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.
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
- Jeff Freidberg Portfolio DEC 2016
- IBD Income Portfolio DEC 2016
- HIA Income Portfolio DEC 2016
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
— 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.
Houston Investors Association
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.