The AAII Philadelphia Chapter presents...

"Making Sense of the Numbers: What Is Really Going on in the World’s Second Largest Economy?"

    Discussed by:

    Jack Perkowski
    Managing Partner, JFP Holdings, Ltd.

You have no doubt read or heard the scare stories claiming that China’s economy is dangerously slowing down, that its increased domestic consumption will not make up for its declining exports and that China will inevitably descend into chaos. Jack Perkowski, who founded and ran two companies in China and who speaks about the Chinese business and economic environment to companies, universities and policy makers, has a very different opinion. Perkowski will explain why China is slowing and his belief that this slowdown is good for China and the global economy because it will make more sustainable growth possible in the world’s second-largest economy over the next 10 years. He will also show how China’s economy is in transition away from its reliance upon infrastructure spending and exports to fuel its growth. Perkowski will argue that China is the biggest consumption story in the world today and, for this reason, represents the biggest single growth opportunity for American companies. Finally, he will demonstrate how the development of China’s capital markets will lead to the next round of growth in its economy. Supplementing Perkowski’s discussion of the Chinese economy and business climate, attendees will receive a list of mutual and closed-end funds that specialize in China. If you are considering investing in China, whether you are an amateur or a professional, you absolutely must attend this meeting.

Attend This Meeting and Learn...
What is really happening in China from someone who is on the ground
A greater awareness of the misconceptions held by many commentators on China
What it’s like to do business in China

Tuesday, December 11, 2012
6:00 p.m.    Registration/Social
7:00 p.m.    Program
8:00 p.m.    Q&A
Doubletree Suites Philadelphia West
640 Fountain Road
Plymouth Meeting, Pennsylvania, 19462
[ Map This Location ]
In Advance (by 12/7), AAII Member, Member’s Family & Guests,
$12/person; Non-Members, $15/person
At the Door (space permitting), Everyone, $17/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.


Computerized Investing
Chris Morris,
This group is dedicated to the art and science of technical analysis. We look at stock charts and indicators through the eyes of some of our members. The members comprise all levels of understanding, from the inexperienced to the seasoned investor. The experienced members are always willing to assist the less knowledgeable. We meet every third Saturday of each month from 10 a.m. to 2 p.m. Please email for information and directions.

Mutual Funds
John Kiernan, 215/348-8310
Meets at Penn Wynne Library, 130 Overbrook Pkwy., Wynnewood, PA, 610/642-7844, 7:00 to 9:00 p.m. on the second Tuesday of the month. This is a working group that examines mutual fund newsletters, software, member portfolios (in percentage terms), decision processes and related topics.

Options and Strategies
Anthony Jankowski, 610/647-3712
Meets at Easttown Library, just south of US 30 at 720 First Avenue in Berwyn, PA, 610/644-0138, from 7:00 to 9:00 p.m., usually on the first Tuesday of the month. (For a map, visit, then click the link: Directions:.) This SIG helps familiarize members with how options may be used in different aspects of portfolio management, including income supplementation and asset protection. It introduces the differing strategies in plain language and offers the opportunity to ask questions and share ideas with fellow AAII members.

Value Investing
Bob Bolder, 267/467-4178
Usually meets 7:00 – 9:00 p.m. on the third Tuesday of the month. This group discusses the investment merits of (usually) two stocks, using the criteria established by such well-known investors as Warren Buffett, Mario Gabelli, Benjamin Graham and Peter Lynch. Please phone Bob Bolder to learn the meeting location.

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