Our speaker will be Kirk Hicks, CPA. The title of his presentation is "Tax-Savvy Investing - Utilizing Tax Laws to Make Your Portfolio Last a Lifetime".

Kirk has been a CPA in public practice since 1985. He received BA degrees in accounting and finance from the University of Nebraska - Lincoln. He is a member of the Nebraska Society of CPAs, the American Institute of Certified Public Accountants (AICPA), and also is a member of the Personal Financial Planning Division of the AICPA.

The 2001 Tax Act gave us many rule changes, which served to expand greatly the size and potential usefulness of the various tax-advantaged qualified retirement plans. In addition, many other laws exist (not changed by the 2001 act) which serve to allot different value to various tax issues including (a) marginal tax brackets, (b) standard deductions (for itemizing), (c) inclusion of Social Security benefits (in taxable income), and (d) the treatment of assets heald at death. As a result, you are wise to educate yourself before naively "putting all your eggs in one basket" or engaging in future transactions. It is best to ensure that you are doing all you can to minimize taxes and thus maximize after tax performance, year after year. This will be addressed by Kirk Hicks who will teach you the basic questions you should ask yourself in order to succeed through tax-savvy investing.

Attend this meeting and learn:

• how you should allocate your contributions, investments, and distributions

• what your marginal tax rates are, both now and in retirement

Our speaker will be Robert P. Miles, author, entrepeneur, professional speaker, and free-lance journalist. The title of his presentation is "Reflections of a Billionaire CEO: How to see you in the Image". This presentation reveals the unique profiles, common characteristics, and management strategies of Warren Buffett's CEO's.

Attend this meeting and learn:

• Billionaire Warren Buffet's investing strategy
• How to achieve long-term investment returns

Robert Miles is a graduate of the University of Michigan Business School. His books include 101 Reasons To Own The World's Greatest Investment: Warren Buffett's Berkshire Hathaway and The Warren Buffett CEO: Secrets From the Berkshire Hathaway Managers. Both books are published in hard cover by John Wiley and Sons and found worldwide in bookstores. His books are being translated into several foreign languages. His audiences have included: The Smithsonian at the World Bank in Washington, D.C., Kroger; Omaha Personal Investment Conference, National Business Aircraft Association, Financial Analysts Society, Charles Schwab, Canadian CEO Symposium, Acme Brick, Justin Brands, and the University of Nebraska.

P.S. We were fortunate to get Mr. Miles as a speaker. He gratuitously agreed to stay over after attending the Berkshire Hathaway annual meeting .

Our speaker will be Ellis Traub, Founder and Chairman of the Board, Inve$tWare Corporation. The title of his presentation is "Successful Investing For The Amateur".

Ellis Traub, author of "Take Stock: A Roadmap to Profiting from your First Walk down Wall Street" (Dearborn, 2000), is a lifetime member of AAII and has been a contributor to the AAII Journal. His strategy is simply to select about fifteen reasonably diversified companies capable of growing their revenues and earnings at a substantial rate, and whose growth has been stable enough to be able to predict with some confidence that it might continue. He looks to buy these stocks at a reasonable multiple of earnings and to hold them for the long term. That "reasonable multiple" will be based on a conservative assessment of historical price-earnings (PE) ratios. While not a professional fund manager or analyst, he has taught thousands of amateur investors the simple techniques that he refers to as "Technamental Analysis." He is utilizing this approach in the current "Pro Picks" on the AAII website.

An alumnus of both Harvard and Cornell, he was a 31-year veteran Captain with Eastern Air Lines; and, in 1986 founded the company that is now Inve$tWare Corporation of which he is chairman of the board. Inve$tWare develops and produces software for the individual investor.

P.S. Several of the local board members listened to Mr. Traub speak at the AAII national meeting, and they all felt that he was GREAT!

Our speaker will be Kirk Hicks, Senior Tax Manager, Blackman & Associates, CPAs.. The title of his presentation is "Tax-Savvy Investing / Asset Allocation - What are your true rates of return?".

