HIA Meeting – May 13 – John Bott, Parallax Investments, LLC – UH University Center

HIA Meeting – May 13 – John Bott, Parallax Investments, LLC

HIA returns to its “usual” meeting times and location. 

John Bott – Parallax Investments, LLC
Topic: “Economic Snap Shot”

Mr. Bott is President and Chief Investment Officer of Parallax Investments, LLC. He as a career that spans over 38 years dealing in municipal, treasury, mortgage-backed securities, corporate bonds and stocks. He has also dealt in commodities, futures, interest rate swaps and all types of mutual funds. His clients have consisted of asset managers, bankers, credit unions, pension funds, foundations, corporations, life insurance companies, municipalities, retirement accounts, and individual clients. He has been a guest speaker in programs for the Dallas Investors Forum, the Woodlands Investors Group, and The Houston Investors Association. Mr. Bott is an alumnus of the University of Houston and Southwest Texas State University and currently lives in Pearland with his wife Debra. They have 7 children and 16 grandchildren.

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

HIA’s May 13, 2017 Agenda

— 08:30 AM —

Stock Market SIG: Speaker: Dennis Porsnuk
Topic: Income Portfolio

Dennis has selected the twenty stocks that will comprise the 2017 Income Portfolio. He will review the portfolio holdings, changes and watch list plus methods to add to the watch list.

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Trading 101 SIG: Speaker: John Godell
Topics: Trading Methodology

John will focus on questions and discussions of last month’s topic “Trading Methodology.”

— 09:30 AM –

Market Outlook SIG: Speakers: Jimmy Hixson
Topics: 3 Models Point to Big 2018 Top

— 10:45 AM –

Club Business: President: Robert Tchoryk

— 11:00 AM –

Main Meeting: Guest Speaker: John Bott – Parallax Investments, LLC
Topic: “Economic Snap Shot”

Mr. Bott is President and Chief Investment Officer of Parallax Investments, LLC. He as a career that spans over 38 years dealing in municipal, treasury, mortgage-backed securities, corporate bonds and stocks. He has also dealt in commodities, futures, interest rate swaps and all types of mutual funds. His clients have consisted of asset managers, bankers, credit unions, pension funds, foundations, corporations, life insurance companies, municipalities, retirement accounts, and individual clients. He has been a guest speaker in programs for the Dallas Investors Forum, the Woodlands Investors Group, and The Houston Investors Association. Mr. Bott is an alumnus of the University of Houston and Southwest Texas State University and currently lives in Pearland with his wife Debra. They have 7 children and 16 grandchildren.

Location: University Center Bldg 565

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

Stock Market SIG S. Downtown Rm 261

Trading 101 SIG S. Midtown Rm 262

9:30 AM

Market Outlook SIG S. Downtown Rm 261

10:45 AM
Club Business S. Downtown Rm 261

11:00 AM

Featured Speaker S. Downtown Rm 261

 


Upcoming HIA Programs

The following programs are planned for future HIA meetings. 

2018

  • 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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