Investor Day with Doug Gerlach

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9:00 am - 4:00 pm ET
The Community Center Super Giant Food Store
315 York Rd
Willow Grove, Pennsylvania 19090
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Cost: Cost $35-Lunch Included

Register Here

Or download a
Mail-in Registration Form 

To pay by check make the check out to Philadelphia Area Chapter of BI



Investor Day Event with Doug Gerlach

Class Topics:

1.    A Closer Look at Projecting EPS Growth                                                             
2.    Industry Analysis for the Bottom-Up Stock Investor
3.    Closing of the Club Taxes for 2023 including changing brokers in the middle of the year. Are there any new rules?
4.    Stock Doctor: Club Portfolio Reviews: For any clubs wanting to submit their club portfolio for Doug to review, contact Gloria Mankonen & request the Excel Format form to complete. See email & phone below.

To register by Mail use information below:
Make check payable to: Philadelphia Area of BI
Mail check to:   Gloria Mankonen, 1106 Cowpath Rd, Hatfield, PA. 19440

For More Information - call Gloria Mankonen @ 215-796-1214



Event Contact