Note:
The CI SIG generally meets the 4th Saturday of each month. There is no meeting in December.
Please check specific meeting dates below for possible changes.

Date: Saturday, February 25, 2012

Subject: Incorporating Political Economy into Investing
Speaker: Bob Pugh
                CFA, CFP, President, Insight Wealth Management, Inc.

Investors make the mistake often of basing their decision-making entirely on quantitative measures, or evaluations of firms' management, while overlooking macro political factors. Even though very important, these firm-specific factors can be overwhelmed in both the short- and long-runs by national and global political dimensions. Understanding political impacts can greatly improve an investor's assessment of the risk inherent in investments.

Bob, a former US Foreign Service Officer and CIA Analyst, who has been studying and applying political-economic analysis for over thirty years, will discuss how investors can incorporate consideration of political economy into their analytical processes.

Bob is president and founder of Insight Wealth Management, Inc., in Gainesville, Virginia. He has over 20 years of experience as an investment professional, financial analyst and educator, including working as an economic analyst at the Central Intelligence Agency, in private practice and in local government. Bob is a past-President of the CFA Society of Washington, DC and is currently the Eastern Region Presidents Council Representative for the CFA Institute. Check out his website www.insightwealth.com

In November 2011, "Medical Economics," the nation's leading business publication for medical professionals, named Bob as one of the Best Financial Advisors for Doctors in the U.S. The prestigious National Association of Personal Financial Advisors (NAPFA) recently accepted him into their membership. He is also a member of the CFA Institute, the Financial Planning Association, and the National Association for Business Economics. Bob earned graduate degrees in global political economy from The Johns Hopkins University's School of Advanced International Studies, and in financial economics from the University of North Carolina at Greensboro.

In addition to his work with Insight Wealth Management, Bob teaches the Level III CFA Exam review course for the CFA Society of Washington, DC, and the Level III program for investment professionals at the World Bank. He has taught investments at The Johns Hopkins University and numerous other institutions of higher learning.

Note:
For the first half of 2012 the MISIG meetings are on the third Wednesday except for March which is on the fourth Thursday. There is no meeting in August and December. To join the mailing list, send an email to Sondra Katz

Date: Wednesday, February 15, 2012

Speaker: To be Announced
Subject: To be Announced
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Date: Thursday, March 22, 2012

Speaker: Steven Goldberg, freelance financial writer and investment advisor
Subject: To be Announced
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Date: Wednesday, April 18, 2012

Speaker: To be Announced
Subject: To be Announced
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Date: Wednesday, May 16 2012

Speaker: To be Announced
Subject: To be Announced
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Date: Wednesday, June 20, 2012

Speaker: To be Announced
Subject: To be Announced
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