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The AAII Milwaukee Chapter presents...


"Globalize Your Thinking"

    Discussed by:

    Nicole Pretzel Holahan, CRPC
    Vice President, Senior Advisory; Consultant, OppenheimerFunds, Inc.

The world is interconnected. As consumers, we exemplify this truth on a daily basis. We wake up to our alarm clocks made in South Korea, turn on our Japanese televisions for the news and local weather and dress in our Malaysian shirts, our silk ties made in China and our fine leather Italian shoes. We grab our cups of coffee brewed with the finest Columbian beans and race out the door into our expertly engineered German cars. This all happens before 8 a.m. This presentation will focus on how the world is more interconnected than ever. Today's global markets offer a vast array of investment opportunities both within and outside the U.S. borders. The forces behind globalization are leading to a new balance of power, one where emerging economies play an increasing role and where consumers and businesses in the developed world must adjust in order to capitalize on opportunities and manage risks.

Attend This Meeting and Learn...
Learn how to offset structural changes in the economy by globalizing equity allocations
How the austerity-driven European recession might have implications for domestic corporations
Learn the differences in developed, emerging and frontier markets

  MEETING DETAILS
Date:
Thursday, May 16, 2013
Time:
6:00 p.m.    Registration/Cash Bar/Refreshments/Social
7:00 p.m.    Program
Location:
Midway Hotel
1005 S. Moorland Rd.
Brookfield, WI
262/786-9540
[ Map This Location ]
Payment:
In Advance (by 5/13)
AAII Members and Family, $15/person; Non-members,
$20/person;
Students, $10/person
At the Door space permitting
Everyone, $20/person
No Refunds

  SUBGROUPS

Subgroups

Madison Subgroup
Contact: Jared Bessert, 608/298-9008, MadVest@sbcglobal.net
There will be no May meeting for the Madison Sup-Group. Enjoy the summer and we?ll see you September 18 for the beginning of the fall schedule with Peter Mueller from Barron?s. Other meetings in the fall are scheduled for October 16 and November 20.

Mutual Fund Subgroup
Contact: Brian Harden, 414/347-5546, barnonharden@yahoo.com; or Karen Hager 262/255-2849
Date/Time: Wednesday, May 22, 2013, 6:00 p.m. Speaker Jean Range, CFP, is a facilitating retirement plan developer on the Ellenbecker Investment Committee, which researches, selects and monitors investment vehicles chosen for the group?s portfolios. Jean worked previously for seven years at Robert W. Baird & Co., as manager of the Financial Planning department, where she also traded fixed-income products. She is an active member of the Financial Planning Association of Southern Wisconsin. Also, International Portfolio Review and volunteers - Harden.
2013 meetings scheduled for September 25 and November 20. Meetings are the 4th Wednesday of January, May and September, the 3rd Wednesday, of March and November. No meeting is scheduled in July.

LOCATION: Brookfield Library, 1900 North Calhoun Rd., Brookfield, 262/782-4140. Take I-94 to the Moorland Road north exit. Go past the Brookfield Mall and turn west (left) on Blue Mound Rd. Go one mile to Calhoun Rd. and turn north (right). Go two miles north. Library is on the east (right) side, next to City Hal

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