Close

Dallas/Fort Worth Chapter Future Meetings
Mark Your Calendar!

There are no upcoming meetings for Dallas/Fort Worth at this time

The AAII Dallas/Fort Worth Chapter presents...


"Bonds and Interest Rate Opportunities"

    Discussed by:

    John P. Bott, II
    Chairman of the Board and Chief Economist, Tri-Star Financial

The Federal Reserve Bank controls the short end of the interest curve. Learn how Bott designs portfolios to reduce risk and improve portfolio performance using collaterized mortgage obligations. What are the factors investors must be aware of to avoid the pitfalls of an increasing yield environment? Will the city of Detroit’s bankruptcy affect your portfolio?

Attend This Meeting and Learn...
The Federal Reserve’s options going forward
How a prudent investor should structure a portfolio
The best low-risk strategies for bond portfolios

  MEETING DETAILS
Date:
Wednesday, September 18, 2013
Time:
6:30 p.m.    Registration/Social
7:00 p.m.    Program
8:00 p.m.    Q&A
Location:
DFW Airport Westin (was Harvey Hotel)
4545 W. John Carpenter Fwy. (114)
Irving, TX 75063
972/929-4500


Payment:
In Advance (by 9/16) Everyone, $12/person
At the Door space permitting Everyone, $15/person
No Refunds
  SUBGROUPS

Subgroups

Dallas Mutual Fund Subgroup
Charley Smith, 972/432-5648
Meets on the first Wednesday of each month except July and August, 6:30 p.m., Preston-Royal Library, Royal Lane just west of the North Dallas Tollway. This group meets in an informal roundtable setting to share members’ knowledge and experiences with mutual fund investing. This is a very informative session whether you are a beginning or experienced investor. Contact Charley Smith, 972/432-5648, for further information.

Tarrant Mutual Fund Subgroup
Thomas Wade, 817/913-1330
Meets on the first Tuesday of each month, 5:45 p.m., The Golden Corral, 7660 Grapevine Highway, North Richland Hills. Please call Thomas Wade, SIG leader, at 817/913-1330 for further information.

Plano Mutual Fund Subgroup
Bill Beatty, 972/424-6280
Meets on the second Thursday of each month, 6:30 p.m., Plano Senior Center, 401 W. 16th St., Plano, TX. 16th Street is an east-west street that connects the southbound access road of the North Central Expressway and Alma Drive, between 15th Street and Park Boulevard. This group meets in an informal roundtable setting to share members’ knowledge and experiences with mutual fund investing. This is a very informative session, whether you are a beginning or experienced investor. Contact Bill Beatty 972/424-6280 for further information.

Return to Dallas/Fort Worth Chapter home page