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U.S. Global Investors, Inc. 7900 Callaghan, San Antonio, TX 78229
Blackrock 400 Howard Street, San Francisco, CA
Artisan Partners 875 E. Wisconsin Ave., Suite 800, Milwaukee, WI 53202
SPEAKER Cuggino, Michael J. Michael Cuggino is the president and portfolio manager of Permanent Portfolio Family of Funds, Inc., an investment company consisting of four distinct mutual funds. He was a director of the fund since 1998, its chairman of the board and president since 2003, its secretary since 2006, and its treasurer from 1993 through 2007. Mr. Cuggino frequently appears on Bloomberg TV and radio, CNBC, CBS Radio, FOX News, and MarketWatch. He is a Certified Public Accountant and received his undergraduate degrees in accountancy and management from Bentley University. Distributed by Quasar Distributors, LLC.
INTERVIEW Find Good Managers and You Will Find Good Funds Jeff DeMaso of Advisor Investments outlines the company's long-term approach to the markets and strategy of finding good fund managers.
INTERVIEW Don't Reach for the Junkiest of Junk Bonds With yields as low as they are, Jeff DeMaso says the math isn't there to get the same level of returns from bonds, but that doesn't mean to abandon bonds and he explains why.
INTERVIEW Tremendous Differentiation in the Bond Market Roger Conrad discusses the bond market and he highlights the benefits of individual corporate bonds, even though picking them can be challenging.
SPEAKER Brown, Janet Janet Brown joined FundX in 1978 and has been researching mutual funds and developing successful investment strategies ever since. A frequent guest on national media, her expertise is widely recognized. She is a board member of several non-profits and foundations and a longtime advocate for sustainable, responsible investing (SRI).
INTERVIEW ETFs Versus Actively Managed Funds Jeff DeMaso of Advisor Investments highlights all the factors that go into why he would choose to use an ETF rather than an actively-managed fund.
INTERVIEW 2 Retirement Planning Mistakes to Avoid Bob Carlson highlights two common retirement planning mistakes and lays out ways on how to avoid them.