The AAII Chicago Chapter presents...

"Morningstar’s Best Ideas for 2012 and Beyond"

    Discussed by:

    Christine Benz
    Director of Personal Finance, Morningstar

Christine Benz will present Morningstar’s stock market outlook based on bottom-up stock, fund and exchange-traded fund (ETF) research. She will discuss which sectors or parts of the style box are looking cheap or dear, as well as what market valuations look like for wide-, narrow- and no-moat companies. Based on that research, Benz will take a look at some of the mutual funds, ETFs and stocks that fit well with those themes. She will also discuss Morningstar’s best ideas for managing the fixed income component of a portfolio and share tips for combating higher inflation and taxes.

Attend This Meeting and Learn...
Why “moat” is a chief factor that Morningstar’s analysts consider when evaluating companies
Which market sectors appear attractive and which to avoid
The importance of employing tax-efficient strategies

Saturday, March 24, 2012
9:30 a.m.    Registration/Refreshments (coffee & rolls)
10:00–11:00 a.m.    Program
11:00–11:30 a.m.    Q&A
University Club of Chicago
76 E. Monroe St.
Chicago, IL
[ Map This Location ]
In Advance (by 3/21)
Everyone, $25/person
credit card payments not accepted
At the Door, space permitting
Everyone, $30/person
No Refunds

  Special Interest Groups (SIGs)

SIG meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.


Herb Brandwein, 847/933-9190,
Meets year round at 7000 N. McCormick Blvd., Lincolnwood, North of Peterson & Lincoln/South of Touhy, at 6:30 p.m. on the third Thursday of the month (second Thursday in November and December).

Sandy Harlow, 847/604-8611,
Meets at 7:00 p.m. the fourth Tuesday of the month at the Northbrook Chamber of Commerce Building, 2002 Walters Ave., Northbrook.

Northwest Suburban
Chuck Kitzman, 847/577-7068,
Usually meets the fourth Wed. of the month at the Palatine Library, 700 N. North Court, Palatine, from 7:00 p.m.

Larry Wachowiak,
Meetings are held on the last Wednesday of the month at 6:30 p.m. in the Fridh Room inside Stewart Square in downtown Rockford at the SW corner of State Street and Main Street. Enter the building through Kryptonite Bar. For information, contact Larry Wachowiak at

South Suburban
Marge Street, 708/798-4099
Usually meets from 10:00 a.m. on the first Saturday of each month at the Flossmoor Public Library, 1000 Sterling Ave., Flossmoor.

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