The AAII Southeast Florida Chapter presents...

Lessons Learned from Harvard and Yale Endowments: Using Managed Futures for Portfolio Diversification

    Discussed by:

    David Johnson
    Chief Investment Officer, Global Capital Group

The Harvard and Yale endowments and numerous studies show that adding diversified, not correlated, alternative investments to portfolios has not only increased returns beyond traditional portfolios but has done so with significantly less risk. David Johnson, president of Global Capital Group and a 25-year veteran of both the Department of Defense and the U.S. space program, will show mounting evidence of a coming tough environment for traditional investments over the next decade and how to select portfolio components that have the potential to increase returns and reduce risk in this environment. He discusses how stocks, bonds, managed futures and real estate all have their places in a robust portfolio for the next decade. The key is learning what each has to offer and how to use them together effectively in this challenging investing environment.

Attend This Meeting and Learn...
The root cause of stock, bond, real estate and alternative investment returns going up and down
The most critical ingredient to add to a retirement portfolio to increase returns and lower risk
How to use worst-case analysis to design a robust retirement portfolio

Tuesday, January 21, 2014
7:00 p.m.    Registration/Social/Refreshments
7:30 p.m.    Program
8:45 p.m.    Q&A
PBC South County Civic Center
16700 Jog Rd.
Delray Beach, FL
[ Map This Location ]
At the Door (space permitting), Everyone, $5
Full-Time Students with ID, Free

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