AAII Austin/San Antonio Chapter

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2/26/25 Austin/San Antonio Chapter precentation "Building Resilient Portfolios: Managing Risk to Create Better Risk-Adjusted Returns"

  • 1.  2/26/25 Austin/San Antonio Chapter precentation "Building Resilient Portfolios: Managing Risk to Create Better Risk-Adjusted Returns"

    Posted 12-31-2024 21:02
    Edited by WU ZHENG 12-31-2024 21:03

    Please Join Austin/San Antonio Chapter on Wednesday 2/26/25 at 7:00-8:30 PM CST (8:00-9:30 PM EST) for a presentation on "Building Resilient Portfolios: Managing Risk to Create Better Risk-Adjusted Returns" by Rob Bernstein - RGB Capital Group.
    Register link https://us02web.zoom.us/webinar/register/WN_RyVSusAPQMuREDiIexskng

    Description: In a world where markets can shift from calm to chaos in an instant, are you equipped to protect and grow your portfolio? Join Rob Bernstein as he unveils proven strategies for managing risk and achieving superior risk-adjusted returns across any market environment. Learn how to adapt these techniques to your personal risk tolerance and investment goals, and gain the confidence to navigate today's unpredictable markets.

    Join Us and Learn:
        How to use moving average timing to create good risk-adjusted returns.
        How to fine-tune your investment approach to achieve risk-adjusted returns in line with your tolerance for risk.
        Discover actionable steps to navigate today's market environment with confidence.

    Robert Bernstein has been managing his personal money and money for family members since 2003. All investment decisions are made by Mr. Bernstein. He holds the following degrees and designations:
        MBA, Finance and Accounting, University of Rochester, New York
        BA, Quantitative Economics and Decision Sciences, University of California, San Diego
        Series 65 License
        CPA (Retired)
        President - San Diego Chapter, American Association of Individual Investors (AAII)
        Board Member – National Association of Active Investment Managers (NAAIM)



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    WU ZHENG
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