The AAII New York City Chapter presents...

The Investor’s Quest: Obtaining an Edge

    Discussed by:

    Raymond A. Rondeau
    President, Q-Prime²

This presentation will introduce attendees to a number of the techniques used in strategies and that are frequently used by professionals to get that elusive “edge” on the markets. Passive investors will benefit from becoming familiar with the basic concepts so they can make an informed decision about whether some of these now available professionally managed investments might be right for them. For the more aggressive hands-on investors, an introduction to these techniques can help them decide which specific areas they should pursue further. [p] Bring the name of a stock or ETF that interests you. Time permitting, our speaker will analyze your selections using the techniques outlined in the presentation.

Attend This Meeting and Learn...
The core principles and beliefs of a technical approach
Why a technical approach is so important and a necessary component for the retail investor in today’s market environment
Some simple, effective defined strategies

Wednesday, June 5, 2013
5:45 p.m.    Registration
6:15 p.m.    Program
7:45 p.m.     Refreshments (wine & snacks)
The Community Center at St. Jean Baptiste Church
184 East 76th St. (at Lexington Ave.)
Manhattan, NY
[ Map This Location ]
In Advance* (by 5/29) Everyone, $27/person
At the Door* (space permitting) Everyone, $32/person

  Special Interest Groups (SIGs)

New York City Special Interest Groups—June 19, 2013—Come & Become Informed!

Session 1A—Where Is The Stock Market Going?/Deborah Weir
Fundamental economic analysis helps us identify market inflection points. Technical analysis provides a second opinion and gives clues to the near-term market direction. We will see what the largest market by size and trading volume (the bond market) has to say about the stock market. Once we have determined its general direction, we will examine technical measures of investor confidence and real-time momentum. We will conclude with a few concrete suggestions to add to your portfolio.
Deborah Weir, CFA, is a tactical asset allocator. Her book, “Timing the Market” (Wiley & Sons), provides a framework for selecting asset classes. This is the first book to use information from the fixed-income markets to facilitate the allocation decision among the major asset classes. Weir has a B.S. degree in education at Miami University in Oxford, Ohio, and an MBA with a concentration in finance at New York University. She holds Chartered Financial Analyst designation.

Session 1B—Total Return Roundtable/Leonard Ladin
Interact with other investors on current investment issues at this series of roundtable discussions. Tonight’s topic: “Preparing for a correction or if you missed the run-up plunging in?” Come prepared to discuss current or planned holdings and decision on buy, sell or hold.
Leonard Ladin is the AAII NYC Chapter president.

Session 2A—Financial Planning Workshop/Scott Brewster
Bring your portfolio and financial planning questions and help educate yourself and others. This will be an open forum for people to troubleshoot their own planning and share financial strategies.
Scott started his financial advisory career in January of 1996 with a boutique money management firm in New York City, where he rose to the rank of vice president. Believing that the future of money management was in comprehensive financial planning, Scott made a transition to one of Los Angeles’s largest fee-only financial planning firms, where he served as senior financial planner. In April of 2001, he started his own financial planning firm, Brewster Financial Planning, which he moved to New York City in June of 2003.

Session 2B—Mutual Funds, Exchange-Traded Funds (ETFs) and Closed-End Funds/Marcia Lach
This ongoing roundtable session will cover a wide variety of mutual funds, exchange-traded funds (ETFs) and closed-end funds and, within these categories, bonds, equities and real estate investment trusts (REITs). Marcia Lach will discuss the different types of assets these investment vehicles contain and which of them should perform the best over the next 12 months. She will also discuss the relationship between risk and performance and how to build a lower-risk portfolio. Marcia Lach, a member of the AAII New York City Chapter board of directors, has invested solely in mutual funds over the past 25 years and has a 30-year background in market research and statistics.

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