Category Archives: HIA Meetings
June 8: Bill Barack
Aside
Houston Investors Association Meeting, Saturday June 8, 2013
Speaker: Bill Barack
Barack Capital Management
Columbus, Ohio
July 13: Market Round Table
Aside
Houston Investors Association Meeting, Saturday July 13, 2013
Market Round Table
The July meeting will be the annual Stock Market Round Table, a discussion of market conditions and outlook by selected HIA members and invited guests.
April 13: Dave Landry
Houston Investors Association Meeting, Saturday April 13, 2013
Speaker: Dave Landry. http://www.davelandry.com/
March 9: Mike Robertson, Robertson Wealth Management
Houston Investors Association Meeting, Saturday March 9, 2013
“Risks and Opportunities in Investing”: First the fiscal cliff, then sequester, next the debt cliff. What is an investor to do? Mike Robertson, host of Straight Talk Money will discuss the effect of these and other events on your portfolio, how to reduce your risk and where you might invest now. Each attendee will also receive Mike’s personal investment chart that he is using in his strategy to make money in the years ahead.
Mike Robertson, Robertson Wealth Management
Mike Robertson is CEO and Chief Investment Officer of Robertson Wealth Management, LLC, and host of “Straight Talk Money” on 1110AM/KTEK. Mike has been has been in the financial industry for over 37 years and specializes in creating tax-efficient portfolios and retirement distribution strategies, with an emphasis on controlling risk. Mike has been quoted in such publications as the Houston Chronicle, Money Magazine, Business Week, The New York Times, Research Magazine and On Wall Street. He is a member of numerous boards including the Harry S. Dent Foundation Advisory Board, Ed Slott Advisory Board, First Allied Securities Chairman Executive Counsel and Bill Good Marketing Board of Directors. Mike hosts “Straight Talk Money” weekdays from 8am to 9am on 1110AM/KTEK in Houston. The focus of the show is exactly what the name implies, “Straight Talk” about investing and finances and “Straight Answers” to listener questions.
Feb. 9: Fred Richards
Houston Investors Association Meeting, Saturday February 9, 2013
Speaker: Fred Richards
Topic: Outlook 2013 & Beyond … what you must know to make long-term investment decisions.
Download presentation –> Outlook 2013-HIA
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January 19: Ron Rowland, Capital Cities Asset Mgt
Houston Investors Association Meeting, Saturday January 19, 2013
Ron Rowland, Capital Cities Asset Mgt.
Topic: “Building a Dividend & Income Portfolio with ETFs ”
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December 8: Stock Market Roundtable
Houston Investors Association Meeting, Saturday December 8, 2012
The December meeting will be the annual Stock Market Round Table, a discussion of market conditions and outlook by selected HIA members and invited guests. Roundtable discussion panel members are Jeff Friedberg, John Bott and Jim McWilliams.
November 10: Richard Robert, Vanguard Natural Resources
Houston Investors Association Meeting, Saturday November 10, 2012
FEATURED PRESENTATION: Richard Robert, Vanguard Natural Resources
Oct 13: Alan Brochstein, AB Analytical Services
Houston Investors Association Meeting, Saturday October 13, 2012
FEATURED PRESENTATION: Alan Brochstein, AB Analytical Services
Topic: Management Matters: How to Improve Your Long-Term Portfolio By Focusing on Strong Management Teams
The best stocks offer strong technicals, solid fundamentals and reasonable valuations, areas where most investors make assessments on a regular basis. Alan believes that there is a fourth element: The quality of management. Unlike the other three dimensions, this is an area where most investors spend limited time and have little basis to form an opinion. Alan will share some guidelines that he has developed to help you assess the quality of management.