Morris (County NJ) Area (EACMA)

Newsletter Updates And Changes:

February 21,2008 - The US Economy's Performance in 2007 and the Outlook for Election Year 2008     Dr. Delos Smith, an independent economist, formerly with the Conference Board. This is Dr Smith's 9th appearance since 1998. His insight is welcome to all who wonder what is in store for the US economy this year.

March 20, 2008 - Hedge Funds and the Stock Market - John Longo, Rutgers University. Dr. Longo is Clinical Associate Professor of Finance at Rutgers, a Principal in a $100 million hedge fund and Chairman of the seven-person Investment Committee for The MDE Group, a top ranked registered investment advisor with $1.7 billion under management. In addition, he writes a Personal Finance column entitled Intelligent Investing, for Mensa®, The International High I.Q. Society.  Previously, he was a Vice President at Merrill Lynch & Co., Inc.  He is currently writing a book on hedge funds.

April 17, 2008 - Counter-Intuitive Investment Approaches to Improve Return.  Jerry A. Miccolis, CFA(r), CFP(r), FCAS, MAAA  Brinton Eaton Wealth Advisors 175 South Street, Suite 200 Morristown, NJ 07960

The objective of any investment portfolio is high return with low risk.  While it may seem counterintuitive, the addition of investments  that may have lower return and higher risk than the portfolio they are added to can actually increase the return and lower the risk of the  portfolio as a whole. This is a well established but poorly understood and  exploited phenomenon. This interactive presentation will clearly demonstrate this phenomenon and recommend ways to achieve it in your own portfolio.

Note:  This is a change from our originally scheduled presentation for the April meeting.  This change to the April meeting was posted by Paul S. Natanson on 3-21-08 based on a 3-21-08 email from EACMA Finance Club Co-Chair, Dennis O'Dea.

May 15, 2008 - Generating Income in a Difficult Market - Andy Cooper courtesy of Jeff Goria, Smith-Barney. This is Andy's tenth talk to us since 1989. The specific topic is tentative at this point, but he knows that our members are very interested in income generation.

June 19, 2008 - Value Investing - John McDermott, US Trust John is a principal manager for the Excelsior Group of funds at US Trust. He will describe the unique style of value investing that is applied at US Trust.e.

Posted by Paul S. Natanson on February 25, 2008.

Previous Meetings (Archived):

Charitable Giving - Dennis O'Dea - December 20, 2007

To download a copy of Dennis's MS/PowerPoint presentation, click on the following link - - - 2007_Charitable_Giving.ppt .   To open, view, or print this .ppt files, you need either PowerPoint or Microsoft's free PowerPoint viewer which can be downloaded from WWW.MICROSOFT.COM and type PowerPoint Viewer in the search box.

To view the document, you might need to change your browser settings to allow pop-up windows from this website.  To edit or print the document with a document editor like MS/PowerPoint, you might need to save and then re-open it, using your desired viewer or editing program of your choice.

Posted by Paul S. Natanson on January 4, 2008.

Hedge Funds and the Stock Market -
John Longo (Rutgers University) - March 20, 2008.

Dr. Longo is Clinical Associate Professor of Finance at Rutgers, a Principal in a $100 million hedge fund and Chairman of the seven-person Investment Committee for The MDE Group, a top ranked registered investment advisor with $1.7 billion under management. In addition, he writes a Personal Finance column entitled Intelligent Investing, for Mensa®, The International High I.Q. Society. Previously, he was a Vice President at Merrill Lynch & Co., Inc. He is currently writing a book on hedge funds.

Click below to download:
  + Overview of available services - MDE_Group_Overview_Services.pdf
  + His PowerPoint slides - Hedge_Funds_Overview_EZ_Read.ppt

This archive was posted by Paul S. Natanson on April 3, 2008 (after the meeting).

More Information

Last Updated (by Paul S. Natanson) on August 17, 2006

FINANCIAL CLUB INFORMATION IS IN THE NEWSLETTER

For information about the subject matter and presenters for our next few EACMA Financial Club meetings, click on the NEWSLETTER link in the left margin and scroll down to the Financial Club section of the newsletter or send an email to our Finance Club Co-chairs. To find the email address, scroll to the top of this page and click on the ContactUs link which is near the bottom of the link list in the left margin of this page.

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