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Introducing
AUTHOR
l
SPEAKER
l
INVESTMENT EDUCATOR
Areas of Expertise
WITH WIT, CLARITY, A
AND
ND STYLE, DOUG
GERLACH TEACHES EVERYDAY INDIVIDUAL
INVESTORS TO BE SMARTER INVESTORS
INVESTORS.
For more than a dozen years,
Doug Gerlach has been teac
teaching individuals and investinves
ment clubs to make smarter
decisions about investing in
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Inve s t ing in S to cks
Por tfo lio Man ag e me nt
S to ck S cre en ing
On line Inv es ting
Inve s t me n t Club s
Ge t t ing Sta r ted in S to cks
S to ck Ana l ys is Sof twa re
the stock market, through his books, software tools, web sites,
and educational presentations
presentations.
Doug in person was awesome. I totally enjoyed the session
“ Toandhear
learned much. It took away some of my fears and opened up a
whole new vista for me. Doug is vvery
ery motivational!
Doug is President of ICLUBcentral Inc.
Inc.,, the leading proprovider
er of tools for investment clubs and the maker of the
world’s most popular software for fundamental stock anal
analyysis, Toolkit
kit 6.
6 He brings together education and investor
tools in entertaining
ente
seminars, workshops, and presentations.
Able to make often-complex
often complex financial concepts understan
understanddable even to beginners, Doug is in demand as a speaker at
investor
tor fairs, financial conferences, special interest groups,
and other organizations across the U.S
U.S.. In addition, he makes
regular appearances in the media when reporters seek expert
insight on what drives the “average” individual investor.
”
ICLUBcentral Inc.
www.iclub.com
Biography
Douglas Gerlach is the President of ICLUBcentral
Inc., makers of software for individual investors
Inc.,
and investment clubs, and the founder of StockCentral.com, an interactive community and tools
Central.com,
web site for investors.
Since 1995, Doug has focused on educating invesinve
tors with a string of books, including The InvesInve
tor's Web Guide,
Guide The Complete Idiot's Guide to
Online Investing,
Investing The Armchair Millionaire
Millionaire, and
Investment Clubs for Dummies
Dummies, and magazine
articles for publications such as Individual InvesInve
tor PC World, and ComputerLife
tor,
ComputerLife.. He was a ConCo
sulting Editor and columnist for Mutual Funds
magazine
agazine,, and his articles have appeared on many
web sites, including Yahoo! Finance, E*TRADE, and
ShareBuilder.com.
A familiar name to many investors, Doug is a pop
popular speaker on such topics as online investing, ge
getting started in the stock market
market, and running a sucsu
cessful investment club, Gerlach has spoken at
events from Honolulu to Berlin, for such organiz
organizations as the National Education Association, N
National Investor Relations Institute
Institute, and Charles
Schwab, as well as at personal finance conferences
organized by CNBC,
CNBC Boston Globe
Globe, Baltimore Sun,
Fort Lauderdale Sun-Sentinel
Sentinel,, Morningstar, BetteBett
rInvesting and Oregon Public Broadcasting. He has
taught at investor events in
in more than 60 cities
across the US, where his skill in explaining often
oftencomplex concepts with humor, energy
energy, and clarity
helps to turn beginning investors into smart inve
investors.
In addition, Gerlach has been a guest on countless
radio and television program
programs, ranging
ing from
CNNfn Digital
CNNfn’s
tal Jam,
Jam Yahoo! FinanceVision
FinanceVision, to the
Wall Street Journal Report.
Report. He is also the Ed
Editorin--Chief of the Investor Advisory Service
Service,, the marma
ket beating newsletter published by ICLUBce
ket-beating
ICLUBcentral.
Books Published
• The Investor's Web Guide (Macmillan, 1997)
• The Complete Idiot's Guide to Online Investing
(Macmillan, 1999, Second Edition 2000)
• The Armchair Millionaire (Simon and Schuster,
2001, Paperback 2002)
• Investment Clubs for Dummies (Wiley, 2002)
• Guide to Computerized Investing (NAIC,
IC, 2003)
Magazine Articles
• Mutual Funds Magazine (Consulting Editor & ColCo
umnist, 1999-2002)
1999
• PC World Magazine
• Individual Investor Magazine
• Computer Life Magazine
• Better Investing Magazine
Television & Radio Appearances
• Wall Street Journal Report
• CNN Travel Network
• CNBC
• CNNfn Digital Jam
• Tech TV The Money Machine (Correspondent,
1999-2000)
2000)
• PBS Better Investing
• NPR Marketplace
• Extra Help Channel In The Money
• And dozens of local television & radio broadcasts in
Honolulu, Boston, St. Louis, New York, and other cic
ties.
