Join us for our May double header event and learn about income investing and some key indicators that will help warn you about the next recession!

For tickets go to our Eventbrite page https://tinyurl.com/AAII-SV-May18EventMU

SESSION 1: INCOME INVESTING: A PERSONAL JOURNEY

Join us in a sharp departure from traditional investing to learn about investing for a steady income stream. Andy Prophet will walk through common tools and techniques used by income investors to build and manage a portfolio. Since most AAII members are self-directed investors near or at retirement, learning how to set up a portfolio, minimize risk and grow income can be critical to a comfortable retirement.

YOU WILL LEARN:

- How to set realistic goals
- About income vehicles such as dividend stocks
- How to manage a portfolio-

Presented by Andy Prophet, Long-Time AAII Member & Income SIG Leader, AAII Portland Chapter

Andy Prophet is longtime student of investing, a retiree and a member of AAII for over 28 years. He previously was a member of our chapter board and presented and organized income investing programs for our chapter. To help, he draws on his management experience in business and engineering to construct a plan.

For tickets go to our Eventbrite page https://tinyurl.com/AAII-SV-May18EventMU

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We're trying something new...

Our May speaker on Income Investing, Andy Prophet, will be presenting live from Portland. Not to worry -- you'll still have full capability to interact with Andy.

- Andy will be live, on camera (at least at times!), and Andy will be in presenting in real-time

- We'll have copies of Andy's slides (as normal!) and Andy will control the flow of his presentation from Portland

- You'll be able to interact with Andy, ask questions, etc. -- we'll just hand you the mic and you can ask away!

So why are we doing this??

- Sadly, it's just a fact of life that many firms/speakers don't have the time or budget to fly cross-country to present to a (relatively) small crowd.

- Also, the chapter has a (very) limited speaker travel budget to bring speakers in.

- End result: Having remote-speaker capability will allow the chapter to offer more nationally known firms and speakers.

So come join Andy as we usher in a new era for the chapter. And, just to be clear, our second speaker, Andrew Houghton of Delta Investment Management, will be physically present at the event.
(Only one remote speaker at a time!!)

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SESSION 2: TWO LEADING INDICATORS THAT PREDICT RECESSIONS & THE STOCK MARKET CRASH THAT FOLLOWS

Delta Investment Management is a San Francisco-based registered investment advisory firm specializing in quantitative market timing programs to avoid major stock market declines and to participate in bull markets, focusing on simple, robust quantitative measures indicating when risk is elevated and equity exposures should be reduced.

YOU WILL LEARN

- How to reliably identify in advance an elevated risk for a sustained bear market

- The tools necessary to apply a systematic trading system to your portfolio.

- How to interpret and use the Delta Market Sentiment Indicator (MSI)

Presented by Andrew Houghton, Partner, Delta Investment Management, LLC

Andrew Houghton, is a founding principal of Delta Investment Management LLC. Prior to founding Delta, Houghton was a partner and portfolio manager of Delta Force Capital, a quantitative hedge fund from 2006 until April 2009. Houghton 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).

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MORE INFORMATION ON THE EVENT

- Our early registration is $20 and late registration is $25

- Students under 25 (with ID) Free. (Show ID at Registration Desk)

- No refreshments (e.g., coffee) are provided - We raffle off investment books, event tickets and other items

For tickets go to our Eventbrite page https://tinyurl.com/AAII-SV-May18EventMU

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The details of our events remain much the same...

8:30 AM - Registration / Social
8:45 AM: Meet the Board session
8:55 AM - Announcements
9:00 AM - Presentation 1
10:15 AM - Break
10:30 AM - Presentation 2
11:45 AM - Q & A

Al Zmyslowski

Lynn Gillette

American Association of Individual Investors: Silicon Valley

Career & Business

Investing

Investing for Retirement

Investment Education

Financial Independence

Financial Freedom

Technical Analysis

Financial Education

ETF Investing

Stock Market

Stock Investing

Wealth Building

Asset and Wealth Building

Quantitative Finance

Stocks Analysis

Income Investing and Two Indicators that Predict Recessions

Jubilee Administration Building

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American Association of Individual Investors: Silicon Valley

Income Investing and Two Indicators that Predict Recessions

American Association of Individual Investors: Silicon Valley

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