SHARESOC INVESTOR MASTERCLASSES

An Entertaining & Educational Evening for Investors

Our Investor Masterclasses are intended for investors with all levels of experience. A panel of expert investors discusses topics of general interest to our audience. Topics will be covered both at a basic level for the beginner, and also in depth for the more experienced investor. There will also be an opportunity for you to quiz the panel and share your own views. No matter what your level of expertise, we’re sure you’ll find something of interest and value from the discussion with our panel. One of the joys of investing is that it is a constant learning process and this is a great opportunity for you to hone your skills.

Our Panel

Expert smallcap investor Leon Boros, experienced analyst and financial writer Phil Oakley and popular investor Richard Beddard will be joined by well-known professional fund manager Robin Boyle.

Next Masterclass

The next London Masterclass starts at 17:00 on the Wednesday 12th October 2016, with registration from 16:30, with the main part of the event finishing by 19:00.

It will be held at the offices of CitiBank, 25 Canada Square, London E14 5LB. Wine, soft drinks and light refreshments will be provided, from 19:00. This will be an ideal opportunity to socialise with the panel and fellow investors.

We are delighted to be able to confirm that this venue is wheelchair accessible. Please advise the organiser if you require wheelchair access, so that security staff can be advised and will assist you on arrival.

Your Host

Mark Northway, BA, MBA, IMC.

Mark is an experienced practitioner in financial markets with wide ranging managerial and governance experience across credit, fixed income, equity and treasury markets, and associated cash and derivative instruments. His experience spans multiple disciplines including marketing, trading, investment and the management of complex financial and regulatory risk within a variety of vehicles and legal structures.

Our Panel

Robin Boyle

Robin Boyle, Managing Director of Athelney Trust plc, is the latest addition to the panel. Robin has a long and successful history of investing in small caps through the Athelney Trust and is well known for his pithy observations on the market in general.

Don’t miss this interesting speaker! Others are:

Leon Boros

Leon Boros is a Chartered Accountant who trained with Ernst & Young and is a founding director of Equity Strategies, a deal origination corporate finance firm. He is an active private investor and is an ISA millionaire despite having invested only a fraction of his annual allowance. He has achieved an annualised return on his investments of 16.1% p.a. over 21 years. His investing style has a particular emphasis on companies generating high profit margins, strong cashflow and high returns on tangible assets.

Richard Beddard

Richard Beddard founded an investment club before joining Interactive Investor as an editor at the height of the dotcom boom in 1999. in 2007 he started the Share Sleuth column for Money Observer magazine, which tracks a virtual portfolio of shares selected for the long-term by Richard. His career highlights include interviewing Nobel prize winners, private investors and many, many company executives. Richard is a freelance writer who invests in company shares and funds through his self-invested personal pension.

Phil Oakley

Phil Oakley is an investment analyst for Ionic Information, the makers of leading private investor software products ShareScope and SharePad. Phil spent 13 years as a professional investment analyst working for City investment banks and fund managers. He was also senior investment writer for MoneyWeek.

Topics

Phil Oakley will start the session with a presentation on cash flow statements and what we can learn from them.

“In many ways, profit is based on opinions relating to the treatment of costs and revenues. This means that they can be manipulated to make a company look like it is doing better than it really is. Cash flow is much harder to fudge over the long run and that’s why it’s a good idea to know something about it” Phil Oakley.

The panellists will then talk about their worst share purchases and what they learnt from them. Learning lessons from one’s mistakes is an important aspect of becoming a better investor.

The final discussion will ask each panellist to discuss their most recent share purchase and tell us why they bought it which will give us an insight into the way they approach their investment decisions

There will be an opportunity for you to pose questions and make your own comments, including a closing general Q&A.

Tickets and Booking

This is a ticket-only event. The price for ShareSoc Full Members (and an optional guest ) is £45*, or £65** for Associates & others. Click here to book online. There are a limited number of places and these events have proved popular, so early booking is strongly recommended!

If you prefer to pay by cheque, please send your cheque made payable to the UK Individual Shareholders Society, with your name, email address and postal address and identifying what ticket(s) you wish to purchase to:
ShareSoc, Suite 34,
5 Liberty Square, Kings Hill,
West Malling, ME19 4AU.

