1. A PRACTICAL APPROACH FOR CONSERVATIVE INVESTORS
Rob Bernstein will share a well-tested portfolio strategy that
seeks to provide long-term returns exceeding the overall market on a
fraction of the risk. The discussion will provide tools to construct a
low-volatility portfolio with minimal drawdowns, give you an exit
strategy for when the market turns down, help you manage through the
next bear market and give you confidence to invest money that has been
sitting on the sidelines. You will walk away with tactical strategies
that you can implement when you get back home.
YOU WILL LEARN:
*
How to measure investment risk
*
Why MANAGING RISK DOESN’t mean giving up on returns; in fact, quite
the opposite
*
Specific tools to help you manage your invest decision-making process
2. MANAGING EQUITY RISK IN UNCERTAIN TIMES
When market volatility spikes, it is crucial for individual
INVESTORS TO REMOVE AS MUCH EMOTION AS POSSIBLE. However, this is not
always an easy task. Should you sell and reduce risk exposure or hang
in there for the ride. Rob Bernstein will share how you can use a
weight-of-the evidence APPROACH TO MANAGE YOUR EQUITY RISK EXPOSURE.
By using multiple indicators across multiple time frames, you will
have more confidence in the overall direction of the market.
YOU WILL LEARN:
*
How to keep your EQUITY RISK EXPOSURE IN LINE WITH OVERALL MARKET
CONDITIONS
*
If it is a good time to invest new money or wait for a better buying
opportunity
*
How to access the weight-of-the evidence indicators described in the
presentation
OUR SPEAKER....
ROB BERNSTEIN
President, RGB Capital Group LLC
ROB BERNSTEIN is the president of RGB Capital Group LLC where he
manages personal and client portfolios. Prior to starting RGB Capital
Group, he was a consultant with Deloitte & Touche for over 11 years
and served four years as chief information officer at Newland
Communities, a real estate development company.
Bernstein has a B.A. in quantitative economics and decision sciences
from the University of California, San Diego and an MBA in finance and
accounting from William E. Simon School of Business at the University
of Rochester in Rochester, New York.
In addition, Bernstein holds a Series 65 License, has a CPA license
(retired), is the president of the AAII San Diego Chapter and serves
on the board of the National Association of Active Investment
Managers.
===========================================
If you haven't been to the Garden House here is a photo of the
interior...
YOU CAN TAKE AN INTERACTIVE TOUR OF THE INTERIOR OF THE FACILITY
HERE.
[https://www.google.com/maps/place/The+Garden+House/@37.375068,-122.1196099,3a,75y,86.07h,77.55t/data=!3m8!1e1!3m6!1sQkJ86wT_bvUAAAQvOwAFRQ!2e0!3e2!6s%2F%2Fgeo2.ggpht.com%2Fcbk%3Fpanoid%3DQkJ86wT_bvUAAAQvOwAFRQ%26output%3Dthumbnail%26cb_client%3Dsearch.TACTILE.gps%26thumb%3D2%26w%3D129%26h%3D106%26yaw%3D55.072449%26pitch%3D0!7i13312!8i6656!4m5!3m4!1s0x808fb0faafd19a5d:0x6f84bbaa24b6a5b1!8m2!3d37.3751024!4d-122.1195361]
YOU CAN TAKE AN INTERACTIVE TOUR OF THE EXTERIOR HERE
[https://www.google.com/maps/@37.3751995,-122.11933,3a,75y,277.36h,83.39t/data=!3m7!1e1!3m5!1sb4S02hhUTrMAAAQvOvXaCw!2e0!3e2!7i13312!8i6656]
-------------------------
GETTING TO THE GARDEN HOUSE AT SHOUP PARK
Below are a few maps with links to the Google maps -- STARTING WITH
GETTING THERE FROM SOUTH SAN JOSE
[https://www.google.com/maps/dir/Almaden+Expy,+San+Jose,+CA/Shoup+Park,+400+University+Ave,+Los+Altos,+CA+94022/@37.310182,-121.9532945,11z/am=t/data=!4m14!4m13!1m5!1m1!1s0x808e322b29bab765:0x22b1b0004d642cda!2m2!1d-121.8757261!2d37.2554705!1m5!1m1!1s0x80997d1a9738e287:0xd85fe99a66dae03f!2m2!1d-122.119321!2d37.375662!3e0]...
Getting there FROM THE EAST BAY..
[https://www.google.com/maps/dir/Fremont,+CA/Shoup+Park,+400+University+Ave,+Los+Altos,+CA+94022/@37.4643935,-122.0278191,11z/data=!4m14!4m13!1m5!1m1!1s0x808fbf46b7e8caf7:0x8ada313b89d888d4!2m2!1d-121.9885719!2d37.5482697!1m5!1m1!1s0x80997d1a9738e287:0xd85fe99a66dae03f!2m2!1d-122.119321!2d37.375662!3e0].
And FROM SAN MATEO...
