October BPI Meetup

NB: You must register in advance for this meetup. Please register as soon as possible so that I know that the meeting is viable.

Since I have done a bad job of deterring walk-ins, these will now be charged at double the usual rate (ie. £10 per session).

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At the September meetup, we discussed the format of meetings. Ideas include:

• members presenting their blueprint for active investing (as Mike has already done)
• short presentations on research into a topic chosen by the group (perhaps by more than one member, with contrasting views on the topic)
• book reviews
• guest speakers

Does anybody want to present to the group this month?

If there are no suggestions, the meeting will default to a general discussion / Q&A session.

I might also try to arrange a guest speaker, and present a book review.

Volunteers to run future sessions (in rotation with me) are still needed.

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So far we've covered:

• Building a momentum trading system for ETFs & Investment Trusts
• What is active investing, and how does it fit in our portfolios?

Other topics on our list include:

• Factors and smart beta
• Market timing (avoiding recessions and stock market crashes)
• Expected returns and how to predict them
• Money management, risk management, stop-losses
• Stock screens by type
• Shorting
• Sector analysis of major indices and markets
• ESG investing
• Sector and factor tilts through economic cycles
• Back-testing of portfolios and systems

We are meeting at the hotel again.