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HI Everybody


The Patriot Chapter was well represented at the BI National Convention in San Jose CA from 14-17 May. Vice President Ernie Felzani, Secretary Ginny Devlin and Patriot Model Club member Jim Connell and I were in attendance.

Thursday was dedicated to training specifically oriented toward Chapter Directors. On Friday and Saturday there were full days of presentations regarding a wide variety of financial themes. In addition to the usual seminars by Home Office staff a number of other expert speakers contributed their perspective.

Hopefully next year we can muster an even larger contingent as the BINC will be held near Dulles Airport outside Washington DC. Maybe we can rent a van and go down together if there is enough interest.

One final point, all of the attendees from the Patriot Chapter paid their own way and received no funds from the Chapter Treasury.


After successful events in Westford and Northampton earlier in the year, we will be conducting another Value Line event in Holden on Thursday June 25. We will be doing a mailing to the members in the local region in a few weeks. If you would like more details please contact me.


The Patriot Chapter has received an invitation to a luncheon presentation from Bill Sullivan who is the Senior Vice President for Shareholder Relations at Bank Santander. He is based in Boston and offers us a choice of venues. One is the Harvard Club in Cambridge or another option is at a Country Club on the North Shore.

We would need at least a minimum of 10 investors in attendance to take up Bill’s offer.

Please let me know if you are interested in attending such an event and with an adequate response, we can begin to explore with Bill some dates and choice of venue.


We’ve mentioned this previously but it seems there now may be enough interest to initiate an online Chapter book club. If you think you would be interested in participating in a Chapter book club let me know. Also feel free to suggest potential books to read.

From my discussions with the BI Chapter President for Northern Virginia, they can be quite popular Chapter activities.


Finally don’t forget that we are still interested in doing Club visits.

We know that many Clubs wind down a bit in the summer so visits will proably be scheduled in the post Labor Day period. We engage in two types of visits. One is a meet and greet type of visit to get acquainted with the Clubs and to field any questions about BI or the Patriot Chapter. There is no charge for this type of event.

A second type offers a 90 minute portfolio evaluation during one of your meetings. Three week prior notification is require for this type of visit as Chapter Vice President Ernie Felzani requires sufficient time to prepare his findings. We ask a $50 donation for a portfolio evaluation

We have had excellent reaction to our visits and would like to set up more for the fall season.

That’s it for this edition of the Monday Memo.

The next Monday Memo will be issued around Jun18.

Paul GravelinePresident Patriot Chapter



Paul Graveline President

Ernie Felzani Vice President

Member Contact Line: 508-337-2970 /////////////////////////////////////////

Upcoming Chapter events:

6/13/15 Patriot Chapter Online Investment Club second Saturday of the Month. Contact: Ira Haas at (Anyone is welcome to attend even if they don’t have an interest in joining.).

6/18/15 Patriot Chapter Model Club Bedford MA. 700p Contact: Ernie Felzani.

6/25/15 VALUELINE PRESENTATION HOLDEN MASS LIBRARY.The Presentation will take place at the Gale Free Library at 630PM. ///////////////////////////////////////////

Are you interested in learning more about investing and investment Clubs? These investment Clubs are open to visitors so check with them for the specific time and location of their next meetings.

MA Bedford: Mass Chapter Model Club Third Thursday Bedford 700p Next, 5/21/15

MA Yarmouthport: Sea Notes Investment Club Yarmouthport firehouse Margaret

Online -Yankee Chapter Model Club Second Saturday 1100a-1230p ONLINE ONLY CLUB Ira Haas at (Anyone is welcome to attend even if they don’t have an interest in joining.) Next 12/13.

CT Farmington Valley Region CT: Massaco Investment Club of West Hartford. Candace Fisher at

Boston Area: Refuse to Lose Investment Club Boston Robin Preston


See the Monday Memo above for the latest Mass Chapter events.

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