Kirk has been with the Blackman firm since 1999 and has been in public practice since 1985. He received BA degrees in accounting and finance from the University of Nebraska - Lincoln. He is a member of the Nebraska Society of CPAs, the American Institute of Certified Public Accountants (AICPA), and also is a member of the Personal Financial Planning Division of the AICPA

The 2001 Tax Act expanded greatly the size (and thus the usability) of the various tax-advantaged qualified retirement plans. In addition, many rule changes were implemented to increase usage of the plans by Americans with Congress' goal being to increase the baby-boomers' retirement savings, the rate of which has been deemed too low by many in power. However, before naively putting "all your eggs into one basket" one should know the answers to the following questions...

1. How much should I save for retirement?
2. In what vehicle (e.g., 401k, ROTH IRA, regular, annuity, or life insurance) should I save?
3. Based on my accumulated capital to date, what is my marginal tax rate (actual or projected)?
4. If I died tomorrow, what would my estate be worth, net of the taxes due on liquidation?
5. Are my investments choices (e.g., common stocks, taxable bonds, tax-free bonds, etc.) properly situated in the appropriate vehicles (e.g., 401k, ROTH IRA, etal)?
6. How would my estate fare if a flat tax were implemented? Does my investment allocation take into account differing tax scenarios?
7. Have you truly maximized "all your investments"?

Our speaker will be Michael L. Conn, CFA, founder, Investment Management Associates Inc.. The title of his presentation is "Constructing an All-Weather Portfolio".

Tired of chasing the market sector with the best momentum only to see it plummet? Tired of trying to decide whether growth or value investing the place to be? Michael conn will share with you insights to his common sense approach of Growth at a Reasonable Price (GARP), which produced excellent investment results with low risk over the last three decades. Mr. Conn will explain how to construct an "All-Weather Portfolio" that can successfully weather sunny bull and rainy bear markets.

Michael Conn is a founder of Investment Management Associates, Inc. and has directed all investment activities of the firm since its inception in 1979. Prior to Investment Management Associates, Mr. Conn was a vice president and portfolio manager for Founders Capital Management and Founders Mutual Depositor Corp. Earlier experience as a securities analyst was with Financial Programs Inc. and Wellington Management Company

Mr. Conn earned his M.B.A. from the Harvard University Graduate School of Business Administration and his B.A. from the University of Colorado at Boulder. He is a Chartered Financial Analyst and has served as president and director of the Denver Society of Security Analysts.

Our speaker will be Christopher Loveless, Vice President and Director of Institutional Netfolio, Netfolio, Inc.. The title of his presentation is "The Future of Investing: How to Benefit From New Investing Technologies".

Christopher Loveless, a member of the Netfolio business team, will guide you on a tour of investing in the 21st century. He will take a look at the Internet's impact on the mutual fund industry and on-line trading costs, as well as using Internet tools to capitalize on investing in the information age. Particular attention will be focused on Netfolio, AAII's official on-line portfolio provider that gives AAII members free investing tools, portfolio recommendations, and access to an on-line version of the Hubert financial digest.

Investing strategies, including those described in "What Works on Wall Street" by James O'Shaugnessy, Netfolio's CEO, as well as how AAII members can harness the power of S&P's Compustat database to research and invest in their own time-tested strategies.

Christopher Loveless is responsible for Netfolio's Signature, Professional, and Retirement Plan products. As the second employee hired by O'Shaugnessy Capital Management (OCM), Nefolio's predecessor firm, he has been intimately involved with the research conducted by the firm. He served as marketing director of the O'Shaughnessy Funds and the Separate Account Portfolio program for investment advisors and still oversees a partnership with the Royal Bank of Canada, where OCM sub-advises three mutual funds.

He is a graduate of Texas Tech University with a degree in advertising and management.

Our speaker will be Kelly Rush, Portfolio Manager, Principal Financial Group. The title of his presentation is "Should Real Estate Be In Your Portfolio?".

