AAII - LOS ANGELES CHAPTER CALENDAR

NEXT MEETING AT THE SKIRBALL CENTER

** Saturday, May 18, 2013 **

Registration: 8:30 AM - Seminars: 9:00 AM to Noon

     Topic 1

  

     Topic 2

"Inside Muni Bonds: A Hard Look at Interest Rates, Credit and All Things Municipal"

  

"Diversification Heresy: Breaking Through the Efficient
Frontier"

GREG MOREL
Senior Vice President and Partner,
Belle Haven Investments

  

SCOTT JUDS
President and CEO
SumGrowth Strategies, LLC
Do you want the real lowdown on Municipal Bonds? Greg Morel, an expert on Municipal Bonds, will present an open forum discussion focusing on what most investors feel are pressing topics regarding investing in fixed income. Topics will include: interest rates, strategies to navigate the current environment, insight into how the municipal market trades, credit quality fears, and dispelling common myths of municipals. For more information see: www.bellehaven.com.

YOU CAN LEARN:
  • How to tell if a municipal bond is safe.

  • How to navigate the current Muni environment.

  • How Municipal Bonds trade (inefficiently).

WHY ATTEND?:
  • Hear an expert dissect the current Municipal Bond environment.

  • Hear Belle Haven’s outlook on Interest Rate.

  • Gain an understanding of municipal credits, including specific California credits.
Greg Morel is a Senior Vice President and Partner at Belle Haven Investments, a nationally recognized and award winning boutique fixed income manager, focused on municipal bonds. Belle Haven manages over $1.5 billion in assets for institutions, foundations, independent advisory firms and high net worth individuals. Mr. Morel has been with the firm for six years, originally starting on the trading desk before assuming his current role as Head of Institutional Business Development. Greg manages Belle Haven’s national sales efforts and liaises with institutions and independent advisory firms who utilize Belle Haven for their fixed income management. 		  Modern Portfolio Theory teaches us to “Diversify and Rebalance,” which inherently produces average performance. Why not change the game? Trends in the Stock Market are real. Markets are not efficient. Risk and Return are not mutually exclusive. You can follow the trend. But which trend is your friend? They are not all the same. Learn how to use SectorSurfer’s algorithm to build great portfolios. For more information see: www.sumgrowth.com.

YOU CAN LEARN:
  • How and why the Stock Market is not efficient.

  • Why Trends are real.

  • How to choose which trends and indicators to follow.

WHY ATTEND?:
  • Receive a coupon for a significant discount on a subscription to SectorSurfer.

  • Hear how to dig trend signals out of the noise.

  • Hear an astounding alternative to Buy and Hold.
Scott Juds has over 30 years' experience in both hands-on and executive-level positions at companies including piTech Engineering, IDX Incorporated, MobilServ Technologies Corp. and EATON Corporation, Opcon Division. Scott is the named inventor on over 40 U.S. and foreign patents and is a published author of the book Photoelectric Sensors and Controls: Selection & Application. Most importantly, Scott has applied the mathematics of digital signal processing theory to the problem of digging the trend signal out of noisy Stock Market data. He holds a BSEE from the University of Wisconsin - Madison and an MSEE from Stanford University and is a Registered Professional Engineer in the state of Washington.

 

 
   
Seminar Schedule at the Skirball Center:
 
3rd Saturday of each month except no meetings in August and December:
Remaining meetings in 2013: May 18, June 15, July 20, September 21, October 19, November 16, November 17.

 Skirball Center, 2701 N. Sepulveda Blvd. Located west of the San Diego Fwy. (I-405),
at the off-ramp to Mulholland Dr. and Skirball Center Dr.

Registration/Social

8:30 a.m.
Program

9:00 a.m. - noon

In Advance (four days prior to meeting) $8 per person,
mail check to AAII Los Angeles Chapter, PO Box 854, Santa Monica, CA 90406-0854
(Your check is your reciept and may take up to four weeks to clear.)

Click Here to view or download a registration form in .pdf format. 

At the door  (Space permitting only) $10/person.  

CHAPTER INFORMATION

Chapter President: Howard Staniloff, M.D.

For all questions or comments please email to aaiichapter_losangeles@yahoo.com

Please note that it is not the policy of AAII, its local Chapters, officers or directors to promote any specific investments or techniques of analysis.  The opinions of speakers are their own and not necessarily those of AAII or the LA Chapter.  Attendees are advised that presentations are provided solely for informational purposes and should not be construed as an offer to sell or the solicitation of an offer to buy securities.  The opinions and analyses are based on sources believed to be reliable and presented in good faith. But, no representation  or warranty, expressed or implied, is made as to their accuracy, completeness, timeliness or correctness.  All investment information presented should be independently verified.  The investment information that is provided may not be appropriate for all investors as it is provided without consideration of attendees' financial sophistication, financial situation, investing time horizon or risk tolerance.