Sales Ended

AAII Denver Chapter Meeting - Andre Ratkai @Koelbel, Nov 15, 2017

Sales Have Ended

Ticket sales have ended
Unfortunately, online ticket sales have ended. Tickets may be purchased at the door for $17.00 each if space permits.

Event Information

Share this event

Date and Time

Location

Location

Koelbel Library

5955 S Holly St

Centennial, CO, CO 80121

View Map

Sales Have Ended

Ticket sales have ended
Unfortunately, online ticket sales have ended. Tickets may be purchased at the door for $17.00 each if space permits.
Event description

Description

Topic: Market Outlook 2018

Speaker: Andre Ratkai, CFA

Brief Description:

The promise of the Trump presidency seems to be playing out as advertised. Economic readings are reaching multi-year highs, as is consumer confidence. Now investors must focus on 2018. Will the good fortunes of this year carry into the New Year, or is this as good as it gets? This presentation will cover three important topics that will determine the fortunes of 2018: Market factors (valuation, breadth, and psychology), political risk and opportunities, and the path of global monetary policy. We will focus on tangible tools to help you monitor the progress of 2018 as it unfolds, rather than make grand predictions about the upcoming year. This will give attendees a way to make mid-course adjustments throughout the year, rather than rely on “hope” that things work out in their favor.

Where would Andre put brand new client's money with stock valuations being where they are now? Where should you invest if you were to start an investment program now? Andy will discuss why he suggests those ideas. There will be plenty of time for Q&A, so bring your investment questions.

Attend this meeting to learn:

  1. Tools that will help you see what IS happening, rather than what SHOULD happen.

  2. Why “quantitative tightening” will overshadow earnings and politics in determining 2018’s fortunes.

  3. Easy to use intramarket applications for asset allocation (stocks vs. bonds, stocks vs. gold, etc.)

This month's raffle will include copies of Sam Stovall's excellent book "The Seven Rules of Wall Street: Crash-tested Investment Strategies that Beat the Market" and a free pass for two to a future AAII Chapter meeting.

Speaker Biography:

Andre Ratkai is President and Chief Investment Officer of Praxis Advisory Group, Inc., an independent investment advisor providing portfolio management and asset allocation services for stock, bond, and mutual fund investors.

Prior to offering Praxis Advisory Group's services in 1992, Andy was a portfolio manager for Alpine Capital Management Corp., a Denver-based registered investment advisor. He was a member of Alpine's investment team that was responsible for more than $100 million of managed stock, bond, and mutual fund accounts.

He was also an adjunct professor in the Reiman School of Finance at the University of Denver from 1993 to 2008. He is a former board member of the Denver Society of Security Analysts, and has taught Ethics/Standards of Practice classes for Society CFA examination reviews.

He received a bachelor's degree in economics from the University of Washington in Seattle and then earned the Chartered Financial Analyst charter from the CFA Institute. The Chartered Financial Analyst (CFA) charter is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute – the largest global association of investment professionals.


Doors open at 6:20 p.m. for light refreshments.

Payment and waitlist:

  • You can also pay by check or cash at the door. Tickets are $17.00 at the door.
  • Seating is limited; a wait list is available once tickets have sold out.

Refund policy: Refund requests will be accepted up to 96 hours before the start of the event. Email your request to denveraaiieventbrite@gmail.com. Refunds will automatically be applied to your credit card within five (5) business days if the event is cancelled.


see aaiidenver.eventbrite.com for AAII Denver events


Date and Time

Location

Koelbel Library

5955 S Holly St

Centennial, CO, CO 80121

View Map

Save This Event

Event Saved