Southwest Florida Chapter Future Meetings
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The AAII Southwest Florida Chapter presents...


"Behind the Curtain: 10 Lessons Learned From Managing a Mutual Fund"

    Discussed by:

    Louis E. Conrad II, CFA
    President, COMPASS Wealth Management LLClk Radio; President, Savannah Capital Management

A behind-the-scenes look at the conflicts between mutual fund companies and their shareholders based on the experiences of this former mutual fund manager. The presentation will review the challenges that face mutual fund investors as outsiders and why you should invest with a healthy dose of skepticism. For example, many mutual fund companies focus on growing their assets under management, while shareholders may be best served by funds with smaller asset bases. We will discuss this and nine more lessons learned in greater detail to enable you to make better decisions when investing in mutual funds.

Attend This Meeting and Learn...
Factors to consider when investing in mutual funds (that are too often ignored)
Whether fund companies are becoming better stewards of your money
Why skepticism is a healthy trait when investing

  MEETING DETAILS
Date:
Thursday, February 16, 2012
Time:
6:30 p.m.    Registration/Social
7:00 p.m.    Program
8:00 - 8:30 p.m.    Q&A
Location:
Venice Community Center, Room F
326 Nokomis Ave.
Venice, FL
(941) 861-1380
[ Map This Location ]

Payment:
In Advance (by 2/13), AAII Members and Family, $10/person;
Nonmembers, $12/person
At the Door (space permitting), AAII Members and Family,
$15/person;
Nonmembers, $18/person
No Refunds

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