The AAII Albuquerque Chapter presents...

"Portfolio Allocation in a Transforming World"

    Discussed by:

    Michael Stevens
    Senior Vice President, The Stevens Group

This presentation will highlight long-term investment themes based on research from Merrill Lynch’s top analysts regarding dynamic forces that are sweeping across the globe, reshaping our lives and creating a wave of opportunity that can help investors achieve their goals. Michael Stevens will discuss what these opportunities are and how they may potentially be integrated into investment portfolios.

Attend This Meeting and Learn...
The main forces that are changing our world and the investment landscape
The potential opportunities and challenges for investors in the future
How to integrate these ideas into a portfolio that will accomplish your goals

Thursday, January 16, 2014
6:30 p.m.    Registration/Social
7:00 p.m.    Program
Quality Inn & Suites Albuquerque
7620 Pan American Freeway NE
Albuquerque, NM 87109
[ Map This Location ]
In Advance (by 1/9)
Everyone, $10/person;
Full-Time Students, $5/person;
Active Military, $5/person
At the Door
(space permitting)
Everyone, $15/person;
Full-Time Students, $5/person
Active Military, $5/person
Spouses are permitted free with member.
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.

Subgroup Meeting
Date: Second Tuesday of the month
Speaker: See for details
Topic: TBD
Location: Copper Canyon Cafe, 5455 Gibson Blvd SW, Albuquerque, NM 87108
Subgroup Leader: George Proctor,, 505/239-0102

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