d Chapter Information

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Saturday, September
AAII
a
E sS Investor Conference site:
ial d resources
ec En
Sp ing Contact Todd Blickenstaff, trblick@gmail.com, 503-680-1390
c
Pri Michael Jones, michael.raymond.jones@gmail.com, 503-432-6070
Investor Conference Email aaiichapter_portland@yahoo.com
Web Page www.aaii.com/localchapters

President, RGB Capital Group LLC

Rob Bernstein
Practical Approach
Reducing Risk: A
Returns While
Seeking Reasonable
Saturday, April
October 2 – 4, 2020 Website www.aaiipdx.com
Plus Pre-Conference Boot Camp Oct. 1
Paris Las Vegas Hotel | Las Vegas, NV leaders
President & Todd Blickenstaff
Details online: www.aaii.com/LCconference Program Chair

20, 2014
Vice President Mike Jones
Treasurer Patrick Hager
A Selection of Our 2020 Speakers:

Jack Vogel “Factor
Investing 101”
Paul Merriman “20
Things You Should
Know About Small-
Cap Value”
Jeffrey Hirsch “Market
Cycles, Seasonality
& Tactical Seasonal
Trading Strategies”
4, 2020
Secretary Eugen Trifan
Kevin Carter “The Future Facilities Chair Rick Jessel
of Consumption: Emerging Co-Registrar Lewis Dulaney
Markets & China Leading Co-Registrar Gary Jergensen
a Digital Revolution” Publicity Chair Marlin Wilson
Marketing & Social Annelise Bunch
Brian Haughey Media Chair
“Bond Investing in SIG Leader Andy Prophet
a Low-Interest-Rate Webmaster John Wong
Environment” Special Projects Tom Bunch
Manager
Paul Ferwerda “Five Past President & Kathy Kiwala
Steps for Making Better Membership Chair
Investment Decisions”

FREE WEBINAR!
(800) 428-2244
Chicago, IL 60611-3151
Suite 1900
625 N Michigan Ave
Master the concepts and ideas
you need to be a better investor.
At the AAII Conference, you’ll discover new asset allocation
approaches designed to help you meet your investment goals
… learn how to determine a stock’s worth … gain insight into
profitable investment sectors … participate in an educational
session covering today’s investment marketplace ... learn about
the best investment tools and approaches for those in or nearing

See inside for details

retirement … plus much more:

• Winning Investment
Sectors and Ideas
• Effective Stock Selection
• Income Investing
• Investing While in
Retirement
Portland
Meeting
• Portfolio Management
• Financial Planning
• Small-Cap Opportunities
• ETFs
• Mutual Funds The opinions of speakers are their own and not necessarily those of or warranties of any kind, expressed or implied, about the completeness,
• And more AAII. It is not the policy of AAII or its local chapters, officers or directors accuracy, reliability, or suitability of meeting information. Investment
to promote any specific investments or techniques of analysis. information presented may not be appropriate for all investors and
Presentations are provided solely for informational purposes and should be independently verified.
should not be construed as solicitations. There are no representations
Meeting Details The AAII Portland Chapter Presents a Webinar ...
Saturday, April 4, 2020
schedule
Program 9:00–11:00 a.m.
fees
FREE WEBINAR! (registration link corrected
below)
In lieu of an in-person meeting, Rob Bernstein
has agreed to deliver both his presentations via
webinar on Saturday, April 4 beginning at 9 a.m.
PT. Please go the the link below to register for Rob Bernstein is the
the weebinar. We encourage you to log in 10 president of RGB Capital
minutes prior to the meeting in case you need to Group LLC where he
download the Zoom app. manages personal and
client portfolios. Prior
To register, go to this link--link correction:
to starting RGB Capital
https://tinyurl.com/PortlandAAII Group, he was a con-
After registering, you will receive a confirmation sultant with Deloitte &
email containing information about joining the Touche for over 11 years
meeting. and served four years as
chief information officer
This free webinar will be live streamed to your at Newland Communi-
computer or mobile device. ties, a real estate devel-
opment company.
Bernstein has a B.A. in
quantitative economics
and decision sciences
from the University of
California, San Diego,
and an MBA in finance
and accounting from
William E. Simon School
of Business at the Uni-
versity of Rochester in
Rochester, New York.
In addition, Bernstein
holds a Series 65 Li-
cense, has a CPA license
(retired), is the president
of the AAII San Diego
Chapter and serves on
the board of the National
Association of Active
Investment Managers.
Special Interest Group
Saturday, April 4, 2020 All live SIG programs have been temporairly
canceled because of the coronavirus
Seeking Reasonable pandemic.
Returns While Reducing PDX Income Investors
Risk: A Practical Andy Prophet
Approach andyprophet9@gmail.com
Meetings: Sundays from 1:30 to 4:00 p.m.
Rob Bernstein Location: Cedar Mill Community Library, 12505 NW Cornell Road,
President, RGB Capital Group LLC Portland, OR 97229 in the Lewis and Clark room.
you will learn
• How to measure investment risk
• Why managing risk doesn’t mean
giving up on returns … in fact, quite
the opposite
• Specific tools to help you manage
through the next bear market
Want to learn about an investment
strategy that has provided strong returns
with very limited drawdowns? Rob
Bernstein will share a well-tested portfolio
strategy that seeks to provide long-term
returns that exceed the overall market
on a fraction of the risk. He will share
with you how the strategy has performed
during the recent market sell-off related
to the coronavirus pandemic and the
potential opportunity that is developing.
The discussion will provide tools to
construct a low-risk portfolio, give you an
exit strategy for when the market turns
down, help you manage through the next
bear market and give you confidence to
invest money that has been sitting on the
sidelines. You will walk away with tactical
strategies that you can implement when
you get back home.