HIA Meeting, Saturday September 10: Lane Genatowski – Dividend Income Advisors
Downloads from today’s meeting
- Lane Genatowski – Dividend Income Investing da_houston_invest_assn_utl_20160919
HIA’s September 10, 2016 Agenda
— 08:30 AM —
Stock Market SIG: Speaker: Jeff Jacobi plus Leigh Anderson
Topic: “Finding Growth Stocks”
Jeff will give a brief overview of the Income Portfolio then discuss his portfolio of growth stocks and how he finds them. Leigh will then do a 15 minute review of the CXO Momentum Portfolio.
Trading 101 SIG: Speaker: Bob Tchoryk
Topic: Understanding Options Risk Graphs
Bob will discuss how to read and interpret them.
John Godell will be back for the October meeting.
— 09:30 AM –
Market Outlook SIG: Speakers: Jimmy Hixson & Kevin Hooter
Topic: Charts and Market Outlook – Jimmy
Topic: Millennial Perspective on Stock Market – Kevin
This presentation will be covering tools used by younger investors. Such tools will include Google Stock Screener and Robinhood. It will give detail step-by-step analysis on using these tools. Trends of the younger generation will be covered. Finally, presentation will conclude with value and speculative stock recommendations.
— 10:45 AM –
Club Business: President: Robert Tchoryk
— 11:00 AM –
Main Meeting: Speaker: Lane Genatowski – Affiliate expert for Bates DIVSer
Topic: Dividend Income Investing
For information related to Mr. Genatowski’s presentation, please visit his company’s web-site at www.dividendincomeadvisors.com
In 2003, Mr. Genatowski joined Wells Fargo Securities, LLC as Series 24 Principal to manage their branch in New York City and open a branch Houston, Texas. In addition to leading the Energy & Utility Group, Mr. Genatowski’s firm-wide responsibilities included membership on equity, debt and fairness opinion committees. As an individual investment banker, Mr. Genatowski secured lead and co-manager roles in excess of $20B security offerings, successfully marketed interest rate, commodity and currency derivatives.
Lane has worked with a number of top financial firms in the dividend income area.
Mr. Genatowski co-founded Dividend Advisors, LLC in 2013 to provide active, institutional-level portfolio management techniques to high-net worth individual investors in Utilities, REITs, and Railroads. Blending industry expertise, fundamental analysis and quantitative methods, the firm has provided its investors with consistent index-beating returns.
Location: University Center Bldg 565
SIG Meeting Meeting Room
Stock Market SIG S. Bayou City Rm 219
Trading 101 SIG S. Heights Rm 224
Market Outlook SIG S. Bayou City Rm 219
Club Business S. Bayou City Rm 219
Featured Speaker S. Bayou City Rm 219
Upcoming HIA Programs
The following programs are planned for future HIA meetings.
- January 20 (THIRD SATURDAY) @ Trini Mendenhall Community Center: Special early program joint with Houston Chapter of AAII. This will feature Craig Isrealsen’s visit and discussion of his 7Twelve Portfolio. Main speaker 8:45-10:15. SIGS will follow.
- February 10 @ Trini Mendenhall Community Center: David Loesch with DRL Group - (fixed income specialists) - http://www.drlgroup.net/
- Remainder of 2018: Second Saturdays of each month @ Trini Mendenhall Community Center
Beginning January 20, 2018, all meetings of HIA will be at Trini Mendenhall Community Center, 1414 Wirt Road, Houston, Texas 77055. With the exception of January, meetings will be on the second Saturday of each month.
HIA meets at the Trini Mendenhall Community Center, 1414 Wirt Road, Houston, Texas 77055. There is ample free parking at the center. Room location varies, so look for notice on entry to the center.