SVAAII Main Event with Nicholas Atkeson January 11, Saturday Starting at 9:00 AM PT on the second Saturday and Zoom only
PRESENTATION TITLE: 2025 OUTLOOK - POSITIONING FOR ALL SCENARIOS
Over the next decade, Goldman Sachs and Vanguard are projecting S&P 500 average annual returns of 3% with median volatility of about 17%. The problem is the starting (current) valuation of equities is elevated. The law of large numbers will work against the Magnificent 7 growth rates. This is a significant issue as the Magnificent 7 represents 30% of the S&P 500. We will discuss the 2025 outlook and how to be positioned for all scenarios.
ATTEND THIS MEETING TO LEARN: (1) About the state-of-the-art hedged Exchange Traded Funds (ETFs)(2) About yield/growth combination equity ETFs(3) Top performing fixed income funds.
SPEAKER’S BIOGRAPHY:Nicholas Atkeson is a founding partner of Delta Investment Management LLC, an SEC registered investment advisory firm based in San Francisco. Prior to founding Delta Investment Management, Atkeson was a partner and portfolio manager of Delta Force Capital LLC, a San Francisco-based hedge fund from 2006 to April 2009. Prior to Delta Force Capital, Atkeson was a managing director for Banc of America Securities and Susquehanna International Group LLC. He is co-author of “Win by Not Losing: A Disciplined Approach to Building and Protecting Your Wealth in the Stock Market by Managing Your Risk” (McGraw-Hill, 2013). Atkeson graduated from Haverford College, Phi Beta Kappa with a B.A. in economics, and from Stanford University Graduate School of Business.
MEETING DETAILSSilicon Valley AAII offers this Webinar on Zoom for free. If you would like to register for Zoom or invite people, please register using the Zoom Registration system by clicking:https://us02web.zoom.us/meeting/register/tZwtf-uvrzosE9V3XtXGmY5OYoSs6ah_WSB0
9:00 am Pacific Introduction9:05 am Pacific First Presentation and Q&A10:20 am Pacific Second Presentation and Q&A11:35 am Pacific Anticipated End Silicon Valley AAII offers this Webinar for free, and encourages those who can, to donate $5 or $10 to help fund the overhead on hosting services. Click here for the Donation link on Eventbrite: https://www.eventbrite.com/e/january-main-event-2025-outlook-with-nicholas-atkeson-tickets-1114833540129 Then Click on Get Tickets and scroll down to Donate. CHAPTER INFORMATION Chapter President, Lynn GilletteEmail aaiichapter_siliconvalley@yahoo.comWebsite www.siliconvalleyaaii.orgFacebook www.facebook.com/sv.aaiiMeetup www.meetup.com/AAII-Silicon-Valley-MeetupCI: https://groups.google.com/g/aaii-silicon-valley-computerized-investingFintech (FT) Discussion Group: www.meetup.com/fintechrealtech
ATTEND THIS MEETING TO LEARN: (1) About the state-of-the-art hedged Exchange Traded Funds (ETFs)(2) About yield/growth combination equity ETFs(3) Top performing fixed income funds.
SPEAKER’S BIOGRAPHY:Nicholas Atkeson is a founding partner of Delta Investment Management LLC, an SEC registered investment advisory firm based in San Francisco. Prior to founding Delta Investment Management, Atkeson was a partner and portfolio manager of Delta Force Capital LLC, a San Francisco-based hedge fund from 2006 to April 2009. Prior to Delta Force Capital, Atkeson was a managing director for Banc of America Securities and Susquehanna International Group LLC. He is co-author of “Win by Not Losing: A Disciplined Approach to Building and Protecting Your Wealth in the Stock Market by Managing Your Risk” (McGraw-Hill, 2013). Atkeson graduated from Haverford College, Phi Beta Kappa with a B.A. in economics, and from Stanford University Graduate School of Business.
MEETING DETAILSSilicon Valley AAII offers this Webinar on Zoom for free. If you would like to register for Zoom or invite people, please register using the Zoom Registration system by clicking:https://us02web.zoom.us/meeting/register/tZwtf-uvrzosE9V3XtXGmY5OYoSs6ah_WSB0
9:00 am Pacific Introduction9:05 am Pacific First Presentation and Q&A10:20 am Pacific Second Presentation and Q&A11:35 am Pacific Anticipated End Silicon Valley AAII offers this Webinar for free, and encourages those who can, to donate $5 or $10 to help fund the overhead on hosting services. Click here for the Donation link on Eventbrite: https://www.eventbrite.com/e/january-main-event-2025-outlook-with-nicholas-atkeson-tickets-1114833540129 Then Click on Get Tickets and scroll down to Donate. CHAPTER INFORMATION Chapter President, Lynn GilletteEmail aaiichapter_siliconvalley@yahoo.comWebsite www.siliconvalleyaaii.orgFacebook www.facebook.com/sv.aaiiMeetup www.meetup.com/AAII-Silicon-Valley-MeetupCI: https://groups.google.com/g/aaii-silicon-valley-computerized-investingFintech (FT) Discussion Group: www.meetup.com/fintechrealtech