November 2012 AAII Meeting: Swimming in the Fixed Income Shark Tank
Tuesday, November 20, 2012 from 5:45 PM to 9:00 PM (PST)
When: Tuesday, November 20, 2012
Where: Sheraton Portland Airport Hotel, 8235 NE Airport Way, Portland, OR
Driving Directions: The Sheraton is directly north of the Embassy Suites (our previous location). If coming from the south on NE 82nd Ave, turn left on Airport Way and then first right onto Frontage Road.
If coming from I-205 on Airport Way (going toward the airport terminal), turn right onto Frontage Road just 50 feet before crossing NE 82nd Ave.
Registration: 5:45 - 6:10 pm
6:10 pm to 7:00 pm - Discussion group (topic to be announced)
7:00 pm to 7:30 pm - Chapter Business (includes Officer Elections) and Coffee Break
7:30 pm to 9:00 pm - Program
In Advance (by 11/18): Everyone, $15/person
Pay in advance via on-line registration or by mail.
If you prefer to register and pay via mail, please send your completed registration and payment to:
AAII Portland Chapter
c/o Janice Walters
PO Box 7115
Beaverton, OR 97007
At the Door (space permitting), Everyone, $20/person
DVDs are available. Please contact Janice Walters at firstname.lastname@example.org to place order.
ATTEND THIS MEETING AND LEARN
1) Why individual fixed income securities are very different than bond mutual funds or ETFs
2) How to properly allocate bonds to your portfolio, and
3) The important dynamics of the fixed income market that are important to the individual investor.
John S. Woolley, Principal & Portfolio Manager, Fixed Income, NW Investment Counselors LLC
John has been involved in debt markets, both public and private, for the past 25 years as a commercial lender for a money center bank on Wall Street, an institutional bond salesman, the manager of a private mezzanine debt fund, and for the past 5 years, as the fixed income portfolio manager for Northwest Investment Counselors in Lake Oswego, Oregon.
In addition to his work at NWIC in the bond markets, John is also the firm's financial planner.
For more information:
Please contact Janice Walters, at email@example.com