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AAII DC Metro - 11/16/2019 - How to Build a Strong Portfolio with ETFs

American Association of Individual Investors (AAII) Washington DC Metro Chapter

Saturday, November 16, 2019 from 9:00 AM to 11:30 AM (EST)

Ticket Information

Ticket Type Sales End Price Fee Quantity
Advance Registration Ended $35.00 $0.00

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Event Details

 

SPEAKER: 

Alex Bryan, CFA

Director, Passive Strategies Research, Morningstar, Inc. and Editor, "Morningstar ETFInvestor"

 

TITLE:

How to Build a Strong Portfolio with ETFs

 

DESCRIPTION:

Exhange-Traded Funds (ETFs) can deliver low-cost, tax-efficient, and highly diversified exposure to stocks and bonds.  This presentation will provide an overview of this efficient investment vehicle and dig into some promising strategies.  This talk will explain how to harness the market's collective wisdom, reduce risk, increase income, and improve the odds of earning market-beating returns.

 

ATTEND THIS MEETING TO LEARN:

  • Why ETFs are tax-efficient
  • The importance of keeping fees low
  • Strategies for improving returns, reducing risk, and increasing income

 

BIO: 

Alex Bryan, CFA, is director of passive strategies for North America and editor of Morningstar ETFInvestor at Morninstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.  Before assuming his current role in 2016, Bryan spent four years as a management analyst covering equity strategies.  Previously, he was a project manager and senior data analyst in Morningstar's Data department.  He joined Morningstar in 2008 as an inside sales consultant for Morningstar Office.

Bryan holds a bachelor's degree in economics and finance from Washington University in St. Louis, where he graduated magnum cum laude, and a Master's degree in business administration, with high honors, from the University of Chicago Booth School of Business.  He also holds the Chartered Financial Analyst designation.  In 2016, Bryan was named a Rising Star at the 23rd Annual Mutual Fund Industry Awards.

 

 For more information about our Chapter, go to http://www.aaiidcmetro.com  


Have questions about AAII DC Metro - 11/16/2019 - How to Build a Strong Portfolio with ETFs? Contact American Association of Individual Investors (AAII) Washington DC Metro Chapter

When & Where


Richard J. Ernst Community Cultural Center - Northern Virginia Community College - Annandale Campus
8333 Little River Turnpike
Annandale, VA 22003

Saturday, November 16, 2019 from 9:00 AM to 11:30 AM (EST)


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Organizer

American Association of Individual Investors (AAII) Washington DC Metro Chapter

Provides investment education on stocks, mutual funds, ETFs, and many other types of investments to assist in creating and managing one's wealth.  Hear from leading national experts.  This chapter is a member of the American Association of Individual Investors, aaii.com, the largest individual investor education association.

For more information about our chapter go to aaiidcmetro.com or contact general information at 301-593-4542.

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