Philadelphia Chapter Website

Martin Fridson, CFA
Chief Investment Officer, Lehmann Livian
Fridson Advisors, LLC

YOU WILL LEARN
• The comparative merits of incomeproducing
alternatives such as preferred
securities, real estate investment trusts,
master limited partnerships, corporate
bonds and dividend growth stocks
• An expert’s views on controlling risk while
seeking to maximize income
• The current prospects for higher interest
rates

It’s hard to earn a decent income on your
investments without dangerously risking
your principal in this period of historically low
interest rates. Martin Fridson will explain how to
safeguard your portfolio’s market value, while
maintaining the purchasing power of the income
it generates, by diversifying across a variety of
asset categories. He will also address the risk
posed by a potential reversal of a 35-year trend
toward lower interest rates.