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The AAII Portland Chapter presents...


"ETF Trends and Applications"

    Discussed by:

    Paul Justice, CFA
    Director of North American ETF Research, Morningstar

Come hear Morningstar’s director of ETF research, Paul Justice, discuss the fastest-growing product in the investment landscape: exchange-traded funds (ETFs). Paul will walk through the basics of ETFs, including how they differ from mutual funds. He will discuss which products are now available and demonstrate how you can use Morningstar’s tools to help find the right investment choice for your needs. Finally, he will host a discussion about ETFs in general, as well as high-yielding master limited partnerships (MLPs).

Attend This Meeting and Learn...
What is an ETF? How does it differ from a mutual fund?
How to use Morningstar to evaluate ETFs
Valuable information about master limited partnerships (MLPs)

  MEETING DETAILS
Date:
Tuesday, November 16, 2010
Time:
6:00 – 7:00 p.m.    Registration
6:10 – 7:00 p.m.    Investment Discussion Group
7:20 – 9:00 p.m.    Program
Location:
Embassy Suites
Portland Airport, 7900 NE 82nd Ave.
Portland, OR
503-460-3000
[ Map This Location ]

Payment:
In Advance (by 11/12), Everyone, $15/person
At the Door space permitting, Everyone, $20/person
No Refunds, however, those with prepaid registration who are unable to attend may order a DVD of the meeting for $5. Contact Steve Courtney at 503/408-0606 or slcourt@comcast.net to place order.

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