The Rocky Mountain Chapter Model Investment Club online meeting begins at 6:45 pm Mountain Time, with about 15 minutes for the business portion of the model club, followed by an education presentation and a stock evaluation using judgments from the audience.

Focused on small and mid-sized companies as defined by BetterInvesting, small companies are often hard to find and evaluate. These potential gems have annual revenues of less than $10 Billion, and may not be widely followed by analysts.

Join us to learn more about running an investment club, selecting small and mid-sized companies and managing a portfolio.

Education: "How to Check Out Your Broker or Advisor"

Ever wonder what you need to do to find out if your broker has the proper credentials or has ever had restrictions placed on them? Join us as Betsy Wills walks us through the process to find this information.

Stock Presentation: Catalyst Pharmaceuticals (NAS: CPRX)

Catalyst Pharmaceuticals Inc is a biopharmaceutical company. It focuses on developing and commercializing innovative therapies for people with rare, debilitating, chronic neuromuscular and neurological diseases. It offers Firdapse, a proprietary form of amifampridine phosphate for the treatment of patients with Lambert-Eaton myasthenic syndrome.

Education Presenter: Betsy Wills

For over 40 years, Betsy was a securities and corporate attorney. During her career, she represented companies conducting initial public offerings, clients in regulatory defense matters and investors who have been victims of fraud and unsuitable investment recommendations. She recovered over $30 million for clients in mediation, arbitration and litigation. Betsy began her legal career as a trial attorney with the Securities and Exchange Commission’s Denver Regional Office. She also spent five years as an attorney with two national brokerage firms based in Denver, including two years as general counsel. In addition, Betsy was an adjunct professor teaching securities law at the University of Denver Sturm College of Law for 10 years. Betsy has been a member of two investment clubs, one of which she founded in 1999 and is still active. She joined the Board of the Rocky Mountain Chapter in 2013, served as VP/Education for 8 years and is now President of the Chapter.

Stock Presenter: Joan Loken

Joan Loken has been a director for the Rocky Mountain Chapter since 2009. In addition to her service to the chapter, Joan served as a volunteer on the BI National Board (BIVA) and chaired the Chapter Support Team for six years. When asked by Ann Cunez if she would answer questions in the backroom for Ticker Talk and Stock UP, Joan felt honored and recognized for her knowledge. Working in the backroom gave Joan the opportunity to continue expanding her knowledge of investing and making better judgments.

Model Investment Club dates for 2023:

Wednesday, September 20, 2023

Wednesday, October 18, 2023

Thursday, November 16, 2023