Guest Speakers:
Chris Bloomstran, CFA
Topic: Value Investing
Value Investing is the purchase and ownership of securities that appear undervalued using various forms of fundamental analysis. In the world of common stocks, Value Investing involves buying stocks for less than their intrinsic value. The discount that exists to intrinsic value provides a “margin of safety”. Warren Buffett, the Chairman and CEO of Berkshire Hathaway, is the most recognized disciple of the school of Value Investing. Most of the great long-term stock market investing track records have been produced by individuals or firms practicing the value discipline of investing. The presentation will involve an example of Value Investing at work.
Michael Pompian, CFA
Topic: Behavioral Finance
Most investors act irrationally in some way. Behavioral Finance attempts to understand and explain why investor make irrational investment decisions. This talk will give you insights into behavioral biases and how you can make better investment decisions.
Penny Pennington, CFA
Topic: Retirement Readiness
Our retirement from our professional careers represents one of life's major transitions. Many times, the emotional transition is something we don't think enough about. And while the financial transition is the one that can cause much anxiety and question, proper planning and good advice can make the journey into a rewarding retirement more seamless. In this part of the presentation, you will hear about some of the important considerations that all investors should consider.
Moderator: Peter Lazaroff, CFA
Time: Program 4-7pm.
Appetizers and Drinks
Location: Hilton St. Louis Frontenac
Garage Parking is Complimentary
Guests who wish to pay by check or cash at the door can register directly with Joan at [email protected]