AAII - Pittsburgh Local Chapter

AAII Pittsburgh

The American Association of Individual Investors - AAII - provides investment education in investing basics, financial planning, and structuring investment portfolios of mutual funds and/or individual stocks. A not-for-profit organization, AAII arms individual investors with the understanding and tools needed to manage their finances more effectively and profitably. 

Tuesday, November 13, 2018

Corporate Bonds - A Strong Alternative to Funds and Munis

Steve Shaw:

Founder & President, BondSavvy

Is your portfolio ready for the next recession?  Individual corporate bonds can offer strong returns and safety but constitute less than 1% of investor portfolios nationwide.  Steve Shaw's presentation will cover the basics of these instruments, including why they can outperform bond funds and municipal bonds.  He will show attendees how narrow are the bid/ask spreads for corporate bonds, which situation makes the bond market one where individual investors can succeed.  Lastly, Steve will discuss how he evaluates and identifies corporate bonds that can beat the market.

Attend this meeting and learn:

• How the market has evolved so that smaller investors have equal footing with institutional investors
• The rationale for investing in individual corporate bonds rather than muni bonds or bond funds
• Why you shouldn't always hold bonds to maturity.

About Steve shaw

Steve Shaw founded BondSavvy so more investors could benefit from the strong returns and safety that corporate bonds provide.  Steve uses his prior experience in corporate finance and bond-trading technology to identify corporate bond investments that can outperform the market.  Prior to founding BondSavvy, Steve was a senior corporate mergers-and-acquisitions executive with media and financial technology companies.  He is the former Head of Tradeweb Direct, a leading online bond-trading platform and, earlier in his career, was an investment banker focused on the media, communications, and financial-service sectors.

President's Message

Like all Chapters of the national AAII organization, ours is run by members who volunteer their energy, ideas, and time.  In return, they gain a unique opportunity to "rub shoulders" with experienced investors/leaders and to contribute in educating both other members and themselves.  Each of us will tell you that we get more value out of the work we do than what we put into it.

People move on, however, and if the Chapter is to continue, new leaders must step forward from time to time. If this opportunity calls you, come join our team: Work closely with and learn from generous, experienced investors.  You need no special qualifications to make a difference here, just a willingness to learn and to collaborate. 

Ask one of us about how you can make a difference for others while improving your own investment skills.

-- Roy Taylor, President

AAII Cleveland Chapter Announcements

UPCOMING SIG MEETINGS

• IBD SIG (held at Panera Bread, Penn Center East, Wilkins Township)
  Brett Pechersky <pecherskyb@yahoo.com>
  Start time:  7:00 p.m., Thursdays, to be announced
• Rational Investing SIG
  Herb Geissler <HEGeissler@aol.com>
  Start time:  7:00 p.m., Thursday, 8 Nov 2018
• Investment Strategies SIG
  Jim Emberg <jim.emberg@gmail.com>
  Start time:  7:00 p.m., Tuesday, 16 Oct 2018
• Personal Financial Planning SIG (held at Sewickley Library) Karen Fadzen CFP, CDFA <fadzens@gmail.com> Start time:  7:00 p.m., Tuesday, 9 Oct 2018

  INVESTING SEMINAR

No seminars are currently scheduled.