March 2017 Chapter Meeting

Investment Returns Advisory

Mark Hulbert
Founder, Hulbert Financial Digest

Location: Wake Tech Western Wake Campus, Room 118
3434 Kildare Farm Road, Cary, NC 27518

Saturday, March 11 at 10:00AM
$5 at the door for everyone. No advanced reservations.

Mark Hulbert has been tracking investment advisers’ returns for four decades, and therefore has four decades’ worth of real-world experience on what strategies work and which do not. There is more than enough material here to inform many different talks, not just one; but an overview can hit the highlights.

Attend this meeting and learn

1. How many of the market beaters in one period proceed to beat it again in the next?
2. What portion of investment performance is attributable to skill rather than luck?
3. How valid is the assumption that things will work out if you hold onto investments for a long-enough period?

About our Speaker

Mark Hulbert is a seasoned financial expert with over four decades of experience analyzing investments and market trends. He is adept at translating complex investment concepts into easy-to-understand conclusions—as a columnist, newsletter editor, frequent guest on TV and radio, and leader of investment seminars and workshops.

In 1980, Hulbert founded the Hulbert Financial Digest to objectively rate the performance of investment advisory newsletters. Since 2002, Hulbert has written a regular investment column for MarketWatch, and monthly columns for Barron’s and The Wall Street Journal. Since early 2016, Hulbert has been a regular investment columnist for USA Today. Hulbert also wrote a column on investment strategies for The New York Times, and in the 1980s and 1990s for Forbes.