Meeting News: 

Tuesday, March 9, 2010   9:30 - 1:00 PM Portfolio Construction in a Dynamic World: One Client. Three Approaches

Speakers are:

Jeremy DeGroot,  Litman/Gregory Asset Management

Robert Horowitz, Robert Horowitz Wealth Managemt

Kal Salama, The Headlands Group, Inc. 

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Program

Each speaker will present a detailed portfolio model showing asset allocation and investment positions. From current portfolio design to one they foresee in five years, speakers will address how risk management, alternative investments, strategy changes and tactical decisions add up to returns, as they see it. Each 30 minute presentation will be followed by audience questions ending with a facilitated panel inviting interaction among panel members. Attendees will be offered a clear comparison of how three Bay Area-based investment managers solve the same portfolio problem – and their rationale for doing so.

Biographies

Jeremy DeGroot, CFA, is Chief Investment Officer and a Portfolio Manager at Litman/Gregory. He has been with the firm since 1999 and currently oversees manager due diligence, asset class research, and tactical allocation decisions. He shares responsibility with Ken Gregory for overseeing the Masters' Select funds.

Robert Horowitz, CFA, provides comprehensive planning services and investment management to mid-career professionals and retired women. As a sole practitioner with 19 years experience, his investment approach is passive and emphasizes diversification, conservative allocations between stocks and bonds, and maintaining a constant asset allocation mix at all times.

PLEASE NOTE THAT WE HAVE MOVED!

All future meetings of the FPA SF are being held at:

The City Club

155 Sansome, 10^th Floor

San Francisco, CA 94104

415.362.2480

http://www.cityclubsf.com/

Please click here for directions and parking information 

This event qualifies for 3 units of CFP@ Continuing Education Credit 

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Welcome to FPASF

The Mission of the Financial Planning Association of San Francisco is to advance the financial planning profession in accordance with the highest ethical standards by providing education, association, and leadership for the Bay Area financial planning community and the public it serves.

Our Vision is to benefit the public by helping to ensure that financial planning is delivered through competent, ethical financial planners. FPA is the community that fosters the value of financial planning and advances the financial planning profession.