HIA Meeting, December 10 – Tuomo Lampinen – Financial Modeling for Portfolio Analysis

HIA Meeting, December 10 – Tuomo Lampinen – Financial Modeling for Portfolio Analysis

The presentation will provide a brief theoretical background on different areas of financial modeling and focus on how individual investors can use the available online tools for investment and portfolio analysis.

Portfolio Visualizer provides online portfolio analysis tools for backtesting, Monte Carlo simulation, tactical asset allocation and optimization, and investment analysis tools for exploring factor regressions, correlations and efficient frontiers. 

Biography
Tuomo Lampinen is a software entrepreneur and an independent researcher focusing on quantitative investing and financial modeling. He’s the founder of Silicon Cloud Technologies LLC and the author of Portfolio Visualizer online platform for quantitative investment analysis tools. Prior to starting Silicon Cloud Technologies LLC Tuomo was the co-founder and CTO of Consilience Software Inc., a case management software company, which was acquired by Xerox in 2014. Tuomo received his Master’s in Computer Science from Helsinki University of Technology.   

Downloads from the meeting

 


SIGS begin at 8:30am
Main Program at 11:00 

— 08:30 AM —

Stock Market SIG: Speakers: Cleve Fontenot, Bill McBride and Leigh Anderson
Topic: “Income Portfolio” and “Strategy Reviews”

Following a quick review of the 2016 IBD/Growth portfolio, Cleve and Bill will review the 2016 Income portfolio. . Leigh will present the Monthly Strategy Review 

Trading 101 SIG: Speaker: John Godell
Topics: Big Picture

Review the Big Picture, continue Discussion Dow Theory, and Trend Change Trend Change Analysis.

— 09:30 AM –

Market Outlook SIG: Speakers: Jimmy Hixson
Topics: TBA

— 10:45 AM –

Club Business: President: Robert Tchoryk

— 11:00 AM –

Main Meeting: Guest Speaker: Tuomo Lampinen Silicon Cloud Technologies LLC
Topic: The presentation will provide a brief theoretical background on different areas of financial modeling and focus on how individual investors can use the available online tools for investment and portfolio analysis.

HIA
Houston Investors Association
Location: University Center Bldg 565

SIG Meeting Meeting Room
—————– ——————–
8:30 AM

Stock Market SIG S. Bayou City Rm 219

Trading 101 SIG S. Heights Rm 224

9:30 AM

Market Outlook SIG S. Bayou City Rm 219

10:45 AM
Club Business S. Bayou City Rm 219

11:00 AM

Featured Speaker S. Bayou City Rm 219

 

 


Upcoming HIA Programs

The following programs are planned for future HIA meetings. See Locations for directions to the meetings

2017

If you have suggestions for speakers or topics, please forward them to VP Programs: Jimmy Hixson JimmyHixson@houstoninvestors.com or one of the other Board members.

Houston Investors Association usually meets on the second Saturday of each month at the University of Houston central campus, in the University Center (Student Center South, building 565) . The usual meeting rooms are on the second floor. The date and rooms may vary, so check the published meeting notice. 

Meeting Location

 GPS +29° 43' 12.59", -95° 20' 27.46"

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Note that the official building address (4455 University Dr.) is not the physical address! Follow the map!

Parking 

Free 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. 

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