Long Island Chapter Future Meetings
Mark Your Calendar!

Wednesday, June, 11, 2014

Topic: “Low-Volatility Investing”
Speaker: Aye Soe, director of global R&D for Standard & Poor’s Dow Jones Indices

Wednesday, September 17
Topic: “Determining a Stock’s True Worth”
Speaker: Wayne A. Thorp, CFA, vice president and senior financial analyst, AAII; editor, Computerized Investing

The AAII Long Island Chapter presents...

"Straight Talk About Safety, Tax Exemption, Liquidity, and Munis"

    Discussed by:

    Jim Lebenthal
    Chairman Emeritus, Lebenthal & Co.

Jim Lebenthal, the man who spent 49 years making municipal bonds household words, will lead an in-depth presentation on the many considerations investors must take into account when purchasing municipal bonds. Some of the topics he will consider include: the binding nature of the general obligation to pay, whether municipal bonds be taxed retroactively, and whether there should be transparency regarding secondary market pricing. He will also discuss monetary policy, unsustainable low interest rates and assaults on investor confidence.

Attend This Meeting and Learn...
The effects of wars, recessions, inflation and assault on the safety, tax exemption and liquidity of municipal bonds
Answers to major municipal bond investment decisions
Whether to consider municipal bonds in a time of inflation and rising interest rates

Wednesday, May 14, 2014
6:30 p.m.    Registration/Social
7:00 p.m.    Dinner
7:30 p.m.    Program
9:30 p.m.    Q&A
Bertucci’s Restaurant
881 Walt Whitman Rd.
Melville, NY 11747
[ Map This Location ]
In Advance (by 5/7)
AAII Members and Family, $25/person;
Nonmembers, $30/person
At the Door
space permitting
Everyone, $35/person
No Refunds

Return to Long Island Chapter home page