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:	SIGnet Taunton is a new group with around 10 keen members at present, with a range of investment styles and experience. We welcome new members.
Meeting Type/Venue:	In person meetings at a golf club near to the centre of Taunton.
Meeting Frequency/Timing:	We meet on the first Monday of every month at a golf club near to the centre of Taunton, 11am until 3pm with a lunch break.

Group description:	An online group for those who are new to investing, or have only been investing for a few years. Including topics such as: – What is a share or a bond, why and how to buy them. – Comparing funds, unit trusts, Investment trusts and exchange traded funds. – Portfolio management and diversification. – ISAs, pensions, SIPPS and how to save tax. – How terms such as PE ratio and dividend yield are used to value a share. – How to use technical analysis or charting.
Meeting Type/Venue:	Online using Zoom.
Meeting Frequency/Timing:	Meetings are usually held on the last Monday of the month at 7:00pm.

Group description:	An online group for those who already have some experience in investing. Covering topics such as finding companies to invest in, financial statements and ratios, valuation / margin of safety, analysis of companies and investment trusts and exchange traded funds.
Meeting Type/Venue:	Online using Zoom.
Meeting Frequency/Timing:	Meetings are usually held on the last Wednesday of the month at 7:00pm.

Group description:	The Equity Income Group welcomes investors of all levels of experience, from beginners to advanced. The focus of meetings is on dividend paying Investment Trusts, though there is also discussion around individual shares.
Meeting Type/Venue:	Meetings are held online.
Meeting Frequency/Timing:	Meetings are held every 6 weeks on a weekday between 7 and 8:30pm.

Group description:	The Group welcomes investors of all levels of experience, from beginners to advanced. The focus of meetings is on all types of income generating financial instruments, from stocks through Trusts and Funds and ETFs to retail bonds. Meetings involve presentations from members, who are also expected to lead discussions from time to time, as well as discussions on what has been bought and sold since the last meeting.
Meeting Type/Venue:	Meetings are in-person in a venue in Central London.
Meeting Frequency/Timing:	Meetings are usually held on the last Thursday of every other month, starting with an informal lunch around 1pm followed by discussions until around 5pm.

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:	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:	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.

SHARESOC INVESTOR MASTERCLASSES

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