The AAII Silicon Valley Chapter presents...

"Process-Driven Investing Using ETFs"

    Discussed by:

    F. Chris Greene, CFA

While exchange-traded funds (ETFs) have become popular in recent years, most investors do not have access to good research tools for analyzing this powerful set of securities. While you may be interested in adding an ETF program to your portfolio, you are likely unsure on how to proceed with your research. Chris Greene will review specific techniques for ETF investing. He will present a process for testing your ideas before you put your hard-earned money to work. Greene will also discuss advanced portfolio-management techniques that allow you to participate in uptrends while avoiding large drawdowns.

Attend This Meeting and Learn...
How to organize the ETF universe into a logical framework
How to understand differences between stock analysis and ETF analysis
How back-testing can be your most potent research tool

"Tips and Tricks Every ETF Investor Should Know"

    Discussed by:
    Richard Farkas, CMT
    President, Strategic Global Investment Services

Building a portfolio, whether it is for growth, income or both, is no small task. We will discuss the most common pitfalls and problems facing exchange-traded fund (ETF) investors today, as well as potential solutions, proper execution of trades, and other often-overlooked considerations for investors oriented toward exchange-traded products.

Attend This Meeting and Learn...
The importance of an investment policy statement (ISP)
The 5 common mistakes made by ETF investors—individuals and institutions alike
That not all exchange-traded products are created equal—some are more equal than others

Saturday, February 11, 2012
8:00 a.m.    Registration/Social/Breakfast
8:30 a.m.    Speaker: Richard Farkas
9:40 a.m.    Speaker: F. Chris Greene
10:50 a.m.    Panel Discussion and Q & A
Lookout Restaurant at Sunnyvale Muni Golf Course
605 Macara Ave.
Sunnyvale, CA
[ Map This Location ]
In Advance (Mail by 2/4 or Online by 2/7)
Everyone, $20/person
Register online at

. At the Door
Space permitting.
Everyone, $30/person
No Refunds

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.

Sunnyvale Discussion Group
The Sunnyvale Discussion Group meets on the fourth Tuesday of each month at 6:30 p.m. at Coco’s Restaurant, 1209 Oakmead Parkway in Sunnyvale. The meeting is held every month except December.
SI Pro User Group
No meetings are planned.
Some past program handouts are available at the chapter’s read-only Web page: (presenter’s permission granted)

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