The AAII Denver Chapter presents...

Tailoring Investment Strategies With Exchange-Traded Funds

    Discussed by:

    Neil Leeson
    ETF Strategist, Ned Davis Research Group

More than 12,000 ETFs exist now; it’s time for an update. Do you fully understand the key differences of ETFs as compared with mutual funds, unit investment trusts, and closed-end funds? In this presentation, Neil Leeson will touch on these differences while explaining all the asset classes you can invest in via ETFs. They extend far beyond common stocks to include preferreds; REITs; MLPs; commodities and currencies; and foreign, corporate, government and municipal bonds. Leeson will also explain how (and how not) to use leveraged and bearish/downside strategies with ETFs. Update your knowledge and consider the wide range of strategies (not to mention lower costs) that ETFs offer. And why not bring a friend to start 2014 by showing them AAII’s benefits?

Attend This Meeting and Learn...
How to run a portfolio entirely with ETFs, if so desired
ETFs’ significant advantages over mutual funds, including tax efficiency
Where to find ETF info on the Web; how to “crib” the leading stocks in these portfolios

Tuesday, January 21, 2014
6:20 p.m.    Registration/Social, Refreshments
7:00 p.m.     Program
8:20 p.m.    Q&A
Koelbel Library
5955 South Holly St.
One mile west of I-25 on Orchard Ave. Ample free, lighted parking at west of building.
Centennial, CO 80121
[ Map This Location ]
In Advance* (registrations must be postmarked by 1/14 to qualify
for the $8 or $13 rate) AAII Member & Member’s
Family, $8/person; Nonmembers, $13/person;
At the Door--space permitting (or postmarked after 1/14)
Everyone, $15

  Special Interest Groups (SIGs)

Topic/Date/Place info for all SIG events is listed at

Book Discussion Group—Ken Van Pala, 303-347-1563,

Monday Breakfast Group—Denise Zoros,
Second Mondays, 7 a.m.

Tuesday Breakfast Group—Nancy Reese, 303-933-3002,
First Tuesdays

Trading & Technical Analysis Group—Warren Cramer,

Boulder Group—Clint Heiple,, 720/562-8067

Colorado Springs Group—Mike Cather, or Rod Schlater,
Fourth Tuesdays, 7 p.m. Colorado Springs Senior Center, 1514 Hancock St., N of Unitah
January 28, 2014: Topic TBA, ask via email

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