Archives: Chapter Meetings

Intelligent REIT Investing

Brad Thomas
July 20, 2022 from 6:00 pm to 8:00 pm

Brad Thomas will discuss REIT basics from his new book, The Intelligent REIT Investor Guide. The review will specifically cover different REIT property sectors, a few specific buys, and how to build a REIT portfolio. Link to free 100 page REIT Masterclass Handbook: https://secure.widemoatresearch.com/ireit-masterclass-aaii/ ABOUT THE PRESENTER Brad Thomas has more than 30 years of experience in commercial real estate with a deep understanding of development, finance, and securities analysis. His experience is rooted in value investing from being a …

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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 PRESENTERS MICHAEL BELOTZ is a Principal at Tecumseh Alternatives. He has twenty years of hedge fund portfolio management and research experience covering …

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Investing as a Long Game: Portfolio Positioning for the Long Term

Elisabeth Kashner CFA
March 29, 2022 from 7:00 pm to 9:00 pm

Note:  Date was changed from March 22, 2022 to March 29, 2022 from 7-9 PM. Chasing performance can be risky. Focus on minimizing costs and unreimbursed risks. Use historical performance data to identify risks worth taking and risks worth avoiding. Elisabeth will review unreimbursed risks, taking risk against the overall market, including over- or under-weighting a specific stock, sector, country, factor, etc. There is no consistent risk-adjusted outperformance associated with these bets. There’s no good reason to try “smart beta” …

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High Valuations and Future Returns, and Preparing Your Portfolio

John M. Simms
January 26, 2022 from 7:00 pm to 9:00 pm

The stock market’s long run average return of 10% is not realized by a return of 10% each year. That average hides plenty of volatility (see 1966 – 1982 and 1995 – 2009). High return periods (bull markets) typically start when valuations are low and rise over time along with earnings growth. Low return periods (bear markets) typically begin when valuations are high and subsequently fall over time along with falling earnings growth. Equity valuations today are quite high and …

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Retirement Portfolio Analysis

Craig Israelsen
November 4, 2021 from 7:00 pm to 9:00 pm

Using a live spreadsheet that draws upon decades of historical data, this presentation examines the durability of retirement portfolios when money is being systematically withdrawn. The impact on retirement income and portfolio survival of a wide variety of variables can be tested in “real time” (asset allocation, portfolio cost, method of withdrawal, age of retiree, fixed or variable COLA, etc.). ABOUT THE PRESENTER Craig L. Israelsen, Ph.D., has spent more than 30 years teaching family finance at the university level …

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The Ultimate Buy and Hold Strategy—on Steroids!

Paul Merriman
September 25, 2021 from 10:00 am to 12:45 pm

The presentation will discuss the risks and returns of 7 different portfolios. Guests will learn how to use a new calculator to test these portfolios during the accumulation and distribution periods. All participants will get a free pdf of Paul’s latest book, “We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement.” ABOUT THE PRESENTER Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation, buy-and-hold, and active management strategies. Now retired from Merriman Wealth Management, …

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The Future of Emerging Markets Investing

Kevin T. Carter
July 27, 2021 from 7:00 pm to 9:00 pm

With the internet becoming increasingly affordable and accessible, billions of people in the developing world are now leapfrogging traditional consumption patterns and starting to consume online for the first time. The result of this rising middle-class consumer wave has transformed economies and produced new internet giants equal to or larger than their U.S. counterparts. Kevin will delve into the greater influence of this new consumer wave and the fundamental changes taking place in developing economies, their preference for online shopping …

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Investing in Uncertain Times: Four Ways to Invest During the Pandemic

Janet Brown
May 5, 2021 from 7:00 pm to 9:00 pm

Many investors feel stuck right now, and for good reason. It’s hard to know where to invest when there is concern about the economy, baffled by the stock market, and uncertain that prior investment plans are no longer valid. FundX’s proven strategy is designed to help you take advantage of major market trends and limit exposure to underperforming areas of the markets, without the need to forecast Janet will share strategies and insights that have helped thousands of investors take …

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Maximize Returns by Following Momentum

David Keller
March 10, 2021 from 7:00 pm to 9:00 pm

Investors should focus on three key tasks every week: identifying trends, following those trends, and anticipating trend reversals. David will illustrate the benefits of trend-following and leverage the StockCharts Technical Ranking (SCTR) model to identify opportunistic movements in stocks and ETFs. Most importantly, he will discuss how trend followers manage risk to determine which trends to follow and which to avoid. He will explain how to counter market uncertainty with the application of a disciplined approach!ABOUT THE PRESENTER David Keller, …

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LifePlanning: A Better Retirement Planning Option for Our Times

Rajiv Nagaich
January 16, 2021 from 8:45 am to 11:30 am

If success in retirement planning is to avoid institutional care, not become a burden to family, and have financial security for the long haul, then the data suggests that we have a long ways to go. Only 30% of the aging population get to age in their own home, 70% of the population will use long Term Care (LTC) services, only 6 in 10 boomers have any retirement savings, and 60% of adults do not have a last will/testament. At …

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