Welcome to the Puget Sound Chapter of the
American Association of Individual Investors
We are a grassroots, nonprofit organization with a mission to provide honest, unbiased investment information to individual investors in the Puget Sound area.
We are managed by a board of directors that is entirely made up of volunteers. We sponsor an educational seminar in every odd-numbered month. Members, their guests and non-members attend our seminars.
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Our next seminar:
Uncorrelated Alternative Assets
Michael Belotz, Simon Clark, and Chad Meyer
May 18, 2022 from 7:00 pm to 9:00 pm
A panel consisting of Michael Belotz, Simon Clark, and Chad Meyer from Tecumseh Alternatives will review the alternative investment domain, specifically strategies that are uncorrelated to other markets or asset classes. They will discuss examples of a few different strategies and the reasons why they perform regardless of how the equity or bond markets are performing
ABOUT THE PRESENTERSMICHAEL BELOTZ is a Principal at Tecumseh Alternatives. He has twenty years of hedge fund portfolio management and research experience covering all investment sectors. This includes a long career in the sell side, both trading and marketing in the derivatives of equities and commodities. He was a floor trader in equity options on the American Stock Exchange. where he traded a diverse book of derivatives on individual equities. Currently he is involved with sourcing and due diligence of new strategies and all aspects of the business. Mike received an MBA from The Wharton School and a BS in business from the University of California, Berkeley. SIMON CLARK is a wealth management professional who has held leadership positions in the United States, Europe, Asia and South America over the past forty years. He has been engaged in the creation and management of wealth for individuals and families, either as head of notable national and international Private Banks, or as a partner in private enterprises catering to UHNW communities and Family Offices. He is President and Partner at HedgeAct Overseas Ltd. CHAD MEYER co-founded HedgeAct in 2013 and most recently served as President. He grew business to include 11 hedge funds. He graduated Magna Cum Laude with a BA in Economics from Cornell University, where he played varsity tennis, holds a law degree from the University of Pennsylvania, and an MBA from the University of Chicago.
Attend this seminar to learn:
- What are alternative assets
- Type of assets and strategies that generate returns regardless of market conditions
- How alternative assets fit into a portfolio, both the positives and issues involved with alternative assets
Meeting Location:This will be an online meeting. Register at https://aaiips.eventbrite.com to receive the meeting link. Please enter a donation — as much as you can — The more you contribute, the better the speakers we can bring you.
If you choose not to donate to this online event and wish to have a link emailed to you instead, please send an email to email@example.com
Please preregister 48 hours before the event to give us an estimated headcount.
If you would rather not pay with a credit card, you can register by mail.
6:45 p.m. — Online link becomes live
7:00 p.m. — Presentation begins
9:00 p.m. — Adjournment
Open to the public. AAII membership is not required to attend.
Please send a contribution of ANY AMOUNT. The more you contribute, the better speakers we can bring you. Contact us at least 24 hours prior to the seminar for a full refund.
The opinions of speakers are their own and not necessarily those of AAII. It is not the policy of AAII or its local chapters, officers, or directors to promote any specific investments or techniques of analysis. Presentations are provided solely for informational purposes and should not be construed as solicitations. There are no representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability, or suitability of meeting information. Investment information presented may not be appropriate for all investors and should be independently verified.
Special Interest Group:
Our AAII Special Interest Group (SIG) is a small gathering sponsored by our Local Chapter where members meet for general discussion or to explore a specific investment topic of interest to the group.
Chair: Pete Sheill
This discussion group meets online at 7 p.m. on the second Tuesday of each month (except in July and August). To receive a notice prior to each meeting, go to https://groups.google.com/g/aaiieastsidesig