Houston Investors Association meeting January 9, 2010
If you receive this notice via email, you can read it on the web at
http://houstoninvestors.com/wp/?p=636
Updated 1/5/2010: featured program topic description (see below)
The monthly meeting of the Houston Investors Association will take place Saturday, January 9, 2010 at Melcher Hall, on University of Houston Campus 4800 Calhoun Rd, Houston, TX. (See Location).
Featured Program:
Paul Charbonnet, founder and author of “Investors FastTrack”
Mr. Charbonnet is well-known in the computerized investing community. He is the founder and author of “Investors FastTrack”, a leading investment software program used by thousands of professional and individual subscribers worldwide.
Topic: Retirement asset allocation and timing strategy
Given the last 10-years of market turmoil, how will you make it through your retirement years. This session help you fine tune your asset allocation and timing to provide a comfortable retirement. The presentation combines Investment Strategy and Financial Planning software. We use Investors FastTrack to construct classical asset allocation strategies and the project the impact of these strategies using Quicken Financial Planner.
Sig Agenda
– 08:30 AM –
Stock Market SIG: Al Robison will lead a discussion of the current state of the market. Here’s Al’s comment for January 9th:
” Things don’t seem to have changed much since our last meeting. Cash still looks good right now, but Jeff, Ken, and Steve gave us plenty of other things to talk about. Please bring some of your own ideas and we’ll talk about them too.”
Derivatives / Advanced Options SIG: Jim McWilliams will discuss risk and money management for disciplined traders.
Trading 101 SIG: Speaker will be John Godell. Topic to be announced.
– 09:30 AM –
Getting Started SIG: Speaker will be Leigh Anderson. His topic will be
“The Year of Living Dangerously: A retrospective of how several portfolio strategies would have faired over the last year (or two). Also a quick review of two fundamental investing books by William Bernstein.”
Mutual Fund SIG: Speaker: Paul Charbonnet of Investors Fasttrack
Topic: Funds vs ETFs: Examining Risk-Adjusted Return Sector, Single Country, and Closed End Funds:
This session is a prelude to the Allocation discussion in General Session
It focuses on the similarity and difference among these funds.
- Not all SSCC funds are created equal.
- Spotlight on leveraged funds from Direxion, Proshares, and Rydex
Fixed Income SIG: John Bott’s topic will be “How and when will the Fed tighten interest rates?”
– 10:45 AM –
Club Business:
– 11:00 AM –
Main Meeting: Featured Speakers: Paul Charbonnet of Investors Fasttrack
- Topic: “Retirement Asset Allocation and Timing Strategy”
Given the last 10-years of market turmoil, how will you make it through your retirement years. This session help you fine tune your asset allocation and timing to provide a comfortable retirement. The presentation combines Investment Strategy and Financial Planning software. We use Investors FastTrack to construct classical asset allocation strategies and the project the impact of these strategies using Quicken Financial Planner.
Mr. Charbonnet is well known in the computerized investing community. He is the founder and author of “Investors FastTrack”, a leading investment software program used by thousands of professional and individual subscribers worldwide.
– 12:30 PM –
Future/Commodities SIG: To be announced.
The Houston Investors Association, founded in 1981, is a non-profit association of active investors with a wide range of investment experience and interests. Members meet monthly to exchange investment knowledge and ideas in an informal and friendly environment.
Help Houston Investors Association grow!
If you have benefited from the information and sharing at the HIA meetings, let your friends know about us. Invite a guest to join you at one of our monthly meetings. The first visit for guests is free; and let us know so we can make them feel at home.
Want to Get More Involved?
Houston Investors Association is a volunteer organization, and we can’t survive without your help. Let us know whether you can just donate a couple of hours a year to assist at the meetings, or take a leadership role. Get involved and enjoy the satisfaction of helping your fellow Houstonians achieve secure financial futures.
Leigh Anderson
HIA Communications Director
Questions? Email leigh@houstoninvestors.com
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