MN - minnesota mtg - nov-10 - link to pictures and agenda

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jeff mc
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MN - minnesota mtg - nov-10 - link to pictures and agenda

Post by jeff mc » Mon Oct 15, 2007 8:14 pm

it feels about that time again... how about either sat. nov-10 or sat. nov-17, at 12:00? and how about back to major's sports cafe in bloomington? they have a nice (free!) private banquet room for discussions, w/ full menu options and no minimums, and is somewhat centrally located in southern metro. (i can hear carol already... when will we meet in north metro?!?) the new location will be davanni's in st. paul

for anyone new to this forum or to MN (or WI or IA) but interested, feel free to join us. our last meeting had a great mix of old and new diehards.

agenda (very drafty):
1) entire group: introductions. order and eat lunch.
2) small groups: topics TBD
3) entire group: investing plans and changes for 2008
4) small groups: topics TBD
5) entire group: open discussion / next meeting logistics

we usually wrap it up after 2 - 2.5 hours. for questions or to vote your date preference, post your reply here, PM me, email me, or visit our MN blog http://mndiehards.blogspot.com/

any suggestions and/or changes to format, date, time, location, topics, moderator, etc. are more than welcome, of course. i'll post back here when there's a consensus.
Last edited by jeff mc on Sat Nov 10, 2007 5:01 pm, edited 1 time in total.

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jeff mc
Posts: 2710
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Post by jeff mc » Thu Nov 08, 2007 7:28 pm

13 attendees: paul, ken, anna, steve a, sue, jim, kara, chuck, deb, carol, arleigh, steve s, myself

davanni's in st. paul, 12:00 to 2:40

a great meeting of the diehards this time around. steve from 180 miles out made it, as did arleigh (5 hours away!). only downside is that our jack the boglehead was kidnapped! will we ever see him again?!? stay tuned...

visit our blog for more pictures and details...
http://mndiehards.blogspot.com/

==============
agenda:
1) "formal" intro your name, why are you here, and what the bogleheads mean to you

2) breakout 2A) ETFs. who is using them? why? happy with the decision?
2B) OR rebalancing: to do or not to do. how and when?

3) full group want do you want to learn and/or change in next 12 months?

4) breakout 4A) asset allocation reviews (%s only)
4B) OR intl as % of AA. intl bonds? (ongoing fall of US$)

5) full group economy in 2008. predictions on US & intl equity & bond returns

6) full group wrapup, next meeting timing / location / format
=========

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jeff mc
Posts: 2710
Joined: Mon Feb 19, 2007 9:42 pm
Location: minnesota
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Post by jeff mc » Sat Nov 10, 2007 5:13 pm

ideas for next minnesota meeting and location, discussion topics, logistics, etc. are welcome

post here, PM me, email me, or leave as comment on the blog:

http://mndiehards.blogspot.com/

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