The AAII Boston Chapter presents...

"Theme-Driven Bond Investing"

    Discussed by:

    Marilyn Cohen
    Founder and CEO, Envision Capital Management

Bond investing legend Marilyn Cohen will be presenting on fixed-income investments, which is not only one of the most important investing topics and one of the ones most frequently requested by our members, but which also happens to be her personal area of expertise. Specifically, Cohen will be focusing on the credit crisis and the several turnaround themes that have evolved from it. Cohen will show us that it may not be too late to capture these above-market yields and will discuss whether she feels that the current analysis of the risk-versus-reward profile indicates that they are worth it.

Attend This Meeting and Learn...
About bond investing and making whole provisions
About change of control covenants
About bond ratings triggers

Thursday, June 14, 2012
5:50 – 6:50 p.m.    Investment Education Workshop
5:40 p.m.    Registration/Social
7:00 p.m.    Sit Down Dinner
8:00 p.m.    Program
9:20 p.m.    Q&A
Embassy Suites
550 Winter St.
Waltham, MA 02451
[ Map This Location ]
Advance Registration
(by 6/11), Program & Dinner, $45/person**;
Program Only, $15/person**
At the Door
Program Only, $20/person**
Investment Education
Workshop Only,
$10/person at the door
Refund Policy**
Call the chapter contact on or before the advance registration
deadline to cancel and receive a refund.
  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.

Boston Chapter Special Interest Groups

Note: ALL information is subject to change. Please contact your SIG leader if you have any questions regarding dates, times and topics.

Cape Cod—Information/to be placed on group’s email list: John Chamberlain at 302/236-8202 or Meetings cover a variety of current investment and financial topics, contoured to the desires of the group’s members and meeting attendees. The meetings consist of both local professional speakers and active member participation, creating both an educational and enjoyable environment for all involved. Meetings are held on the first Wednesday of each month from 7:00 – 9:00 p.m. in the conference room at the Cape Cod Community TV Center, 17 Shad Hole Road, Dennisport, MA. Upcoming meetings: June 6, July 4 (contact leader) and August 1, 2012.

Common Stock—Information/meeting location: Mark Sheingold, 617/469-5290 or Meets on the second Tuesday of every month, 7:00–9:00 p.m., at 8 Alton St., Suite 3, Brookline, MA. Members participate actively, sharing ideas and research. The full spectrum of common stocks is covered with discussion of financial analysis, markets, management, etc. All investment approaches and levels of experience are welcome. Upcoming meetings: June 12, July 10 and August 14, 2012.

Computerized Investing—Information/to be placed on group’s email list: Larry Bradley, 781/581-0075 or Meets on the fourth Monday of each month (except Aug and Dec), 7:00–9:00 p.m. Location: MIT, 70 Memorial Drive, Cambridge, Building E51, Room 335 (free parking behind building on Amherst Street). Meetings typically include discussion of technical analysis investment procedures, some fundamental techniques, or inter-market relations. Discussions are led by members, vendors or professional investors. Upcoming meetings: June 25, July 23 and August (no meeting), 2012.

Mutual Funds—Information/meeting location: Ted Yoos, 781/229-5809 or Meeting will focus on strategic methods of evaluating and selecting individual mutual funds and using them to build a well-diversified, tax-efficient portfolio. Content will be covered via active member discussions and presentations from regionally based fund mangers and professional investment advisors. Meetings are held on the third Wednesday of each month, 7:00–9:00 p.m. in the auditorium at 85 Wells Avenue, Newton, MA. Upcoming meetings: June (no meeting), July 18 and August 15, 2012.

Retirement Investing—Information/to be placed on the group’s email list: contact Robert Zakon, 617/964-3311 or Due to the extreme gyrations of the financial markets and corresponding investor concerns, we will focus on information that is appropriate for longer-term retirement-based investors. Meetings are held on the second Thursday of each month, from 7:00–9:00 p.m. in the Carter Room at the Avery Crossing Assisted Living building at 110 West Street, Needham, MA 02494. Upcoming meetings: June (contact leader), July 12 and August (no meeting), 2012.

Rhode Island Market Mavens—Information/to be placed on the group’s email list: Raymond Rondeau, 401/451–4163 or For maps and detailed information on upcoming meetings, please log on to Meetings are held in a semiformal setting with active participation highly encouraged, with various professional guest speakers frequently presenting. The primary focus of the group is exploring new investment tools and products, specifically focusing on efficient ways to utilize them in today’s current and ever-changing market environment. Meetings are held on the second Wednesday of each month, from 7:00–9:00 p.m. in the Community Room at Stop&Shop, 333 West River Street, Providence, RI 02909. Upcoming meetings: June 13, July (no meeting) and August 8, 2012

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