AAII Baltimore Investment Education Chapter

Please RSVP for the Saturday, September 8, 2018 meeting:
PLEASE NOTE THIS MEETING IS ON THE SECOND SATURDAY OF THE MONTH
Your prompt response would be most appreciated.

DATE:
Saturday, September 8, 9:45 A.M. Registration, 10:00 A.M. Main Presentation, Discussion Group following Main Presentation

Brooklyn Park Library Branch
1 East 11th Avenue
Baltimore, MD 21225
 
(driving directions:  www.aacpl.net/branch_info/bpk.htm )

PRESENTATION TOPIC--  Quality Value Investing in Global Markets

PRESENTATION OVERVIEW: 
Quality: Screening for quality and defining it.
Value: Determining value in screening, umbrellas, absolute returns.
Global perspective: Building global equity portfolios bottom up.

ATTEND THIS MEETING TO LEARN: 
1. How to screen for quality-quantitative traits of a high quality company.
2. How to define quality-what we look for on the road. Clubs, Glues, and Platform companies.
3. How we think about value-umbrellas and absolute returns.

SPEAKERS / SPEAKERS' BIOGRAPHY:
Laura Geritz
CEO and Portfolio Manager of Rondure Global Advisors
Salt Lake City, UT 84101
www.rondureglobal.com

Laura Geritz 

Speaker Biography:
Laura Geritz, CFA, MA, is the founder and CEO of Rondure Global Advisors, a woman-owned investment firm focused on investing with a long-term view. She serves as portfolio manager (PM) for two Rondure equity strategies: developing counties and overseas developed countries.

Prior to founding Rondure in 2016, Laura worked 10 years at Wasatch Advisors, where she was the founding PM for a frontier emerging small countries strategy and a lead PM for international micro cap growth and emerging markets small cap strategies. Earlier, she held analyst positions at Mellon Corporation and American Century Investments.
Laura holds the Chartered Financial Analyst® designation, an MA in Eastern Asian languages and culture, and a BA in political science. She and her husband, Robb, live in Japan and enjoy traveling and working with children’s charities.

Charge/Fee: 
$5 per person and per guest with pre-registration before September 5th
$7 per person and per guest with pre-registration after September 5th
$10 per person at-the-door if you are not pre-registered




Please list the names of GUESTS that will be attending the meeting with you:

Please indicate any ADA disability needs (72 hours notice required to allow us to fulfill requests)


RSVP RESPONSE

Yes I will be attending the Saturday, September 8th meeting.

No I can not attend the meeting.




Copyright 2018 Michael B. Herr. All rights reserved.

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