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2017 Presentation Information

For Earlier Presentations Go To:

Archives


Saturday, April 08th, 2017
Two Topics: 1) Lessons learned from four decades of tracking advisers’ returns,
2) How to use contrarian insights to avoid making stupid mistakes

1) Lessons learned from four decades of tracking advisers’ returns

Mark Hulbert has been tracking investment advisers’ returns since 1980, and therefore has four decades’ worth of data on the real-world experience of hundreds of different strategies. In this presentation he will review the most important lessons that emerge from which of those strategies work and which do not.

You Will Learn:

  1. How many of the market beaters in one period proceed to beat it again in the next?
  2. What portion of investment performance is attributable to skill rather than luck?
  3. How valid is the assumption that things will work out if you hold onto equity investments for a long-enough period?

Discussed by: Mark Hulbert ,Founder, Hulbert Financial Digest


Mark Hulbert is a seasoned financial expert with over four decades of experience analyzing investments and market trends. He is adept at translating complex investment concepts into easy-to-understand conclusions—as a columnist, newsletter editor, frequent guest on TV and radio, and leader of investment seminars and workshops.
In 1980, Hulbert founded the Hulbert Financial Digest to objectively rate the performance of investment advisory newsletters. Since 2002, Hulbert has written a regular investment column for MarketWatch, as well as monthly columns for Barron’s and The Wall Street Journal. Since early 2016, Hulbert also has been writing a regular investment column for USA Today. Hulbert used to write for The New York Times; in the 1980s and 1990s he was a columnist for Forbes magazine.


2) How to use contrarian insights to avoid making stupid mistakes

There’s a behavioral reason why the average transaction we undertake is a losing one: We are tempted to buy when we should be selling, and vice versa. This is the core insight of contrarian analysis, of course. Mr. Hulbert will review a number of sentiment indexes he has constructed from his database of investment advisers’ recommendations and interpret what they’re now saying from a contrarian perspective.

Discussed by: Mark Hulbert ,Founder, Hulbert Financial Digest


Mark Hulbert is a seasoned financial expert with over four decades of experience analyzing investments and market trends. He is adept at translating complex investment concepts into easy-to-understand conclusions—as a columnist, newsletter editor, frequent guest on TV and radio, and leader of investment seminars and workshops.
In 1980, Hulbert founded the Hulbert Financial Digest to objectively rate the performance of investment advisory newsletters. Since 2002, Hulbert has written a regular investment column for MarketWatch, as well as monthly columns for Barron’s and The Wall Street Journal. Since early 2016, Hulbert also has been writing a regular investment column for USA Today. Hulbert used to write for The New York Times; in the 1980s and 1990s he was a columnist for Forbes magazine.


Meeting Details:

  • Date:
  • Saturday, April 08th, 2017
  • Location:
  • AMC Cupertino Square Theaters
  • 10123 N. Wolfe Rd., Suite#3000
  • Cupertino, CA-95014
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : First Presentation
  • 10:30 A.M : Second Presentation
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by April 3rd, 2017 or OnLine by April 5th, 2017): $23/person
    Late Registration (OnLine by April 07th, 2017): $30/person
    Price At The Door (space permitting): $30/person
    Non-Members Are Welcome
    No Refunds
    Students under 25 free;
    Must provide proof of age at Registration Desk.
    Pre-Registration not required.

  • ONLINE REGISTRATION (starts on March 11th, 11:30 AM)

More Information

  • Visit our book swap table before the meeting; bring a book, take a book!
  • AMC Theatre Cupertino Square : Theatre - 14
    Detail Directions, Photo Tour to Theatre-14 at AMC Theatre Cupertino Square Complex.
  • Driving Directions to AMC Cupertino Square Theaters
  • No refreshments provided. Refreshments available for purchase at the AMC counter.

Downloads and Links



Saturday, Mar 11th, 2017
USING BREADTH AND OTHER INDICATORS TO FORECAST THE STOCK MARKET

Tom McClellan has been editor of The McClellan Market Report since 1995, and is ranked among the best market timers according to Timer Digest. During this presentation, McClellan will share some of the tools he has employed and perfected over the years to help him know the market’s moves ahead of time, and also to recognize instances when the market is going off-track. He will also show why stock investors should be optimistic into 2018 but then worried about what comes after.

