Spectrum Preferred Stock
A world-leading manager of preferred securities,
with US$22.65 billion in assets under management as of March 31, 2018
Mr. Hodapp will discuss global markets with an emphasis on fixed income markets and will delve into the preferred securities marketplace in detail. He will share Spectrum's view of interest rates and what affect he anticipates they will have on the preferred securities markets. He will also touch on the current call cycle and what to expect in the future.
• What we'll do
People have expressed interest in computerized investing, and in having a subgroup that covers this. I have interest in creating a set of meetings affiliated with AAII that cover computerized investing. The obstacles we face are:
1. I don't want to charge for the meetings (other than people buying food because we are in a restaurant)
2. The chapter meeting space can only be used for chapter meetings, and there's a limited selection of speakers that can speak in that space.
3. Much of the clientele lives far north of Atlanta, making meetings at places near my house inconvenient.
My current thoughts are that we could relax #3, as there are restaurants near me that are willing to host, which is not so true in the Perimeter area (probably due to demand). So, if I hosted a meeting in Grant Central, in Grant Park (very near downtown Atlanta), how many people would be interested. It would be free, other than the drive, and a gentle pressure to buy very nice pizza. If people don't message me, the topic will be ETF investing versus using computerized investing to select stocks -- the pros and cons. Bring a laptop! If needed, software will be provided. If there's little interest in doing this, this meeting may abruptly disappear or get canceled. If it does, and you wanted to show up, send me a message via Meetup. Also, please RSVP with some warning -- I need to tell Grant Central a rough idea how many to expect!
• What to bring
Your brain, some strong opinions, a question or two, and a laptop.
• Important to know
Date: Wednesday, April 18th, 2018
Time: 6pm ET
Topic: Retirement Income Planning
Speaker: Rob Williams, Managing Director-SCFR
Register for the event. Click here (http://event.on24.com/r.htm?e=1364071&s=1&k=6904D0FA4D0AAE554BFD9B82D72FB9ED)
Many elements of a disciplined equity strategy can contribute to exceptional long-term performance. Tricia will review the critical success factors. She will speak to four of the most important factors which lead to strong results.
Tricia Bannan, CFA