Model Club - RM

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 Presenter: Betsy Wills

Betsy joined the Board of the Rocky Mountain Chapter in 2013, served as VP/Education for 8 years and is now President of the Chapter. She has been a member of two investment clubs, one of which she founded in 1999 and is still active. During her 40-year career as a securities attorney, she represented companies conducting initial public offerings, clients in regulatory defense matters and investors who have been victims of fraud and unsuitable investment recommendations. Betsy began her legal career as a trial attorney with the Securities and Exchange Commission’s Denver Regional Office. She also spent five years as an attorney with two national brokerage firms based in Denver, and was an adjunct professor teaching securities law at the University of Denver Sturm College of Law for 10 years.

Investment
Education

Model Investment Club

Focused on Finding and Selecting
Small and Mid Sized Companies
for a Portfolio

Register for September 18, 2024

Rocky Mountain Chapter of BetterInvesting

[email protected]