2017 AAII Silicon Valley Main Events

All the Past Main Event Topics and Speakers

With presentations you can download, where available....
Claudia Hill, EA, MBA, Principal, TaxMam, Inc. Tax Reform in 2017? Planning Ahead Reform or not, consideration of year-end, year-round tax planning is always on the agenda. For those in high-tax states, the stakes are even higher! Don’t face another tax filing season without this on-point review of law, form and regulatory changes. You Will Learn:
  • 2017 federal tax law changes
  • Key ideas for year-round tax planning
  • About state of California tax and administrative changes
Oct 7, 2017: ADAPTIVE ASSET ALLOCATION: DYNAMIC GLOBAL PORTFOLIOS TO PROFIT IN GOOD TIMES AND BAD
Adam Butler, Co-Founder and Chief Investment Officer, ReSolve Asset Management Adam will discuss two topics in this doubleheader event focused on bleeding edge advances in asset allocation. First, he will discuss how to create the most optimal global portfolio without having to guess at returns. Secondly, 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:
  • Why the greatest opportunity for outperformance lies in asset allocation, NOT security selection
  • How to create the maximally diversified global “Risk Parity” portfolio
  • The steps you can follow now to amplify returns and lower risk in good markets and bad with ETFs
Rebecca Renzas, Partner, Anderson Yazdi Hwang Minton and HornIntroduction to Estate Planning During this presentation, Rebecca Renzas and Naomita Yadav will discuss estate planning and trust administration basics, including why estate planning is necessary, how best to plan, current tax laws and mistakes to avoid. You Will Learn:
  • Basic components of an estate plan
  • Current tax laws and strategies
  • How to avoid planning and administration mistakes
Ian Gendler, Executive Director of Research, Value Line Inc. Stock Picking Tips and Common Pitfalls to Avoid Ian Gendler is the director of research at Value Line, whose research department comprises more than 70 analysts, economists and quantitative experts that specialize in recommending individual equities that have the potential to outperform the broader market. This presentation will focus on Value Line’s strategy for recommending stocks and, just as importantly, help investors avoid common mistakes that often lead to losses. The presentation will also include stock highlights and recommendations. You Will Learn:
  • How Value Line analyzes stocks, and which metrics are most important
  • What to look for so that investors avoid picking the wrong stocks
  • How to build and maintain a winning portfolio
Jeffrey A. Hirsch, CEO, Hirsch Holdings; Editor-in-Chief, The Stock Trader’s Almanac TACTICAL SEASONAL SECTOR ROTATION & STOCK TRADING STRATEGIES Learn the ins and outs of Jeffrey Hirsch’s “Best Six Months” switching strategy. He does sell some things in May, but he doesn’t go away. Hirsch will also teach many other seasonal indicators, patterns and strategies, including the four-year election cycle and his tactical seasonal sector rotation strategy. Hirsch will update his 2017 market outlook as well as current seasonal and cyclical investing opportunities in highly correlated ETFs and his current top-ranked small-, midand large-cap stocks. He will explain in clear language all there is to know about market seasonality and how he rotates in and out of sectors with the highest probability for maximum returns using fundamental and technical analysis in conjunction with seasonal and cyclical trading strategies, economic trends and historical patterns. You Will Learn:
  • What we have learned over the past 50 years
  • How to deploy market seasonality in conjunction with fundamental and technical analysis
  • Hirsch’s 2017 market outlook and strategies
Mark Hulbert, Founder, Hulbert Financial Digest1. Lessons learned from four decades of tracking advisers’ returns Mark Hulbert has been tracking investment advisers’ returns since 1980, and therefore has four decades’ worth of data on the real-world experience of hundreds of different strategies. In this presentation he will review the most important lessons that emerge from which of those strategies work and which do not. You Will Learn:
  • How many of the market beaters in one period proceed to beat it again in the next?
  • What portion of investment performance is attributable to skill rather than luck?
  • How valid is the assumption that things will work out if you hold onto equity investments for a long-enough period?
2. How to use contrarian insights to avoid making stupid mistakes There’s a behavioral reason why the average transaction we undertake is a losing one: We are tempted to buy when we should be selling, and vice versa. This is the core insight of contrarian analysis, of course. Mr. Hulbert will review a number of sentiment indexes he has constructed from his database of investment advisers’ recommendations and interpret what they’re now saying from a contrarian perspective.
Mar 11, 2017: USING BREADTH AND OTHER INDICATORS TO FORECAST THE STOCK MARKET
Tom McClellan, Editor, The McClellan Market Report Tom McClellan has been editor of The McClellan Market Report since 1995, and is ranked among the best market timers according to Timer Digest. During this presentation, McClellan will share some of the tools he has employed and perfected over the years to help him know the market’s moves ahead of time, and also to recognize instances when the market is going off-track. He will also show why stock investors should be optimistic into 2018 but then worried about what comes after. You Will Learn:
  • What market breadth indicators are and which ones are important
  • The real drivers of the movements of stock prices
  • What the next 10 years may hold for stock investors
Gary Antonacci, Author, “Dual Momentum Investing” DUAL MOMENTUM INVESTING FOR MORE PROFIT WITH LESS RISK Gary Antonacci will explain the origins and history of momentum investing. He will also show how relative strength momentum can enhance investment returns, while trend- following absolute momentum can dramatically decrease risk exposure You Will Learn:
  • To spot the best momentum investment opportunities in any market environment
  • To protect yourself from bear market risk
  • How to construct your own low-cost, rules-based dual momentum portfolio
Peter Lingane, Principal, Financial Security by Design MOMENTUM STRATEGIES TO INCREASE RETURN AND REDUCE RISKPeter Lingane will compare the performance of dual momentum to that of the NoLoad FundX and SectorSurfer momentum strategies. He will also show that high-return Level3 portfolios can be less risky than conventional retirement portfolios. You Will Learn:
  • How the dual momentum strategy compares to the NoLoad FundX newsletter
  • How a Level3 portfolio can provide more return and less risk than a more conventional portfolio
  • Why it is prudent to base investment decisions on the recommendations of several algorithms
Bill Jump serves on the Board of AAII Silicon Valley Chapter A REVIEW OF ASSET CLASS PERFORMANCE: ELECTION, FED AND OIL A review of asset class performance leading up to the presidential election and following the election will be presented. A number of key factors are in play, including the election, Fed action on rates and OPEC infl uence on oil. You Will Learn:
  • About asset class performance since the Brexit vote to early January time frame
  • The impact of the Fed’s December decision on rates
  • The impact of the November OPEC meeting
Michael Yoshikami, Ph.D., CFP, is CEO and founder of Destination Wealth Management The economy and market continue to be quite uncertain and investors are grappling with how to develop the right investment strategy for their unique needs. This presentation is designed to provide context on how to construct an appropriate portfolio plan based on a person’s financial goals and objectives. You Will Learn:
  • What drives market volatility
  • About interest rate policy and its impact on investment strategy
  • How to develop a portfolio plan for 2017