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2017 Presentation Information

For Earlier Presentations Go To:



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:

  1. Why the greatest opportunity for outperformance lies in asset allocation, NOT security selection
  2. How to create the maximally diversified global “Risk Parity” portfolio
  3. The steps you can follow now to amplify returns and lower risk in good markets and bad with ETFs

Discussed by:
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.

Meeting Details:

  • Date:
  • Saturday, Oct 7th, 2017
  • Location:
  • 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 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
    No Refunds
    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)

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
  • 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...


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!