Tremont Road Library, 2800 Tremont Road, Upper Arlington OH 43221
Refreshments: 1:30 PM Program: 2:00 to 4:00 PM

Co-sponsored by the Franklin County Chapter of the Ohio Society of Professional Engineers [OSPE], Chinese American Association of Central Ohio [CAACO], and open to Members of Organization of Chinese Americans [OCA], among others. Participants are urged to bring a few Ticker Symbols of Interest for Review and Comparison of Performance.

ABSTRACT: To make, or lose, money in the stock market involves three components:
What to buy, When to buy and When to sell. These and the following topics will be presented.
The roles of Politics, Macro/micro-economics, Fiscal and Monetary policies.
Capitalizing on Technical Analyses following the Fundamental Analyses.
Criteria for Fundamental Analyses, Long & Short Funds, Diversification: Assets Allocation, Investment Allocation, Long-term & Short-term Investments,
The relative desirability of owning company Common Shares, Mutual Funds, and Exchange Traded Funds [ETFs], Bonds and Bond Funds, Gold & Silver.
Concepts and tools, such as the 50-day, 200-day Moving Averages, Golden Cross, Death Cross, Moving Average Convergence Divergence [MACD], Stochastic, Trading Volume, Stop Losses – Fixed amount and Trailing. Sample portfolio holdings requiring different levels of due diligence and attention.
“Real time” market interfacing will be made for clarifying the material.
It’s hoped that the participants would leave the meeting with a sense to try “one’s luck”, if he/she has not tried it before. However, only try it with fake, not real, money, especially in the beginning.

Biography: Tai C. Wong is an engineer-turned investor, after retiring from American Electric Power (AEP). In his investment adventure, he listens to everyone, except himself. Also, he pays little attention to what he is buying. Yet, his investment result is quite impressive. More formally, Tai received the B.S.E.E., M.S.E.E. and M.B.A. degrees from the University of Washington, Ohio State University and New York University respectively. He also graduated from the General Electric — Advanced Engineering Course and the University of Michigan Executive Training Program. Before retiring from AEP, he was Manager — Regional Planning. After Tai has completed bench marking 10 Fortune-500 companies, the AEP Corporate Technology Development Department was created. He has published numerous technical papers, was an instructor of Power System Short Courses at the Ohio State University and has lectured at the Ohio University, Youngstown State University, West Virginia University, Tsinghua University, and the Electric Power Research Institute (Beijing). He is a registered Professional Engineer in Ohio and New York. Tai, a Senior Member of the IEEE,is a past member of the Governing Board of the Power & Energy Society (PES), past Chairman of the PES’s Distinguished Lecturer Program and General Chairman of two IEEE-PES Winter Meetings, as well as the ESMO and PICA Conferences, each with an international attendance of some 2,500 participants. Currently, he is also a Board member of CURE — Nationwide Children Hospital, Columbus, OH.

Please RSVP to Tai C. Wong at
by March 10, 2014 for attendance. Seating is limited to 100.

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