Important Notice: a high degree of security is in force at Citi Bank. That means that a) all attendees will have to be notified to security in advance and no tickets can be sold “on the door”; b) attendees will need to bring a form of photo ID with them (e.g. driving licence or passport) to gain admittance. Pre-booking is essential.

Please do not hesitate to contact the event organiser, Sarah Serohijos, sarah.serohijos@betelresearch.com if you have any questions.

*ShareSoc Full Members booking online should obtain a discount code that will allow you to book the reduced price tickets. The code can be entered by first clicking on “Enter promotional code” on the booking web page, beneath the non-member ticket that is listed. If you do not already have this code (it will be mailed to Members), please contact the ShareSoc office via the Contact page of the ShareSoc web site supplying your Full Name or Membership Number to validate your membership and obtain a code.

**Anyone purchasing a £65 full-priced ticket will be granted 6 months complimentary ShareSoc Full Membership, worth £22.50.

Post Date: June 10, 2015

Group description:	All levels of experience welcome. A typical meeting agenda includes: – Macro Environment – Trades: Members review existing positions and identify securities with promising TA entry patterns or setups and with suitable risk/reward. Any security, long, short, futures, options may be considered. The convener takes actual positions in trades and maintains his own detailed ledger, accurately measuring performance of individual securities and cumulative activity. Members are notified by e-mail prior to the entries or exits that are decided upon. Following each meeting an updated copy of the ledger is circulated together with the next meeting agenda. Members may wish to maintain similar ledgers of their own but there is no obligation to do so. – Technical Analysis: Techniques and systems used in trades. Members can request discussion of particular aspects of TA.
Meeting Type/Venue:	Online via Zoom
Meeting Frequency/Timing:	The first Tuesday of every month from 7 to 9pm

Group description:	Following the launch of the SIGnet Technical Traders groups, it was identified that there were a number of members who use fundamental and other information as their main source of choosing companies to invest in, who would find some understanding of technical analysis helpful to identify good entry and exit points for their investments. This new SIGnet Technical Analysis in Support of Investing group is therefore being launched and we welcome members of all levels of experience to join.
Meeting Type/Venue:	Online via Zoom
Meeting Frequency/Timing:	There will be an initial Zoom meeting on Monday 29th April at 7pm to launch this group, please email info@sharesoc.org if you are interested in joining.

Group description:	A new in person group coming soon! Keep and eye on our Events page to register for the launch meeting.
Meeting Type/Venue:	In person
Meeting Frequency/Timing:	TBC

Group description:	Open to all investors / people with an interest in investing. Typical meeting will involve members talking about recent purchases, successes, failures and possible future purchases. Also with occasional visiting speakers or members making presentations on a topic of interest.
Meeting Type/Venue:	We aim to meet on the last Tuesday of each month in a private room at a pub in Playhatch. Start time 7pm with members encouraged to meet up around 6pm for a bite to eat / drink before hand, if their diaries allow.
Meeting Frequency/Timing:	7pm on the last Tuesday of the month. Meetings likely to last about two hours but with informal ‘overspill’ before / after.

Group description:	This group was set up as a forum to discuss companies in detail, each company is introduced by a member and discussion may last one or two hours. Membership is by invitation only and is for experienced investors.
Meeting Type/Venue:	The group meets at a venue in Waterloo, London.
Meeting Frequency/Timing:	Meetings are on Tuesday mornings at two month intervals.

Group description:	Group focused on active investing, primarily in small / medium cap UK equities.
Meeting Type/Venue:	Regular Zoom meetings interspersed with occasional face to face meetings and social activities in the North West.
Meeting Frequency/Timing:	Monthly on Saturdays at 10am.

Group description:	A long-established group, however, we welcome new applications. Our meetings start at 10:15am with coffee and scones when members comment on their investment activities since the previous month. Generally, each member reports on a specific Company/IT/Fund e.t.c. This brings us to about 12:30pm when the meeting ends, and we have lunch.
Meeting Type/Venue:	In-person at a Golf Club in Belfast.
Meeting Frequency/Timing:	The group usually meets on the second Wednesday of the month, all year round, except in July and August when we have no meetings. Meetings commence at 10:15am and last 2-3 hours (including lunch).

SHARESOC INVESTOR MASTERCLASSES

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