Kelly Rush, CFA, will present how Real Estate Investment Trusts (REIT's) work and why they can be a valuable addition to your portfolio. Through the discussion of past and present trends, he will help individual investors identify future opportunities to profit from this market sector.

Rush directs the REIT activity for Principal Capital Management with experience in both separate account and pooled fund management. He has been managing real estate stock portfolios since 1997. Previously, he participated in more than $1.5 billion REIT investments, structuring commercial mortgage loans for public real estate companies and assisting with analysis of real estate investment bonds.

Rush has been with the commercial real estate division of Principal since 1987. He received an MBA and a BA in finance from the University of Iowa. He is a member of the Iowa Society of Financial Analysts, the Association for Investment Management and Research (AIMR) and an associate of the National Association of Real Estate Investment Trusts (NAREIT).

Our speaker will be Marc Lefebvre, Portfolio Manager, Dain Rauscher. The title of his presentation is "The Race For Broadband Build Out - Who Will Become the Next Dell or Microsoft?".

Marc Lefebvre will discuss the most important words in technology and the telecommunications revolution: power and convergence. According to the laws of physics, microchip power doubles every 18 months and bandwidth triples every year. With this in mind, Lefebre will explain why broadband technology will speed us into the next century. He will draw upon his experience to reveal what the future holds for companies that are poised for incredible growth.

Marc Lefebvre is portfolio manager for Dain Rauscher in Omaha, Nebraska, where he manages high-net-worth client portfolios, foundations, and institutional assets. Previously, he was a vice president and senior portfolio manager in the Investment Management Group of Chase Manhatten where he managed approximately $680 million in high-net-worth client portfolios, personal and corporate trusts, as well as foundation and endowment assets. Prior to joining chase, he managed a $1 billion pension fund for a public corporation. Before managing pension assets, he performed valuation analysis in the field of mergers and acquisitions for Peter Kiewit Sons, Inc.

An adjunct professor at Creighton University, Lefebvre graduated cum laude with a B.A. degree in economics from the University of Colorado.

Our speaker will be Kurt D. Halvorson, President, Advanced Clearing Inc., a Subsidiary of Ameritrade. The title of his presentation is "Strategies and On-Line Brokerage".

Kurt D. Halvorson was appointed President of Advanced Clearing Inc. in 1997. Advanced Clearing is a wholly owned subsidiary of Ameritrade Holding Corporation, a publicly traded company (Nasdaq: AMTD) headquartered in Omaha, Nebraska. Mr. Halvorson oversees all aspects of clearing services for broker-dealers, including operations, finance, compliance and correspondent services, serving correspondents in the on-line, discount, full service, investment advisory, and banking industries.

Prior to being named President, Mr. Halvorson, who has been with Ameritrade Holding Corporation since 1987, served as Vice President and General Manager of Advanced Clearing Inc. form 1996 to 1997, and Vice President and Controller of Advanced Clearing Inc. in Omaha prior to that.

Before joining Ameritrade Holding Corporation, Mr. Halvorson was Senior Accountant for Deloitte, Haskins & Sells (now Deloitte & Touche) in Omaha from 1984-1987.

Mr. Halvorson currently serves on the Securities Industry Association Membership Committee and the United Way Young Leaders Society. He is a past member of the Securities Industry Association Firm and Industry Analysis Committee (FIAC).

Mr. Halvorson obtained his BSBA from the University of Nebraska in 1983 and is a Certified Public Accountant.

In March 2000 he graduated from the Security Industry Institute from the Wharton School at the University of Pennsylvania.

Our speaker will be Robert G. Hagstrom Jr., Senior Vice President, Legg Mason Fund Advisor, Inc.. The title of his presentation is "How to Invest Intelligently".

Robert Hagstrom, CFA, will take a detailed look at stock selection and the portfolio management process of Warren Buffett with an emphasis on how to look at stocks as a business and how to manage a focus portfolio.

With over 15 years of investment experience, he serves as portfolio manager of the Legg Mason Focus Trust. He has been primarily responsible for overseeing all investments made be the fund since its inception on April 17, 1995.

