Corporate Forum Announces Fall Meetings: Investors Take Note

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Corporate Forum, A Boston Investment Club, offers fall meetings with company management teams across the country to provide company updates and insights. Retail investors take opportunity to evaluate year-to-date and start planning for the coming year.

Boston Investment Group
Not only can investors look at their stocks on paper, but also they can meet face-to-face with company management teams

The Corporate Forum, a Boston investors group, is excited to announce fall meetings in cities across the United States in metropolitan areas including Boston, Miami, and Chicago that will connect investors with corporate management teams for the purpose of understanding company strategy and performance to date, as well as plans going forward.

Corporate Forum believes that ongoing interaction with executives of publicly traded companies enhances retail investors' understanding not only of individual investment ideas, but also of the market as a whole. Doing this in the fall is the ideal time for the individual investor to assess performance to date as well as calibrate their investment plans for 2015.

In addition to evaluating an investment portfolio, people should also assess their overall worth by evaluating stocks, bonds, fixed income, and cash.

“Not only can investors look at their stocks on paper, but also they can meet face-to-face with company management teams,” said Corporate Forum President Beth Kurth. "We're geared up and ready to make those connections for investors."

According to Kurth, fall is a great time for investors to meet with the management teams from the companies they have invested in so the companies can explain what they have been doing in the past and what their business plans are for the future. This way, investors can figure out what they should be doing for the next 15 months.

This gives investors the opportunity to make changes to their portfolio if necessary and be able to plan their investment strategies for the remainder of 2014 and look ahead to 2015. According to Kurth, “This doesn't have to be an all or nothing adjustment to a portfolio. Investors can opt for incremental changes, as opposed to changing their entire portfolio.”

Additionally, fall is a good time to evaluate one’s assets in preparation for the holidays and the New Year. "It's the perfect time to be looking back and looking forward,” added Kurth.

About the Corporate Forum:

The Corporate Forum provides the retail investment community access to company management teams. Founded in 1971 as the Boston Stockbrokers Club, the Corporate Forum has since expanded into other cities nationwide. Companies from all sectors and market capitalizations use our services to speak directly to this large and broad cross-section of investors. To learn more about how your company can connect with retail investors, visit http://www.corporateforum.com.

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