Dates: Tuesday, February 21, 2012, and Wednesday, February 22, 2012
Topic: Behind the Curtain: 10 Lessons Learned From Managing a Mutual Fund
Speaker: Louis E. Conrad II, CFA, President, COMPASS Wealth Management LLC
A behind-the-scenes look at the conflicts between mutual fund companies and their shareholders based on the experiences of a former mutual fund manager. This presentation will review the challenges that face mutual fund investors as outsiders and why you should invest with a healthy dose of skepticism. We will discuss this and nine more lessons learned in greater detail to enable you to make better decisions when investing in mutual funds.