Previously, he was general partner of Focus Capital Advisory, portfolio manager with First Fidelity Bank and a financial adviser with Legg Mason Wood Walker, Inc. He is also the author of "The Warren Buffett Way: Investment Strategies of the World's Greatest Investor".

Our speaker will be Alex Shibicky, Principal, Financial Diagnostics Network. The title of his presentation is "How to Disinherit the IRS".

Are you paying taxes you don't have to? According to Alex Shibicky, capital gains taxes, estate taxes and some income taxes are actually voluntary, if you know the rules of the game. This presentation will demonstrate that it's possible to save 10 times more taxes than all the profits you'll make this year. Did you know that the government might take up to 75% of your pension, profit sharing or 401(k) accounts in taxes; that estate taxes might force the sale of your business; that taxes could stand between you and a financially secure retirement? Learn from Shibicky that it might be possible to "disinherit the IRS"!

Alex Shibicky is a principal in the Chicago area firm Financial Diagnostics Network, which practices comprhensive financial planning. He had a career in the financial services industry since 1975. In 1983, he completed an advanced studies professional designation program which included mastery in a number of areas such as business and estate planning, pension plans, insurance and investments, while encompassing legal and tax concepts. With this insight, he has engineered a new specialty in the financial industry, which is that of a gereralist, someone who can be responsible for bringing together all the aspects of a client's financial environment to focus on their objectives. Shibicky is a graduate of the University of Denver.

Our speaker will be Ken Fisher, Chairman and CEO, Fisher Investments, Inc.. The title of his presentation is "Forecasting the Next Year".

Ken Fisher will discuss what is going on in the stock market this year and the effects on portfolio management. He will also explain how forecasting the stock market is different than most people think. Many people manage their stock portfolio based on sentiment, history, empiricism and some market theory. He will discuss parts of market theory you may not have considered such as over confidence, impossible realities, evolutional psychology and cognitive errors.

Fisher is the founder, chairman, and CEO of Fisher Investments, Inc., a $4.5 billion multi-product management firm serving large corporate and public pension plans, as well as endowments, foundations and high-net-worth individuals. He may be best known for his portfolio strategy column in Forbes where his 15-year tenure of high-profile calls makes him the seventh longest running columnist in Forbes '80 plus year history. He has written three financial books and some of his recent research appeared in the May-June 1999 issue of the Financial Analysts Journal.

Our speaker will be Richard F. Lawson, Vice President, Wallace R. Weitz & Company. The title of his presentation is "Microeconomics, Science Fiction and Psychology: A Different Approach to Value Investing".

Richard F. Lawson, CFA, will discuss his approach to value investing: buying growing value, priced at a discount. This approach draws on elements of business analysis, scenario development and evaluation, and behavioral economics. He will also be available to answer questions about his own investment philosophy.

Lawson is vice president of Wallace R. Weitz & Company, a registered investment adviser founded in 1983 with over $5 billion currently under management. Since its inception in April of 1993, Lawson has been the portfolio manager of the Weitz Hickory Fund, a non-diversified equity fund which now holds over $800 million in total net assets. The fund closed to new investors in August 1998 after its total assets grew from around $20 million to around $500 million in less than eight months.

Lawson holds degrees in chemical engineering and economics from Rice University. After graduation from Harvard Business School in 1984, he spent five years at Temple, Barker & Sloan, a management consulting firm in Lexington, Massachusetts.

Our speaker will be Stephen McCarty, National Sales Manager, Navellier. The title of his presentation is "Modern Portfolio Theory".

Stephen McCarty's discussion of Modern Portfolio Theory will focus on how to manage your portfolio using disciplined quantative analysis of small capitialization stocks.

McCarty has spent over thirteen years in the area of operations, compliance, administration, and client services in the securities industry. As National Sales Manager at Navellier, McCarty is responsible for the marketing of all broker/dealer services for mutual funds, privately mananged accounts, and specialty products. Before joiningNavellier, McCarty was a senior vice president at Sherson Lehman Brothers and was responsible for the operation of over thirty branch offices in the United States.

