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
— 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
Stock Market SIG Bayou City Rm 219
Trading 101 SIG S. Midtown Rm 262
Market Outlook SIG Bayou City Rm 219
Club Business Bayou City Rm 219
Featured Speaker Bayou City Rm 219
Upcoming HIA Programs
The following programs are planned for future HIA meetings.
- December 9 @ U of H University Center: - HIA Stockmarket Roundtable
- 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: Program TBA
- 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 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
University Center (Student Center, building 565) 4455 University Dr.
Houston , TX 77204
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