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Investment Conferences &
Meetings
Below are
links to registration
pages where you can sign up. To have a conference listed here,
send conference registration URL, starting date and short
descriptive paragraph to
Systems@WiserTrader.com
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07-15-08 through 07-16-08,
Triple Gold Investment Conference, New York City Yacht
Club, 137 West 44th Street, New York City. The Astrologers
Fund Inc. (AFund), sponsors of the Triple Gold Conferences
and its cosponsors, are presenting this event as an
informational service and networking opportunity for natural
resource companies and investors.
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08-12-08 through 08-14-08,
Third Southeast Bioenergy Conference, The University of
Georgia, Tifton Campus Conference Center, Tifton, Georgia,
Experts will be on hand to deliver the latest information
and answer your questions on the changing face of this
market. Ron Fagen, President and CEO, Fagen Inc., will
keynote the conference. The man and his company has the best
handle on the pulse of the industry and will share his
insights for the future. Joining him in the headlines will
be Gale Buchanan, USDA’s Under Secretary for Research,
Education, & Economics, relaying why the U.S. will need more
than bioenergy to meet the energy needs of the future. Jose
Luis Oliverio, Senior Technology and Development Vice
President, Dedini Industrias de Base, will share his
perspectives on how the Brazilian biofuels market developed
and why it will be successful in the U.S.
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09-04-08 through 09-05-08,
Concentrated Stock Management Workshop - Making Order out of
Complexity,
Americas Tower, New York, NY, USA, Managing the risk of
concentrated stock positions held by clients is a widespread
and complex challenge. In addition, advisers’ legal duties
are expanding rapidly. Tailoring the optimal solution for a
particular client requires advisers to understand and
navigate financial engineering, taxation of financial
instruments, securities law, margin rules, contract law, and
behavioral finance. This program develops a best practices
protocol for efficiently and effectively managing single
stock risk and will show how fiduciaries and professional
advisers can craft the most advantageous strategy for a
particular client.
AAII Chapter Meeting Events
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Date |
City |
Speaker
(Click to see exact address and time) |
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July 12
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Charlotte |
David Levine and Richard
Barrett
Charlotte Chapter AAII Members
"Asset Allocation" |
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July 12
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Research Triangle |
Delos R. Smith
President and Chief Economist, Delos Smith and
Associates
"What Investing Environment Do We Currently Live
In?" |
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July 14
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Northern New Jersey |
David Johnson, CTA
Managing Director, Global Capital Investments
"The Quest for the Perfect Portfolio: Using Foreign
Currencies to Increase Returns & Decrease Risk"
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July 15
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Portland |
Gary C. Zimmerman
Senior Outreach Economist, Federal Reserve Bank of
San Francisco
"U.S. Monetary Policy and the Economic Outlook"
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July 16
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Puget Sound |
Gary Zimmerman
Senior Outreach Economist, Federal Reserve Bank of
San Francisco
"U.S. Monetary Policy and the Economic Outlook"
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July 19
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Cleveland |
Various Financial
Advisors
"Symposium in the Park" |
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July 19
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San Francisco |
Harvey Baraban
Former CEO, Baraban Securities
"Financial Roundtable Seminar: Stocks, Mutual Funds,
ETFs & Real Estate" |
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July 19
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Los Angeles |
Timothy Bock
President, Summit Portfolio Management
"Why Indexing Works"
Leonard E. Goodall,
Ph.D., CFP
Certified Financial Planner and Editor, No-Load
Portfolios
"Investment Strategies That Work— In All Kinds of
Markets" |
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July 26
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Orange County |
David Wagner & Robert
Revet
Financial Advisors, Citi Smith Barney
"Investing in Volatile Markets and International
Aspects of Investing " |
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July 29
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Denver |
Paul Townsend
Vice President, Wachovia Securities
"Disciplined Theme Investing With ETFs" |
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August 9
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Research Triangle |
Jeff Tackett
Vice President and Regional Planning Consultant,
Fidelity Investments
"Second-Quarter Market Update" |
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August 9
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Charlotte |
John Painter
Director, Better Investing
"Highway to Wealth: How to Read the Map"
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August 23
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Orange County |
Paul Townsend
Associate Vice President, Investment Officer,
Wachovia Securities, LLC
"All I Need to Know About the Stock Market I Learned
in Kindergarten—Point and Figure Analysis "
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September 8
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Northern New Jersey |
Louis Lowenstein
Simon H. Rifkind Professor Emeritus of Finance and
Law, Columbia University
"The Investor’s Dilemma: How Mutual Funds Are
Betraying Your Trust and What You Can Do About It"
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September 9
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Rochester |
Karen Altfest, Ph.D.,
CFP
L.J. Altfest Co., New York
"The Place of Asset Allocation and Diversification
in Your Financial Life" |
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September 13
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Research Triangle |
Anthony W. Muhlenkamp
Executive VP, Client Service, Muhlenkamp & Company
"How to Make Money in the Current Environment"
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