"The best bargains will be in stocks that are completely neglected, that other investors are not even studying."
"Search among many markets for the companies selling for the smallest fraction of their true worth."
-John Templeton, "Money Masters of Our Time"
Wednesday, October 7, 2009
Event #1: Building Business over Breakfast
Host: G. Davis Capital Inc
Networking in the A.M.
Durham, NC
8:00am - 8:45am
Event #2: Socially Responsible Investing Lunch-N-Learn
Host: Advanced Energy of Raleigh, NC
Advanced Energy creates economic, environmental and societal benefits through innovative and market-based approaches to energy issues. For utilities, this means developing programs and services to benefit their customers. For industries, it means testing new equipment, helping develop new products and improving manufacturing processes. For thebuilding industry, we help builders, developers and mechanical contractors improve homes, their industry and commercial buildings. For North Carolina's ratepayers, we offer cleaner energy options and energy savings.
Presenters:
Gregory Davis & Jennifer Lazarus of Lazarus Financial Planning
Raleigh, NC
11am - 1:30pm
Thursday, October 1, 2009
Host: The Raleigh Durham Chapter of the National Black MBA Association, Inc.
Financial Planning Panel Discussion
Gregory Davis & Roosevelt Elivert of State Farm Insurance
First Flight Venture Center
2 Davis Drive
6pm - 8pm
Presented by Traction
A social network of left-leaning 20- and 30-somethings who are spicing up progressive activism.
Sept 23, 2009*
Green & Socially Responsible Investing
*Teamed with Socially Responsible Investing Expert,
Jennifer Lazarus of Lazarus Financial Planning
Sept 16, 2009
Real Estate & Retirement
Aug 19, 2009
Let's Get it Started: Taking Steps in Investing
Aug 12, 2009
Investment Strategies
African American Male Leadership Academy Presentation: Stocks & Bonds Clip
April 18, 2009, Saturday
African American Male Leadership Academy
in association with Frank Puna, Program Specialist
Topic: Financial Roadmap from High School to College & Beyond
Time: 12:30PM - 1:30PM
Location: NCCU Criminal Justice Building
Agenda:
12:30pm +Introduction & Goals (It really starts with you!)
12:35pm +Top 10 Things about Money I Wish Someone Told Me
12:40pm +Scholarships, Internships, Fellowships
12:45pm +Four Pillars of Investing
*Savings
*Credit
*Insurance
*Health
12:55pm +NYSE Tools (How to choose an investment)
01:05pm +Q & A
01:20pm +Closing & Thank you
Comments:
*Make it longer; problem solving; handouts in class & present
-J.B.
*Longer with a break in the middle, lots of good and useful info
-K.K.
*He did well, he connected with us and it made sense.
-T.B.
*Great Workshop! Please visit us again!
-F.P.
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March 22, 2009, Sunday
Kappas of Durham Foundation: Beautillion Workshop
A financial presentation covering:
"The Four Pillars of Investing"
*Savings
*Credit
*Insurance
*Health
*Scholarship, Internship and Fellowship information
Focusing on young men transitioning from from high school to college and beyond.
Location: Durham, NC Mutual Insurance Company, 5th Floor
Time: 3:00 pm
Comments:
*Great job relating to demographic.
*It was a very interactive presentation with good life applications. -Mark
*I think the workshop was Great! -Ben
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January 17, 2009, Saturday
Topic: The Four Pillars of Investing
Co-Host: North Carolina Central University
Location: NCCU Campus
June 26, 2008, Thursday
Topic: Investing in a Global Economy
Co-Host: Durham Public Library - Main Campus
Location: Durham, NC
June 12, 2008, Thursday
Topic: Investing in a Slowing Economy
Co-Host: Gettraction.org
Location: Durham, NC
June 4, 2008, Wednesday
Topic: Planning for Retirement
Co-Host: Durham Public Library - Main Campus
Location: Durham, NC