The AAII Twin Cities Chapter presents...

Tactical Decision Making Within a Strategic Framework

    Discussed by:

    Jacob Wolkowitz
    Investment Manager, Accredited Investors

With interest rates at record lows and unlikely to go much lower, does it make sense to continue holding a significant allocation to bonds when bond prices have nowhere to go but down? Many investors have advocated a change in allocation strategy. Proponents argue that it is naive to consistently hold the same asset allocation in all markets. Detractors, armed with mutual fund flow data, argue that investors, whether institutional or retail, all end up shooting themselves in the foot. This presentation will attempt to survey the debate and propose a set of constraints by which small tactical decisions can be made within a stable asset allocation framework.

Attend This Meeting and Learn...
The various responses of asset allocators to the current market environment
Accredited Investors’ 25 years of experience navigating markets, both smooth and volatile
Common mistakes made in asset allocation

Thursday, March 21, 2013
7:00 p.m.    Registration/ Refreshments
7:15 p.m.    Program
Eisenhower Community Center in Hopkins
1001 Highway 7
Hopkins, MN 55305
[ Map This Location ]
In Advance (by 3/18)
AAII Members and Family, $10/person;
Non-members, $12/person; Students, $5/person
Members’ children are welcome as guests at no fee.
At the Door
space permitting
Everyone, $15/person
No Refunds

  Special Interest Groups (SIGs)

Systematic Investing SIG
The Systematic Investing SIG meets the third Tuesday of each month at 7 p.m. at Lee Wenzel’s home (8666 Westwind Circle, Eden Prairie). Topics and discussions vary. Send an email to Joseph Ferens at to get on the email announcement list for each meeting; RSVP your attendance to so that we have handouts and chairs for everyone.

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