He earned a B.S. degree in finance in 1979 from the University of Southern California and an M.B.A. in 1984 from California State University, Long Beach.

Our speaker will be Eric Stokes, Vice President - Financial Services with Data Transmission Network Corporation. The title of his presentation is "Financial Market Data: A Survival Guide".

Eric Stokes will speak on the types and prolification of market data, value-added data such as earnings, estimates, big gainers and losers, option chains, fundamental analysis, technical analysis, screening tools and deciding what you need.

Stokes presently serves as vice president of financial services for Data Transmission Network Corporation. In that capacity, he is responsible for overseeing the design and implementation of new market data and news products aimed at the active or professional investor; these products have been the engine of growth for the company.

Previously, Stokes was in sales and sales management for publisher Simon & Schuster in New York. He has a B.A. degree cum laude, from Michigan State University and an M. B. A. from Columbia University.

Our speaker will be Richard Hokenson, Economist with Donaldson, Lofkin and Jenrette of New York. The title of his presentation is "Global Population Developments: Economic and Investment Implications".

Richard F. Hokenson is chief economist at Donaldson, Lofkin and Jenrette, where he is responsible for analysis and forecasts of economic and demographic trends. A member of the Investment Policy Committee and the Stock Selection Committee, he is also the author of "DLJ Demographics: Profiles of a Changing Society" and Donaldson, Lofkin and Jenrette's weekly publication, Economic Highlights.

Prior to joining DLJ, Hokenson was senior economist at Merrill Lynch Economics, Inc. and before that, senior economist at Data Resources, Inc.

Hokenson's articles have been published in Municipal Finance Journal and The Global Guide to Investing. He earned a B.A. with honors from the University of California at Berkeley and an M. A. from the University of Michigan. He is currently enrolled in the Ph.D. program in economics at New York University.

Our speaker will be Wallace R. Weitz, President, Wallace R. Weitz & Company. The title of his presentation is "Value Investing: My Version".

Wallace R. Weitz will discuss varying valuation methods in different industries and his thoughts on index funds, foreign investing, momentium investing. Additionallly he will discuss the meaning of risk, as well as ways to measure it and what risks to take. Weitz will also look at the long term future of the market and why the next ten years could be disappointing.

Weitz's approach to value investing combines the price sensitivity and insistence on a "margin of safety" of Ben Graham's Security Analysis with a conviction that the qualitative factors that allow a company to have some control over its destiny can be more important than book value or reported earnings.

Weitz is the president of Wallace R. Weitz & Company, an investment firm located in Omaha, Nebraska. The company manages five public mutual funds and three private investment partnerships.

After earning a bachlor's degree in economics from Carleton College in 1970, Weitz spent three years in New York working as a securities analyst. In 1973, he joined Chiles, Heider, a small regional brokerage firm in Omaha, and spent 10 years as an analyst and portfolio manager. In 1983, he started Wallace R. Weitz & Company and now leads a group of six investment professionals that manage over $1.8 billion.

Our speaker will be Tony Sagami. The title of his presentation is "How to Turn Your PC Into a Gold Mine".

Too many choices, too much information, too little time. If that describes your investment life, then you need to incorporate technology into your investment process. Like everything else in your life, you can use technology to simplify and improve your investment life.

Technology has narrowed the gap between individual and professional investors. You now have the opportunity to use sophisticated databases and powerful software programs that previously were only available to professional investors. Your personal computer can improve your investment results and dramatically reduce the amount of time you need to devote to your investments.

Tony Sagami, of Monocle for Mutual Funds, will show you:

The 10 Most Important Websites For Mutual Fund Investors - Information is power and the Internet is full of valuable information and investment help. Tony will share his 10 favorite free websites.

The 5 Secrets to Successful Computerized Investing - Computerized investing is simple and effective ... but can be hazardous if you don't apply these 5 rules of computerized investing.

The 3 Best Mutual Fund Investment Systems Ever Invented - One of the advantages of owning a software company is that you can test thousands and thousands of investment systems. Sagami will show you the 3 best ones he has ever found.

