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. 

2018

  • 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. 

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.

Meeting Location

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. 

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