Houston Investors Association meeting February 13, 2010

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(Updated 2/6/2010 with SIG agenda)

The monthly meeting of the Houston Investors Association will take place Saturday, February 13, 2010 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. (See Location).


Featured Program (11:00 am):

Jim Willis, Beacon Bay Asset Mgmt

Beacon Bay Asset Mgmt LLC, is a Dallas, TX, based Registered Investment Advisory in both Texas and Georgia.  The managing member is Jim Willis.

Jim founded Beacon Bay in May, 2005 and manages assets for private clients and businesses.  He holds a BA and MA in Psychology from Western Kentucky University.

Jim spent 22 years in global telecom travelling extensively around the world.  In 2002 he joined AG Edwards & Sons as a Financial Advisor prior to founding Beacon Bay.  His focus in investing is on value and uses both fundamental and technical analysis and options to manage investments.

Topic:  Investing in 2010: A Global Glimpse.

The talk will focus on the current state of the US economy and where investors might focus specifically around the globe outside the domestic markets.  Primary interest will be in natural resources and why that area should perform well this year.  He is an excellent presenter and will offer his forecast for this year.    Jim is currently the Speaker Chairman for the Dallas Investors Forum and speaks to groups around the US.  He will offer a unique perspective on where and why he invests in natural resources.

Download the Presentation


HIA’s February 13, 2010 Agenda


08:30 AM

Stock Market SIG: Ken Wood will lead a discussion of the art and science of buying foreign stocks. He’ll concentrate on the International stock changes in IBD and on the size of the various international markets and performance of them.

Besides more international coverage, there were also a bunch of other changes announced in the January 12th edition of IBD, and we’ll go over as many of them as time permits.

Derivatives / Advanced Options SIG: Jim McWilliams will discuss how to read and plot profit and loss graphs on options.

Trading 101 SIG: John Godell & Ron Stockstill will Review the Big Picture and Current Charts for Wise Men Trades.

09:30 AM

Getting Started SIG: Speaker: Leigh Anderson

Topic: “The Bogleheads’ Guide to Retirement Planning: We’ll review some key lessons from this new book on how to plan for, invest for, and manage your retirement. Advice for youngsters just starting out, and oldsters already in retirement.

Mutual Fund SIG: Speaker: Jimmy Hixson

Topic: What is the Market trying to tell us now? Is a Self Sustaining Rally under way?

Fixed Income SIG: John Bott’s topic to be announced.

10:45 AM

Club Business:

11:00 AM

Main Meeting: Featured Speaker: Jim Willis

    (See above)

— 12:30 PM —

Future/Commodities SIG: To be announced.


Coffee and doughnuts at HIA meetings are generously provided by John Bott of Tri-Star Financial.


The Houston Investors Association, founded in 1981, is a non-profit association of active investors with a wide range of investment experience and interests. Members meet monthly to exchange investment knowledge and ideas in an informal and friendly environment.

Help Houston Investors Association grow!

If you have benefited from the information and sharing at the HIA meetings, let your friends know about us. Invite a guest to join you at one of our monthly meetings. The first visit for guests is free; and let us know so we can make them feel at home.

Want to Get More Involved?

Houston Investors Association is a volunteer organization, and we can’t survive without your help. Let us know whether you can just donate a couple of hours a year to assist at the meetings, or take a leadership role. Get involved and enjoy the satisfaction of helping your fellow Houstonians achieve secure financial futures.

Leigh Anderson
HIA Communications Director
Questions? Email leigh@houstoninvestors.com

http://www.houstoninvestors.com/