Document files, such as handouts, distributed on this site require Adobe Reader or equivalent software to be installed on your computer. If your browser does not display the handouts properly, you can install a free copy of Adobe Reader by clicking on the image below. This will take you to the Adobe website. Follow the instructions there to download and install the appropriate version of Adobe Reader.
Please note - On the Adobe site, the default download is the version for Windows XP or later. If you have a different operating system, click on "Different Language or Operating System?" and select your language and operating system before downloading.
Generally, an Adobe pdf file containing the same information as the printed fliers mailed from Chicago is available by clicking on the title for a specific presentation. This contains specific time, location, and cost information for that presentation, as well as similar information to that given here. If no link to the pdf file is present, the detailed information is included in the announcement here. If there are handouts or other materials that can be downloaded, links are provided at the end of each presentation.
2017 Presentation Information
For Earlier Presentations Go To:
|Saturday, Oct 7th, 2017
ADAPTIVE ASSET ALLOCATION: DYNAMIC GLOBAL PORTFOLIOS TO PROFIT IN GOOD TIMES AND BAD
Adam Butler will discuss two topics in this doubleheader
event focused on bleeding edge advances
in asset allocation. In the first session, he will
discuss how to create the most optimal global
portfolio without having to guess at returns. In the
second session, he will show you how to integrate
robust multi-asset factor/“smart beta” research
with advanced portfolio optimization to create
adaptive global portfolios to profit in most market
conditions—including market crashes. If you’re
interested in moving beyond security selection to
learn how smart global asset allocation can produce
sustainable growth, this talk is for you.
You Will Learn:
- Why the greatest opportunity for outperformance lies in asset allocation, NOT security selection
- How to create the maximally diversified global “Risk Parity” portfolio
- The steps you can follow now to amplify returns and lower risk in good markets and bad with ETFs
Adam Butler ,Co-Founder and Chief Investment Officer, ReSolve Asset Management
Adam Butler, CFA, CAIA,,is co-founder and chief investment officer of ReSolve Asset Management.
ReSolve manages funds and accounts in Canada, the United States and internationally, including the ReSolve
Online Adviser. The firm employs quantitative methods in the management of three multi-asset factor strategies
including adaptive asset allocation and global risk parity strategies. Butler has 14 years of experience in investment
management, including 11 years as a portfolio manager. He is lead author of the book “Adaptive Asset Allocation: Dynamic
Global Portfolios to Profit in Good Times – And Bad” (Wiley, 2016), and many investment related articles and white papers.
8:30 A.M. Registration / Social / Book Swap
- Saturday, Oct 7th, 2017
- JUBILEE CHRISTIAN CENTER - ADMINISTRATION
- 175 Nortech Parkway
- San Jose, CA 95134
- 8:55 A.M : Chapter announcements
- 9:00 A.M : Presentation
- 10:15 A.M : Break
- 11:30 A.M : Q&A
- An investment book will be raffled off during the meeting.
Price In Advance (postmarked by
Oct 2th, 2017 or OnLine by
Oct 4th, 2017): $20/person
Late Registration (OnLine by
Oct 7th, 2017): $25/person
Price At The Door (space permitting): $25/person
Non-Members Are Welcome
Students under 25 free;
Must provide proof of age at Registration Desk. Pre-Registration not required.
- ONLINE REGISTRATION (starts on Aug 8th, 11:30 AM)
- Visit our book swap table before the meeting; bring a book, take a book!
- Meeting Location Changed to JUBILEE CHRISTIAN CENTER,
175 Nortech Parkway, San Jose, CA 95134
- Driving Directions to JUBILEE CHRISTIAN CENTER - ADMINISTRATION
- No refreshments provided.
Downloads and Links
We Moved to New Venue!!
We'd thought we'd give you a look ahead at where we'll be hosting our events come this fall.
A pictorial overview is given below.
Let us know if you have any questions -- we'll be happy to answer them!
Starting in the fall, we'll be holding our events at the Jubilee Administration Building at 175 Nortech Pkwy,
San Jose, CA 95134.
headed South on 101, you take 237 to the First Street exit and head north.
Here's a close up of 237 and 1st Street.
You'll exit 237 and head north.
The first major road will be Nortech PkWy. -- take a right.
The Administration Building is the last building on the block.
There is plenty of parking at the building.
As you enter the side entrance you'll be greeted at our registration desk.
We have a covered entrance from the parking lot.
As you enter you'll see our event room.
The event room features a raised stage, dual screens and projectors,
classroom seating, Wi-Fi and an integrated/professional sound system.
And now for some more good news...
TICKETS -- WE'VE LOWERED OUR PRICES!!
You'll notice that we've lowered our pricing so early registration is $20 and
late registratioin is $25.
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.)
Being a non-profit we also accept donations.
Our only source of income for the Chapter is these events.
From that income we provide events, workshops and a variety of sub-group meetings.
FYI, Chapter Board members are volunteers and we get no income from any speaker or organization.
Any donation amount is welcome!