AAII Baltimore Investment Education Chapter
Brooklyn Park Library Branch
1 East 11th Avenue
Baltimore, MD 21225
(driving directions: www.aacpl.net/branch_info/bpk.htm )
PRESENTATION TOPIC-- Understanding Asset Allocation and the Yield Curve
Often the media talks about interest rates going up or down. What they donít catch is that interest rates only move weakly as a group at present. Why is that, and can it make our fixed income investing decisions better? What other factors do we need to consider in fixed income investing?
Finally, if there is enough time, the talk will cover some simple models for other asset classes.
ATTEND THIS MEETING TO LEARN:
1. A more intuitive way to understand asset allocation
2. How the yield curve moves and how Federal Reserve policy affects it
3. How different types of bonds and bond funds offer ways to make money
SPEAKERS / SPEAKERS'
Principal, Aleph Investments LLC (Baltimore, MD)
David J. Merkel is principal of the equity and bond asset management firm Aleph Investments LLC and writes The Aleph Blog. Previously, he was the director of research for Finacorp Securities, senior investment analyst at Hovde Capital, and a leading commentator at RealMoney.com. Before that, Merkel managed corporate bonds for Dwight Asset Management, mortgage bonds and investment risk at Mount Washington Investment Group, after working with Provident Mutual, AIG and Pacific Standard Life. He holds bachelorís and masterís degrees from Johns Hopkins University, and is part of the leadership of the CFA Institute in Baltimore.
$5 per person and per guest with pre-registration before January 30th
$7 per person and per guest with pre-registration after January 30th
$10 per person at-the-door if you are not pre-registered
Copyright 2019 Michael B. Herr. All rights reserved.
This aaiibaltimore.com website is an Investment Education Chapter of the American Association of Individual Investors.