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- Remember the new meeting location at University Center Building
- The meeting rooms are the Atlantic Rm 74, Caspian Rm 87, and Pacific Rm 90. All rooms are underground. See Room Map
HIA’s February 12, 2011 Agenda
— 08:30 AM —
Stock Market SIG: Speaker: Jeff Friedberg
Topic: “Market Discussion”
Jeff will start with a discussion of the economy and will also go over his stock picks for 2011. He’ll answer as many questions from the group as time permits.
Derivatives / Advanced Options SIG: Speaker: Jim McWilliams
Topic: To be announced.
Trading 101 SIG: Speakers: John Godell & Ron Stockstill
Topics: To be announced.
— 09:30 AM —
Evidence-Based Investing SIG: Speaker: Leigh Anderson
Topic: “Moose or Mouse?”
The Decision Moose tactical asset allocation strategy handsomely rewarded investors for many years. Does the Moose still bellow, or is it only squeaking? If time permits we will consider whether REITS still diversify, commodities still hedge inflation, and update a few guru predictions.
ETF & Market Outlook SIG: Speaker: Jimmy Hixson
Topic: “Historical 20 year Returns Chart plus
View from New FOMC Member Richard Fisher”
Fixed Income SIG: Speaker: John Bott (Tri-Star Financial)
Topic: “The One-Two Punch of Fixed Income Solutions”
— 10:45 AM —
Club Business: Speaker: Gus Salinas
— 11:00 AM —
Main Meeting: Speaker: Oliver Juergens
Topic “Market Analysis and Outlook for 2011”
Oliver Juergens is the President and Founder of Pearl Fisher and the author of the Pearl Fisher Weekly Outlook. Oliver comes to Pearl Fisher with 20 years experience in the institutional arena, having held positions at Deutsche Bank, UBS, Oppenheim, and most recently Executive Director of International Business at M.M. Warburg.
In 2005 Oliver founded Pearl Fisher and started his newsletter to help those that handled their own investments. The newsletter has grown in popularity over the past 5 years and now has over 2,500 weekly subscribers. Included in these subscribers are some of the institutional firms he once worked at.
Oliver and his family now reside in Dallas Texas, where he is working full time now to grow Pearl Fisher into a premier investment knowledge organization designed to help individual investors make the most of their investments.
— 12:45 PM —
Future/Commodities SIG: Featured Speakers: Gus Salinas & Phil Langford
Topics: “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.
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HIA Communications Director
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