The Alpha Society


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Objective:

The objective of the Club is to provide a small and knowledgeable group of active and wealthy investors with the opportunity to stay up to date with the ideas of leading professional opinion-formers in the investment world. This is achieved through the exchange of views and the discussion of opportunities in a comfortable and informal environment.

The Alpha Society has two platforms; monthly meetings and a private members website.

Format:

The meetings are held either at breakfast or in the early evening where the guest speaker presents and then takes questions in a controlled discussion. This is led by a qualified chairman such as Jonathan Davis or John Chatfeild-Roberts. The meeting is catered and there are networking opportunities after the event. The meetings are private and based on Chatham House rules. A range of different speakers are featured throughout the year.

Speakers:

An advisory group has been set up to attract the best speakers. The speakers are typically drawn from the following groups:
•    Active London-based professional investors
•    Visiting professionals from overseas
•    Analysts, academics and other commentators
Frequency:

Meetings occur monthly. Proposed dates for 2008 are:
16th January17th July
12th February21st August
13th March18th September
17th April16th October
15th May20th November
11th June18th December
Location:

The majority of the meetings are held at the Savile Club in Mayfair. Other locations will also be considered and reviewed.

A summer meeting held in a major European city such as Paris or Antwerp is also planned. The month and location will be confirmed three months prior to the event. Travel and accommodation costs are not included in Membership.

The Alpha Society Christmas party will take place on the 18th of December 2008; this evening event will include a dinner prepared by the Savile Club’s chef, Michael James.

Alpha Society website membership area:

Entry to the Alpha Society members’ area of the website is via an individual password. This private area of the website includes exclusive features such as:
•    Regular summaries of meetings with top analysts and investors
•    Market commentary from professional investors
•    Priority invitations to the annual Independent Investor Conference
•    Profiles of each speaker, updated each month
•    Edited ‘Podcast’ from selected presentations (where appropriate)
•    Opportunities to contact and network with other Alpha Society members
Other services:

Over time we may develop other services that can be offered to members of the club. These will evolve in response to demand, depending on what the members are comfortable with and need. There is no overt selling or commercial activities, but the membership can choose to network for personal business purposes.

Membership:

Membership is by annual subscription. Numbers at any meeting are limited to a maximum of 25. Membership is for named individuals and corporate rates are also available. To enquire about how to join the Alpha Society and discuss the benefits of membership, please contact Julian Simmonds by email or phone: +44(0) 20 3091 7346