Saturday, April 20, 2024
Income Investing SIG Meeting
Market Outlook, Portfolio Overview, and Asset Rotation
with Frank Erzinger
9:30 am – 10:15 am (Central Time)
Please join us for the monthly AAII Houston Income Investing SIG meeting. Frank will provide us with his update on the market outlook, review the recent performance of the Income Investing SIG portfolio, identify high grading positions, and propose a rotation among the assets held by the portfolio.
Value Performance vs. Investing for Growth
with Brent Leadbetter, Research Affiliates
10:30 am - noon (Central Time)
Brent will spend some time with us to:
- Provide an overview of Research Affiliates’ current market outlook
- Explain how this market outlook impacts growth vs value investing styles, and Research Affiliates’ portfolios specifically
- Highlight some of the functionality on Research Affiliates’ capital markets forecasting tool: https://interactive.researchaffiliates.com/asset-allocation
Brent Leadbetter serves as a product strategist at Research Affiliates responsible for detailing the elements of the firm's strategies to financial advisors as well as institutional investors and their consultants. He supports the firm’s product partners who offer separately managed accounts and commingled investment vehicles that follow Research Affiliates’ methodologies. Brent earned a BA in history from the University of Michigan and an MBA from the Anderson School of Management at UCLA. He holds the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Orange County.
Registration: This meeting will be online only. Please register for this event at AAII Houston April Chapter meeting. After registering, you will receive a confirmation email containing information about joining the meeting.