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Puget Sound Investors Conference

Date: Friday, November 04 · 1:00 PM - Saturday, November 05 · 9:00 PM UTC
Location: Seattle, WA

Ken Kavula, Hugh McManus and Mark Robertson are among the presenters at this annual premier event for investment education. The program starts on Friday morning and extends through Saturday afternoon

This year’s conference consist of 56 presentations; six one-hour presentations for two days across 5 classrooms. To ensure fresh material only half of the classes are repeats from last year, so 50% is NEW.

In our attempt to enable each of our members to become successful lifetime investors we provide information around six major investment ideas: (1) personal finance, (2) stocks, (3) bonds, (4) mutual funds/ETFs, (5) options, and (6) club operations. Stocks, as usual, dominate with 70% of presentations. We also recognize we have every skill level attending. In our attempt to meet everyone’s needs the material is: 35% Beginner; 45% Intermediate, and 20% Advanced.

Finally, to help attendees focus on particular topic or skill areas we have further broken down the presentations into seven tracks: Beginners, Stocks – Quality & Valuation, Stocks – Portfolio Management, Stock Tools, Options Trading, and Club Management.

Event Contact:

PSC Investors Education Conference
Chapter Contact
iec@puget.betterinvesting.net

Telephone: 206-935-0861

Location:

Map: Seattle, WA

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Legend
Quality Legend:
Blue Excellent with quality greater than 80.
Green Good with quality between 60 and 80.
Neutral Average or below average with quality between 20 and 60.
Red Poor with quality less than 20.
Companies with less than 10 years of history are penalized by 5 points per year.
PAR Legend:
Green PAR is within the target range of MIPAR +5-10%, currently 5.1%-10.1%
Yellow PAR is above the target range of MIPAR +10%, currently 10.1%
PAR Projected Annual Return
MIPAR The Manifest Investing Median PAR of all stocks in the database.
Company Name Legend:
* Not covered by Value Line Standard Edition.
b Uses price-to-book value for valuation purposes.
P/CF Uses price-to-cash flow for valuation.