The AAII Boston Chapter presents...

Shareholder Value, Economic Moats and the Current Market

    Discussed by:

    Pat Dorsey CFA

Despite fierce competition, some companies manage to deliver high returns of capital for many years running by creating “economic moats,” structural competitive advantages. Surprisingly, the common stocks of companies with moats are frequently mispriced by supposedly efficient securities markets, creating opportunities for patient investors. Pat Dorsey will discuss how to identify these value-compounding businesses, as well as how to assess their management teams. Finally, he will offer some thoughts on the current market—where to look for opportunities and what to avoid.

Attend This Meeting and Learn...
How companies create structural competitive advantages
Why competitive advantage matters to investors
How to assess corporate managers’ ability to create (or destroy) competitive advantages

How To Become A ‘Risk-Wise’ Investor

    Discussed by:
    Michael T. Carpenter
    Principal, Carpenter Associates

Michael Carpenter will focus on his “Risk-Wise” method, a non-technical, practical and easy approach to investing. The “Risk-Wise” method is designed to reduce the anxiety associated with investing by eliminating the mystery of managing risk. By utilizing this basic foundation, you’ll be able to understand and more effectively manage the uncertainties, rapid change, and risks of our increasingly less certain world. In fact, following this presentation, you’ll never look at risk and risk management the same way again.

Attend This Meeting and Learn...
How to understand and demystify risk and risk management
How to reduce both the likelihood and impact of painful negative surprises
How to easily determine which risks to avoid, which to accept and manage, and which to accept outright

Thursday, April 12, 2012
5:50 – 6:50 p.m.    Investment Education Workshop
5:40 p.m.    Registration/Social
7:00 p.m.    Sit Down Dinner
8:00 p.m.    Program
9:20 p.m.    Q&A
Embassy Suites
550 Winter St.
Waltham, MA 02451
[ Map This Location ]
Advance Registration (by 4/9),
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.
  Special Interest Groups (SIGs)

Boston Chapter Special Interest Groups

Note: ALL information is subject to change. Please contact your SIG leader if you have any questions regarding dates, times and topics.

Cape Cod—Information/to be placed on group’s email list: John Chamberlain at 302/236-8202 or Meetings cover a variety of current investment and financial topics, contoured to the desires of the group’s members and meeting attendees. The meetings consist of both local professional speakers and active member participation, creating both an educational and enjoyable environment for all involved. Meetings are held on the first Wednesday of each month from 7:00 – 9:00 p.m. in the conference room at the Cape Cod Community TV Center, 17 Shad Hole Road, Dennisport, MA. Upcoming meetings: April 4, May 2 (Marianne Paskowski) and June 6, 2012.

Common Stock—Information/meeting location: Mark Sheingold, 617/469-5290 or Meets on the second Tuesday of every month, 7:00–9:00 p.m. Please contact the coordinator for the new location and meeting details. Members participate actively, sharing ideas and research. The full spectrum of common stocks is covered with discussion of financial analysis, markets, management, etc. All investment approaches and levels of experience are welcome. Upcoming meetings: April 10, May 8 and June 12, 2012.

Computerized Investing—Information/to be placed on group’s email list: Larry Bradley, 781/581-0075 or Meets on the fourth Monday of each month (except Aug and Dec), 7:00–9:00 p.m. Location: MIT, 70 Memorial Drive, Cambridge, Building E51, Room 335 (free parking behind building on Amherst Street). Meetings typically include discussion of technical analysis investment procedures, some fundamental techniques, or inter-market relations. Discussions are led by members, vendors or professional investors. Upcoming meetings: April 23, May 29 and June 25, 2012.

NEW! Mutual Funds—Information/meeting location: Ted Yoos, 781/229-5809 or Meeting will focus on strategic methods of evaluating and selecting individual mutual funds and using them to build a well-diversified, tax-efficient portfolio. Content will be covered via active member discussions and presentations from regionally based fund mangers and professional investment advisors. Meetings are held on the third Wednesday of each month, 7:00–9:00 p.m. in the auditorium at 85 Wells Avenue, Newton, MA. Upcoming meetings: May 16, 2012 (No April or June Meetings).

Retirement Investing—Information/to be placed on the group’s email list: contact Robert Zakon, 617/964-3311 or Due to the extreme gyrations of the financial markets and corresponding investor concerns, we will focus on information that is appropriate for longer-term retirement-based investors. Meetings are held on the second Thursday of each month, from 7:00–9:00 p.m. in the Carter Room at the Avery Crossing Assisted Living building at 110 West Street, Needham, MA 02494. Upcoming meetings: April 12 and May 10, 2012 (No June Meeting).

Rhode Island Market Mavens—Information/to be placed on the group’s email list: Raymond Rondeau, 401/451–4163 or For maps and detailed information on upcoming meetings, please log on to Meetings are held in a semiformal setting with active participation highly encouraged, with various professional guest speakers frequently presenting. The primary focus of the group is exploring new investment tools and products, specifically focusing on efficient ways to utilize them in today’s current and ever-changing market environment. Meetings are held on the second Wednesday of each month, from 7:00–9:00 p.m. in the Community Room at Stop&Shop, 333 West River Street, Providence, RI 02909. Upcoming meetings: April 11 (Special Event at RI College), May 9 and June 13, 2012.

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