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The AAII Central Florida Chapter presents...


"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 upon the experiences of this former mutual fund manager. The presentation will review the challenges that face mutual fund investors as outsiders and why you should invest with a healthy dose of skepticism. One of the 10 lessons covered will address the pressure for funds to be large and the investment advantage of funds that are small.

Attend This Meeting and Learn...
About 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

  MEETING DETAILS
Date:
Wednesday, February 15, 2012
Time:
6:30 – 7:00 p.m.    Registration/Social/Refreshments
7:00 – 8:00 p.m.    Program
8:00 – 8:30 p.m.    Q&A
Location:
University Club of Winter Park
841 N. Park Ave.
Winter Park, FL 32789
[ Map This Location ]
Payment:
In Advance (by 2/13)
AAII Member and Family, $5/person; Nonmembers, $7/person
At the Door (space permitting) Everyone, $10/person
No Refund

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