Discussed by:
Dr. Somnath Basu
Professor of Finance, California Lutheran University & Director, California Institute of Finance

Careful review of one’s portfolio diversification and asset allocation has never been more important than it is in today’s troubled and rapidly changing global economies. Dr. Basu will present allocation strategies that can help to mitigate risk and still provide potential for growth along with generating sufficient income to cover living expenses. His will discuss current issues such as the declining dollar, high growth in U.S. debt, concerns about inflation/deflation and the U.S. economy, and the global shift in economic growth and consumer demand to the fast-growing emerging countries overseas.

Attend This Meeting and Learn...
	Portfolio strategies for today’s troubled, uncertain economy and the rapidly changing global economic growth balance

Discussed by:
John Hutchinson
Investment Executive, Stone & Youngberg, LLC, San Francisco

John Hutchinson will review a variety of fixed-income instruments available to the investor both domestically and internationally. He will highlight how to use fixed income to reduce portfolio volatility through diversification, and address how to add international and emerging market fixed-income to your asset allocation. John will highlight specific vehicles to diversify income, while reducing certain risks in today’s global economy.

Attend This Meeting and Learn...
	About the wide variety of global income-producing assets available to investors
	How to use specific U.S., international, and emerging market income vehicles to increase diversification and reduce risk

MEETING DETAILS

Date: Thursday, December 3, 2009 Time: 6:30 – 7:00 p.m.    Registration/Social 6:30 to meeting end    Refreshments 7:00 p.m.    Program following programs    Q & A Location: The Pierpont Inn 550 Sanjon Rd. Ventura, CA 805/643-6144 [ Map This Location ]