AAII Atlanta Chapter Meeting--February 2009

Investing the Templeton Way

    Discussed by:
    Lauren C. Templeton
    Principal, Lauren Templeton Capital Management, LLC

This presentation focuses on “Investing the Templeton Way,” a book written Ms. Templeton that describes the successful investing methods of Sir John Templeton—billionaire investor, mutual fund pioneer, and Ms. Templeton’s great uncle. In addition to the book discussion, Ms. Templeton describes the application of her uncle’s methods including specific bear-market strategies such as the purchase of closed-end funds trading at a deep discount to NAV. Ms. Templeton blends specific comments on investing strategies with an up-close perspective on her uncle, highlighted by personal anecdotes as well as correspondence the two shared on investing. Focused largely on the value of contrarian thinking and behavior, the discussion emphasizes the importance of behavioral finance by examining the methods, actions, and beliefs of one of the world’s most successful fund managers. 


How to Build a World-Class Portfolio of ETFs

    Discussed by:
    Mike Turner
    Founder and President, Turner Trends, Inc.

Mike Turner will demonstrate how to build a world-class portfolio that consistently generates high returns while keeping your risk exposure low. Learn the key rules for knowing exactly which ETFs you should have in your portfolio right now, but more importantly, learn the early warning signals of when to take your profits off the table. There are hundreds of exchange-traded funds available to investors. Learn how to know the best ones to own, when to own them and when to get out of them. If you are tired of the excuses and poor performance of your mutual fund managers, learn how you can replace those mutual funds with a world-class portfolio of exchange-traded funds.


Due to the Doubleheader, Please Note:

  • Ticket prices are $15.
  • Check-in starts at 6:30 pm instead of 7pm.
  • The program starts at 7:00pm.
  • We anticipate a 15 minute break in between sessions.
  • Second session should start around 8:30
  • To avoid penalizing early registrants, we will attempt to process refunds via eventbrite if notified prior to 48 hours before the event and you registered online. Still no refunds for mail registrants. Email mdanielakag-aaii@yahoo.com if you find you cannot attend or someone to attend on your behalf.


Name Sales End Price Fee
Advance Ended $15 $0.99

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