Ellen's Investment Club

Ellen's Investment Club  (Toronto Central Investment Share Club) Pizza Night Tuesday, December 20, 2016, 7:30 – 9:30 P.M. Miles Nadal Jewish Community Centre Room 218 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental 1. New Members Introduction How did you hear about the club? 2. Pizza – PLEASE CONFIRM ATTENDANCE ON MEETING INVITATION 3. Investment advisors Member experience On-line advisors 4. Member discussion Questions Topics 5. Recent transactions 6. Next meeting: Tuesday, January 17, 2017 Guest speakers: Matthew Castel, Peter Mantas, Logos LP 7. Adjourn Club blog: https://ellens-degenerates.blogspot.ca Club e-mail: ellensdegenerates@hotmail.com

Ellen's Investment Club  (Toronto Central Investment Share Club) Guest Speaker: David Prince, Harbinger Capital Tuesday, November 15, 2016, 7:30 – 9:30 P.M. Miles Nadal Jewish Community Centre Room 318 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental 1. New Members Introduction How did you hear about the club? 2. Guest Speaker: David Prince, Harbinger Capital 3. Member discussions (time permitting) 4. Next meeting: Tuesday December 20, 2016 Pizza night 5. Adjourn Club blog: http://ellens-degenerates.blogspot.ca Club e-mail: ellensdegenerates@hotmail.com

Ellen's Investment Club  (Toronto Central Investment Share Club) Regular Session Tuesday, October 18, 2016, 7:30 – 9:30 P.M. Miles Nadal Jewish Community Centre Room 218 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental 1. New Members Introduction How did you hear about the club? 2. Member raised questions Dark Pools Other Topics Questions 3. Recent transactions 4. Next meeting: Tuesday November 15, 2016 Guest speaker: David Prince, Harbinger Capital  5. Adjourn Club blog: http://ellens-degenerates.blogspot.ca Club e-mail: ellensdegenerates@hotmail.com

Ellen's Investment Club  (Toronto Central Investment Share Club) Guest Speaker: John Stephenson Tuesday, September 20, 2016, 7:30 – 9:30 P.M. Miles Nadal Jewish Community Centre Room 218 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental 1. New Members Introduction How did you hear about the club? 2. Guest Speaker: John Stephenson 3. Recent transactions (time permitting) 4. Next meeting: Tuesday October 18, 2016 5. Adjourn Club blog: http://ellens-degenerates.blogspot.ca Club e-mail: ellensdegenerates@hotmail.com

Ellen's Investment Club  (Toronto Central Investment Share Club) Regular Meeting Tuesday, June 21, 2016, 7:30 – 9:30 P.M. Miles Nadal Jewish Community Centre Room 218 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental 1. New Members Introduction How did you hear about the club? 2. Club Administration – looking for volunteers Chair Vice-chair Treasurer – collect/record room fees, room contract, expenses Web/e-mail administrator Guest speakers (Linda) Minutes recorder 3. Selling What are your decision criteria and process to sell? Which was your best selling decision? Why? Which was your worst selling decision? Why? What was your key selling lesson learned? 4. Other business raised by members 5. Recent transactions (time permitting) 6. FYI: Future topics Member’s top six holdings and top watchlist stock 7. Next meeting, date to be confirmed: Tuesday September 20, 2016 8. Adjourn Club blog: http://ellen...

Ellen's Investment Club  (Toronto Central Investment Share Club) Guest Speaker: Norman Levine Tuesday, May 17, 2016, 7:30 – 9:30 P.M. Miles Nadal Jewish Community Centre Room 218 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental 1. New Members Introduction How did you hear about the club? 2. Guest speaker: Norman Levine, Portfolio Manager and Managing Director at Portfolio Management Corporation 3. Other business raised by members 4. Recent transactions (time permitting) 5. FYI: Future topics Member’s top six holdings and top watchlist stock Club administration 6. Next meeting: Tuesday June 21, 2016. 7. Adjourn Club blog: http://ellens-degenerates.blogspot.ca Club e-mail: ellensdegenerates@hotmail.com

Ellen's Investment Club  (Toronto Central Investment Club) Guest Speaker: Dan Bortolotti Tuesday, April 19, 2016, 7:30 – 9:30 P.M. Miles Nadal Jewish Community Centre Room 318 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental 1. New Members Introduction How did you hear about the club? 2. Guest speaker: Dan Bortolotti, CFP, CIM, canadiancouchpotato.com, PWL Capital 3. Recent transactions (time permitting) 4. FYI: Future topics Member’s top six holdings and top watchlist stock 5. Next meeting: Tuesday May 17, 2016. Guest speaker: Norman Levine, Managing Director, Portfolio Management Corporation 6. Adjourn Club blog: http://ellens-degenerates.blogspot.ca Club e-mail: ellensdegenerates@hotmail.com

Ellen's Investment Club  (Toronto Central Investment Club) Regular Meeting Tuesday March 15, 2016, 7:30 – 9:30 P.M. Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Room 318 Cost: $10.00 to cover the room rental 1. New Members Introduction How did you hear about the club? 2. Jason Heath Video presentation Discussion 3. Robin Speziale - Market Masters Member reviews Discussion 4. Break 5. Members’ top six holdings and top watchlist stock Reasons for buying Performance summary 6. Recent transactions 7. FYI: Future topics 8. Next meeting: Tuesday April 19, 2016 Dan Bortolotti, CFP, CIM, canadiancouchpotato.com, PWL Capital 9. Adjourn Club blog: http://ellens-degenerates.blogspot.ca Club e-mail: ellensdegenerates@hotmail.com

Ellen's Investment Club  (Toronto Central Investment Club) Guest Speaker: Richard Morrison Tuesday February 16, 2016, 7:30 – 9:30 P.M. Miles Nadal Jewish Community Centre Room 318 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental 1. New Members Introduction How did you hear about the club? 2. Guest speaker: Richard Morrison, CIM  Contributor to Canadian MoneySaver “How To Play The Oil Price Recovery” (January 2016 issue) Former investment columnist at the Financial Post 3. Book offer Lessons From The Successful Investor by Robin Speziale in exchange for feedback to author 4. Next meeting: Tuesday March 15, 2016 Jason Heath, fee-only financial planner who writes a column in the Financial Post 5. Adjourn Club blog: http://ellens-degenerates.blogspot.ca Club e-mail: ellensdegenerates@hotmail.com

Ellen's Investment Club  (Toronto Central Investment Club) Agenda  Happy New Year Tuesday, January 19, 2016, 7:30 – 9:30 P.M. Miles Nadal Jewish Community Centre Room 318 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental 1. New Members Introduction How did you hear about the club? 2. Member topics/questions 3. Strategy Lab update 4. Recent Transactions 5. Next meeting: Tuesday, February 16, 2016 6. Adjourn Club blog: http://ellens-degenerates.blogspot.ca Club e-mail: ellensdegenerates@hotmail.com