$25 – $35

BetterInvesting Educational Workshops

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Mills College

5000 MacArthur Blvd

Oakland, CA 94613

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Description

SFBA Chapter BetterInvesting Educational Workshops

Mills College, Lucie Stern Hall 101

Schedule

8:30 – 9:00

Registration & Continental Breakfast

9:00 – 9:50

Find Quality Stocks by Evaluating Management - Craig Braemer

The Stock Selection Guide: The Basics Part I - Henry Gold

10:00 – 10:50

Finding Small Companies - Craig Braemer

The Stock Selection Guide: The Basics Part II - Henry Gold

11:00 – 12:00

SF Model Club in Action - Evaluating Stocks, Portfolio and More - Members of the Model Club

The Four Judgment Calls for the Stock Selection Guide - Harriet Chan

12:05 – 12:30

Panel Discussion - Stocks for 2018

Door Prizes

Workshop Descriptions:

Find Quality Stocks by Evaluating Management - Craig Braemer

This workshop will focus on how BetterInvesting suggests ways to find companies, and the process used to find and evaluate quality stocks. It is BetterInvesting’s belief that focusing on quality is an effective way for investors to invest over time. We will also learn why Warren Buffett thinks quality is very important and that if it is good for him, it could be for us. We will discuss the different portions of Section 2 of the SSG so that it becomes clear why this section of the SSG is so important. We will also look at how the Internet can help you find investment information through documents that are available to all.

SF Model Club In Action - Model Club Members

The San Francisco BetterInvesting Model Investment Club will show you from start to finish how the club operates. By attending this live, condensed club meeting you will learn how the Model Club:

  • conducts a meeting,

  • incorporates learning into every meeting

  • reviews its portfolio

  • encourages participation from every member

  • researches, presents and votes on stocks

  • uses forms and tools to encourage best practices.

Come join us for a lively meeting followed by a Q & A.

The Four Judgment Calls for The Stock Selection Guide - Harriet Chan

In this workshop, Harriet takes the guidelines for using the range of P/E ratios and extends it to stock prices for fast growing companies. She will share a different perspective by using average stock prices for your judgment decisions in the Stock Selection Guide.

The Stock Selection Guide: The Basics, Part I & II - Henry Gold

These workshops will look at each section of the SSG as well as the key judgment areas; future high and low PE, selected low price, earnings per share growth, and how they all work together to help identify good companies at reasonable prices. The five sections of the SSG will be explained and why they are important. We will complete an SSG as a group using the updated Online SSG tools.

Finding Small Companies - Craig Braemer

Finding small companies can be challenging at times. BetterInvesting suggests that your portfolio should have 25% in small companies and 50% in medium-sized companies. We will show you various ways to find small companies, as well as how to leverage research from professional mutual fund managers to help you find ideas to research companies to add to your portfolio. In addition, we will teach you how to apply this process to any of the market sectors.

For questions or further assistance with registration, contact Vivian Thomas (510) 842-8989 or via email: viviannee@yahoo.com

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Date and Time

Location

Mills College

5000 MacArthur Blvd

Oakland, CA 94613

View Map

Refund Policy

Refunds up to 1 day before event

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