The AAII San Diego Chapter presents...

"Municipal Bonds: Brave New World"

    Discussed by:

    Alan F. Willenbrock CFA
    Vice President, Senior Portfolio Manager and Financial Adviser, Morgan Stanley

Many investors have concerns about their municipal bonds, given the unprecedented budget challenges confronting many municipalities. Should you be worried? General obligation bonds, revenue bonds, individual development accounts (IDAs), municipal auction-rate bonds (MARSs), variable-rate demand obligations (VRDOs).... Alan Willenbrock, vice president and portfolio manager at Morgan Stanley Smith Barney, will cover what investors need to know to make sense of this alphabet soup. The municipal bond market is perhaps the least transparent financial market. Learn where to find information and how to use it to your advantage. Hear a review of “new” municipal bonds and strategies investors should implement now. Learn about municipal pension obligations and their effects on bond credit quality.

Attend This Meeting and Learn...
About the alleged municipal default meltdown: fact or fiction?
Lessons from case studies: where things went wrong and how protect yourself

Wednesday, August 31, 2011
6:30 p.m.    Registration/Social
7:00 p.m.    Program
8:15 p.m.    Q&A
9:00 p.m.    Refreshments
Carlsbad City Library, Gowland Meeting Room
1775 Dove Lane
Carlsbad, CA 92011
(760) 602-2049
[ Map This Location ]
At the Door Everyone, $5/person Free parking and free Internet. No advance payment. No Refunds

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