[https://www.google.com/maps/dir/San+Mateo,+California/Shoup+Park,+400+University+Ave,+Los+Altos,+CA+94022/@37.459646,-122.2888975,11z/data=!4m14!4m13!1m5!1m1!1s0x808f9e60efa95545:0xfd8efcf42dcc1ba7!2m2!1d-122.3255254!2d37.5629917!1m5!1m1!1s0x80997d1a9738e287:0xd85fe99a66dae03f!2m2!1d-122.119321!2d37.375662!3e0]
And a close up once you get into the area...
and the layout of theinterior, parking and such...
-------------------------
_WE'RE WEBCASTING THIS SESSION LIVE...._
__
This season the chapter will be webcasting as many of our events
"live" from our SHOUP PARK GARDEN HOUSE location as circumstances
allow. We STRONGLY ENCOURAGE YOU TO ATTEND OUR EVENTS IN-PERSON if
you're in the area and your schedule permits. (We _love_ seeing and
interacting with our members.) However, if you're out of area or
your Saturday schedule can't afford the extra commute time, FEEL FREE
TO ATTEND VIA WEBCAST.
_ALL PARTICIPANTS_ will get the option to attend in person or remotely
via the webcast -- THE CHOICE IS YOURS!
*
_IF YOU'RE PARTICIPATING LIVE_ at our Shoup Park Garden House location
our speaker will be presenting live just as in the past.
*
_IF YOU'RE PARTICIPATING VIA WEBCAST_, you'll be able to interact with
the speaker, ask questions, etc. via the webcast chat window. (Board
members will ask your questions on your behalf.)
*
With the speaker's permission, we'll have copies of the speaker's
slides available for download at our website before the event begins
*
After the event _ALL PARTICIPANTS_ -- live at Shoup Park or remote via
webcast -- will get access to recording of a session.
We're working hard to allow our members _THE CHOICE TO PARTICPATE
LIVE OR VIA WEBCAST_ based on their needs. We hope this makes
our events both more enjoyable and accessible to you.
-- _THE AAII-SV CHAPTER BOARD_
-------------------------
OK, SO HOW DOES THIS WEBCAST THING WORK???
It's pretty simple, really...
*
You buy your ticket, you get an email confirming your purchase, and we
log your email address.
*
On the Thursday before the event we send you an email with the link to
the event and directions on how to log on to Zoom (our webcast
tool). We'll repeat this email on Friday.
*
The morning of the event we'll send you the password to enter the
event (you can enter starting at 8:30)
*
When you enter the webcast you'll see some of our slides on the
screen. (BTW, we'll mute your audio and disable your camera so
there aren't any distracting pictures, videos or sounds.)
*
You can ask questions at any time via your chat window. (You must
use the Zoom applicaiton to use the chat window.) Your
hard-working Board members will capture your questions and ask our
speaker your questions.
*
That's it!!
_FOR THOSE EAGER-BEAVERS WHO JUST HAVE TO STUDY AHEAD AND FIND OUT
MORE...._
*
We'll be using ZOOM [https://zoom.us/]as our webcast tool -- go
ahead and check out their page
*
Here's how you can GET STARTED ON A PC OR A MAC
[https://support.zoom.us/hc/en-us/articles/201362033-Getting-Started-on-PC-and-Mac]
*
Go ahead and TRY OUT A TEST MEETING [https://zoom.us/test] ahead of
time
Let us know if you have any questions!
-------------------------
MORE INFORMATION ON THE EVENT...
*
If you haven't visited US in a while, You'll notice that WE'VE
LOWERED OUR PRICING SO EARLY REGISTRATION IS $15 AND LATE REGISTRATION
IS $20
*
STUDENTS UNDER 25 (WITH ID) ENTER FREE. (No registration required,
show ID at Registration Desk)
*
NO REFRESHMENTS (E.G., COFFEE) are provided -- plan accordingly.
*
To have a bit of fun, we RAFFLE OFF INVESTMENT BOOKS, EVENT
TICKETS and other items
*
If you are a 4EVER TICKET holder or hold a GUEST PASS we ask you
to REGISTER by mailing your 4Ever ticket or Guest Pass in with the
registration form. If you don't pre-register you can still bring
your 4Ever ticket or event pass to the registration table -- but
you're subject to space availability restrictions.
*
Our CONCIERGE TABLE provides you with speaker and AAII-SV HANDOUTS,
AAII INFORMATION, a book swap area (bring a book, take a book), HAND
OUTS FROM PAST SPEAKERS, and other "good stuff". Better yet,
there is always a Board member or two present where you can ASK
QUESTIONS, PROVIDE EVENT FEEDBACK, MAKE SUGGESTIONS, etc.
-------------------------
EVENT SCHEDULE
8:30 AM - Registration (The webcast will be up at this time)
8:40 AM - Chapter Business
8:55 AM - Chapter Announcements, Speaker Introduction
9:00 AM - First Presentation
10:15 AM - Break
10:30 AM - Second Presentation
11:45 AM - Q & A
culture
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20/10/2019 Last update