Southeast Florida Chapter
2017 Club Portfolio Contest
On Line Registration
This is a great educational opportunity for your investment club. Have your club's portfolio reviewed by Phillip J. Keating CFA, a professional portfolio manager with decades of experience.
Cash prizes will be awarded. All clubs are eligible to participate.
Portfolios will be judged on how well they conform to BetterInvesting objectives.
Registration includes one free admission to the Club Portfolio Review & Evaluation seminar on Saturday Feb. 25, 2017 at the Jim Ward Community Center where Mr. Keating will review and discuss all participating portfolios.
Registration fee is $30
To register online (preferred) Click on the Order Now link above. You will be taken to a secure web page where you can register you club using a credit card. Once registered you will receive the portfolio submission form via E-mail in a day or two. Fill in the required information and return it via E-mail or US mail. You will receive an acknowledgment confirming our receipt of your data.
To Register by mail: Send a check for $30 payable to "Southeast Florida chapter BI" along with your club name and address to - Club Portfolio Competition 14925 S.W. 142 Place, Miami Fl 33186. Once registered we will send you the Portfolio submission form via US mail. Fill in the required information and return it via E-mail or US mail. You will receive an an acknowledgment confirming our receipt of your data.
Completed portfolio submission forms must be returned by Jan, 31 2017
- Date and Time
- This is an online only event