Hey Mary Webber,
I am in an investment club for my school where we handle about $100,000 for an endowment fund. I am not sure about the legal issues as in this does not apply in our case but I can tell you how we structure out club.
It works best for us to elect specific positions where someone will research the economy, another the market, and yet another our overall fund performance over the period where we did not meet. Then we assign groups of people to specific sectors which they will be responsible for. We then cycle through the different sectors each meeting and those who are in charge of the sector for the week (or month in your case) will give an overview of our holdings in that sector and potential new positions that we can add. It is also helpful to have a president so that the meetings can be run smoothly.
Not sure if this format will work for your specific group but it is much more effective to have people focus on one sector instead of everyone researching the entire market. I hope this helps.
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www.quintfinance.com
09-16-2008, 06:30 PM
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