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Upcoming events (5+)
Please join us for a Lunch Social on the fourth Tuesday of every month at Sweet Tomatoes, 6340 Peachtree Dunwoody Rd. Atlanta, GA 30328, from 2:00 to 3:30 pm to discuss everything and anything financial. (Note: There is a Senior discount of $8.49 for lunch and beverage, starting at 2:00, for those over 60.) This is very casual and you are welcome to come late and leave early if you need to. We're hoping that more AAII subgroups will naturally emerge from these luncheons -- such as an Option's group or a Women's Investing group -- as we discuss our financial interests, goals and questions. We'll plant to switch tables halfway through so we can converse with even more people! Hope to see you there!
Speaker: Thomas Bloomer, CFP®, CAIA Sales Director, Legg Mason Baltimore, MD Tom will share Legg Mason's 2019 economic & market outlook. He will touch on indicators he and his firm believe highlight risks on the horizon. Tom will share his views on the trade tariffs, rising interest rates, the global markets and ways to position portfolios in light of their outlook.
In 1997, the Nobel prize was awarded for work on option pricing. Stephen Ross of Yale University has described the work as "the most successful theory not only in finance but in all economics." At this meeting, Rex Macey, CFA, will introduce option valuation. No prior knowledge is required. He will explain why options have value and what factors drive an options value (spoiler - it's not the expected future price of the option). Special attention will be given to the concepts of volatility, implied volatility and delta - all useful to those who invest in options. Even for those who do not trade options, the insights from options valuation can provide insight into controlling risk and why "buying high and selling low" may not be as painful as it sounds. We hope you can attend! Rex Macey founded the independent, boutique investment counseling firm Red Tortoise in 2015. Before starting Red Tortoise, he spent 11 years at Wilmington Trust where his duties included heading the equity group, the asset allocation team, risk management and serving as chief investment officer. Rex Mayne attended the Atlanta Options Investor Club meetings for several years and understands one of the big challenges with a subgroup of this nature is the wide variety of knowledge, strategy, goals, risk levels, etc.
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