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Southeast Florida Chapter Future Meetings
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The AAII Southeast 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 LLC

A behind-the-scenes look at the conflicts between mutual fund companies and their shareholders based on the experiences of a former mutual fund manager. This 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...
About factors to consider (that are too often ignored) when investing in mutual funds
Whether fund companies are becoming better stewards of your money
Why skepticism is a healthy trait when investing

  MEETING DETAILS
Date:
Tuesday, February 21, 2012
Time:
7:00 p.m.    Registration/Social/Refreshments
7:30 p.m.    Program
8:30 p.m.    Q&A
Location:
PBC South County Civic Center
16700 Jog Rd.
Delray Beach, FL
561-495-9813
[ Map This Location ]

Payment:
At the Door (space permitting), Everyone, $5
Full-Time Students with ID, Free

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