The AAII Boston Chapter presents...

"How to Invest for Income Without Losing Your Capital"

    Discussed by:

    Don Cassidy

Don Cassidy has studied individual income securities returns and income-oriented mutual fund returns for 20 years. He sees some clear patterns suggesting what investors should, and should not, do when choosing income investments. His conclusions will surprise you and help reorient your thinking toward preservation of capital. Cassidy will point out the most common and easy traps that investors fall prey to in income investing and will highlight areas often overlooked. Going far beyond plain vanilla bonds, Cassidy will discuss nine other income-producing vehicles and techniques.

Attend This Meeting and Learn...
About the (surprising) most common capital-depleting mistakes in income investing
About several new asset types to add to your income arsenal
How to focus on income investments that will not be hurt by rising inflation

"Investment Education Workshop: Behind the Curtain: Ten Lessons Learned From Managing a Mutual Fund"

    Discussed by:
    Louis "Lou" E. Conrad II
    CFA, President, COMPASS Wealth Management LLC

A behind-the-scenes look at the conflicts between mutual fund companies and their shareholders based on the experiences of Lou Conrad, a former mutual fund manager. The workshop will review the challenges that face mutual fund investors as outsiders and why you should invest with a healthy dose of skepticism. For example, many mutual fund companies focus on growing their assets under management, while shareholders may be best served by funds with smaller asset bases. We will discuss this and nine more lessons learned in greater detail to enable you to make better decisions when investing in mutual funds.

Attend This Meeting and Learn...
Factors to consider when investing in mutual funds (that are too often ignored)
Whether fund companies are becoming better stewards of your money
Why skepticism is a healthy trait when investing

Thursday, November 3, 2011
5:30 - 6:30 p.m.    Investment Education Workshop
5:30 p.m.    Registration/Social
6:40 p.m.    Sit Down Dinner
7:45 p.m.    Don Cassidy - Main Program
9:00 p.m.    Q&A
Embassy Suites
550 Winter St.
Waltham, MA 02451
[ Map This Location ]
Advance Registration (by 10/29),
Program & Dinner, $45/person*; Program Only, $15/person*
At the Door
Program Only, $20/person*
Investment Education Workshop Only,
$10/person at the door
*All main event prices include admission to the Investment Education Workshop.

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