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.



2018 Presentation Information

For Earlier Presentations Go To:

Archives


Saturday, Jan 13th, 2018 PORTFOLIO VISUALIZER:
FINANCIAL MODELING AND ANALYSIS TOOLS FOR THE INDIVIDUAL INVESTOR

This presentation will provide a brief theoretical background on different areas of financial modeling and focus on how individual investors can use the available online tools for investment and portfolio analysis, in particular Portfolio Visualizer. The use of the Portfolio Visualizer website is free. This presentation will assist you in using this free website.

You Will Learn:

  1. How to compare asset allocations and analyze historical portfolio performance
  2. How backtesting and modeling can contribute to your investment success
  3. The benefits of factor analysis, asset correlation and Monte Carlo simulation in investment strategies

Discussed by:
Tuomo Lampinen ,Founder, Silicon Cloud Technologies LLC



Tuomo Lampinen,,is a software entrepreneur and an independent researcher focusing on quantitative investing and financial modeling. Heís the founder of Silicon Cloud Technologies LLC and the author of Portfolio Visualizer, an online platform for quantitative investment analysis tools.
Prior to starting Silicon Cloud Technologies, Lampinen was the co-founder and CTO of Consilience Software Inc., a case management software company, which was acquired by Xerox in 2014.
Lampinen received his masterís in computer science from Helsinki University of Technology.


Meeting Details:

  • Date:
  • Saturday, Jan 13th, 2018
  • Location:
  • JUBILEE CHRISTIAN CENTER - ADMINISTRATION
  • 175 Nortech Parkway
  • San Jose, CA 95134
8:30 A.M. Registration / Social / Book Swap
  • 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 Jan 8th, 2018 or OnLine by Jan 12th, 2017): $20/person
    Price At The Door (space permitting): $25/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 1st, 11:30 AM)

More Information

  • 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.



From Mid-Peninsula,
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!