Archives: Chapter Meetings

Closed-end Funds (CEFs) are unique funds that few investors understand well. They account for a very small market, but the long-time users who know well how they work are very dedicated. There are also those investors who think they understand CEFs and take risks that they shouldn’t. Listen to this presentation to learn about CEFs. ABOUT THE PRESENTER Mariana Fariña, CFA, is managing director for Global Manager Research (GMR), a division of Wells Fargo Investment Institute (WFII). The GMR team …

What You Should Know about Closed-end Funds Read More »

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 …

Intelligent REIT Investing Read More »

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 …

Uncorrelated Alternative Assets Read More »

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” …

Investing as a Long Game: Portfolio Positioning for the Long Term Read More »

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 …

Retirement Portfolio Analysis Read More »

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, …

The Ultimate Buy and Hold Strategy—on Steroids! Read More »

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 …

The Future of Emerging Markets Investing Read More »

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 …

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