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Sample Club Agenda


GRS Investment Club

Meeting Agenda – 10/08/00

  1. Call to Order

  2. Acceptance of minutes from 9/17/00 Meeting

  3. Treasurer’s Report
  4. Collect monthly contribution and distribute the club valuation statement

  5. Old Business

    Discussion of Addition of New Members

  6. New Business

    Discussion of possibility of Leave of Absence
    Creation of New Stock Study Principles

  7. Economic Report

  8. Educational Segment – Market Capitalization
    Discussion about small cap stocks, industries

  9. Industry Report – Computer Software

  10. Stock Report – Amgen

  11. Portfolio Update

  12. Buy/Sell Decisions

  13. Assign Items for next months meeting:

    A. Industry to be presented: Retail
    B. Economic Report
    C. Educational Topic
    D. Time and place of next meeting?

  14. Adjournment



    If you are giving presentations, please make enough copies for everyone.


 
  
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