The AAII Los Angeles Chapter presents...

Morningstar’s Best Ideas for 2010, 2011 and Beyond

    Discussed by:

    Christine Benz
    Director of Personal Finance, Morningstar

Morningstar Director of Personal Finance Christine Benz will discuss what areas of the market appear to be currently under- and overvalued, based on her firm’s bottom-up stock research. She’ll also discuss how that research translates into specific “best ideas” for mutual funds, exchange-traded funds and stocks, as well as security types to consider downplaying in your portfolio. Finally, she’ll share some ideas for managing your portfolio in the face of potentially higher interest rates, tax rates and inflation. Do not miss this rare opportunity.

Attend This Meeting and Learn...
Which areas of the market appear to be undervalued and which appear to be overvalued
How Morningstar translates research into specific “best ideas” for mutual funds, stocks and market sectors

Saturday, September 17, 2011
8:30 a.m.    Registration/Social
9:00 a.m.-12:00 p.m.    Program
Skirball Center
2701 N. Sepulveda Blvd.
Los Angeles, CA
[ Map This Location ]
In Advance (by 9/12) Everyone, $8/person;
At the Door (space permitting only) Everyone, $10/person
No Refunds

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