Your Personal Invitation

Please join us at the AAII Investor Conference in Orlando, Florida. This year's lineup of speakers and presentations will provide you with the tools, ideas and information you need to succeed in today's investment marketplace. You'll learn the evaluation technniques and strategies used by investment professionals, as well as gain valuable knowledge from our vast array of special programs, workshops and educational presentations.

This year's AAII Investor Conference will be held at the Loews Royal Pacific Resort in Orlando, Florida, where you will receive the perfect balance of investment education and relaxation.

Please note, this event sells out quickly.
Register now!

Key Speakers Include:

Click here for a full list of speakers/topics.

The AAII Southeast Florida Chapter presents...

"Behind the Curtain: 10 Lessons Learned From Managing a Mutual Fund"

    Discussed by:

    Louis 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 a former mutual fund manager. This presentation 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...
About factors to consider (that are too often ignored) when investing in mutual funds
Whether fund companies are becoming better stewards of your money
Why skepticism is a healthy trait when investing

  MEETING DETAILS
Date:
Wednesday, February 22, 2012
Time:
10:00 a.m.    Registration/Social/Refreshments
10:30 a.m.    Program
11:15 a.m.    Q&A
Location:
Charles Schwab
500 East Broward Blvd., Suite 101 (first floor)
Fort Lauderdale, FL 33394
954/468-2419
[ Map This Location ]

Payment:
At the Door (space permitting), Everyone, $5
Full-Time Students with ID, Free
[ Click here for the February 22, 2012 Meeting Announcement ]

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