Agenda
Tuesday, March 2, 2010
Dinner: Bookhouse Pub at 6:15ish pm
Park on the street near Ignition Alley, but do not part at Dugan’s. Dinner is walking distance.
Meeting: Ignition Alley at 7:30 pm
Agenda
Beers and Portfolio Ticker Updates (10 min)
Guest Speaker Sanjay Parekh (40 + min)
Q&A (20 min)
Intermission (10 min)
Discussion and Review of Stock Presentation Template (20 min)
Group/Individual Glamour Shots by Joey (10 min)
Ad Hoc Discussions and Action Item Review (10 min)
Meeting Adjournment at 9:30 pm
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Tuesday, February 2, 2010
Dinner: Bucket Shop Cafe at 6:15ish pm
Parking deck is located on the side street Kingsboro Rd and access to the building is on Level 4 of the deck.
Meeting: Josh’s Apartment at 7:30 pm
Agenda
Beers and Update on K1s (5 min)
Portfolio Ticker Updates (10 min)
Hot Stock Presentations (45 min)
Roundtable Discussion and Voting (20 min)
Officer Elections (20 min)
Ad Hoc Discussions and Action Item Review (20 min)
Meeting Adjournment at 9:30 pm
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Saturday, January 23, 2010
Meeting: Retreat Cabin at 10:00 am
Agenda
5 Year Plan & Investment Vehicles (45 min)
Whips: Cam, Chad, and Jimmy
Membership & Ownership (45 min)
Whips: Chad and Drew
Education & Meeting Format (45 min)
Whips: Joe and Loren
Website & Networking (45 min)
Whip: Josh
Charity (45 min)
Whip: Jimmy
1 Year Plan (45 min)
Meals
Breakfast
Chef: Chad
Lunch
Chefs: Drew and Joey
Dinner
Chefs: Cam, Jason, and Jimmy
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Tuesday, January 19, 2010
Dinner: Bucket Shop Cafe at 6:15ish pm
Parking deck is located on the side street Kingsboro Rd and access to the building is on Level 4 of the deck.
Meeting: Josh’s Apartment at 7:30 pm
Agenda
Beers and Updates on Action Items (5 min)
Portfolio Ticker Updates (15 min)
Retreat Agenda (80 min)
Emphasis on: Our Big Plans, Membership, Education, Website, Bylaws, Officers, Networking, Investment Vehicles, Charity
Retreat Organization (20 min)
Emphasis on: Transportation, Meals, Alcohol, Recreation, Miscellaneous Needs
Meeting Adjournment at 9:30 pm
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Tuesday, December 1, 2009
Dinner: Bucket Shop Cafe at 6:15ish pm
Parking deck is located on the side street Kingsboro Rd and access to the building is on Level 4 of the deck.
Meeting: Josh’s Apartment at 7:30 pm
Agenda
Beers and Updates on Action Items (5 min)
Portfolio Ticker Updates (15 min)
Sell Presentations and Vote (60 min)
Fiscal Summary (10 min)
Christmas Party Update (10 min)
Retreat Discussion (20 min)
Meeting Adjournment at 9:30 pm
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Tuesday, November 3, 2009
Dinner: Bucket Shop Cafe at 6:15ish pm
Parking deck is located on the side street Kingsboro Rd and access to the building is on Level 4 of the deck.
Meeting: Josh’s Apartment at 7:30 pm
Agenda
Beers and Updates on Action Items (5 min)
Joe’s CANSLIM Investing Model Presentation and Discussion (10 min)
Drew’s Portfolio Risk Assessment Presentation and Discussion (20 min)
Assignment of Portfolio Positions and Discussion (20 min)
Jimmy’s Proposal to Sell Half of Position in Amazon (AMZN) and Vote (30 min)
Fiscal Review for 2009 and Outlook for 2010 (20 min)
Ad Hoc Discussions and Action Item Review (15 min)
Meeting Adjournment at 9:30 pm
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Tuesday, October 6, 2009
Dinner: Fresh 2 Order at 6:15ish pm
Dinner and the meeting will occur in the same building. Be aware that the parking deck for Sovereign offices is different than residential parking. Take a right off of Peachtree onto Tower Place Drive – parking deck will be on the left. Those having dinner can get their parking validated from F2O. Drew will be able to swipe out those members only attending the meeting.
