The AAII Houston Chapter presents...

Strategies Tracking the AlphaSector Series of Indexes

    Discussed by:

    Jason Morton and Dennis Follmer
    Managing Director, Shamrock Asset Management and Senior Vice President, F-Squared Investments

The AlphaSector Premium index, managed by F-Squared Investments, has built a powerful long-term track record by utilizing a unique investment approach that seeks to avoid losses. This novel approach to the market has resulted in a rare double benefit: repeatable outperformance coupled with structurally lower market risk. Since its inception in April 2001, the index has outperformed the S&P 500 308% to 55% (outperformance of 6.1% per annum), with a relative standard deviation 34% less than the S&P 500. F-Squared’s AlphaSector Premium index is an “active index” constructed from exchange-traded funds (ETFs) that track the primary sectors of the S&P 500 plus a short-term Treasury ETF.

Attend This Meeting and Learn...
Details on how the AlphaSector index is constructed and tactical asset allocation decisions are made
How this active index performance compares to more conventional indexes

Focus Presentation Book Report on “The 7 Most Important Equations for Your Retirement”

    Discussed by:
    Mike Muhle

The Judeo-Christian world has its 10 commandments. Newton has his three laws of motion. And now retirement has its seven equations. Actually, the world of retirement has had these equations for a while, in some cases for hundreds of years. But Moshe Milevsky, a York University professor, has put all these equations into one readable and highly accessible book, “The 7 Most Important Equations for Your Retirement.”

Saturday, January 19, 2013
8:30 a.m.    Registration/Social/Refreshments
9:00 a.m.    Focus Presentation,
9:45 a.m.     Break
10:00 a.m.    Program
11:00 p.m.    Q&A
University of Phoenix Westside Learning Center
11451 Katy Freeway
Houston, TX 77079
[ Map This Location ]
In Advance (by 1/14)
AAII Member and Family, $15/person; Nonmembers, $20/person
Paypal Link
Pay Online �
  Special Interest Groups (SIGs)


Options SIG

Contact: Rohit Millstein,
Meetings are held on the first Tuesday of the month at the Sosa Center at 6:30 p.m. Meeting dates for 2013 are as follows:
February 5 and March 5, 2013

Return to Houston Chapter home page
Houston PLAIN TEXT template
Houston Review Speaker template
Speaker Notification template

NEW HTML template!!!!