HIA Meeting – June 10 – Andrew Oskoui – University Center

HIA Meeting – June 10 – Andrew Oskoui – University Center

Andrew Oskoui, CFA, will be presenting on the strategy of his firm, Blue Tower Asset Management. It is a stock market strategy which aims to outperform the market through superior security selection. Two dominant approaches used on Wall Street today are quantitative investing and value investing. Blue Tower’s philosophy is to bridge the best practices of these two approaches by using recommendations generated by algorithms to create short lists of companies. These companies are then evaluated using classic value investing due diligence methods. This combined approach finds hidden opportunities that most people might overlook while at the same time avoiding value traps to which a purely quantitative strategy may fall victim.

Andrew will also describe the methods of odd-lot tender offer arbitrage. It is hoped that audience members will leave the talk with a new tool which may be useful to them during future market opportunities.

Andrew Oskoui, CFA, is the portfolio manager and founder of Blue Tower Asset Management, an independent investment advisory offering a value investing strategy in managed accounts. He lives in Austin, Texas. Prior to his career in finance, Andrew worked as a biomedical engineer on research projects involving pharmaceutics, nanotechnology, and genetics. 

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


HIA’s June 10, 2017 Agenda

— 08:30 AM —

Stock Market SIG: Speakers: David Neary and Leigh Anderson
Topic: Income Portfolio
David’s topic will be “Three critical indicators for individual stock selection.”
Leigh will give a 10 minute update on the CXO and Morningstar stock strategies.

Trading 101 SIG: Speaker: John Godell
Topics: Trading Methodology
John will “Review and Discuss application of 1, 2, 3, Trend change method.”

— 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: Andrew Oskoui – CFA Blue Tower Asset Management
Topic: “Stock Market Strategy”

Location: University Center Bldg 565

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

Stock Market SIG Bayou City Rm 219

Trading 101 SIG S. Midtown Rm 262

9:30 AM

Market Outlook SIG Bayou City Rm 219

10:45 AM
Club Business Bayou City Rm 219

11:00 AM

Featured Speaker Bayou City Rm 219



Upcoming HIA Programs

The following programs are planned for future HIA meetings. 


  • January 20 @ Trini Mendenhall Community Center: Special early program joint with Houston Chapter of AAII. This will feature Craig Isrealsen’s discussion of his 7Twelve Portfolio.
  • February 10 @ Trini Mendenhall Community Center: David Loesch with DRL Group - (fixed income specialists) - http://www.drlgroup.net/ 
  • March 10: Marvin Appel of Systems & Forecast . Main speaker at 8:30-10:15. Joint with Houston Chapter of AAII. T
  • Remainder of 2018: Second Saturdays of each month (unless otherwise noted) @ Trini Mendenhall Community Center

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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