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Meeting dates for 2010 |
Jan 13 - Keith Fitz-Gerald - Investment Director, Money Map Press Feb 10 - Ron Muhlenkamp - President & Founder, Muhlenkamp & Co Mar 17 - Janet Brown - President, DAL Investment & Managing Editor, ...............No Load Fund X Newsletter Apr 14 -Michele Shafe - Clark County Tax Assessor May 12 - Mark Skousen - Economist, Investment Analyst, Newsletter Editor, ............... College Professor, & Author Jun 9 - James M. O'Reilly - Elder Law Attorney July 14 - Gary Banner, President, Commercial Alliance of Las Vegas Aug - No Meeting Sept 15 - Art Vangeli - Financial Planner Century Management Oct 13 - Pat Goodall - Past President UNLV & Newsletter Editor Nov 10 - Robert Massi - Attorney & Fox Legal Analyst Dec 8 - Holiday Gala |
Please note the meeting date for March has been changed to Wednesday March 17th @ 7 PM |
March 17th, 2010 |
Janet Brown |
Janet M. Brown is President of DAL Investment Company and Managing Editor of NoLoad Fund*X, an investor newsletter. She joined DAL in 1978. Janet has been researching funds and developing successful fund investment strategies for many years. Prior to joining DAL, she worked in Brussels with a financial services company where she specialized in mutual funds. Janet is frequently interviewed by the media on investment and mutual fund issues. Her presentation to the club will be entitled: How to Manage Risk in today's Changing Markets - Upgrade to the Winning Mutual Funds and ETF's. Established in 1969, DAL pioneered the use of no load mutual funds to professionally manage investment portfolios for clients. Performance is rooted in a systematic investment discipline known as Upgrading. This strategy allows investors to be invested in the best performing mutual funds available - whatever the current market conditions. Upgrading is a systematic investing methodology that involves buying no load mutual funds that rank highly in their scoring system, and holding those funds as long as they continue to outperform their peers. When funds fall down in the rankings, they are sold and the new current winners are purchased. NoLoad Fund*X, was rated by the Hulbert Financial Digest as the #1 performing newsletter on a risk-adjusted basis for the 28 years ending December 2009. The Hulbert Financial Digest, the watchdog of investment newsletters, regularly rates NoLoad Fund*X as one of the very best performing newsletters for the 25, 20, and 15 periods. |
April 14, 2010 |
Michele Shafe |
Michele Shafe is Assistant Director of Assessment Services in the Clark County Assessor's Office, a position she has held since 1997. She oversees the Customer Service division, Systems Administration, and the Business Office within the Assessor's Office. Shafe holds a Property Tax Appraiser Certificate in both real and personal property from the State of Nevada. Michele will speak to the Club on the Senior Citizens Tax Assistance Program and the various exemptions that are available for surviving spouses, veterans, and blind persons. Literature about these programs will be provided and we can discuss them in more detail. Shafe is active in the Girl Scouts of Frontier Council, currently serving as the Board of Directors' Executive Vice President, after having served four years as Member-at- Large on the Board of Directors and five years on the Board Development Committee. She has also been active with the Junior League of Las Vegas, having served two years on the Board of Directors and four years as Sustaining Advisor to the Fundraising Development Council. Shafe served as the Vice President of the San Rafael Homeowner Association's Board of Directors for eight years. She is a member of the Las Vegas Chamber of Commerce's Leadership Las Vegas Class of 2001. Professional affiliations include the International Association of Assessing Officers, Nevada Assessor's Association, American Society for Public Administration, and the Nevada Government Finance Officers Association. Shafe is a longtime Las Vegan who graduated from Chaparral High School. She went on to the University of Nevada, Las Vegas, where she received her Bachelor of Science in Business Administration and Master of Business Administration degrees. |