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.
- October 21(THIRD SATURDAY): Rohit Milstein: Low Volatility Investing
- November 11: Program TBA
- December 9: Program TBA
HIA meets at University of Houston in the Student Center North Senate Chamber Room.
Take SC South elevator to 2nd floor, turn right and winding your way north to the
SC North Building and on to the north end and or your right is the Senate Chamber Room
Note that the official building address (4455 University Dr.) is not the physical address! Follow the map!
Parking is available in parking lot 20A to the east of the UC, on Calhoun. Other parking is sometimes available, but on your first visit it is easier to park in lot 20A.
Beginning in January 2018, HIA will meet at the
Trini Mendenhall Community Center
1414 Wirt Road
Houston, Texas 77055