To facilitate investment education opportunities for ... Paul Orfalea: Philanthropist,
author, investing guru, Kinko's founder and serial entrepreneur, struggled with.
CHANNEL ISLANDS CHAPTER CIC MISSION STATEMENT
BETTERINVESTING® NEWSLETTER
To facilitate investment education opportunities for individuals and clubs within Ventura and Santa Barbara Counties.
Box 3418, Camarillo, CA 93011
JANUARY 2011
~~~SAVE THE DATE~~~ SATURDAY, FEBRUARY 19, 2011
8:30 AM TO 12:30 PM
$25.00
Location: Ventura County Star, Paul K. Scripps Community Room, 550 Camarillo Center Drive, Camarillo, CA 93010
INSPIRATIONAL INVESTING, ANNUAL MEETING AND BOOK SIGNING! JOIN US AND MEET MIKE TORBENSON Better Investing VP Puget Sound Chapter & BIVA Board Associate Director Cloud Computing – Impact on Investors and Users Alike Mike Torbenson
PAUL ORFALEA Philanthropist, investing Guru and Co-Author of newest book “The Entrepreneurial Investor” (Book Signing Event!) Paul Orfalea
LANCE HELFERT Fox News Business Commentator West Coast Asset Management-Board/Investment Strategist and Co-Author of “The Entrepreneurial
Investor” (Book Signing Event!) Lance Helfert Mike Torbenson. Teaching has been the theme and delight of Mike’s career in the US Navy, elementary
teacher, Computer Consulting & Education owner and Microsoft Enterprise Development & Infrastructure consultant.
1
Mike is currently teaching SSG introduction, judgment, portfolio management and for our meeting:
Topic One: Learn about investing at a webinar, Apple Stock Study, and Topic Two: The coming (should have happened log ago) of “Cloud Computing” and what it means to a stock investor’s research. What it is, how it will work, what companies will be shaping the future of the coming technology.
Paul Orfalea: Philanthropist, author, investing guru, Kinko’s founder and serial entrepreneur, struggled with
Dyslexia and ADD throughout his school years. Paul credits these “disabilities” as the blessings that allowed him to see the world differently than his peers. ‘I learned early that I would only get through school with a lot of help from a lot of people. This dependence taught me how to ask for help, and how to provide what help I could. I learned to appreciate people’s strengths and forgive their weaknesses. This was important when I hired my first coworker at Kinko’s. ” Paul is active in several businesses and is on the Investment Committee of West Coast Asset Management. He shares the benefit of his business and life experiences through his writings, speeches and college courses. Through his family’s philanthropic efforts and public speaking on early care, education, and learning differences, Paul strives to improve resources for the next generation of leaders and educators. Lance Helfert: Lance heads the investment committee of West Coast Asset Management, is on the Board of Directors, and steers its investment strategies. He is also a founding partner of Black Sable Energy. Prior to co-founding WCAM, he also managed a portfolio of more than $1 billion at Wilshire Associates and was involved in a full range of financial strategies at M.L. Stern & Co. Lance has been featured in Kiplinger’s Personal Finance, Forbes, Barron’s, Fortune Magazine, and the Wall Street Transcript for his unique market perspective and has authored articles in Market Watch and The Ventura County Star. He has been honored by the Pacific Coast Business Times as one of the Top-40 Under-40 and as a leading executive in banking and finance. Lance is a frequent guest commentator on the Fox Business Channel and has lectured at USC, UC Santa Barbara, and Cal Poly San Luis Obispo. He was the featured speaker several times at the Value Investing Congress in New York and Los Angeles He is also involved with the Santa Barbara Investment Forum, and Pepperdine University’s Estate Planning Network. Lance earned his BS in Business Administration from Pepperdine University.
PRESIDENT’S MESSAGE – Greetings to our Better Investing Members! Although our economy is still experiencing some downturns there seem to be a few glimmers of positive news. I know as Better Investing members we have many tools and educational opportunities to help us understand today’s environment – more so than the average investor! I truly hope each of you are actively utilizing all the information that BI provides us to become better informed, active and successful investors The Registration Form is included with this newsletter and also posted on the Better Investing Website, www.betterinvesting.org, Channel Islands Chapter. You can also email our Registrar, Jeanette Casserly at
[email protected]. Please be sure and include your email address within the body of your email. Please join us for a fun and informative meeting. Bring a friend! A Continental breakfast will be served, and the cost is only $25.00 HIGHLIGHTS OF 2010 This year, the Board has spent considerable time “getting back to basics!” We have held several review classes for the board discussing SSG basics, PERT analysis and re-emphasizing how to utilize the Basic Cash-Flow Discount Analysis tool from last year’s Annual Meeting presentation WELCOME TO THE BOARD – CRYSTAL COWGILL! The Board has welcomed a new Associate Member this year: -Crystal Cowgill – our own ‘Soccer Mom” with plenty of spirit
2
and energy! Crystal is returning to the board after a 10-year recess to raise her boys! Now she wants to raise a portfolio! Join us anytime as a visitor to our Board Meetings, on the first Monday of the month, or at MICCI – the Channel Islands rd Model Investment Club. MICCI meets the 3 Monday of each month, in Ventura contact Jeanette Casserly at
[email protected] for a reservation. I wish you a happy and prosperous 2011-investing year!