How to Prosper During Bear Markets - Most investors are content with money market returns during bear markets. Using the innovative Rydex funds and your computer, you can actually prosper during the tough times.

Note: Everyone in attendance will receive a complimentary copy of Monocle software and a free 60-day trial subscription.

Tony Sagami is a busy man. He is the President of Harvest Advisors, a mutual fund research, publishing and money management company.

He is the editor of three mutual fund newsletters, Sector Fund Alert (www.harvestadvisors.com), Fund Alert, and The Rydex Bull & Bear Investor.

He is also co-owner of Monocle for Mutual Funds, a popular mutual fund analytical software program used by thousands of professional money managers and sophisticated individual investors.

Sagami was an early pioneer in the application of technical and quantitative analysis to mutual funds in the 1980's and has been teaching investors how and when to buy mutual funds ever since. His encyclopedic knowledge of the mutual fund industry has made him one of the top experts in his field.

Sagami has also been a contributing editor for Bottom Line Personal, Physicians Money Digest, American Optometric Magazine, Physician Assistant Magazine, RT Times, and PT/OT Speech Today.

He is a frequently quoted mutual fund expert, appreciated for his frank and unconventional views. "They (reporters) know that I call them like I see them and am always on the investor's side," says Sagami, who has appeared in publications such as the Wall Street Journal, Barrons, Money Magazine, Kiplingers, Mutual Fund Magazine, New York Times, Business Week, Washington Post, Bloomberg Business News, Investor's Business Daily, Microsoft Money, Financial Planning Magazine, Entrepreneur, LA Times, Chicago Tribune, and many, many others.

Married with 4 children, Sagami splits his time between Austin, TX and Kalispell, MT. He also enjoys coaching youth sports and serving his community as an active Rotarian

Our speaker will be Mark Gibson. The title of his presentation is "Internet Investing".

Mark Gibson's overview of Internet investing will encompass a historical perspective, as well as a discussion of the growth of on-line trading, including the advantages of Internet investing. The presentation includes an on-line demonstration of the Accutrade Web site and an introduction to additional internet trading tools.

Since October 1994, Gibson has served as director of operations for Accutrade, Inc. Before that, he was director of marketing at Accutrade, a discount broker that offers trading via Internet, phone, fax, or through a registered representative.

Gibson's career spans more than 18 years and includes management positions in the marketing research and plastics industries. He received a B.S. degree in business administration from the University of Nebraska at Omaha

Our speaker will be Mindy Dohmen. The title of her presentation is "Use of Investor's Business Daily to Improve Investment Results".

Speaking at leading universities, brokerage houses and investment clubs, Mindy Dohmen has educated thousands of investors on how to effectively use Investor's Business Daily (IBD), a national business and investment newspaper, to improve their investment results. In her presentation she will explain the proprietary data and unique editorial features found throughout IBD, as well as how to maximize your investment results using IBD. Earnings per share, relative strength accumulation/distribution and volume percent change are just some of the fundamentals Dohmen will analyze.

She will additionally touch on how you can avoid the common mistakes that many investors make. Find out what early warning signals you can look for and how to spot trends occurring in the market.

IBD founder William J O'Neil began providing research to institutions over three decades ago. The stock market database Mr. O'Neil developed in the early 1960's is today considered to be the most comprehensive in the industry. The database provides the basis for the extensive research and analytical information that make up IBD's unique stock tables. With IBD, you will have access to vital information once only available to institutional investors! Briefs on individual companies and in-depth pieces on leaders, trends, and technology as to the value that Investor's Business Daily offers to individuals each business day.

Investor's Business Daily has over 850,000 daily readers nationwide and has been the nation's fastest growing newspaper for the last five years. The paper distinguishes itself from traditional business publications by providing exclusive idea-generating articles and proprietary information on individual stocks, mutual funds, futures, and related subjects.

Our speaker will be George Marotta, CFP, EA. The title of his presentation is "Tax Strategies for Investors".

