August 23 - 25, 2018 | San Francisco

Panel Workshop Details

Fri., Aug. 25, 2:30 PM - 5:30 PM PDT

Managing Your Portfolio in This New Era*

Every portfolio benefits from the right combination of stocks and funds. But, which stocks and funds should be included in a well-diversified portfolio? What factors should you consider in choosing specific stocks and funds? How should you determine which sectors to include and which choices to make within those sectors? Have you considered all the relevant market, industry, and risks that could impact your portfolio's performance?

The financial landscape has changed dramatically over the past several years, creating new vistas of investment opportunity while adding layers of complexity and challenging much of yesterday's traditional market wisdom. Join this trio of market veterans and learn how to pick the right strategies to meet your investment goals, protect your assets in any market environment, and build a profitable portfolio in bull, bear, or sideways markets.

*$109 per person if purchased by August 3; $139 after August 3

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Jon Markman


Tech Trend Trader, The Power Elite,and Strategic Advantage

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James Oberweis


Oberweis Asset Management, Inc.

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Mike Turner


Turner Capital Investments, LLC