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Will Kaefer Investors Lunch Chairman willmary@pacbell.net (415) 927-1043 |
| Join us on the second Friday of every month for lunch followed by an hour discussion on various investment topics such as current market conditions, specific investment strategies, market cycles, and specific investments (stocks, bonds, real estate, funds, ETFs, limited partnerships, options). This is not a traditional Investment Club. Its purpose is to share knowledge and experiences of managing investments. We encourage attendees to ask questions and share their knowledge. We have had discussions on Estate Planning, appropriateness of specific types of investments, investment performance calculation tools, laddering bonds, risk management, broker selection, various internet resources, and tax issues.
Our attendees collectively have broad experience and share their specific knowledge with the group. If you have limited investment experience this is an excellent resource to learn the basics and make you more fluent with financial terms and products. This knowledge is especially useful whether you manage your own investments or use an individual or firm to manage your finances. Join us at 11:30 AM the second Friday every month at Sam’s Place. We use their private room for our lunch and discussion. Please do not arrive early as the room is sometime used by another morning group. You can order any breakfast or lunch item on their extensive menu. You will receive a separate check. We conclude promptly at 1:30. 1545 South Novato Blvd. Novato |
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