Classes & Events

Myths of Investing Class 

Our free class is hosted via Zoom, and generally runs 60-75 minutes depending on how many questions are asked at the end.

This class is a high-level overview of how investing works, what goes on behind the scenes, and  how to use science and academics to build your portfolios. We will discuss four of the biggest myths in the industry that investors believe are true and use to build their portfolios. It’s perfect for investors who want a better understanding on how their portfolios are put together. If you are worried about investing, the markets, getting close to retirement, or just starting out, we recommend attending our workshop.

In this online classroom format, we will be able to have conversations and answer all questions asked during class.

Join us for interactive learning experiences. Register for an upcoming class today.
  • 2nd Quarter Investor Meeting | Evening Session | Wednesday, April 17 | 6:00 PM

  • April 17, 2024

  • 6:00PM - 8:00PM

  • Clackamas, OR

  • REGISTER
Description:

Free Quarterly Investor Workshop for our clients and open to the public.

When: Wednesday, April 17 | Evening Session

Where: Our Office, 12550 SE 93rd Ave. Suite 340 Clackamas, OR 97015

Doors open at 6:00 PM

Dinner provided

Class Presentation begins at 6:30 PM  | 75-90 minute session

Topic: Educate and Prepare yourself to combat the Fear & Greed of the upcoming Media Blitz

Can you answer these questions and do you understand why it’s critical to understand how your portfolio is engineered?

  1. Do you have an academic understanding of how markets work?
  2. Do you consistently and predictably achieve market returns?
  3. Have you devised a clear-cut method for measuring the success or failure of your portfolio?
  4. Have you measured the quality and maturities of the fixed income in your portfolio?
  5. Do you have an algorithm and tested process for rebalancing your portfolio?
  6. Do you fully understand the implications and applications of diversification in your portfolio?

Registration Required, RSVP by Wednesday, April 10th.

Date & Time:

Wednesday, April 17, 2024
6:00PM - 8:00PM

RSVP:

Event registration is now closed.

  • 2nd Quarter Investor Meeting | Lunch Session | Wednesday, April 17 | 11:30 AM

  • April 17, 2024

  • 11:30AM - 1:30PM

  • Clackamas, OR

  • REGISTER
Description:

Free Quarterly Investor Workshop for our clients and open to the public.

When: Wednesday, April 17 | Lunch Session

Where: Our Office, 12550 SE 93rd Ave. Suite 340 Clackamas, OR 97015

Doors open at 11:30 AM

Lunch provided

Class Presentation begins at 12:00 PM  | 75-90 minute session

Topic: Educate and Prepare yourself to combat the Fear & Greed of the upcoming Media Blitz

Can you answer these questions and do you understand why it’s critical to understand how your portfolio is engineered?

  1. Do you have an academic understanding of how markets work?
  2. Do you consistently and predictably achieve market returns?
  3. Have you devised a clear-cut method for measuring the success or failure of your portfolio?
  4. Have you measured the quality and maturities of the fixed income in your portfolio?
  5. Do you have an algorithm and tested process for rebalancing your portfolio?
  6. Do you fully understand the implications and applications of diversification in your portfolio?

Registration Required, RSVP by Wednesday, April 10th.

Date & Time:

Wednesday, April 17, 2024
11:30AM - 1:30PM

RSVP:

Event registration is now closed.

  • 2nd Quarter Investor Meeting | Zoom Session | Saturday, April 20 | 7:30 AM PDT

  • April 20, 2024

  • 7:30AM - 9:00AM

  • Online

  • REGISTER
Description:

Free Virtual Quarterly Investor Workshop for our clients and open to the public.

When:  Saturday, April 20th at 7:30 AM PDT, (75-90 minute session)

Where: Virtual Event Hosted Via Zoom

Topic: Educate and Prepare yourself to combat the Fear & Greed of the upcoming Media Blitz

Can you answer these questions and do you understand why it’s critical to understand how your portfolio is engineered?

  1. Do you have an academic understanding of how markets work?
  2. Do you consistently and predictably achieve market returns?
  3. Have you devised a clear-cut method for measuring the success or failure of your portfolio?
  4. Have you measured the quality and maturities of the fixed income in your portfolio?
  5. Do you have an algorithm and tested process for rebalancing your portfolio?
  6. Do you fully understand the implications and applications of diversification in your portfolio?

Registration Required, RSVP by Friday, April 19th.

We will send you the meeting link the week of the event.

Date & Time:

Saturday, April 20, 2024
7:30AM - 9:00AM

RSVP:
REGISTER

RSVP by 09:00AM on April 19, 2024.

  • Myths of Investing | Tuesday, April 23rd | 6 PM PDT

  • April 23, 2024

  • 6:00PM - 7:15PM

  • Online

  • REGISTER
Description:

This class is a high-level overview of how investing works, what goes on behind the scenes, and  how to use science and academics to build your portfolios. We will discuss four of the biggest myths in the industry that investors believe are true and use to build their portfolios.

This class is perfect for investors who want a better understanding on how their portfolios are put together. The workshop is also great for anyone that is worried about investing, the markets, getting close to retirement, or just starting out.

In this online classroom format, we will be able to have conversations and answer all questions asked during class.

This class is hosted via Zoom, and generally runs 60-75 minutes depending on how many questions are asked at the end.

Date & Time:

Tuesday, April 23, 2024
6:00PM - 7:15PM

RSVP:
REGISTER

RSVP by 10:00AM on April 23, 2024.