Learn tax-saving strategies that will enable you to keep more of your stock market winnings. Mr. Marotta believes in keeping the maximum amount of gains through tax strategies. Mr. Marotta, the owner of Marotta Asset Management, and an Enrolled Agent is also a seasoned portfolio manager and a Research Fellow at the Hoover Institute, Stanford University.

In addition to explaining many practical tips to minimize taxes, Mr. Marotta will analyze the Asian financial crisis and foreign investing in general.

The Nebraska/Iowa Chapter is pleased to have George Marotta, a popular lecturer on board cruise ships, return to Omaha.

Our speaker will be James B. Bittman. Mr. Bittman is an instructor from the Options Institute (the educational arm of The Chicago Board Options Exchange). Mr. Bittman is a regular instructor in the Options Institute's courses for public and institutional investors, and has prepared several custom courses which have been presented throughout the U.S.A.., Europe and South America. Mr. Bittman is a member of the faculty of The Illinois Institute of Technology, where he teaches in the masters level Financial Markets and Trading Program.

The title of his presentation is "Option Strategies for the Conservative Investor". Mr. Bittman will draw upon his extensive background and education to explain how to use option strategies to achieve investment objectives. If you are unaware of the benefits which call and put options offer conservative investors, this session will provide a valuable overview. Current market examples will be discussed, and audience participation is encouraged.

Mr. Bittman graduated magna cum laude from Amherst College in 1972. He was awarded his MBA from Harvard University in 1974.

Mr. Bittman came to The Options Institute in 1988 with several years market making experience in various options markets. Mr. Bittman's business career started in commercial lending at the First National Bank of Chicago. In 1980 he began trading equity options as an independent market maker at the Chicago Board Options Exchange. From 1983 to 1993, he was a Commodity Options Member of the Chicago Board of Trade where he traded options on financial futures and agricultural futures.

Mr. Bittman is the author of two books, Options for the Stock Investor, (McGraw-Hill 1996), and Trading Index Options (McGraw-Hill, May, 1998).

Our speaker will be Douglas P. Person. Mr. Person is Vice President of Bridges Investment Counsel, Inc. The title of his presentation is "A Pragmatic Survey of Successful Stock Selection Strategies".

Mr. Person will draw upon his extensive background and education to explain successful investment strategies that can improve the results from your portfolio. In the process he will elaborate on topics such as:

• Momentum is not a four letter word
• Advantages and pitfalls of "Bottom - Fishing"
• Beauty of "Brand Names"
• Volatility can be your friend
• Think about demographics
• Patience is a virtue

Mr. Person has a B.A. in Economics from North Park Collegein Chicago, Illinois, and has done graduate work at the Kellogg School of Management at Northwestern University. He also has a J. D. from the University of Nebraska and is a member of the Omaha/Lincoln Society of Financial Analysts.

Bridges Investment Counsel, Inc. is located at Durham Plaza, 8401 West Dodge Road, Omaha, Nebraska 68114.

Our speaker will be Louis G. Navellier. Mr. Navellier is president and CEO, Navellier; Editor, MPT Review. The title of his presentation is "We Know What Works on Wall Street".

Louis Navellier, founder and president of Navellier, believes that disciplined quantitative analysis can help select stocks that will significantly outperform the overall market. A three-step highly disciplined, "bottom-up" stock selection process is employed, including quantitative analysis, fundamental analysis and utilization of an allocation model. Mr. Navellier will review these steps and demonstrate how they can be used to select the best stocks in the marketplace today.

Louis Navellier began publishing the MPT Review newsletter after testing and validating his theory that many OTC stocks are inefficiently priced. The Hulbert Financial Digest rated his model portfolios as having the highest return, up over 1,900% from 1985 through December 1996.

Since 1985, Louis Navellier has also been very active in the management of individual, pension, and institutional portfolios. In 1993, Mr. Navellier formed Navellier Management Inc. to manage the Navellier Mutual Funds. He is a graduate of California State University, Hayward, with an M.B.A. in finance.