You Will Learn:

  1. What market breadth indicators are and which ones are important
  2. The real drivers of the movements of stock prices
  3. What the next 10 years may hold for stock investors

Discussed by: Tom McClellan,Editor, The McClellan Market Report


Tom McClellan is a 1982 graduate of the U.S. Military Academy at West Point. He served 11 years as an Army helicopter pilot before exiting that path to pursue a career as a stock market analyst.

He works with his father Sherman McClellan, who in 1969 co-created the McClellan Oscillator and McClellan Summation Index along with his late wife, and Tom’s mother, Marian McClellan.

McClellan has been recognized by Timer Digest as the #1 long-term stock market timer for 2011 and 2012, and as the #1 gold timer for 2015.


Meeting Details:

  • Date:
  • Saturday, Mar 11th, 2017
  • Location:
  • AMC Cupertino Square Theaters
  • 10123 N. Wolfe Rd., Suite#3000
  • Cupertino, CA-95014
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : Presentation
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by Mar 6th, 2017 or OnLine by Mar 8th, 2017): $23/person
    Late Registration (OnLine by Mar 10th, 2017): $30/person
    Price At The Door (space permitting): $30/person
    Non-Members Are Welcome
    No Refunds
    Students under 25 free;
    Must provide proof of age at Registration Desk.
    Pre-Registration not required.

  • ONLINE REGISTRATION (starts on Feb 11th, 11:30 AM)

More Information

  • Visit our book swap table before the meeting; bring a book, take a book!
  • AMC Theatre Cupertino Square : Theatre - 14
    Detail Directions, Photo Tour to Theatre-14 at AMC Theatre Cupertino Square Complex.
  • Driving Directions to AMC Cupertino Square Theaters
  • No refreshments provided. Refreshments available for purchase at the AMC counter.

Downloads and Links



Saturday, Feb 11th, 2017
Two Topics: 1) DUAL MOMENTUM INVESTING FOR MORE PROFIT WITH LESS RISK,
2) MOMENTUM STRATEGIES TO INCREASE RETURN AND REDUCE RISK

1) DUAL MOMENTUM INVESTING FOR MORE PROFIT WITH LESS RISK

Gary Antonacci will explain the origins and history of momentum investing. He will also show how relative strength momentum can enhance investment returns, while trend- following absolute momentum can dramatically decrease risk exposure

You Will Learn:

  1. To spot the best momentum investment opportunities in any market environment
  2. To protect yourself from bear market risk
  3. How to construct your own low-cost, rules-based dual momentum portfolio

Discussed by: Gary Antonacci,Author, “Dual Momentum Investing”


Gary Antonacci Gary Antonacci is author of the award-winning book “Dual Momentum Investing: An Innovative Strategy for Higher Returns With Lower Risk” (McGraw-Hill, 2014). In 2012, Antonacci was winner of the prestigious Wagner Award for Advances in Active Investment Management. He received his MBA from Harvard Business School.


2) MOMENTUM STRATEGIES TO INCREASE RETURN AND REDUCE RISK

Peter Lingane will compare the performance of dual momentum to that of the NoLoad FundX and SectorSurfer momentum strategies. He will also show that high-return Level3 portfolios can be less risky than conventional retirement portfolios.

You Will Learn:

  1. How the dual momentum strategy compares to the NoLoad FundX newsletter
  2. How a Level3 portfolio can provide more return and less risk than a more conventional portfolio
  3. Why it is prudent to base investment decisions on the recommendations of several algorithms

Discussed by: Peter Lingane, Principal, Financial Security by Design

Peter Lingane is an independent California-registered investment adviser who provides fee-only financial advice and brings his considerable analytical skills to both tax and investment issues. He is a self-described “recovering buy and hold investor.” He can be reached at www.lingane.com.


