LOS ANGELES CHAPTER - AAII CALENDAR

NEXT EVENT AT THE SKIRBALL CENTER

** Saturday, MAY 20, 2017 **

Registration and Coffee: 8:30 AM - Seminars: 9:00 AM to Noon


WINNING IN THE 2nd HALF 2017 +
WATCH THOSE DEMOGRAPHICS...
Two Top-Flight Presenters!

APPEARING ON CENTER STAGE . . .

Monty Guild

MONTY GUILD

Founder and CIO,
Guild Investment Management

“THE INVESTMENT OUTLOOK FOR THE SECOND HALF OF 2017”

 

 

In 2016, many powerful political and economic trends changed direction. The reversal has created a new and dynamic environment for investors. In order to navigate this new environment, investors will need new understanding, new insight, and new strategies. Monty Guild, one of our most insightful speakers, will describe the current state of evolving markets in the U.S. and around the world, and give attendees the critical direction they need to thrive as the post-recession world enters a new and very different phase.

LEARN_
  • Why holding bonds may be more dangerous than you think
  • What sectors and industries are poised to benefit in this phase of the economic cycle
  • How top-down and bottom-up research can keep you from buying under performing companies that lurk in index funds

Monty Guild founded Guild Investment Management in 1971. Guild is a recognized expert in the areas of international investing and economics.

Guild supervises the investment and research functions at his firm and has been a writer and speaker on economic issues for 30-plus years, and has been widely quoted in world media.

He holds a B.A. in economics and an MBA with highest honors.

 

Topic 2...

Robert Johnson

ROBERT JOHNSON, CFA

Director of Economic Analysis, Morning star

“WILL DEMOGRAPHICS TRUMP NEW FISCAL POLICIES AND THE FED?”

 

After the Great Recession, the U.S. and the world saw a rebound in economic growth rates. Now those growth rates have stalled out well below pre-2007 recession levels, with world growth rates that were 5.5% in 2007 and have recovered to just 3.1% in 2016. We can attribute a major portion of those reduced expansion prospects to slowing population growth and on an aging population that consumes less. Even unprecedented monetary easing has done little to loosen that grip of the demographic factors. Now there are strong hopes that potential new fiscal and regulatory policies will break demographics' iron grip on the economy. Is that a rational expectation? This presentation will explain.

LEARN_
  • Why demographics may prove to be a more powerful factor in projecting economic activity than fiscal or monetary policies
  • How proper policies can ease the pain of demographic decline
  • Why current economic growth is slower than many believe

Robert Johnson has been director of economic analysis for Morningstar since 2008.

In this role, he meets regularly with Morningstar's sector teams and equity and credit analysts globally, disseminating information throughout Morningstar and to Morningstar's subscribers via columns and videos.

In addition, Johnson provides general economic data to analysts to help them formulate their opinions on equity and debt securities.

Johnson has more than 30 years of investment industry experience serving as research analyst with stints at Stein Roe & Farnum, UBS-Paine Webber, and ABN AMRO.

He holds an MBA from Harvard University, along with dual bachelors's degrees in chemistry and business administration from Carroll College.

 

 


 

 
Seminar Schedule at the Skirball Center:
 
3rd Saturday of each month, except no meetings in August or December:
Remaining meetings in 2017: May 20, June 17, July 15, September 16, October 21, November 18.

 Skirball Cultural Center, 2701 N. Sepulveda Blvd. Located west of the San Diego Fwy. (I-405),
at the off-ramp to Mulholland Dr. and Skirball Center Dr.

Registration/Coffee
Book Exchange
8:30 a.m.
Program

9:00 a.m. - noon

In Advance (six days prior to meeting) $10 per person,
mail check to AAII Los Angeles Chapter, PO Box 854, Santa Monica, CA 90406-0854
(Your check is your receipt and may take up to four weeks to clear.)

Click Here
to view or download a registration form in .pdf format. 

At the door  (space permitting only) $12 per person.

Location Map

Location Map

CHAPTER INFORMATION

Chapter President: Evan Press

For all questions or comments please email to: aaiichapter_losangeles@yahoo.com


Please note: It is not the policy of AAII, its local Chapters, officers or directors to promote any specific investments or techniques of analysis.  The opinions of speakers are their own and not necessarily those of AAII or the LA Chapter.  Attendees are advised that presentations are provided solely for informational purposes and should not be construed as an offer to sell or the solicitation of an offer to buy securities.  The opinions and analyses are based on sources believed to be reliable and presented in good faith. But, no representation  or warranty, expressed or implied, is made as to their accuracy, completeness, timeliness or correctness.  All investment information presented should be independently verified.  The investment information that is provided may not be appropriate for all investors as it is provided without consideration of attendees' financial sophistication, financial situation, investing time horizon or risk tolerance.