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.

  MEETING DETAILS
Date:
Tuesday, January 10, 2012
Time:
6:30 p.m.    Registration/Social
7:00 p.m.    Program
7:45 p.m.    Q&A
Location:
Cobb Galleria Centre–Room 105
Two Galleria Pkwy.
Atlanta, Georgia 30339
770/955-8000
[ Map This Location ]

Pay Online ยป
Payment:
In Advance (by 7/28), Everyone, $10/person
At the Door (space permitting), Everyone, $15/person
No Refunds
Advanced registration for chapter meetings is available both by
mail as well as by online registration at

http://www.aaii-atlanta.com

. Whichever method you prefer,
bring a family member or a friend (or two)! 
[ Click here for the January 10, 2012 Meeting Announcement ]
  SUBGROUPS

Subgroups
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, wlyman@lmg-corp.com
—Stock Investing
Date/Time: TBD; $5, open to the public; Georgia State University–Brookhaven, www.meetup.com/stockinvesting
Atlanta, Emilu Bailies, emilubailies@bellsouth.net
—CAN SLIM Stock Investing
Date/Time: TBD; $5 in advance, $10 at the door, open to the public; Georgia State University–Brookhaven, www.meetup.com/canslim
Atlanta, Stan Herndon, s_herndon@bellsouth.net
—Income Investing
Date/Time: TBD; $5, open to the public; Georgia State University–Brookhaven, www.meetup.com/IncomeInvesting
Marietta, Joe McHarg, jmcharg@hotmail.com
—AAII Stock Screening
Date/Time: TBD; Merchants Walk Library, 315 Johnson Ferry Rd., Marietta, GA
Roswell, James D. Hargreaves, jdh@werui.net
—Analytical Investing
Date/Time: TBD; Roswell United Methodist Church, 814 Mimosa Blvd., Room B229, Roswell, GA

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