The Rocky Mountain Chapter Model Investment Club online meeting begins at 6:45 pm Mountain Time, with about 15 minutes for the business portion of the model club, followed by an education presentation and a stock evaluation using judgments from the audience.

Focused on small and mid-sized companies as defined by BetterInvesting, small companies are often hard to find and evaluate. These potential gems have annual revenues of less than $10 Billion, and may not be widely followed by analysts.

Join us to learn more about running an investment club, selecting small and mid-sized companies and managing a portfolio.



Stock Presentation: Nvidia (Nvda)




Presenter: Joan Loken

Joan Loken has been a Director of the BI Rocky Mountain Chapter since 2009 and has served as President and Education Chair. For six years, she was a member of the national BI Advisory Board and chaired the Chapter Support Team. Ann Cuneaz, Senior Manager of Education Programs, asked Joan to participate in the Ticker Talk and Stock UP GTW backroom. Answering questions in the backroom gave Joan the opportunity to continue expanding her investing knowledge.



Education Session: Artificial Intelligence




Presenter: Naveen Chandrashekar

Naveen is a technologist by profession, with a passion towards investing. Early in his career he had the opportunity to work for Thomson Reuters which included providing market data to various trading companies at the stock exchanges. He and his family moved to Colorado in 2018 and recently re-joined BetterInvesting, becoming an associate director with the Rocky Mountain Chapter. He spends his spare time volunteering for causes like Girls in STEM, in NPower and other STEM events at his kids Highlands Ranch Stem school. During summer time he enjoys riding his motorcycle or hiking on one of the many trails.





Model Investment Club dates for 2025:

March 19, 2025

April 16, 2025

May 29, 2025