Hosted the West Coast Region Meeting for chapter leadership and training, Oct. 2 and 3, 2010. Our board along with other states came together to share best practices, new services from headquarters and advanced website features, for members and the public at large. Tanya Johnson –
[email protected]
CHANNEL ISLANDS CHAPTER OFFICERS
President 1st Vice President Secretary Treasurer Club Visit Public Relations Education
Tanya Johnson Carol Haverty Phyllis Boynton Jeanette Casserly Darrell Boynton Tanya Johnson & Carol Haverty Phyllis Boynton
Budget and Finance Carol Haverty Newsletter Editor Carol Haverty Membership/Registration .Jeanette Casserly Event Planning/Facilities Bruce Casserly, Darrell Boynton Web Site Nancy Ambrose/Tanya Johnson Nominations & Elections Bruce Casserly Chapter Contact Jeanette Casserly Associate Members: Barry Bolker, Willie Smith, Crystal Cowgill Website: www.betterinvesting.org
2011 CLASSESS OFFERED TO CLUBS and INDIVIDUAL MEMBERS/GROUPS: Classes will be offered, at a nominal fee, to all clubs upon the request of the club and/or groups of individual members. Classes can be offered for SSG training, PERT, Portfolio Management, When to Sell and others. The Board Volunteers spend considerable time to prepare their presentations and it has proven more beneficial to our clubs and members to provide classes tailored to meet their needs. Phyllis Boynton, Education Chair
[email protected] We have had success with on-line classes and will be glad to conduct one for your club or group. Let us hear from you! Tanya Johnson, President,
[email protected] WILLIAM PAUL AGSTER
In Honor of Bill Agster, our former Region Coordinator and man who helped us launch From his pen, I was a volunteer Director for the National Association of Investors Corporation (NAIC) from 1987, in Colorado and served 3- 3 year terms as director on the national board of the organization. I attended board meetings quarterly and was instrumental in planning and presenting at two conventions a year during that nine year period. The organization had close to 750, 000 people. The NAIC lost a significant number of members after the stock market "bubble burst" in 2001. This is the organization of investment clubs in the United States. I lectured to groups on the stock market and how to run a profitable investment club, having spoken to over 1,000 groups throughout the country by 2003. I made many trips out of Colorado for NAIC, mostly to California but also to such places as Florida and Hawaii and many times was able to join me Born in Chicago, IL on Aug. 6, 1935 Departed on Jun. 10, 2010 and resided in Centennial, CO.
3
_____________________________________________________________________________________
National Association of Investors Corporation BetterInvesting® CHANNEL ISLANDS CHAPTER k-94 P.O. Box 3418 Camarillo, CA 93011
Non-Profit U.S. Postage PAID Oxnard, CA Permit 1839
BETTER INVESTING® - CHANNEL ISLANDS CHAPTER
REGISTRATION FORM
2011 ANNUAL MEETING
February 19, 2011 8:30 a.m. – 12:00 noon. Location: Ventura County Star, Paul K. Scripps Community Room 550 Camarillo Center Drive, Camarillo, CA 93010
Return this portion with your check!
REGISTER NOW (Seating limited to the first 60 registrants) ~~~A SEPARATE REGISTRATION FORM IS REQUIRED FOR EACH ATTENDEE~~~~ Continental breakfast is included in your registration. Fee for this event is: $25.00 per person (check payable to CIC-Education) mail to: CIC Education, P.O. Box 3418, Camarillo, CA 93011-3418. For confirmation include email address. Name:
Membership #_______________________
Address: PHONE (
City )
State
ZIP_________
EMAIL:_______________________________
Please complete and return the registration form, enclose your check(s) and Questions may be addressed to
[email protected] or Jeanette Casserly at 805-482-6144.
Please note: without an advanced reservation we cannot guarantee food service. 4