Praise and Endorsements
Past Speaking Engagements
• “Doug’s presentation was so good,
his message is succinct
succinct, and he
commanded
manded my interest for the
entire presentation.”
• “Doug’s presentation was exce
excellent. Keep up the good work of
educating and enlightening inve
investors.”
• “Thanks so much! Doug gave a ffabulous seminar and it was well
worth the time and money spent.”
• “I really like the energy that Doug
puts into his presentations. He’s a
very dynamic speaker!”
• “II really enjoyed Doug
Doug’s class and
look forward to more of those in
the future. Keep up the good
work!”
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CNBC/Fidelity Investor Discovery Institute
Charles Schwab Trader’s Outlook Conference
Conf
National Investor Relations Institute
National Education Association Retirement
Retir
& Benefits Conference
International Foundation of Employee BenBe
efit Plans Investments Institute
Oregon Public Broadcasting Investor RoundRoun
table
World Federation of Investors Conference
Boston Globe Money Matters Conference
Baltimore Sun/Morningstar
Sun Morningstar Personal
Finance Conference
Fort Lauderdale Sentinel Personal Finance
Conference
rence
The Women’s Center (Alexandria, VA)
New York Personal
Personal Computer User’s Group
BetterInvesting National & Regional ConfeConf
rences
InvestEd Investment Education Conference
CompuFest Computerized Investing ConfeConf
rence
InvestFest Regional Investing Conference
The Learning Annex New York City
…and workshops taught at more than 60 local
l
Better Investing and AAII chapters
chapters.
248.654.3100
248.654.3100
Sample Presentation Topics
• Who Let the Dogs In? Dealing with Under
UnderPerforming Stocks In Your Portfolio
Every investor has a stock or two that doesn’t live
up to expectations. Learn how to identify problem
stocks before they’re in critical condition, and disdi
cover strategies for knowing when to sell — and
when not to sell.
• Identifying Excellence in Company Management
What makes well-managed
well managed companies different
from the rest? Learn to focus on the key factors that
are the signs of an excellent
excellent management team, and
invest in a portfolio of winners.
• Screening for Winners
Using web and desktop tools, you can search for
stocks that meet your criteria, thereby finding re
reasonable candidates for study. Learn how to build
your personal search criteria
criteria,, and always have a
collection
lection of potentially hot stocks just a point and
click away.
• When Bad Things Happen to Good Companies
Learn how to handle unexpected problems that
arise in companies you hold in your portfolio, and
make more confident decisions about selling, holdhol
ing, or buying these stocks with “issues.”
• Stock Selection Blunders, Bungles, and Bloopers
A survey of startlingly common mistakes made by
both experienced and beginner investors when an
analyzing stocks. See examples of what not to do when
whe
examining companies for your portfolio.
• Secrets of Wall Street Analysts
How much can you trust Wall Street analysts? Get
the inside scoop on what really happens inside iinvestment banks and brokerage firms when they
say “buy,” “sell,” or “hold.”
• Build a Better Portfolio in 10 Days
Can you spare an hour a day for 10 days to improve your stock portfolio? Learn the most imporimpo
tant considerations when reviewing your portfolio
to ensure that you're reaching your investment
objectives,
jectives, managing the level of risk in your hol
holdings, and optimizing your re
returns — all in 10 days.
• Stock Selling Guide
Knowing what stocks to buy and when to buy
them is vital
al to becoming a successful investor. But
knowing when to sell is often a harder decision to
make. Discover strategies for knowing when and
why to sell a stock, and learn how to become a disdi
ciplined stock seller using a Stock Selling Guide
worksheet.
• Go Offense!
fense! Go Defense! A New Portfolio Ma
Management Strategy
Use this innovative portfolio management techtec
nique to focus on the most important factors in
identifying signs of underperformance and ove
overvaluation. Better manage your stock holdings usu
ing this strategy
strategy and the software that supports it.
DOUG WILL CUSTOMIZE HIS PRESENTATION
FOR YOUR AUDIENCE, O
OR
R CAN CRAFT NEW
ICLUBcentral Inc.
CLASSES TO FIT YOUR GROUP’S
GROUP NEEDS.
To arrange for Doug to speak to your group or at your
event, contac
contact:
t:
uuu
711 W. 13 Mile Rd.
Madison Heights, MI 48071
248-654.3100
www.iclub.com