We‘re happy to have been invited to host a presentation at the Silicon Valley Chapter of the American Association of Individual Investors (AAII) on April 11, 2015. We obviously extend this invitation to whomever is around, join us for this first opportunity to meet in person.
The presentation to AAII will especially focus on how to construct your self-managed portfolio using ETF and Mutual Fund Rotation Strategies, how to build in a well-balanced crash protection mechanism into your IRA and 401k account, and how to use inverse volatility to harvest the ‘fear premium’. At AAII we will also provide a first glimpse at the new ‘Portfolio Builder’ for constructing fixed weight portfolios using our strategies, and how to break the Markowitz Efficient Frontier using our revolutionary dynamic weight meta-strategies.
Drop me a line at firstname.lastname@example.org or as comment to set up some additional time. I’ll be around Friday till Monday and would love to collaborate and share more insights with AAII or people around
Invitation and online registration for AAII event:
Saturday, April 11, 2015
INTELLIGENT, RULE-BASED ETF INVESTMENT STRATEGIES
With hundreds of ETFs available, how can the individual investor successfully manage a portfolio? Logical Invest has developed algorithms that create alpha and reduce market exposure with simple, well-researched monthly ETF rotation strategies. These strategies protect your account with crash protection via U.S. Treasuries and harvest a “fear premium” from inverse volatility. These rotation strategies can be brought together with adaptive allocation in a custom-made portfolio right for each investor.
You Will Learn:
- The key elements – and most common traps – of constructing your self-managed portfolio
- How to build in a well-balanced crash protection mechanism into your strategies
- How you can benefit from harvesting the “fear premium” by investing in inverse volatility
Discussed by: Alexander Horn
Partner, Logical Invest
Alexander Horn has been researching and applying financial modeling as a financial executive for 15 years. His passion lies in the enterprise and project valuation, having participated in several multi-billion M&A deals in the chemical and biotech industry. Prior to joining Logical-Invest.com, Horn was the CFO and corporate vice president in Japan for a major global chemical company. Before that he served in executive roles in North America, Europe and Asia within the automotive sector. Alexander holds an MBA in general management from the Instituto Panamericano de Alta Dirección de Empresa (IPADE) and an M.A. in international business from the University of Paderborn
AAII Meeting Details:
- Date: Saturday, April 11, 2015
- San Jose Airport Garden Hotel
- 1740 N 1st St
- San Jose, CA 95112
AAII Registration/Social: 9:00 AM. Note: Coffee & Tea Only
- Program: 9:30 A.M.
- Q&A: 11:15 A.M.
Price In Advance (postmarked by April 4, 2015 or OnLine by April 7, 2015): $25/person
Late Registration (Online by April 10, 2015): $30/person
Price at the Door (space permitting): $30/person
Non-Members Are Welcome
Downloads and Links
- Slides and Handouts will be posted here after the meeting if available