The AAII Atlanta Chapter presents...

"Positioning Your Portfolio to Generate Sustainable Cash Flow"

    Discussed by:

    Mitch Reiner
    Investment Advisor, Chief Operating Officer and Chief Investment Officer, Capital Investment Advisors (CIA)

For his presentation, Mitch Reiner will be talking about Capital Investment Advisors (CIA) and its approach to income investing and how you can begin thinking about how to get more cash flow out of your investments. There are a number of asset categories to consider; the task is to understand each category (real estate investment trusts, closed-end funds, master limited partnerships, bonds, etc.) and how it moves in relation to another category and the effect that the market has on their distributions. The goal of an income portfolio is to generate sustainable income despite market volatility. Reiner will discuss CIA’s basic “Bucket Approach” of allocating your assets, and then diversifying appropriately within each bucket will be the focus of the conversation. Further, Reiner will outline some of the asset classes that make up the income bucket and the characteristics that are crucial to examine in order to identify an opportunity within each category.

Tuesday, January 10, 2012
6:30 p.m.    Registration/Social
7:00 p.m.    Program
7:45 p.m.    Q&A
Cobb Galleria Centre–Room 105
Two Galleria Pkwy.
Atlanta, Georgia 30339
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In Advance (by 7/28), Everyone, $10/person
At the Door (space permitting), Everyone, $15/person
No Refunds
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  Special Interest Groups (SIGs)

SIG meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.

Please contact the group leader if you are interested in attending the subgroup meeting. More details will be provided in future chapter meeting announcements.
Atlanta, William Lyman,
—Stock Investing
Date/Time: TBD; $5, open to the public; Georgia State University–Brookhaven,
Atlanta, Emilu Bailies,
—CAN SLIM Stock Investing
Date/Time: TBD; $5 in advance, $10 at the door, open to the public; Georgia State University–Brookhaven,
Atlanta, Stan Herndon,
—Income Investing
Date/Time: TBD; $5, open to the public; Georgia State University–Brookhaven,
Marietta, Joe McHarg,
—AAII Stock Screening
Date/Time: TBD; Merchants Walk Library, 315 Johnson Ferry Rd., Marietta, GA
Roswell, James D. Hargreaves,
—Analytical Investing
Date/Time: TBD; Roswell United Methodist Church, 814 Mimosa Blvd., Room B229, Roswell, GA

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