ShareSoc AGM – 14 November 2018

Please find below the links to the ShareSoc Notice of Annual General Meeting to be held at 4.30pm on Wednesday 14th November 2018, along with the associated Proxy Form and Financial Statements for the year ended 31st December 2017.

The AGM is open to all Members (Full and Associate). The meeting will be followed by the November ShareSoc Seminar at 5.30pm. All Members may speak at the meeting but only Full Members may vote.

Please use the form below to register for the event.

November 14, 2018

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Location Name: Offices of Link Asset Services
Address: 65 Gresham Street
City: London
Postcode: EC2V 7NQ
Country: UK
Date of Event: 14/11/2018
Event Start: Starts at 4:30pm
Agenda Title: ShareSoc AGM 2018
Agenda Description: 1. The Chairman will report on the activities of the Society.
2. Directors Mike Dennis, Cliff Weight will provide brief update presentations covering events and policy activities.
3. The Chairman will present the role of Patron of ShareSoc.
4. The Chairman will report on cooperation and merger discussions with UKSA and with SIGnet.
5. The Chairman will announce the winner of the Stan Grierson Award
6. The Directors will answer any questions Members may care to put at the meeting. Questions may be submitted verbally at the meeting or in writing beforehand.

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Add to calendar

Location Name: Offices of Link Asset Services
Address: 65 Gresham Street
City: London
Postcode: EC2V 7NQ
Country: UK
Date of Event: 14/11/2018
Event Start: Starts at 4:30pm
Agenda Title: ShareSoc AGM 2018
Agenda Description: 1. The Chairman will report on the activities of the Society.
2. Directors Mike Dennis, Cliff Weight will provide brief update presentations covering events and policy activities.
3. The Chairman will present the role of Patron of ShareSoc.
4. The Chairman will report on cooperation and merger discussions with UKSA and with SIGnet.
5. The Chairman will announce the winner of the Stan Grierson Award
6. The Directors will answer any questions Members may care to put at the meeting. Questions may be submitted verbally at the meeting or in writing beforehand.

Group description:	This group was formed in September 2023 and meets in-person during the evening in a London pub. The group is open to all investors – a good proportion of the initial membership are experienced investors.
Meeting Type/Venue:	In-person meetings. Pub. Dinner and drinks.
Meeting Frequency/Timing:	Monthly on the third Tuesday of the month from 6-9pm.

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:	Our group covers a wide spectrum of mainly stock market investing and trading from equities – which include shares, ETF’s Investment and Unit Trusts. We normally rotate the meeting chairperson (responsible for creating, with member’s help, suitable agendas) and a meeting presenter (members take it in turns to provide a 15 to 45 minute presentation on a subject of their choice). Various investing topics of interest are regularly discussed such as software, brokers, investing categories and markets and any related topics of interest.
Meeting Type/Venue:	Meetings will be returning to in-person in a private room at a West London golf club, close to an underground station. In the meantime monthly video calls and an in-between meeting email group will continue.
Meeting Frequency/Timing:	In-person meetings will be held on the second Wednesday of each month in the afternoons, following a golf club one course lunch.

Group description:	The Options group has been meeting monthly for some 20+ years and new members who are either trading or interested in trading options are always welcome. Our members trade options predominately on both UK and USA shares, indices, currencies and commodities.
Meeting Type/Venue:	Meetings take place via video call.
Meeting Frequency/Timing:	Meetings are monthly, on the 4th Wednesday of each month, normally from 12:30 to 2:30 and sometimes run over.

Group description:	Our group members have wide ranging investment experience and work backgrounds. Discussion topics include reviewing our recent stock or collective investment buying and selling activity, plus what we are considering buying or selling and the reasons for our decisions. We also have a wider discussion on where we think opportunities might arise in the next few months and what we think needs to be avoided. Members occasionally lead discussions on specific topics such as recent events attended, articles or books of interest and sources of investment ideas and information.
Meeting Type/Venue:	Since the pandemic our meetings have been held on Zoom, but the aim is to resume meeting in person at the usual venue which is in a location a few miles to the west of Colchester.
Meeting Frequency/Timing:	We meet midweek every two months. Zoom meetings run for about two hours from 10.30am and in person meetings from 11am until about 3pm, including a break for lunch.

Group description:	We hold monthly in-person meetings with possible exceptions in August and December. Discussions are generally on the topic of investment strategy and potential companies of interest. Each member is expected to make an investment-related presentation approximately once a year.
Meeting Type/Venue:	We meet in a private room at a pub around 7 miles SW of Oxford. We usually each order a dish from the pub menu that is served during the meeting.
Meeting Frequency/Timing:	Meetings are in-person, monthly on the 4th Tuesday of the month at 7pm. Typical meetings last 2 to 2.5 hours.

Group description:	Our group is a broad church that contains investors of varying age and experience. We discuss stocks and investment trusts that we have bought, sold or are interested in and the reasons behind our decisions, and try to make sense of the ever changing investment environment. Our members backgrounds are diverse and include corporate banking, engineering, teaching and the leisure industry. Discussions are robust and challenging but tend to be to be informal, and do not generally involve agendas, presentations or detailed preparation.
Meeting Type/Venue:	Our meetings are held on Zoom, although we are all based around London so try to meet centrally for lunch from time to time.
Meeting Frequency/Timing:	We meet every 2 months, generally midweek at 10.30am.

Group description:	Experienced investors who have been members many years and newer members wanting to learn about investing. Members discuss portfolio content and reasons why they have certain assets and investments. Buys and sells discussed along with interesting shares being considered along with current issues in the market of local or international influence.
Meeting Type/Venue:	Physical face to face meetings held in a central pub in Easton in Gordano.
Meeting Frequency/Timing:	Usually monthly to 6 weekly, mid week 12 noon to 2pm with lunch.

Group description:	Most members are experienced investors. The main focus is on equity investments (single stocks or investment trusts). Other asset classes are discussed. Meetings involve presentations from members who are expected to lead discussions from time to time.
Meeting Type/Venue:	Meeting quarterly, physically in Central London. Other months (8 months per year) on Zoom.
Meeting Frequency/Timing:	Meetings are generally held on the 3rd Wednesday of the month. The Quarterly physical meetings are from 11am-4pm (with approximately 1 hour break for lunch), the Zoom meetings (during the other 8 months) tend to last up to 2 hours (11am – 12:45pm).

ShareSoc AGM – 14 November 2018

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