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The AAII Research Triangle 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)

Mitch Reiner will be talking about Capital Investment Advisors (CIA) and its approach to income investing and how you can begin thinking about getting 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. Further, Reiner will outline some of the asset classes that make up the income bucket and crucial characteristics to examine to identify an opportunity within each category.

Attend This Meeting and Learn...
How to generate sustainable income despite market volatility
Asset classes to include in a portfolio designed for cash flow
How to diversify within classes

  MEETING DETAILS
Date:
Saturday, August 11, 2012
Time:
10:00 a.m.    Program
11:30 a.m.    Q&A
Location:
Kirk of Kildaire Church
200 High Meadow Dr.
Cary, NC 27511
[ Map This Location ]
Payment:
At the Door Registration
Everyone, $5/person
No Refunds

  SUBGROUPS

Subgroups
Portfolio Management subgroup meets the 3rd Saturday of the month.

Options subgroup meets the 4th Saturday of the month.

Both meet at 9:30 a.m. at Panera Bread, 7840 Alexander Promenade Place across from Briar Creek Mall. Directions at www.aaiirtp.org.

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