AAII presentations
The American Association of Individual Investors (AAII) has invited Dr. Gary J. Harloff to speak at the following events. If you are interested in a list of topics that will be covered, please email us at harloff@covad.net . The talk is titled "Active Investing Wealth Management for Individuals" and is based on **Dr. Harloff's new book.
| AAII Florida West Coast Chapter | AAII Central Florida Chapter | AAII Southwest Florida Chapter |
| September 15, 2009 | September 16, 2009 | September 17, 2009 |
| registration at 7 pm | registration at 6:30 pm | registration at 6:30 pm |
| Sunshine Center | University Club of Winter Park | Venice Community Center |
| 727-893-7190 | 407-629-2125 | 941-861-1380 |
| 330 Fifth St. North | 841 Park Avenue North | 326 Nokomis Avenue |
| St. Petersburg, Fl 33701 | Winter Park Fl 32789 | Venice, Fl |
AAII St. Louis Chapter details
January 13, 2009 7-9 pm
The Maryland Heights Center
2344 McKelvey Rd.
Maryland Heights, MO 63043
St. Louis AAII chapter
contact: John Siener program chair 314-487-5251, or
jjsien@swbell.net
December 2, 2008 6:30 pm
Akron-Summit County Public Library
60 S. High St.
Akron, OH 44326
(303)643-9000
Cleveland AAII SIG: Business Cycle and Sector Investing Group
contact Lou Schott at L_schott@live.com
To cover the business cycle and sector investing and is titled "Harloff Style Cube for Institutions and Financial Advisors" and will also cover "Business Cycle Math Modeling".
AAII Louisville Chapter details
May 28, 2008 6-9 pm
The Corner Cafe
9307 New Lagrange Rd.
Louisville, KY 40242
502-426-8119
For registration please contact Bill Kugler at bbkugler@bellsouth.net.
"ACTIVE INVESTING WEALTH MANAGEMENT FOR HIGH NET WORTH INDIVIDUALS"
Discussed by Dr. Gary J. Harloff, Ph.D.
Founder, Harloff Capital Management
Dr. Harloff will present concepts from his new book on the investing portion of wealth management. The emphasis will be on
educating the investor to understand investment basics to evaluate their advisor's investment expertise as well as strengths and
limitations of the investment industry. Today there are many high net worth individual investors with $1 million investable, and the
rest want to be. Topics to be discussed include active allocation strategies, modern portfolio theory basics and risk management.
Also, investment foundational literature will be reviewed.
Attend This Meeting and Learn...
- How to evaluate your wealth manager's investment expertise
- Do I keep my wealth manager because of his/her investment skill or because of his/her personal attention to my family?
- How to evaluate proposals from several wealth managers by being better educated
| Title of Talk: | "Active Investing Wealth Management for High Net Worth Individuals" | "Harloff Style Cube for Institutions and Financial Advisors" | "Active Investing Wealth Management for High Net Worth Individuals" |
| Date: | Tuesday January 13, 2009 |
Tuesday December 2, 2008 |
Wednesday May 28, 2008 |
| Time: | 6:30-7:30 p.m. Registration/Social 6:30 p.m. Discussion Group 7:00 p.m. Refreshments 7:30 p.m. Program |
6:30 pm | Registration/Social, 6:00 p.m. Dinner, 6:15 p.m. Program, 7:30 p.m. |
| Location: | Maryland Heights Centre 2344 McKelvey Rd. Maryland Heights, MO (314)434-1919 [ Map This Location ] |
Akron-Summit CountyPublic Library 60 S. High St. Akron, OH 44326 (303)643-9000 maps.yahoo.com |
The Corner Cafe 9307 New LaGrange Rd. Louisville, KY 40242 (502) 426-8119 maps.yahoo.com |
| Chapter Contact: | St. Louis Chapter John Siener, 314-487-5251 jjsien@swbell.net |
Cleveland AAII SIG: Business Cycle and Sector Investing Group Lou Schott L_schott@live.com |
Louisville Chapter Kathleen Stringfield, 502-722-9596 kss2611@hughes.net |
| >> More Information and Registration Form | >> More Information and Registration Form |