Bank-Fund Investment Club
Invites you to a seminar
Successful Investing in an Uncertain Environment
David Sotsky
Director, Convergent Wealth Advisors
Noon-1:30 pm
Thursday, March 24, 2011
J4-044
The International Investors Club (IIC) helps its members to be successful investors. To that end, the Club invites renowned investment experts covering every major segments of the securities market, including stocks, bonds, real estate, precious metals and other alternative investments. The Club runs two model portfolios, one on asset allocation,the other on stocks. In addition to the regular monthly Club’s meetings, three subgroups, presented below, meet regularly for lunch at the World Bank, managing the stock and asset allocation portfolios, and discussing classic books in the investment literature. Participation in each of the subgroups is open to all members of the Club. They select and participate in the one(s) which correspond the best to their objectives and interests.
The STOCK PICKERS’ GROUP (SPG) is for members who are interested in investing in individual companies. The SPG portfolio consists of stocks selected by the members of the group after review of their fundamentals. The SPG meets once a month in a conference room. Stephen Gibson is the current manager of the SPG.
The ASSET ALLOCATION GROUP (AAG) is designed to determine, at any point in time, what is the best allocation of resources among the various asset classes. The asset class selections of the group are materialized in the AAG portfolio. The AAG meets every other month. Francesco Scaduto-Mendola is the current manager of the AAG.
The READING GROUP (RG) provide its members with the opportunity to familiarize themselves with and to reflect upon together on the best ideas which have been expressed regarding the art of investing. Normally, two to three classic books are reviewed and discussed each year. Meetings are organized on an ad hoc basis.
The Club subscribes to several investment letters which provide its members with relevant and up-to-date information on companies, on major market trends and on appropriate allocation of assets. In order to pay for the expenses of operations, there is an annual membership fee, currently of $100. The Club is for individuals who have already gained valuable experience in investing, but also for those who have a keen interest to learn about investing by participating in the activities of a Club of serious investors. If interested, please contact Philippe Beuzelin at pbeuzelin@yahoo.com.
December 2010
Market Outlook 2012: Managing Risk, Pursuing Growth
Is this country headed for Japanese-style deflation because of broken monetary mechanisms or is it on a path to high inflation due to unprecedented levels of monetary and fiscal stimulus? Investors must assess their needs by measuring the most likely scenarios relative to their goals. In this session, we will present our perspective on devising strategies to position your investments while dealing with economic uncertainties and divergent views by reviewing:
· The various macro risks facing investors today
· Strategies for approaching asset allocation and portfolio construction in an environment characterized by extremely divergent opinions
· Areas of potential investment opportunities in an era of sluggish growth in developed countries
By: Philippe Beuzelin on February 9, 2012
at 11:36 am
There are some fascinating cut-off dates on this article but I don?t know if I see all of them center to heart. There may be some validity but I’ll take hold opinion until I look into it further. Good article , thanks and we wish extra! Added to FeedBurner as nicely
By: Eilene Mihok on October 2, 2011
at 1:12 pm
Gentlemen,
Eduardo Valerio I would like to receive information and how can I attract their capital to be invested in BRAXENTEC REFINERY BIOMASS DE MINAS GERAIS BRAZIL.
We have agreement with 14 municipalities for the supply of raw materials (commodities) and we want to increase to 180 cities.
In my country there are 1,122 garbage dumps in the open, only 06 reciladoras.
Our obijetivos are in the next five years to build 10 biomass refineries.
We will be employing workforce of around 36,000 workers with a rate of return on investment of around 25% already in Brazil after taxes and remitted profits to investors.
Ask for details.
Thanks.
Eduardo Valerio
financ@braxentec.com.br
By: EDUARDO VALERIO on March 1, 2011
at 3:01 pm