Meeting: Drew’s Office at 7:30 pm
Agenda
Beers and Updates on Action Items (5 min)
Guest Speaker Randall Loggins, Financial Advisor of Wells Fargo (45 min)
Portfolio Diversification with Alternative Asset Classes
Stock Sell and Divest Presentations (45 min)
Roundtable Discussion and Voting (25 min)
Meeting Adjournment at 9:30 pm
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Tuesday, September 1, 2009
Dinner: Bucket Shop Cafe at 6:15ish pm
Parking deck is located on the side street Kingsboro Rd and access to the building is on Level 4 of the deck.
Meeting: Josh’s Apartment at 7:30 pm
Agenda
Beers and Updates on Action Items (5 min)
Portfolio Review (100 min)
Ad Hoc Discussions and Action Item Review (15 min)
Meeting Adjournment at 9:30 pm
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Tuesday, August 4, 2009
Dinner: Bucket Shop Cafe at 6:15ish pm
Parking deck is located on the side street Kingsboro Rd and access to the building is on Level 4 of the deck.
Meeting: Josh’s Apartment at 7:30 pm
Agenda
Beers and Updates on Action Items (5 min)
Jimmy’s Cost Averaging Presentation and Discussion (10 min)
Hot Stock Presentations (60 min)
Roundtable Discussion and Voting (20 min)
Ad Hoc Discussions and Action Item Review (25 min)
Meeting Adjournment at 9:30 pm
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Tuesday, July 7, 2009
Dinner: Bucket Shop Cafe at 6:15ish pm
Parking deck is located on the side street Kingsboro Rd and access to the building is on Level 4 of the deck.
Meeting: Josh’s Apartment at 7:30 pm
Agenda
Beers and Updates on Action Items (5 min)
Hot Stock Presentations (60 min)
Roundtable Discussion and Voting (20 min)
Subcommittee Update on Charlotte Chapter (20 min)
Ad Hoc Discussions and Action Item Review (15 min)
Meeting Adjournment at 9:30 pm
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Tuesday, June 2, 2009
Dinner: Fox and Hounds at 6:15ish pm
Meeting: Jimmy’s Apartment at 7:30 pm
Agenda
Beers and Updates on Action Items (5 min)
Hot Stock Presentations (60 min)
Roundtable Discussion and Voting (20 min)
Subcommittee Update on Charlotte Chapter (20 min)
Ad Hoc Discussions and Action Item Review (15 min)
Meeting Adjournment at 9:30 pm
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Tuesday, May 5, 2009
Dinner: Pancho’s at 6:15ish pm
The parking around Pancho’s is usually pretty full, but you’re allowed to park next door after a certain time. I think it’s 6pm, but there are signs that clarify the situation.
Meeting: Josh’s Apartment at 7:30 pm
Agenda
Beers and Updates on Action Items (5 min)
Josh’s Financial Ratios Presentation and Discussion (40 min)
Drew’s Du Pont System Presentation and Discussion (40 min)
Ad Hoc Discussions and Action Item Review (35 min)
Meeting Adjournment at 9:30 pm
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Tuesday, April 7, 2009
Dinner: Bucket Shop Cafe at 6:15ish pm
Parking deck is located on the side street Kingsboro Rd and access to the building is on Level 4 of the deck.
Meeting: Josh’s Apartment at 7:30 pm
Agenda
Beers and Updates on Action Items (5 min)
Sell USO/Purchase USL Discussion and Vote (20 min)
Hot Stock Presentations (60 min)
Roundtable Discussion and Voting (20 min)
Ad Hoc Discussions and Action Item Review (15 min)
Meeting Adjournment at 9:30 pm
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Tuesday, March 3, 2009
Dinner: Bucket Shop Cafe at 6:15ish pm
Parking deck is located on the side street Kingsboro Rd and access to the building is on Level 4 of the deck.
Meeting: Josh’s Apartment at 7:30 pm
Agenda
Beers and Update on K1s from Joey (5 min)
Joey’s Bond Presentation and Discussion (45 min)
Drew introduces Reference and Resource Materials (15 min)
Group Discussion Topic #1: Member Collaboration (15 min)
Group Discussion Topic #2: Stock Presentation “Checklist” (30 min)
Meeting Adjournment at 9:30 pm