Christine Benz is an interesting and dynamic speaker; this should be quite enjoyable and informative.
8:40 AM – Registration
9:00 AM – MORNINGSTAR’S Best Ideas for 2017 and Beyond
Christine Benz, Director of Personal Finance, Morningstar
Morningstar's director of personal finance, Christine Benz, will share Morningstar’s outlook for various parts of the stock market based on the firm’s equity analysts’ bottomup research. She’ll also discuss the analysts’ best ideas across a swath of investment vehicles: individual stocks, mutual funds and exchange traded funds. Finally, she’ll present model retirement portfolios consisting of the firm’s top rated mutual funds and exchange traded funds.
Attend this meeting to learn:
Morningstar’s philosophy for evaluating stocks, mutual funds, and exchange traded funds
Morningstar’s current assessment of the equity market, based on its bottomup research
Strategies for creating sensible hands-off portfolios
About Christine Benz:
Christine Benz is director of personal finance for Morningstar and senior columnist for Morningstar.com. She is author of 30 Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (Wiley, 2010). Christine Benz is also co-author of Morningstar Guide to Mutual Funds: 5 Star Strategies for Success, a national bestseller published in 2003, and author of the book’s second edition, which was published in 2005. Before assuming her current role in 2008, Benz also served as Morningstar's director of mutual fund analysis.
10:30 AM – Refreshment Break
12:00 PM – End
SAVE THESE DATES
~ November 12, 2016 ~
We are always looking for volunteers. We are currently in need of program team members, a refreshment coordinator, a DVD coordinator, acting vice president and a back-up person for A/V. We are a great team and would love to have you join us! Please contact Kathy Kiwala at firstname.lastname@example.org, 360-607-8903.
When & Where
AAII Portland Chapter
American Association of Individual Investors is an independent, non-profit organization offering resources to anyone who wishes to learn about investing. The Portland Metro chapter holds general meetings six times a year (Jan/Mar/May/Jul/Sep/Nov), usually on the second Saturday. We invite speakers from academia and industry to discuss every aspect of investing.
Meetings are open to all -- register in advance here on Eventbrite for 10-15 dollars or purchase entry at the door for 20.