Date: Saturday, May 12, 2012
Topic: Understanding Tactical Asset Allocation
Speaker: Kenneth Solow, CFP, CLU, ChFC, Chief Investment Officer, Senior Partner, Pinnacle Advisory Group
Ken Solow will examine problems with traditional methods of portfolio construction based on modern portfolio theory and present an alternative approach using Pinnacle Advisory Group’s method of tactical asset allocation. The presentation will include determining value, how to generate excess returns, and team organization to succeed in today’s volatile market.