AAII Baltimore Investment Education Chapter

Please RSVP for the Saturday, January 5th 2019 meeting:
PLEASE NOTE THIS MEETING IS ON THE FIRST SATURDAY OF THE MONTH
Your prompt response would be most appreciated.

DATE:
Saturday, January 5th, 9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

Brooklyn Park Library Branch
1 East 11th Avenue
Baltimore, MD 21225
 
(driving directions:  www.aacpl.net/branch_info/bpk.htm )

PRESENTATION TOPIC--  Active Corporate Bond Investing

PRESENTATION OVERVIEW: 
With recent sharp drops in stocks and poor performance of many bond funds, where can you invest to achieve strong returns with a greater level of safety? Individual corporate bonds can achieve both objectives but account for less than 1% of US investor portfolios. Steve Shaw will show you how to invest in corporate bonds and how his active approach can outperform bond funds and traditional bond ladders. Steve also discusses how he evaluates corporate bond investments and identifies which individual corporate bonds can outperform the market.

ATTEND THIS MEETING TO LEARN: 
1. The advantages of active bond investing relative to traditional bond ladders and other passive bond investing strategies
2. Which bonds are not sensitive to changes in interest rates
3. Why it often makes sense to sell bonds before maturity

SPEAKERS / SPEAKERS' BIOGRAPHY:
Steve Shaw
Founder & President, BondSavvy
www.Bondsavvy.com

Steve Shaw 

Speaker Biography:
Steve Shaw founded BondSavvy so more investors could benefit from the strong returns and safety that corporate bonds provide. Shaw uses his prior experience in corporate finance and bond-trading technology to identify corporate bond investments that can outperform the market. Prior to founding BondSavvy, Shaw was a senior corporate mergers-and-acquisitions executive with media and financial technology companies. He is the former head of Tradeweb Direct, a leading online bond trading platform, and earlier in his career was an investment banker focused on the media and communications and financial services sectors.

Charge/Fee: 
$5 per person and per guest with pre-registration before January 3rd
$7 per person and per guest with pre-registration after January 3rd
$10 per person at-the-door if you are not pre-registered




Please list the names of GUESTS that will be attending the meeting with you:

Please indicate any ADA disability needs (72 hours notice required to allow us to fulfill requests)


RSVP RESPONSE

Yes I will be attending the Saturday, January 5 meeting.

No I can not attend the meeting.




Copyright 2019 Michael B. Herr. All rights reserved.

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