Sept. 9, 2017 Gatis and Grayson Roze

by | Nov 13, 2017 | Uncategorized

Join AAII – Portland Chapter on
SATURDAY, Sept. 9, 2017   9am-12pm
Register on-line now 

25 Essential Investment Secrets
I Passed On To My Son

8:40 AM – Registration

9:00 AM – Welcome and introduction of Speaker

Gatis Roze, Author, The Traders Journal, a Stockcharts.com Blog
Grayson Roze, Business Manager, StockCharts.com, Inc.

Two accomplished individual investors & authors from different generations, Gatis and Grayson Roze, will reveal the 25 money management secrets that have allowed them to achieve consistent success in the stock market at all ages.

Both Gatis and Grayson will share what gives them an edge in the market, respectively, and describe how you, too, can find your own edge. They will also share their inspirational story of how a father motivated his son to take an interest in the financial markets at an early age, reveal their most valuable lessons learned from those experiences, and share insights into how their story can help make you & yours a better investor.

We encourage attendees to bring their younger family members or investors-to-be so that they have the opportunity to hear positive experiences from someone who started at a young age.

Attend this meeting to learn:

  • A father and son duo spanning two generations of investors reveal the 25 money management secrets that you need to succeed in the market at any age.
  • Both speakers will present what gives them an “edge”, help you find yours, and explain how doing so will allow you to thrive as an individual investor.
  • Hear the inspirational story about how a father motivated his son to take an interest in investing at a young age, and discover how their lessons learned can benefit you.

About Gatis Roze:

Gatis is a veteran full-time stock market investor who has traded his own account since 1989, unburdened by the distraction of clients. He holds an MBA from the Stanford Graduate School of Business, is a Chartered Market Technician (CMT) and is a past president of the Technical Securities Analysts Association (TSAA). Gatis is also the author of “Tensile Trading: The 10 Essential Stages of Stock Market Mastery” (Wiley, 2016).

About Grayson Roze:

Grayson is the author of “Tensile Trading: The 10 Essential Stages of Stock Market Mastery” (Wiley, 2016) and “Trading for Dummies” (Wiley, 2017). He has worked in the financial services industry for StockCharts.com since 2012, and now serves as the Business Manager at the company. Grayson is also the co-founder of StockMarketMastery.com. He holds a Bachelor’s degree from Swarthmore College, where he studied Economics and Psychology.

At a young age, Grayson began pursuing his interest in the financial markets by attending investment classes and starting to trade under the guidance of his father. At the age of just 18, he began investing his own account and has since become an accomplished trader in his own right at 24 years old.

10:30 AM – 10:45 AM – Break and Refreshments

12:00 PM – End
Saturday, Sept. 9, 2017 MEETING DETAILS

LOCATION: East Portland Community Center,  740 SE 106th Ave,  Portland, OR 97216

DIRECTIONS: From I-205 take Stark Street exit #20. Drive east on SE Washington, turn right onto SE 106th Ave. The community center is just ahead on the left side of street.

REGISTRATION & COST: 
*$20 at the door, beginning at 8:40AM (NO CREDIT CARDS ACCEPTED AT DOOR)
*$15 in advance by 9/7/17, 5 pm with a credit card at:  Eventbrite
*$15 in advance by sending a check postmarked by 9/6/17 to:
AAII Portland Chapter,
PO Box 66034,
Vancouver, WA 98666

Full time student and under 18 is FREE, with student ID.  A certificate of attendance is available.

There will NOT be a DVD of this session.

Refund Policy: No Refunds

Chapter Message

This is an excellent opportunity to bring your child (or your parent!) for a presentation of multi-generational teaching and learning. Here is a short video where Grayson & Gatis talk about Father & Son Investing.

http://stockmarketmastery.com/index.html

Portland AAII always needs volunteers. There’s always plenty to do, so let us know what you’d like to try your hand at. Some opportunities are:

  • Marketing strategy for use with social and other media
  • Marketing/Promo: writing for posting on website and notices
  • Videographer: always wanted to make a movie? Some of our meetings need recording
  • Audio: want to learn? Here’s an opportunity to learn from and work with Chris
Email us at aaiichapter_portland@yahoo.com. We are a great team and would love to have you join us!
Subgroup Information
PDX Income Investor’s Sub-Group.

Contact: Andy Prophet, Group Chairperson, aprophet@apresearch.com to get on the mailing list for up-coming meetings.

The upcoming meeting will be on: Sunday, Sept. 3, 2017, 1:30 to 3:30 PM.
Future dates are: Oct 1, and Nov 5.

Location: Cedar Mill Community Library, 12505 NW Cornell Road, Portland OR 97229 in the Lewis and Clark room.