投资讲座：资产投资分配——过去、现在、未来

主办者：武汉大学乔州校友会

            亚城华人投资沙龙

主讲人：Mac Schneider, CFA (注册金融分析师)

10月18日（星期天）4:00 – 5:30PM

OCEE Library Community Room

5090 Abbotts Bridge Rd, Johns Creek, GA 30005

10月18日下午4:00至5:30，亚城华人投资沙龙 和 武汉大学乔州校友会将于OCEE图书馆会议室联合举办投资讲座“资产投资分配——过去、现在、未来”。

Schneider先生不仅是注册金融分析师，还是西北基金金融网亚特兰大分部的资深投资专家和财富管理顾问，有着28年以上财富管理建议和服务的经验。经过了近期的金融危机后，本次讲座将给我们提供一个极好的学习机会了解个人财富管理的最新发展。

Schneider先生将对传统的资产投资分配前提和模式进行一个基本分析和回顾，这些模式在去年的投资中使用效果不甚理想。他将介绍推荐另外一些可供投资者选择的投资策略：如“绝对回报基金”、“战术性资产分配”、市场时机，以及比较这些投资策略的优劣。

Schneider先生简介：1981年获得Wheaton College的经济学学士后，即投身于金融服务行业。1986年获得注册金融分析师资格，1988年获得Keller Graduate School of Management的MBA。之后，担任一家公司的公共交易基金的经理。也曾在该公司的个人客户部门担任过几年投资组合经理。1989 他进入西北基金金融网至今。

Schneider先生及其团队为客户的跨代财富提供多种管理，客户建议，策略制定，和优良服务。Schneider先生以全面细致的服务，运用不同资产，多种投资风格及尽心挑选的投资经理，帮助客户达到他们的金融投资目标，取得了很好的业绩。20多年来，他连续在西北基金金融网内被评为美国南方顶尖的投资专家，而且多年来，业绩稳居公司范围内的全国前五名。

Schneider先生热心地为许多社区团体讲授投资计划课程，还被世界五百强公司如AT&T 和 Philip Morris等请去开设退休计划讲座。自从1989年以来，他和妻子及三个孩子一直居住在Dunwoody。如果希望知道更多关于Schneider先生本人和他的建议，请访问他的个人网站：www.mac-schneider.com

亚城华人投资沙龙是一个以提高华人投资水平提高专业投资技能的非营利社团，申请入会请联系詹志力，电话：770-329-0273； Email： zzhan8724@gmail.com 

武汉大学乔州校友会自2008年底成立以来在会长方浩和理事会的领导下相当活跃，连续举办了多次有意义的学术、知识性讲座如纳米技术发展与应用、教育子女，以及房地产投资讲座等，均得到好评。申请入会请联系罗飞军校友，电话： 919-308-7965；Email: membership@wudaalumni.org 

Investment Seminar: Asset Allocation – Past, Present, and Future

Keynote Speaker: Mac Schneider, CFA

Sunday October 18^th, 2009 from 4:00PM – 5:30PM

OCEE Library Community Room

5090 Abbotts Bridge Rd, Johns Creek, GA 30005 

Investment Seminar: The Chinese Investment Salon of Atlanta (a non-profit organization, contact Mr. Zhili Zhan @ zzhan8724@gmail.com) and Wuhan University Alumni Assoc of GA (www.wudaalumni.org, a non-for-profit organization; contact Mr. Feijun Luo at membership@wudaalumni.org ) will jointly host an investment seminar titled "Asset Allocation – Past, Present, and Future" by F. Mackey Schneider, CFA, the Senior Investment Specialist and a Wealth Management Adviser for the Northwestern Mutual Financial Network in Atlanta and has over 28 years of experience, offering wealth management advice and service. This is a very unique opportunity to learn the new development of personal wealth management after the recent financial market crisis.

Mr. Schneider will do a basic overview of traditional asset allocation models and examine if these models “worked” last year.(They did, just not very well.)  He will also provide valuable suggestions on alternative investment opportunities such as absolute return funds, tactical asset allocation, market timing and their pros and cons.

Since receiving his undergraduate degree in Economics from Wheaton College in 1981, Mac has gained a wealth of experience from his work within the financial services industry.  Prior to joining NMFN in 1989, Mac was co-manager of a publicly traded mutual fund.  He had served as portfolio manager in the firm’s private client group for several years.  Mac received his Chartered Financial Analyst’s designation in 1986 and received his Master’s of Business Administration (MBA) with honors in 1988 from the Keller Graduate School of Management. 

As Mac is fond of saying, “We provide multi-generational wealth management for our clients’ long-term serious money. We offer advice, strategies, and exceptional service”.  We strive to deliver consistent, predictable results by investing in balanced portfolios made up of multiple asset classes, with multiple investment styles, and utilizing carefully chosen money managers. 

Mac’s comprehensive and thoughtful approach in assisting his clients to achieve their financial goals has resulted in a number of personal accomplishments.  Mac has ranked as the Top Investment Specialist in the South for over 20 years and has consistently been in the Top Five of the company nationally.  

Mac has taught courses on Investment Planning for many different community groups, as well as, being asked to give retirement seminars to such Fortune 500 companies as AT&T and Philip Morris.  He has lived in Dunwoody, Georgia since 1989 with his wife Duhi and their three children:  Johann, Shiloh, and Justin. 

For more information about him and service, please go to www.mac-schneider.com.