Value Investing Meetup (Aug 2018)
sam. 18 août à 22:00
Dear members, PLEASE ARRIVE 10-15MINS BEFORE 4PM. Latecomers interrupt the presentations, so we'd really rather you SKIP and join the following meeting. Here is the MEETING AGENDA: #1: Spencer will discuss QHC equity along with a distressed trade. He will touch upon the overall distressed process. 20-30min+ Q&A. #2: Mark will speak on "Optimal vs Naive Portfolio Construction" with examples for Mutli-Asset Factor Investing. He will go over a recent academic paper on portfolio construction and then focus on applying some of the theory to factor investing using different multi-asset class portfolios. #3: Sam will pitch a name (TBD) **** PLEASE NOTE THESE "4 RULES OF THE ROAD" RELATED TO OUR MEETINGS. 1. PLEASE HONOR YOUR RSVP RESPONSES AND PLEASE PLAN TO ARRIVE 5-10MINS BEFORE 4PM.
It's fine if you change your mind, just please remember to update your RSVP; waitlisted members may then attend in your place. Two defaults may lead to member removal. Arrive early; latecomers interrupt presentations, so we'd rather you skip the meeting. 2. PLEASE CONTRIBUTE TO THE COMMUNITY OF CURIOUS LEARNERS AND MAINTAIN A CONSTRUCTIVE TONE IN DISCUSSIONS.
We want to encourage participation; this promotes learning and makes for more substantive and useful discussions. We are a very supportive community interested in learning, so please volunteer topics/pitches in advance of the scheduled meeting; this way, members have an opportunity to research independently. Please indicate the time (# of mins, pref ~15-20min) you'll need to cover the topic. 3. INVITE SPEAKERS FROM YOUR NETWORK TO GIVE TEACH-INS TO OUR GROUP.
Over the last years, we've invited a number of speakers who've given talks on a range of topics including Patent law, European election/Political landscape, Macroeconomics and Investment process. As a group, we can gather more speakers, so please let me know if you have people from your network who'd be willing to give a talk on any interesting topic. 4. PLEASE PAY YOUR 2018 ANNUAL DUES IN PERSON WHEN YOU ATTEND.
Annual dues will be minimum of $10 per member. Cash/Venmo works. --- Best regards!
Tom, Fred, Justin and team...
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