Portland Chapter Future Meetings
Mark Your Calendar!

Saturday, September, 13, 2014
Speaker: Gatis N Roze, CMT, MBA
Topic: Essential Routines to Analyze Markets & Put the Probability Winds at Your Back

The AAII Portland Chapter presents...

"Economic Growth and Population Trends in Oregon"

    Discussed by:

    Mark McMullen
    State Economist and Director, Oregon Office of Economic Analysis

Six years after the financial crisis, economic growth is accelerating and becoming more broad-based across industries and regions of the state. As a result, Oregon has regained its traditional growth advantage relative to other states. This presentation will discuss Oregon’s economic and demographic forecast, and the risks facing the outlook.

Attend This Meeting and Learn...
About the recent economic performance of Oregon’s industries and regions
An outlook for growth in the near term and over the extended horizon
Upside and downside risks to the current outlook

"When the Bond Market Recoils, Then What?"

    Discussed by:
    Marilyn Cohen
    CEO, Envision Capital Management, Inc.

For almost six years, investors have been fearful of higher interest rates. Most are ill-prepared. Some think they are prepared because they own TIPS funds, leveraged loan funds or floating rate funds. As Marilyn Cohen will explain, that’s not the whole equation.

Attend This Meeting and Learn...
More about bonds with moving parts
Where the value is located in the bond markets
Little-known nuances about bonds and bond markets

Saturday, July 19, 2014
8:40 a.m    Registration/Social
9:00 a.m.    Program
9:00 a.m.–9:35 a.m.    Mark McMullen
10:30-10:40 a.m.    Break
9:40 a.m.–12:00 p.m.    Marilyn Cohen
East Portland Community Center
740 SE 106th Ave.
Portland, Oregon
[ Map This Location ]
In Advance (Postmarked by 7/15), Everyone, $15/person
Or, register online by 5 p.m. 7/16 at

At the Door (space permitting), Everyone, $20/person
No Refunds
Paid attendees may order one DVD of the meeting for personal use only for an additional
$10 fee. Make your request with online registration or at the door.
Pay Online »

Conversations About Investing SIG
Contact: Sr. Rene’ Foster,
The CAI meetings are held the first Tuesday of each month from 7:00 to 8:45 pm at Terwilliger Plaza Retirement Center, 3545 Terwilliger Blvd, Portland, OR. If you like discussing information and opinions about financial matters, the economy or investing topics, contact Sr. Rene’ Foster to receive the monthly email notice, which has the agenda and other information.

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