HOW DOES IT WORK?

  • A typical STOCKTAILS meeting is about two hours long, in the evening, usually during the week. They are located at conveniently-located craft cocktail bars that provide nice relaxed and somewhat quiet environments. The meetings begin with a member sign-in and introductions, and then the ‘host/moderator’ suggests a few topics from investing or personal finance curriculum, as well as current events from the financial news periodicals. The members order drinks and food and the conversation begins. Everyone has an opportunity to ask questions or share their opinions, and this carries on until the end of the meeting. Every STOCKTAILS meeting is different precisely because the attendees are different and bring different questions, concerns, interests, opinions and knowledge.
  • The host/moderators of STOCKTAILS meetings are usually, but not always, knowledgeable members of the financial services industry who know enough about the topics discussed to be a resource and to guide the conversation. The host/moderators will introduce a few topics of interest, and may have a more developed presentation
  • Past STOCKTAILS meetings have taken places such as the following:
    • Liberty Hotel, Boston
    • Black Cat, Hyannis
    • Independent Ice, Portland
  • The following activities are not allowed at STOCKTAILS meetings:
    • Selling
    • Hijacking/dominating the conversation
  • Sponsorship opportunities may be available for STOCKTAILS meetings. For example, the bar/restaurant may offer a discounted cocktail for the meeting, or a liquor, wine, or beer manufacturer may choose to be a sponsor, offering a promotion
  • All STOCKTAILS meeting locations offer handicap-accessibility
  • STOCKTAILS merchandise may be available at some meetings such as t-shirts, rocks glasses, and coasters