The AAII Portland Chapter presents...

"Swimming in the Fixed-Income Shark Tank"

    Discussed by:

    John S. Woolley
    Principal & Portfolio Manager, Fixed Income, Northwest Investment Counselors, LLC

This presentation will take a more detailed look at the dynamics of the fixed-income market, its participants and how to navigate the shark-filled waters of zero interest rate reality of today. We will look at basic bond products and explore how the average individual investor can select appropriate fixed-income investments without undue risk.

Attend This Meeting and Learn...
Why individual fixed-income securities are very different than bond mutual funds or exchange-traded funds (ETFs)
How to properly allocate bonds to your portfolio
The important dynamics of the fixed-income market that are important to the individual investor

Tuesday, November 20, 2012
5:45 – 6:10 p.m.    Registration/Social
6:10 – 7:00 p.m    Discussion Group
7:00 – 7:10 p.m.    Business Meeting and Election
7:10 – 7:20 p.m.    Coffee Break
7:20 – 9:00 p.m.    Program
8:00 – 8:10 p.m.    Refreshments
Sheraton Portland Airport Hotel
8235 NE Airport Way
Portland, Oregon
[ Map This Location ]
In Advance (by 11/18), Everyone, $15/person
Or, register online by 11/18 at

At the Door space
permitting, Everyone, $20/person

Pay Online
  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.


AAII Investment Discussion Group
Contact: Ronald Jones, Discussion Group Chairperson,
This session is held in the Adams Room beginning at 6:10 p.m. and is open to all who have registered for our Tuesday, November 20, 2012, meeting. Topic TBA.

Conversations About Investing SIG
(Previously called Computer Assisted Investing SIG)
Contact: Sr. Rene’ Foster, 503/845-6141,
The CAI meetings are usually held from 7:00 to 8:45 p.m., at the Terwilliger Plaza Retirement Center located at 3545 Terwilliger Blvd. If you like discussing information and opinions about financial matters, the economy or investing topics, contact Sr. Rene’ Foster to receive meeting information such as dates, time, location and presenters.

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