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Showing posts from 2017

Investment Club Meeting on December 19, 2017

Ellen's Investment Club  (Toronto Central Investment Share Club) End of Year Pizza Party Tuesday, December 19, 2017, 7:30 – 9:30 P.M. Room 316 Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 per person for single meeting. Free with yearly membership. 1. New member introductions How did you hear about the club? 2. Pizza 3. Revisit “Ellensdegenerates” club name 4. Investment strategy criteria/metrics The Guru Investor The Market Gurus 5. Recent Transactions 6. Other Business 8. Future meetings Ellen Roseman: Investing for/in retirement Robin Speziale, March meeting 9. Adjourn Club blog: https://ellens-degenerates.blogspot.ca Club e-mail: ellensdegenerates@hotmail.com

Investment Club Meeting on November 21, 2017

Ellen's Investment Club  (Toronto Central Investment Share Club) Guest Speaker: Richard Gerson Tuesday, November 21, 2017, 7:30 – 9:30 P.M. Dance Studio Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 per person for single meeting. Free with yearly membership. 1. New member introductions How did you hear about the club? 2. Guest speaker: Richard Gerson, Chair, Kitchener-Waterloo ShareClub Topic: Stock Selection for the defensive investor 3. Other Business 4. Next meeting: December 19 Pizza night (please confirm attendance on December meeting invitation) 5. Future meetings Ellen Roseman: Investing for/in retirement Robin Speziale, March meeting 6. Adjourn Club blog: https://ellens-degenerates.blogspot.ca Club e-mail: ellensdegenerates@hotmail.com

Investment Club Meeting on October 17, 2017

Ellen's Investment Club  (Toronto Central Investment Share Club) Regular Session Tuesday, October 17, 2017, 7:30 – 9:30 P.M. Chapel, 2nd Floor Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 per person for single meeting. Free with yearly membership. 1. New member introductions How did you hear about the club? 2. Review and discussion of Wealthsimple meeting 3. Review and discussion of Moneyshow presentations Videos on Moneyshow website until March 9, 2018 4. Strategy Lab update 5. 5iResearch shareclub offer 6. Club agenda options: speakers only or speakers plus regular meetings 7. Club management Membership Speaker coordination Treasurer 8. Member topics/questions 9. Recent transactions 10. Next meeting: November 21 Guest speaker, Richard Gerson, Chair, Kitchener -Waterloo ShareClub Topic: Stock Selection for the defensive investor 11. Adjourn Club blog: https://ellens-degenerates.blogspot.ca Club

Investment Club Meeting on June 20, 2017

Ellen's Investment Club  (Toronto Central Investment Share Club) Regular Session Tuesday, June 20, 2016, 7:30 – 9:30 P.M. Room 218 Miles Nadal Jewish Community Centre 750 Spadina Avenue (at Bloor) Cost: $10.00 to cover the room rental 1. New member introductions How did you hear about the club? 2. Club membership/continuation Do members want club to continue Membership options 3. Club management 4. Member topics/questions 5. Recent transactions 6. Other Business 7. Next meeting: TBC 8. Adjourn Club blog: https://ellens-degenerates.blogspot.ca Club e-mail: ellensdegenerates@hotmail.com

Investment Club Meeting on May 16, 2017

Ellen's Investment Club  (Toronto Central Investment Share Club) Guest Speaker: Andrew Guilfoyle, Guilfoyle Financial Tuesday, May 16, 2017, 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: Andrew Guilfoyle, Guilfoyle Financial 3. Next years meetings 4. Next meeting: Tuesday, June 20, 2017 5. Adjourn Club blog: https://ellens-degenerates.blogspot.ca Club e-mail: ellensdegenerates@hotmail.com

Investment Club Meeting on April 18, 2017

Ellen's Investment Club  (Toronto Central Investment Share Club) Regular Session Tuesday, April 18, 2017, 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. Sector presentations TBC 3. Member topics/questions 4. Recent transactions 5. Other Business 6. Next meeting: guest speaker, Andrew Guilfoyle, Guilfoyle Financial Tuesday, May 16, 2017 Club blog: https://ellens-degenerates.blogspot.ca Club e-mail: ellensdegenerates@hotmail.com

Investment Club Meeting on March 21, 2017

Ellen's Investment Club  (Toronto Central Investment Share Club) Guest speaker: Matthew Castel, Peter Mantas, Logos LP Tuesday, March 21, 2017, 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: Matthew Castel, Peter Mantas, Logos LP 3. Sector presentations agenda topic 4. Next meeting: Sector presentation/discussion Tuesday, April 18, 2017 5. Adjourn Club blog: https://ellens-degenerates.blogspot.ca Club e-mail: ellensdegenerates@hotmail.com

Investment Club Meeting on February 21, 2017

Ellen's Investment Club  (Toronto Central Investment Share Club) Guest speaker: Randy Cass, Nest Wealth Tuesday, February 21, 2017, 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: Randy Cass, Nest Wealth Robo investing 3. Sector presentations agenda topic 4. Next meeting: Tuesday, March 21, 2017 Guest speakers: Matthew Castel, Peter Mantas, Logos LP 5. Adjourn Club blog: https://ellens-degenerates.blogspot.ca Club e-mail: ellensdegenerates@hotmail.com

Investment Club Meeting on January 17, 2017

Ellen's Investment Club  (Toronto Central Investment Share Club) Guest speakers, Matthew Castel and Peter Mantas, Logos LP, will not be available for January meeting Tuesday, January 17, 2017, 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. Strategy Lab update 3. Tax changes 4. Investment statements 5. Member discussion Questions Topics 6. Recent transactions 7. Next meeting: Tuesday, February 21, 2017 Guest speakers: Randy Cass, Nest Wealth, Robo investing questions 8. Adjourn Club blog: https://ellens-degenerates.blogspot.ca Club e-mail: ellensdegenerates@hotmail.com