HIA Meeting – May 13 – John Bott, economist

HIA Meeting – May 13 – John Bott, economist

 


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

Agenda details to be posted later.


Upcoming HIA Programs

The following programs are planned for future HIA meetings. See Locations for directions to the meetings

2017

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

Houston Investors Association usually meets on the second Saturday of each month at the University of Houston central campus, in the University Center (Student Center South, building 565) . The usual meeting rooms are on the second floor. The date and rooms may vary, so check the published meeting notice. 

Usual Meeting Location

University Center (Student Center South, building 565)
Second Floor

 GPS +29° 43' 12.59", -95° 20' 27.46"

Click to view interactive map

Note that the official building address (4455 University Dr.) is not the physical address! Follow the map!

Parking 

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. 

Click to view interactive map

Future Programs

Upcoming HIA Programs

The following programs are planned for future HIA meetings. See Locations for directions to the meetings

2017

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.

HIA Meeting, April 8 – John Godell – “Trading methodology”

HIA Meeting, April 8 – John Godell – special two-hour presentation (starts at 9:30) – “Trading methodology”

From all the topics and books that have been taught John would like to present a “Trading Methodology”.

Goals:

1. Present the methods used to uncover the long term and intermediate term trend.

2. Help an investor eliminate any confusion about analyzing the Bigger Picture for understanding
the long term and intermediate term trends.

3. Present a few actionable trading strategies to answer the question “How likely is the market
to continue trading in a trend or is it likely to trade sideways.

4. Knowing the trend, what I consider to be the most cost effective way to use this knowledge to Invest.

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HIA Meeting – March 11 – Dan Steffens – Energy Prospectus Group – Opportunities in the energy market

HIA Meeting – March 11 – Dan Steffens – Energy Prospectus Group – Opportunities in the energy market

Dan runs Energy Prospectus Group which includes +500 paying members
who receive impartial reviews recommendation concerning ENERGY.
Energy Prospectus Group (EPG) is a networking organization for private investors that are
heavily invested in the energy sector. Members are geologists, engineers, land men,
financial professionals and small business owners. Many of them have decades of
experience in the energy industry. 

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Downloads from February 11 HIA Meeting

Downloads from 

HIA Meeting – Feb 11 – Eddie Cohen – How to Generate Income

From SIGs

Main Speaker

2017 FEB HIA Eddie Cohen Speaker Presentation

HIA Meeting – Feb 11 – Eddie Cohen – How to Generate Income

HIA Meeting – Feb 11 – Eddie Cohen – How to Generate Income in a Low Growth, Low Return and Low Interest Rate Environment – University Center

 

Downloads 

From SIGs

Main Speaker

2017 FEB HIA Eddie Cohen Speaker Presentation

 

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Downloads from January 14

Downloads from 

HIA Meeting – Jan 14 – Stockmarket Roundtable

From Stockmarket SIG (David Neary)

From Roundtable Discussion

HIA Meeting – Jan 14 – Stockmarket Roundtable

HIA Meeting, Saturday Jan 14 – Stockmarket Roundtable – University Center

Panelists: Jeff Friedberg, Dan Marburger, Leigh Anderson

Downloads

From Stockmarket SIG (David Neary)

From Roundtable Discussion

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HIA Meeting, December 10 – Tuomo Lampinen – Financial Modeling for Portfolio Analysis

HIA Meeting, December 10 – Tuomo Lampinen – Financial Modeling for Portfolio Analysis

The presentation will provide a brief theoretical background on different areas of financial modeling and focus on how individual investors can use the available online tools for investment and portfolio analysis.

Portfolio Visualizer provides online portfolio analysis tools for backtesting, Monte Carlo simulation, tactical asset allocation and optimization, and investment analysis tools for exploring factor regressions, correlations and efficient frontiers. 

Biography
Tuomo Lampinen is a software entrepreneur and an independent researcher focusing on quantitative investing and financial modeling. He’s the founder of Silicon Cloud Technologies LLC and the author of Portfolio Visualizer online platform for quantitative investment analysis tools. Prior to starting Silicon Cloud Technologies LLC Tuomo was the co-founder and CTO of Consilience Software Inc., a case management software company, which was acquired by Xerox in 2014. Tuomo received his Master’s in Computer Science from Helsinki University of Technology.   

Downloads from the meeting

 

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HIA Meeting, Saturday November 12 – Brian Thomas – Real Estate Investment Trusts: Taking a Public and Private Look at Real Estate Allocations

HIA Meeting, Saturday November 12 – Brian Thomas – Real Estate Investment Trusts: Taking a Public and Private Look at Real Estate Allocations

Brian Thomas will speak on Real Estate Investment Trusts: Taking a Public and Private Look at Real Estate Allocations.

Downloads from today’s meeting

 

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HIA Meeting, Saturday October 8: Tom Stephens – Robertson Wealth Management, LLC – Topic: Annuities

October 8: Tom Stephens – Topic: Annuities – Robertson Wealth Management, LLC – University Center

Topic: Understanding Annuities from All Angles

Annuities are a much maligned, much misunderstood, and much debated topic – yet hundreds of billions of dollars of annuities are being sold every year. Are they really a high priced insurance scam as some people say, or might they be an essential foundation to your portfolio in retirement? Come and learn about all sides of this issue, and then be in a position to make an informed decision for yourself. Continue reading

HIA Meeting, Saturday September 10: Lane Genatowski – Dividend Income Advisors

HIA Meeting, Saturday September 10: Lane Genatowski – Dividend Income Advisors

Downloads from today’s meeting

 

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HIA Meeting, Saturday August 13: Mike Roberson – Robertson Wealth Management

HIA Meeting, Saturday August 13: Mike Roberson – Robertson Wealth Management

Main Meeting: Guest Speaker: Mike Robertson
Topic: Where are the Markets Headed for the Next 50 Years

Mike Robertson, host of the top investment show Straight Talk Money will discuss where the markets are headed, why quantitative easing and low interest rates have not worked plus where he sees the markets heading from here. Learn about the ups, downs and turnarounds from a veteran investment professional with 40 years experience.  Continue reading

HIA Meeting, Saturday June 11 – CHRISTINA LESHER – Eldercare Attorney

HIA Meeting, Saturday June 11 – CHRISTINA LESHER – Eldercare Attorney

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Downloads from Today’s Meeting

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HIA Meeting, May 14 – Jeff Friedberg – Market and Discussion – University Center

HIA Meeting, May 14 – Jeff Friedberg – Market and Discussion – University Center

Jeff Friedberg will be our speaker at the May 14th main session. He will make a few comments about the market and the lead a discussion. Members should come prepared to ask questions and participate in the discussion.

Downloads from today’s meeting

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