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Next Investor Workshop

July 18, 2015

"Portfolio Performance Evaluation"
Bob Pugh, CFA, CFP®,
President and Founder, Insight Wealth Management, Inc.
Sheraton Pentagon City Hotel
900 South Orme Street
Arlington, Virginia 22204
Telephone: 703­-521-1900
Note: Parking at the hotel is free.
Advance registration by mail, or on-line until 7/14/15 - $53.00 per person
Late registration on-line 7/15/15 until 7/17/15 - $58.00 per person
At the door registration, space permitting - $63.00 per person
Registration: 9:00 AM
Continental Breakfast/Social Time : 9:00 AM
Program Time; 9:30 AM to 12:30 PM
Understanding portfolio performance is critical for any investor whether they manage their own money or use an advisor. Are the strategies employed adding the value you expect? How does your portfolio stack up to the relevant benchmarks? Is your advisor worth the money you are paying? You will learn hands-on analytical techniques that require nothing more than your account statements and a spread sheet to answer. This workshop will provide valuable insight into your portfolio's performance whether you are an active or a passive investor.
Attend this meeting to learn:
  • Techniques of measuring portfolio performance for return and risk, and comparing that performance to relevant benchmarks.
  • How to use portfolio performance analysis to evaluate investment strategies.
  • How to assess the investment performance of services provided by financial advisors.
Reasons to attend:
  • To find out how the portfolio performance provided by your investment professional is (or should be) calculated.
  • To learn how to analyze the level of risk in your portfolio.
  • To objectively measure your success (or lack thereof) in adding alpha to your portfolio.

Bob Pugh is the President and Founder of Insight Wealth Management, Inc., an independent Registered Investment Adviser in Gainesville, VA, providing fee-only investment management and comprehensive financial planning services. He is a NAPFA-Registered Financial Advisor, and a member of the Financial Planning Association and the National Association for Business Economics. Bob has served as both President of the CFA Society of Washington, DC, and Eastern Region Presidents Council Representative with the CFA Institute. He has over twenty-five years of experience as an economist, financial educator, analyst, portfolio manager and financial planner. He has worked as an economic and financial analyst with the Central Intelligence Agency, local government, and private investment management. He teaches Level III CFA Exam review, including portfolio performance evaluation, for the CFA Society of Washington, DC and the World Bank. Bob earned graduate degrees in global political economy from The Johns Hopkins University, School of Advanced International Studies, and in financial economics from the University of North Carolina at Greensboro.

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for July 18, 2015 meeting

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Chapter Officers

  • President:
     Wilbert Nixon
  • Vice President:
     Joseph Croman
  • Secretary:
     Atul Agrawal
  • Co-Treasurers:
     Joy Garrish
    Gloria Loew

Board of Directors

  • Peter Chandler
  • Joseph Croman
  • Joy Garrish
  • Martha Granger
  • Tony Hausner
  • Sondra Katz
  • Vas Madhava
  • Ron Spieker
  • Kenneth Williams

Contact Information

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Mailing Address
AAII Washington DC Metro Chapter
P.O. 2751
Merrifield, VA 22116

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