July 2016 Chapter Meeting

Dissecting What’s Going Right and Wrong in Bond Land


Marilyn Cohen
President, Envision Capital Management, Inc., Forbes, Columnist

Saturday, July 9, 2016 at 10:00AM

In this presentation, Marilyn will discuss two major sectors; municipal bonds (both taxable and tax free) and corporates. Municipal bond sink holes are plentiful yet contagion hasn’t occurred. Marilyn will share some of her best “Pillow Portfolio” muni ideas and the tools you need to stay current.

Corporate bonds; on the other hand, are the mirror opposite of municipals; downgrades exceed upgrades, bloated balance sheets equal deterioration and the M & A activity can be deadly to your positions. She will cover tenders, change of control provisions, covenants being stripped and how to navigate around it all.

Attend this Meeting and Learn
• How to select, manage and monitor individual bonds.
• The tools and flexibility individual bonds can add to balance your portfolio.
• You’ll walk away with some investment ideas you never thought bonds could generate.

About our Speaker
Is one of the country’s top bond managers. She began her 37-year financial career as a securities analyst at William O’Neil & Co. She moved into bond brokerage at Cantor Fitzgerald, Inc. then founded Envision Capital Management 21 years ago. As Envision’s CEO, Marilyn and her company specializes in managing bond portfolios for individuals. During this same 21 years Marilyn has written the bond column appearing in Forbes magazine, and has written four books about investing in bonds. The most recent “The Little Bond eBooklet”. Marilyn is a popular guest on CNBC, Fox Business News, PBS and each of the major broadcast networks. Her comments–stated in plain English–guide individuals through the inner workings of the bond market. Marilyn and her husband, Chris Malburg, raise service dogs for the disabled.

Discover more from American Association of Individual Investors, Research Triangle Chapter

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