NOVEMBER 2024 Webinar NOTICE

Saturday, November 16, 2024

This chapter meeting will be held by Zoom Webinar ONLY

  • WEBINAR PROGRAM will start at 9:00 am PT
    * * * REGISTRATION IS REQUIRED * * *
SEE WEBINAR MEETING ACCESS DETAILS FOLLOWING THE DESCRIPTION OF THE PROGRAM

TOPIC 1

Team member
Christine Short
Head of Research, Global Corporate Events | Wall Street Horizon, a TMX Company

The Art of Corporate Body Language

  • Corporate body language represents the non-verbal cues companies give the marketplace about their financial well-being, either intentionally or unintentionally. This is typically seen when companies change the date/time of a corporate event, or the content of that event.
  • In the current trading environment, investors need to be a little more discerning when looking at data.
  • The more information you have the better. Use this in conjunction with other bespoke data to build out your trading mosaic. Investors who track these changes can generate additional alpha or avoid risk in their portfolios.
  • Academic research shows for example that when a company confirms a quarterly earnings date that is later than when they have historically reported, it’s typically a sign that the company will share bad news on their upcoming call, while moving a release date earlier would suggest the opposite.
Attend this talk and learn…
  • How to find corporate event changes that could impact your portfolio
  • How to assess these changes and determine the health of any company
  • How to work this into your investing strategy especially around earnings season

Christine Short, Head of Global Corporate Events Research at Wall Street Horizon, a TMX Company, is focused on analyzing and publishing insights on the fundamentals of publicly traded companies. A corporate earnings expert with over 15 years of experience, Christine’s research has been widely featured in top-tier financial news outlets such as WSJ, FT and Barron’s, and she has appeared on networks such as CNBC, Fox Business News, and Bloomberg. Prior to joining Wall Street Horizon, Christine covered corporate earnings research at Estimize, Standard & Poors, and Thomson Reuters.

TOPIC 2

Team member
Paul Merriman
Founder, Merriman Financial Education Foundation

2 Funds to Own Forever, and How to Invest in Small Caps

Few equity styles generate as much love and hate as small-cap value.  It boasts impressive long-term returns, but the ride can be rocky.  The silver lining to that dark cloud is diversification.  Portfolios that include an allocation to small-cap value have increased returns more than they’ve increased risk and been more resilient.  For more conservative investors, Paul shows investors the long term risk and return of adding large value, small cap growth and small cap value to the S&P or Total Market Index.

Attend this talk and learn…
  • How combining the S&P, large cap value, small cap growth and small cap value could double your lifetime return with lower risk
  • How to select the best performing factor funds
  • How the addition of small cap value raises expected return and safe withdrawal rate for retirees

Paul Merriman is a nationally recognized expert on mutual funds, index investing and buy-and-hold investment strategies. He is the founder of Merriman Wealth Management, an investment advisory firm managing over $3.0 billion. Now retired, Merriman is dedicated to educating investors. He is the author of eight books, including “We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement,” and “Financial Fitness Forever” (McGraw-Hill, 2011). He is a regular columnist on the retirement page of MarketWatch.com and produces a weekly podcast at paulmerriman.com. Merriman is also a contributing editor to the AAII Journal. In 2012, Merriman launched the Merriman Financial Education Foundation. He received the 2021 James B. Cloonan Excellence in Investment Education Award.

WEBINAR ACCESS INFORMATION

 

 

PREPAY $10 FOR THIS WEBINAR MEETING ONLY

 

First-time Guests may attend free, but must contact the Webmaster at aaiilawebmaster@gmail.com to inform him that you are a First-time Guest and give your name and email address.

 

Please note that meetings will alternate between Webinar ONLY, and Skirball/Webinar Combo events.

 

This purchase site will close on FRIDAY, NOVEMBER 15 at 6 pm.
CLICK HERE TO PREPAY FOR THIS WEBINAR MEETING ONLY

 

Please Note:
(1) A webinar registration link for this event will be emailed to payees on two dates: Friday, November 8 and Friday, November 15, after 6:00 pm
(2) Annual Pass Holders will receive a “name tag pass” at the Skirball Cultural Center at each of the remaining Skirball meetings next year, and will also receive an email with the registration link for the remaining Webinar meetings.  You will have the choice of viewing the Webinar on screen or attending the Skirball Center in person. Your annual pass gives you access to Skirball or the Webinar for each of the remaining combo Skirball/Webinar events.
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