We have a three person panel coming to discuss the outlook for the economy and the regulatory environment, and opportunities in equities and the bond market.
Each speaker will present on their respective topic individually, followed by discussion among the panelists and answering questions from the AAII board members and attendees.
We look forward to a lively discussion of the economy and the financial markets, and hope that you can join us for this enlightening meeting.
8:40 AM – Registration
9:00 AM – Brief Chapter Business Meeting
The entire board and volunteers have been working on reaching goals based on our survey suggestions. We'll tell you what we've done in 2016 and about our goals for 2017.
9:15 AM – Speaker Presentations
Our speaker panel is
- John Taponga, President of EcoNorthwest
- John C. Abrahamson, Chief Investment Officer, Sigma Investment Management
- Michael S. Hamilton, SVP, Portfolio Manager, Nuveen Investments
The panel is going to give some good thoughts on our interesting economic future. Who isn't wondering right now –
How the economy will respond to proposed tax and regulatory changes from the Trump administration.
How the equity market valuations look in this changing environment, and which economic sectors and industry groups have the most potential going forward.
How much are interest rates likely to increase, and which sectors of the bond market look the most promising.
About John Tapogna, President of ECONorthwest:
John Tapogna is President of ECONorthwest, overseeing the firm's overall business strategy and operations. Tapogna has built practices in education, healthcare, human service, & tax policy. Prior to joining ECONorthwest, Tapogna was an analyst at the U.S. Congressional Budget Office, where he forecasted the nation's welfare spending and estimated the cost of key congressional legislation. He holds degrees from the University of Oregon & Harvard University’s Kennedy School of Government.
About John C. Abrahamson, Chief Investment Officer, Sigma Investment Management:
Prior to joining Sigma in 1995, John was a portfolio manager with Qualivest Capital Management, Inc., U.S. Bank’s wholly owned investment adviser, acting as a lead investment officer for U.S. Bank’s Private Asset Management Group. John received Bachelor’s & Master’s degrees with honors in music from The Juilliard School in 1978 & attended Oregon State University. He is a Certified Financial Planner & past president of the CFA Society of Portland. John serves on the boards of St. Mary’s Home for Boys, BRAVO Youth Orchestra & the Portland Youth Philharmonic.
About Michael S. Hamilton, SVP, Portfolio Manager, Nuveen Investments:
Michael manages tax-exempt fixed income portfolios, including the Arizona Municipal Bond, the Connecticut Municipal Bond, the Massachusetts Municipal Bond, the Nebraska Municipal Bond, the New Mexico Municipal Bond, & the Oregon Intermediate Municipal Bond products. He also oversees various closed-end funds. Michael joined the firm in 1989 when he began working in the financial industry as a fixed income fund manager and trader and became a portfolio manager in 1992. He received a B.A. from the College of Idaho & an M.B.A. from Western Washington University. Michael is a member of the CFA Institute & the Portland Society of Financial Analysts.
10:30 AM – Refreshment break
10:45 AM – Panel Discussion and Audience Q&A
12:00 PM – End
SAVE THESE DATES
~ Thursday, April 13, 2017 ~
Founder, Hulbert Financial Digest
Lessons Learned from Four Decades of Tracking Advisers' Returns
~ Saturday, May 13, 2017 ~
Dr. Brian Adams
Associate Professor of Finance at University of Portland's Pamplin School of Business
Great thanks to all of the volunteers who make these meetings happen! If can join the team, you're more than welcome. We need someone to help with publicity, or any other talent you can share.
Please feel free to contact our Board for more information about AAII, volunteering and future Portland Chapter meetings. EMAIL us at firstname.lastname@example.org. We are a great team and would love to have you join us!
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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.