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The AAII Portland Chapter presents...


"What’s Inside Your ETF?"

    Discussed by:

    Michael Rawson
    ETF Analyst, Morningstar

This presentation will give a broad overview of exchange-traded funds (ETFs) and a few specific recommendations on how best to use them. Michael Rawson will start with an overview of the ETF industry, followed by a comparison of the advantages and disadvantages of ETFs versus mutual funds. We will talk about the different kinds of indexes that ETFs follow as well as more exotic asset classes such as commodities. In the second half of the presentation, we will discuss the research process, and we will conclude by applying that process to a few investment ideas for the current environment.

Attend This Meeting and Learn...
How to analyze an exchange-traded fund (ETF)
About the supposed tax advantages of ETFs
About the different indexes ETFs follow

  MEETING DETAILS
Date:
Tuesday, November 15, 2011
Time:
5:45 – 6:10 p.m.    Registration
6:10 – 9:00 p.m.    Program
7:00 – 7:10 p.m.    Business Meeting
Location:
Sheraton Portland Airport Hotel
8235 NE Airport Way
Portland, Oregon
503/281-2500
[ Map This Location ]

Pay Online ยป
Payment:
In Advance (by 11/13), Everyone, $15/person
(or register online at Eventbrite.com by 11/13)
At the Door space permitting, Everyone, $20/person
No Refunds, however, those with prepaid registration who are
unable to attend may order a DVD of the meeting for $5.
Contact Steve Courtney at 503/408-0606 or
slcourt@comcast.net to place order.

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