Spoke Fund ®

Cale Smith

Apologies for the delays between posts lately…head down on a handful of things lately, including the ebook. May be another week or two until I can get back to a regular posting schedule here. Open for guest posts from any of you guys, too – just email me.

Also happy to say I had four great conversations over the holidays with other new potential Spoke Fund® managers. So, stay tuned for more this year from those studs.

In the meantime, wanted to float an idea about getting together again this year. In the back of my head, I’d been thinking we could do something here in the Florida Keys again this spring, but had a pretty attractive option come up this week that I think might be worth considering.

In short, I’m thinking we could have our meeting at the Marco Island Marriott in Marco Island, Florida, this September.

Marco Island is very nice, and is located in Southwest Florida – near Naples, if that’s any help. I’ve got a friend down here who puts on a big conference there every year (completely unrelated to investing) but who can hook us up if we want to give it a go…meaning we’d sort of lob on to the same contract terms he’s got with the hotel, and get the same low rates on rooms, access to the penthouse suite for a cocktail hour of sorts, and a little space to get together and talk shop.

His conference runs from mid-week to Saturday night, and then, essentially, we’d kick things off on a Sunday afternoon, and run all day Monday. Basically, you’d pay for your own room, and sounds like everything else would be below-cost. Can come early or stay late and bring the wives and kids, too, I suppose.

In terms of an agenda, thinking we could do an intro to Spoke Funds® again for newbies, but also focus more on the business side – maybe some lessons learned from each portfolio manager when it comes to marketing, tech tools, that sort of thing. Got some ideas about guest speakers, too – including plugging some of you guys in.

Also thinking it would be cool to give each attendee some time in front of the group to pitch their highest conviction stock and get some investment ideas going, too.

In any case, figured I’d throw that idea out there. Still don’t know the exact date in September yet, and despite the potentially posh setting, this event in my head is still a much more informal get-together than the hotel pictures below might imply. “Informal” as in – I’ll be wearing flip flops and a Lebron jersey.

What do you think? Please leave comments on the boards here. Thanks!

Here are a few pics of the hotel. Nice, eh? Especially for $150 a night, ah reckon…