The AAII Washington D.C. Metro Chapter presents...

"Using Alternative Investments to Enhance Portfolio Performance"

    Discussed by:

    Bob Pugh, CFA, CFP
    President and Founder, Insight Wealth Management Inc.

The goals of this workshop are to introduce participants to the various types of alternative investments and to illustrate how individual investors can use these assets to improve the risk and return performance of their portfolios. Investors are generally familiar with traditional asset classes such as equity and fixed-income, but are often unaware of other asset classes such as real estate, commodities, private equity, hedge funds, managed futures, and others. These alternative asset classes can be added to core equity and fixed-income portfolios to augment expected returns and/or reduce volatility. Moreover, new products such as alternative asset class exchange-traded funds (ETFs) have put alternatives within reach of most investors.

Attend This Meeting and Learn...
What the different types of alternative investments are (and are not)
How alternative asset classes differ from traditional asset classes
How adding alternative asset classes impacts the expected risk and return of a portfolio

Saturday, May 17, 2014
9:00 a.m.    Registration/Social/Refreshments/Continental Breakfast
9:30 a.m. to 12:30 p.m.    Program
Sheraton Pentagon City Hotel
900 South Orme Street
Arlington, Virginia 22204
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Advance Registration (by 5/13), $53/person
Late Registration (after 5/13), $58person
Walk-In (At the Door) Registration (Space Permitting), $63/person
We encourage everyone to register online for meetings and pay related fees via our local website at

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.


Computerized Investing Special Interest Group (CISIG)
Location: In May, 10:00 a.m.–1:00 p.m. at the Tysons-Pimmit Regional Library; 7584 Leesburg Pike, Falls Church, VA 22043.
The CISIG generally meets on the fourth Saturday of the month. For more information, go to Interested parties may contact Vas Madhava at or Ron Speiker at or 703/671-1346.

Maryland Investment Special Interest Group (MISIG)
Location: Bethesda Library: 7400 Arlington Road, Bethesda, MD 29814
The MISIG generally meets on the third Wednesday of each month. For more information, go to If you have a question, you may contact Sondra Katz at or Ferd Hassler at

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