Events And Meetups | SIGnet Liverpool Investor Group - ONLINE - Mark Simpson - Saturday 6th June 2020 - 11am - 3pm.

2nd Jun '20 by Danny001

3 comments 355 reads

We meet as a group of like minded investors who wish to discuss the subject matter.

We do not group invest, there is no money on the table. Everyone makes their own decisions which are private to them. We are polite, inclusive and constructive.

Please be advised, none of this is investment advice etc. These are simply topics for discussion.

If you wish to join the meeting, please get in touch.

Agenda;

Introductions

Introduce Mark Simpson and his book Excellent Investing.
Optimising my portfolio – Steve / Mark

Q&A session with Mark.

Review of market situation on my portfolio - All
Focus on a sector - will Starbucks retain its market leading position?
Administration - date and topics for the subsequent meeting

First two sessions are free, after that, we would like you to join SIGnet. If you are already a full member of ShareSoc, then it is £15.00 to upgrade. If you join just SIGnet then it is £25.00.

https://www.sharesoc.org/membership/signet-membership/

https://www.amazon.co.uk/Excellent-Investing-Build-Winning-Portfolio-ebook/dp/B07V8K8NFD

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Danny001

5th Jun '20

Webex meeting invitation: Signet LiverpoolSat 06/06/2020 11:00 - 15:00https://meetingsemea.webex.com/meetingsemea/j.php?MTID=mf5767c864e66b347145126482084980f

https://meetingsemea.webex.com/meetingsemea/j.php?MTID=mf5767c864e66b347145126482084980f

7th Jun '20

On Saturday 6th June, the Liverpool SIGnet Group pulled together a wonderful meeting where we were joined by SIGnet member and author Mark Simpson. Mark presented his book 'Excellent Investing - How to Build a Winning Portfolio'. The reason we invited him was because the book had become a bit of a favourite within the group. To such an extent that one of our members had restructured his investment criteria to specifically incorporate the concepts the book presents.

Normally, the meeting would have been held in Liverpool City Centre in person. However, due to the Covid19 situation, the group has moved online, choosing to use Cisco Webex as the technology. We were unsure if the meetings would work the same online as they do in person. Based on the fact that we had no choice, we tried it out and found that it really did work very well. We also found that the geographic constraints were lifted so we had visiting members from Manchester and Leeds. Key to this meeting was that we could also invite a guest with much greater ease. Mark was our guest and a pleasure to have join us.

The meeting began with introductions around the room, fifteen of us in total. From there, Mark was given control of the screen share and began to guide us through his book with a power point presentation. Most of us had already read the book and whilst familiar with the content, to have the actual author present explanation and direction was wonderful.

Once Mark completed his presentation, Steve then took control of the screen share and began his power point. He highlighted aspects of the book and demonstrated how he had integrated it into his investing thesis. Steve has a very studious investing approach which is rewarded in his returns. Both Mark and Steve adhere to an investing process, using research, study, documentation and their own rules of conduct to ensure they conduct themselves correctly.

We then returned the screen to the group. Questions were asked and answers were explored. I found the combination of the two investors who had worked together ahead of the meeting through the power of the book then come together to discuss with us quite wonderful.

We give our thanks to Mark and are keen to invite him back as everyone enjoyed and benefitted from the session.

https://www.amazon.co.uk/Excellent-Investing-Build-Winning-Portfolio/dp/1074944798/ref=cm_cr_arp_d_product_top?ie=UTF8

SIGnet Liverpool Investor Group - ONLINE - Mark Simpson - Saturday 6th June 2020 - 11am - 3pm.

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Danny001

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