The AAII Silicon Valley Chapter presents...

The Road Ahead: Good, Bad or Ugly?

    Discussed by:

    Kevin Gahagan
    Principal, Senior Adviser, Chief Investment Officer, Mosaic Financial Partners, Inc.

As of this writing in late 2012, a resolution on the fiscal cliff has still not been reached. It is clear that there will be more far-reaching issues to be addressed in the months ahead. We continue to have political gridlock in the U.S., a weak global economy and debt problems in the U.S. and countries across the globe. Despite the array of challenges confronting us, our speaker, Kevin Gahagan, advocates maintaining one’s investment discipline—but also having a discipline to maintain. Gahagan will discuss the implications of portfolio structure and strategy in a variety of economic and interest rate environments. He’ll also comment on the research on investor behavior and discuss strategies for combating the biases that inevitably influence our investment decisions.

Attend This Meeting and Learn...
What investment strategy makes sense in this environment
How to build your investment discipline
Why maintaining one’s investment discipline is important

Secular Update: Are You Prepared for Another Lost Decade? Is the Cyclical Bull Market for Stocks Almost Over?

    Discussed by:
    Tom J. Kopas
    Principal, Portfolio Manager, Pring Turner Capital Group

Our guest speaker Tom Kopas returns this year to deliver an update to Pring Turner Capital Group’s secular outlook for stocks, bonds and commodities. Packed with fresh new material based on their unique, internationally recognized research, this program will answer many of today’s topical questions, including: What’s ahead for the economy and are precious metals and commodities in a bubble? Is there more risk or opportunity in foreign markets? Tom will discuss what asset allocation decisions will bring investors profitably through this cycle, and where the risks and opportunities are for investors now and in the coming months and years.

Attend This Meeting and Learn...
How to identify where we are in the current business cycle
When the current secular bear market for stocks will end
How to build wealth in this difficult investment environment

Saturday, February 9, 2013
8:30 a.m.    Registration/Social/ Coffee or Tea (no Breakfast)
9:00 a.m.    Kevin Gahagan
10:15 a.m.    Tom J. Kopas
11:30 a.m.    Q & A
NEW LOCATION! San Jose Airport Garden Hotel
1740 N 1st St.
San Jose, CA, 95112
[ Map This Location ]
In Advance (Mail postmarked by 2/2 or online by 2/5)
Everyone, $25/person
Late Registration (Online by 2/7)
Everyone, $35/person
Register online at

. At the Door
Space permitting.
Everyone, $35/person
No Refunds

Pay Online �
  Special Interest Groups (SIGs)

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.
Note: Some past program handouts are available at the chapter’s read-only Web page,

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