:
Thursday, November 7, 2013
Time:
6:30 p.m.    Registration/Social/Refreshments
7:00 p.m.     Program
Location:
Homewood Library (Room 101, Lower Level)
1721 Oxmoor Rd.
Homewood, AL
205/877-8614
[ Map This Location ]
Payment:
In Advance (received by 11/4), AAII Members and Family,
$8/person;
Nonmembers, $10/person
At the Door
AAII Members and Family, $10/person;
Nonmembers, $12/person
No Refunds

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