The AAII San Diego Chapter presents...

"Leveraging Alternative Assets to Reduce Risk"

    Discussed by:

    Brian Clark
    Regional Vice President of Sales, CLS Investments

Portfolio success is as much about mitigating risk as it is about making money. A properly diversified portfolio of multiple asset classes, including global stocks, fixed income and alternative investments, allows the “efficient frontier” to expand. During this presentation, Brian Clark will explore the universe of alternative investments and how they can decrease risk while increasing return potential.

Attend This Meeting and Learn...
How to incorporate alternative assets into a diversified investment portfolio
How to design a low-correlation portfolio using alternative investments
Ways to get exposure to alternative investments in your portfolio

Saturday, March 8, 2014
8:30 a.m.    Registration/Social
9:00 a.m.    Program
10:30 a.m.    Q&A
Lawrence Family Jewish Community Center, The Teen Room, Jacobs Family Campus
4126 Executive Drive
La Jolla, CA 92037
[ Map This Location ]
In Advance (by 1/25)
Everyone, $5/person

At the Door
space permitting
Everyone, $8/person

Please make checks payable to “AAII San Diego Chapter.”
  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.


Mutual Fund/ETF/FastTrack SIG
Contact: Rob Bernstein,, 858-367-5200 for details and schedules.

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