Minnesota BH Seasonal Main Meeting 1-27-18
Who: All Minnesota Bogleheads and guests. Meetings are free and open to the public and new members are always welcome.
Where: Southdale Library, Second-floor meeting room, 7001 York Ave. S, Edina, MN
When: Saturday, January 27, 2018, 9:30 a.m. - 11:30 a.m.
9:30: Welcome & Introductions
9:45: Today’s Speaker: Craig Bishop, RBC Wealth Management
10:45: Thanks to Craig. Arrange chairs for breakout sessions
10:50: Breakout Sessions
11:30: Adjourn. Thanks for attending. Your help is appreciated returning tables, chairs, and equipment.
Today’s Topic: “2018 Outlook - Optimism, invested, but still vigilant.”
Presentation: Craig Bishop will present the investment stance of the RBC-Global Portfolio Advisory Committee (GPAC) covering their outlook for central bank policy/activity and interest rates. He will also present the current thoughts of the RBC-Fixed Income Strategies Group on the credit and municipal bond markets.
Bio: Mr. Bishop has 37 years of professional experience in the financial services industry. His career includes experience in sales, both retail and institutional, trading, and marketing/portfolio analysis of all fixed income products. As lead strategist for RBC’s U.S. Fixed Income Strategies Group, he sets the Group’s views on rates and credit and represents these views as the U.S. Fixed Income spokesperson on the GPAC.
BREAKOUT SESSION TOPICS 10:50 -11:30
A. Understanding TIPS and I Bonds
B. Bonds: further understanding via Q&A
C. Bogleheads Basics: 10 simple investment principles
D. Municipal Bonds: basics, pros/cons, types, strategies
E. Bogleheads.Org: navigating the website.
F. Portfolio Review: bring 8 copies of yours to share, % only, not $; tickers & asset allocation if known
UPCOMING MEETINGS - for more information: email@example.com
BH Main Group: alternates between libraries. 9 a.m. - noon, Saturdays. TBD - FALL, WINTER, SPRING
BH East Group: meets 4x/yr, coffee shop-casual, no preset agendas. Still Phil – firstname.lastname@example.org
BH West Group: Feb. 10, March 10, Eden Prairie Library, 10 - noon. Sandra - MNwestinvest@gmail.com
BH GenX/Millennial: meets periodically. No preset agenda. Currently on hiatus
MN Bogleheads Facebook: check it out for BH updates and local info.
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