Upcoming Chapter Meeting: AAII Phoenix


Date: Saturday, January 11, 2014
Topic: Lessons Learned From Harvard and Yale Endowments: Using Managed Futures for Portfolio Diversification
Speaker: David Johnson, President and Portfolio Manager, Global Capital Group

The Harvard and Yale endowments and numerous studies show that adding diversified, not correlated, alternative investments to portfolios has not only increased returns beyond tradition portfolios but has done so with significantly less risk. David Johnson, president of Global Capital Group and a 25-year veteran of both the Department of Defense and the U.S. space program, will show mounting evidence of a coming tough environment for traditional investments over the next decade and how to select portfolio components that have the potential to increase returns and reduce risk in this environment. He discusses how stocks, bonds, managed futures and real estate all have their places in a robust portfolio for the next decade. The key is learning what each has to offer and how to use them together effectively in this challenging investing environment.

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