[Meeting Minutes] Weekly Meeting, 02-25-11

Link to Attachments:
02-25-2011_final.pptx View Download

Agenda:

• Risk Management Portfolio Overview
• Global Macro: AUD/USD Carry Trade
• Chalk Talk: “How to play a SS trade” – David Plon
• Moving Forward

[Meeting Minutes] Weekly Meeting, 02-11-2011

Link to Attachments:
2-11-2011-(2).pptx Download

Harrison Freund, the Vice President of McIntire Investment Institute, is coming in AIF to give a special presentation today.

Agenda:

• Risk Management Portfolio Overview
• Long NYSE:BEC – MII VP Harrison Freund
• Chalk Talk: “How to play a SS trade” – David Plon
• Market Update – Scott Law and Peter Anderson
• Moving Forward: Prospective Officer Meeting – February 18, 2011;Meeting with Dean S; Owl Capital Presentation – February 18, 2011; Spring Symposium - April 29, 2011
  
  

[Meeting Minutes] Weekly Meeting, 02-04-2011

Link to Attachments:
02-04-2011.pptx Download

Agenda:

• Charter Approval – Sipian, COO
• Portfolio Update – Risk
• Market Update – Global Macro
• Pitch – Special Situations
• Chalk Talk – Diversification
  
  
  

[Meeting Minutes] Weekly Meeting, 01-29-11

Link to Attachment:

1-28-2011.pptx View Download