By attending club meetings or conferences, or purchasing registration or membership, you agree to the following:

  • Non-disclosure: At times, club members may discuss certain investment strategies or specific investment deals.  When members are free to share specific details about finances, sources of funding, mistakes, etc., it benefits everyone.  This occasionally exposes financial or other personal information.  Any personal information shared by members during meetings, newsletter highlights or in any other club communication should be considered confidential and to only be discussed amongst club members.  
  • Non-circumvent: At times, a club member may share information on an active deal that another club member could use to undercut and “beat” the investor to the deal.  Circumventing a member to obtain a deal by using information shared through club communication is not allowed.  If a member begins sharing information on a deal that you are actively pursuing, you must announce that you are actively pursuing the deal and may be asked to leave the meeting temporarily while the deal is discussed.  Be competitive, but be honorable, and think about teaming instead of competing.  
  • Solicitation: We want to expose members to investing opportunities and encourage members to advertise their opportunities.  On the other-hand, we do not want the meetings to become one big sales pitch.  Sharing opportunities is encouraged, but please keep the sales-pitch brief.  You are obligated to clarify that you receive financial benefit for opportunities you share.  Aggressive selling is forbidden.  Email addresses of other members may not be used for mass-emails except as approved by club organizers. The best forum for soliciting is The Marketplace.
  • Do Your Due Diligence: Whether speakers, marketplace items, or club members as partners, the club does not endorse any product or opportunity.  Investing is risky and the club will not protect you from losses.  This includes services offered by club organizers.  You must do your own due diligence, consult your own tax and investing experts, and use your investor knowledge to inform your decisions.  Any information provided is for educational purposes only and is not to be considered financial advice.  
  • Participate: The purpose of our club is for face-to-face interaction.  Although we aim to enhance the club with online tools, this is not an on-line community.  Paying dues to access digital content is not enough.  Full Members are expected to attend at least one meeting a year.  
  • Hold Harmless: The club organizers will do their best to keep you safe.  But, you will hold harmless the Bozeman Investor Club and its organizers from any damages or liability that you might suffer directly or indirectly from participating in the club.