Investors Lunch Bunch

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. It’s 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 invest-
ment experience this is a excellent resource to learn the basics and make you more fluent with financial terms and prod-
ucts. 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, Nave Shopping Center, 1545 South Novato Blvd. Novato,
. We use their private room for our lunch and discussion. You can order any breakfast or lunch item on their extensive
menu. You will receive a separate check. We will conclude promptly at 1:30. See link below for menu and directions
Sam’s Place

Will Kaefar, willmary@pacbell.net