Meeting Details:

  • Date:
  • Saturday, Feb 11th, 2017
  • Location:
  • AMC Cupertino Square Theaters
  • 10123 N. Wolfe Rd., Suite#3000
  • Cupertino, CA-95014
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : First Presentation
  • 10:30 A.M : Second Presentation
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by Feb 6th, 2017 or OnLine by Feb 8th, 2017): $23/person
    Late Registration (OnLine by Feb 10th, 2017): $30/person
    Price At The Door (space permitting): $30/person
    Non-Members Are Welcome
    No Refunds
    Students under 25 free;
    Must provide proof of age at Registration Desk.
    Pre-Registration not required.

  • ONLINE REGISTRATION (starts on Dec 10th, 11:30 AM)

More Information

  • Visit our book swap table before the meeting; bring a book, take a book!
  • AMC Theatre Cupertino Square : Theatre - 14
    Detail Directions, Photo Tour to Theatre-14 at AMC Theatre Cupertino Square Complex.
  • Driving Directions to AMC Cupertino Square Theaters
  • No refreshments provided. Refreshments available for purchase at the AMC counter.

Downloads and Links



Saturday, Jan 14th, 2017
Two Topics: 1) A REVIEW OF ASSET CLASS PERFORMANCE: ELECTION, FED AND OIL,
2) 2017 U.S. AND GLOBAL OUTLOOK: MARKETS AND THE ECONOMY

1) A REVIEW OF ASSET CLASS PERFORMANCE: ELECTION, FED AND OIL

A review of asset class performance leading up to the presidential election and following the election will be presented. A number of key factors are in play, including the election, Fed action on rates and OPEC infl uence on oil.

You Will Learn:

  1. About asset class performance since the Brexit vote to early January time frame
  2. The impact of the Fed’s December decision on rates
  3. The impact of the November OPEC meeting

Discussed by: Bill Jump,Serves on the Board of AAII Silicon Valley Chapter


Bill Jump retired from IBM as an executive project manager after a 48 year career. He is a graduate of UC Berkeley in electrical engineering and has a Master’s certificate in project management from George Washington University. Jump is a lifetime member of AAII and serves on the board of the AAII Silicon Valley Chapter.


2) 2017 U.S. AND GLOBAL OUTLOOK: MARKETS AND THE ECONOMY

The economy and market continue to be quite uncertain and investors are grappling with how to develop the right investment strategy for their unique needs. This presentation is designed to provide context on how to construct an appropriate portfolio plan based on a person’s financial goals and objectives.

You Will Learn:

  1. What drives market volatility
  2. About interest rate policy and its impact on investment strategy
  3. How to develop a portfolio plan for 2017

Discussed by: Michael Yoshikami, Ph.D., CFP, is CEO and founder of Destination Wealth Management

Michael Yoshikami is CEO and founder of Destination Wealth Management, a San Francisco Bay wealth-management firm. As chairman of DWM’s Portfolio Strategy Committee, Yoshikami oversees the macro tactical asset allocation weightings for client portfolios and develops the economic viewpoints that guide portfolio strategy. He is author of “Your Money, Your Future.”


Meeting Details:

  • Date:
  • Saturday, Jan 14th, 2017
  • Location:
  • AMC Cupertino Square Theaters
  • 10123 N. Wolfe Rd., Suite#3000
  • Cupertino, CA-95014
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : First Presentation
  • 10:30 A.M : Second Presentation
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by Jan 9th, 2017 or OnLine by Jan 11th, 2017): $23/person
    Late Registration (OnLine by Jan 13th, 2017): $30/person
    Price At The Door (space permitting): $30/person
    Non-Members Are Welcome
    No Refunds
    Students under 25 free;
    Must provide proof of age at Registration Desk.
    Pre-Registration not required.

  • ONLINE REGISTRATION (starts on Dec 10th, 11:30 AM)

More Information

  • Visit our book swap table before the meeting; bring a book, take a book!
  • AMC Theatre Cupertino Square : Theatre - 14
    Detail Directions, Photo Tour to Theatre-14 at AMC Theatre Cupertino Square Complex.
  • Driving Directions to AMC Cupertino Square Theaters
  • No refreshments provided. Refreshments available for purchase at the AMC counter.

Downloads and Links