Introducing

AUTHOR l SPEAKER l INVESTMENT EDUCATOR

Areas of Expertise
WITH WIT, CLARITY, A
AND
ND STYLE, DOUG • Inve s t ing in S to cks

GERLACH TEACHES EVERYDAY INDIVIDUAL • Por tfo lio Man ag e me nt

INVESTORS TO BE SMARTER INVESTORS

INVESTORS. • S to ck S cre en ing
• On line Inv es ting
For more than a dozen years,
• Inve s t me n t Club s
Doug Gerlach has been teac
teach-
ing individuals and invest-
inves • Ge t t ing Sta r ted in S to cks
ment clubs to make smarter • S to ck Ana l ys is Sof twa re
decisions about investing in
the stock market, through his books, software tools, web sites,
and educational presentations
presentations.

“ Toandhear Doug in person was awesome. I totally enjoyed the session

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 pro-
pro-
vider
er of tools for investment clubs and the maker of the
world’s most popular software for fundamental stock anal analy-
y-
sis, 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
understand-
d-
able 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 Stock- Books Published
Central.com, an interactive community and tools
Central.com,
• The Investor's Web Guide (Macmillan, 1997)
web site for investors.
• The Complete Idiot's Guide to Online Investing
Since 1995, Doug has focused on educating inves-
inve (Macmillan, 1999, Second Edition 2000)
tors with a string of books, including The Inves-
Inve • The Armchair Millionaire (Simon and Schuster,
tor's Web Guide,
Guide The Complete Idiot's Guide to 2001, Paperback 2002)
Online Investing,
Investing The Armchair Millionaire
Millionaire, and • Investment Clubs for Dummies (Wiley, 2002)
Investment Clubs for Dummies
Dummies, and magazine
• Guide to Computerized Investing (NAIC,IC, 2003)
articles for publications such as Individual Inves-
Inve
tor PC World, and ComputerLife
tor, ComputerLife.. He was a Con-
Co Magazine Articles
sulting Editor and columnist for Mutual Funds • Mutual Funds Magazine (Consulting Editor & Col-
Co
magazine
agazine,, and his articles have appeared on many umnist, 1999-2002)
1999
web sites, including Yahoo! Finance, E*TRADE, and • PC World Magazine
ShareBuilder.com. • Individual Investor Magazine
A familiar name to many investors, Doug is a poppopu- • Computer Life Magazine
lar speaker on such topics as online investing, geget- • Better Investing Magazine
ting started in the stock market
market, and running a suc-
su
Television & Radio Appearances
cessful investment club, Gerlach has spoken at
events from Honolulu to Berlin, for such organiz
organiza- • Wall Street Journal Report
tions as the National Education Association, N Na- • CNN Travel Network
tional Investor Relations Institute
Institute, and Charles • CNBC
Schwab, as well as at personal finance conferences • CNNfn Digital Jam
organized by CNBC,
CNBC Boston Globe
Globe, Baltimore Sun, • Tech TV The Money Machine (Correspondent,
Fort Lauderdale Sun-Sentinel
Sentinel,, Morningstar, Bette-
Bett 1999-2000)
2000)
rInvesting and Oregon Public Broadcasting. He has • PBS Better Investing
taught at investor events in in more than 60 cities • NPR Marketplace
across the US, where his skill in explaining often
often- • Extra Help Channel In The Money
complex concepts with humor, energyenergy, and clarity • And dozens of local television & radio broadcasts in
helps to turn beginning investors into smart inve
inves- Honolulu, Boston, St. Louis, New York, and other ci-
c
tors. ties.
In addition, Gerlach has been a guest on countless
radio and television program
programs, ranginging from
CNNfn Digital
CNNfn’s tal Jam,
Jam Yahoo! FinanceVision
FinanceVision, to the
Wall Street Journal Report.
Report. He is also the Ed
Editor-
in--Chief of the Investor Advisory Service
Service,, the mar-
ma
ket beating newsletter published by ICLUBce
ket-beating ICLUBcentral.
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
excel-
lent. Keep up the good work of
educating and enlightening inve
inves-
tors.”
• “Thanks so much! Doug gave a ffa-
bulous 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!”
• 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 Ben-Be
efit Plans Investments Institute
• Oregon Public Broadcasting Investor Round-
Roun
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 Confe-
Conf
rences
• InvestEd Investment Education Conference
• CompuFest Computerized Investing Confe-
Conf
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
• Who Let the Dogs In? Dealing with UnderUnder-
Performing 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 dis-
di
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 rea-
sonable 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, hold-
hol
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 anana-
lyzing stocks. See examples of what not to do when
whe
examining companies for your portfolio.
DOUG WILL CUSTOMIZE HIS PRESENTATION
FOR YOUR AUDIENCE, O
ORR CAN CRAFT NEW
CLASSES TO FIT YOUR GROUP’S
GROUP NEEDS.
To arrange for Doug to speak to your group or at your
event, contac
contact:
t:
Sample Presentation Topics
• Secrets of Wall Street Analysts
How much can you trust Wall Street analysts? Get
the inside scoop on what really happens inside iin-
vestment 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 im-
prove your stock portfolio? Learn the most impor-
impo
tant considerations when reviewing your portfolio
to ensure that you're reaching your investment
objectives,
jectives, managing the level of risk in your hol
hold-
ings, 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 dis-
di
ciplined stock seller using a Stock Selling Guide
worksheet.
• Go Offense!
fense! Go Defense! A New Portfolio Ma Man-
agement Strategy
Use this innovative portfolio management tech-
tec
nique to focus on the most important factors in
identifying signs of underperformance and ove
over-
valuation. Better manage your stock holdings us-
u
ing this strategy
strategy and the software that supports it.
ICLUBcentral Inc.
711 W. 13 Mile Rd.
Madison Heights, MI 48071
248-654.3100
uuu
www.iclub.com