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The AAII Charlotte Chapter presents...


"The Recession Ended 26 Months Ago–What Kind of Recovery Is This?"

    Discussed by:

    John M. Simms Jr., Ph.D., CFA
    Chief Investment Officer, Piedmont Financial Trust Company

The recession caused by the financial crisis was declared over in June 2009. Several massive stimulus programs by the federal government and the Federal Reserve have generated a great recovery in financial asset prices, yet the real economy and the job and housing markets continue to limp along. The presentation will focus on how we arrived at this economic juncture and what investors can do to manage portfolio risk in what promises to continue to be a challenging environment.

Attend This Meeting and Learn...
What history says to expect to result from past and current policy decisions
How to manage specific portfolio risks driven by interest rate and currency fluctuations, as well as the need for income
About investments and strategies that can dampen volatility and help you sleep at night

  MEETING DETAILS
Date:
Saturday, September 10, 2011
Time:
8:00 - 9:30 a.m.    Roundtable Meeting
9:30 a.m.    Registration/Refreshments
10:00 - 11:30 a.m.    Program
11:30 a.m.    Q&A
Location:
Myers Park United Methodist Church
1501 Queens Rd.
Charlotte, NC
704-376-8584
[ Map This Location ]

Payment:
At the Door, AAII Member & Spouse, $5/person;
Nonmembers, $10/person; First-Time Visitors, free
No Refunds

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