October 13, 2012Quarterly Meeting

Administrative Presentation

President’s Welcome

• Thanks to Scott and Lucid• Thanks to all the officers (old and new)– Vice President – Nick Jensen– Secretary – Shane Thompson– Treasurer – Jesse Moreng– Portfolio Manager – Shawn Wu– Technology Officer – Scott Kaufmann– Sergeant-at-Arms – Michael Vargas

2012 – 2013 Officer’s Initiatives

• Survey Results– Get the passion back, get everyone engaged– Increase accountability of Members for holdings– Showcase 1820 Group outside meetings– Streamline 1820 operations– Continue to increase Member education– Continue to improve Member

research/presentations

2012 – 2013 Officer’s InitiativesBack to Basics

• Investing– Accountability of all Members for current holdings– Encourage members to partner up on research/presentation

• Education– Increase education through structured curriculum– High caliber guest speakers at every meeting

• Networking– Grow membership by 6– Showcase 1820 Group in the community

• Operations – Redo website– Streamline meetings (remote access, upload meeting docs same-day)

Vice-President’s UpdateVice President: Nick Jensen

Portfolio UpdatePortfolio Manager: Shawn Wu

Treasurer’s Update

Treasurer: Jesse Moreng

• 3rd Quarter Contributions $2,529.80

– Investment @ 90% $2,276.82

• AAPL $15.90

• TTM $24.71

• WFC $25.52

• F $13.25

• IBM $2.60

• SLV $14.10

• RRC $2.60

• KO $30.60

• SLV foreign tax withheld ($2.12)

TOTAL TO STOCK PICK $2,403.98

TOTAL TO MONEY MARKET $252.98

Q3 Income Statement

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Buys / Expenditures

• Bought 9 CSTR @ $60.38 $553.41

• Bought 41 SYK @ $50.90 $2,096.00

• Client requested electronic funding disbursement $318.00

Sells / Income - None

• TD Ameritrade Money Market $2,780.70

• Comerica Bank $2,459.55• Total Investments

$46,662.48• Total Assets

$51,902.73

Balances

Value of One 1820 Unit

$15.704588

Secretary Update

• Meeting minutes for quarterly minutes to be posted to 1820group.com

• Members responsible for meeting content• Expectation to have minutes uploaded within

3 days. Goal <1 day.

Technology Officer Update

Technology Officer: Scott Kaufmann•Website has been fixed •Website enhancements coming during the

next quarter• Thank you

Sergeant-At-Arms UpdateSergeant-at-arms: Michael Vargas

Let the Meeting Proceed!