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St. Louis Chapter Future Meetings
Mark Your Calendar!

Friday, November, 6, 2015
Speaker: Nickolas G. Atkeson, Partner, Delta Investment Management
Topic: How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety-First Approach

Thursday, January 8, 2015
Topic: TBA
Speaker: TBA
Thursday, March 12, 2015
Topic: TBA
Speaker: Bryan Johnson, President, Moon Run Report













The AAII St. Louis Chapter presents...


"Strategic Beta Funds"

    Discussed by:

    Alex Bryan
    Fund Analyst, Morningstar

The lines between active and passive investing are becoming increasingly blurred. A new crop of index fund has emerged over the past several years that attempts to improve on the risk/return characteristics of traditional index funds, while retaining benefits such as transparency, tax efficiency and low fees. These are strategic beta funds and they span a wide array of strategies. This presentation will outline the landscape of strategic beta funds and offer a framework for evaluating these funds.

Attend This Meeting and Learn...
How to evaluate strategy ETFs
What academic research has to say about the underlying sources of stock returns
How to use strategy ETFs to build a disciplined portfolio

  MEETING DETAILS
Date:
Thursday, September 4, 2014
Time:
6:30 p.m.    Registration/Social
7:00 p.m.    Refreshments
6:30 p.m.    Discussion Group
7:30 –8:45 p.m.    Program
Discussion Group: At 6:30 p.m.,
Brian Bingham will lead a discussion on
stock investments.
Location:
Maryland Heights Centre
2344 McKelvey Rd.
Maryland Heights, MO
314/738-2599
[ Map This Location ]
Payment:
In Advance (by 8/30)
Everyone, $9/person
At the Door
space permitting
Everyone, $12/person
Students of parents and grandparents,
free; student ID required
No Refunds
  SUBGROUPS

Subgroups

Stock Selection
Dates: Wednesdays, September 17, October 8, November 12 and December 10
Location: Mid County Branch of the St. Louis County Library at 6:45–8:45 p.m. 7821 Maryland Avenue, Clayton, MO 63105. Parking lot is on the left (NW corner), library is on the left (NE corner). Free parking after 5:00 p.m.
Brian Bingham, 314/983-0036,brian.bingham@earthlink.net

Email John Siener at jjsien@swbell.net to receive Stock Selection meeting notices if you are not already on his email list.

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