The AAII Charlotte Chapter presents...

"Wealth Accumulation in a ZIRP Environment Via Opportunities Located Within Inefficient Capital Markets"

    Discussed by:

    Steve Hale
    General Partner, Hale Partnership Fund

This presentation will examine the historical evolution of capital management from before World War II through the present, with particular focus upon the rise of institutional capital management and the resulting opportunities created via investment mandate constraints. An overview of an investment strategy to exploit market inefficiencies will be given, along with a case study of a current investment opportunity.

Attend This Meeting and Learn...
Where and why inefficient markets exist
How to exploit inefficient market investment opportunities and what to avoid
Examination of a specific opportunity

Saturday, November 12, 2011
8:00 - 9:30 a.m.    Roundtable Meeting
9:30 a.m.    Registration/Refreshments
10:00 - 11:30 a.m.    Program
11:30 a.m.    Q&A
Myers Park United Methodist Church
1501 Queens Rd.
Charlotte, NC
[ Map This Location ]
At the Door, AAII Member & Spouse, $5/person;
Nonmembers, $10/person; First-Time Visitors, free
No Refunds

Return to Charlotte Chapter home page