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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HIA Meeting — Saturday April 9 — Dan Marburger: Gold and the Gold Market

HIA Meeting — Saturday April 9 — University Center

Main Program: Dan Marburger: Gold and the Gold Market

Dan Marburger will talk about Gold and show a video titled “Nobody Cares” of the presentation Grant Williams gave at Mines & Money in London in early December, 2015. Mr. Williams lays out why he believes the gold price is languishing despite a wealth of what would ordinarily be positive catalysts.

See other downloads in the Agenda section below

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HIA Meeting — Saturday March 12 — John Bott, “MARKET OUTLOOK FOR 2016”

HIA Meeting — Saturday March 12 — University Center

Main Program: John Bott, “MARKET OUTLOOK FOR 2016”

John manages all types of accounts and portfolios including individual investment accounts, tax deferred retirement plans, trusts for estate planning, and corporate financial management accounts. He has dealt in municipal, treasury, mortgage-backed securities, corporate bonds, commodities, futures, interest rate swaps and all types of mutual funds since 1975. 

Download: 2016 HIA 3-12-16 Economic Predictions and fed Final

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HIA Meeting, Feb 13 — Wayne York — “Are We Moving Into a Bear Market? – A Technical Assessment”

HIA Meeting — Saturday Feb 13 — University Center

Main Program: Wayne York, HIA
“Are We Moving Into a Bear Market? – A Technical Assessment”

Download Wayne York HIA PRESENTATION 02 13 16

An important element of stock market investing and assessing market risk is determining if the market is a bull or bear. Wayne will discuss technical indicators such a moving averages, momentum indicators as well as point and figure charting that have been very useful in the past in making that assessment. He will focus on whether he believes we are currently moving into a new bear market, or continuing on with the existing bull market. In addition, he will provide resources – mostly free – that he uses for his research.  Continue reading

HIA Meeting, Dec. 12: Dan Marburger — Opportunities from Financial System Disruption: Bitcoin and the Blockchain — University Center

HIA Meeting, Dec. 12: Dan Marburger — Opportunities from Financial System Disruption: Bitcoin and the Blockchain — University Center


See downloads underneath agenda sections below

HIA’s December 12, 2015 Agenda

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HIA Meeting, Nov 14: Scott Juds — “True Sector Rotation: Breaking Through the Efficient Frontier?” (special 2 hour presentation)

Houston Investors Association Meeting, Nov 14

Scott Juds
Founder and President, SumGrowth Strategies 
Topic: “True Sector Rotation: Breaking Through the Efficient Frontier?”

Automated “True Sector Rotation” enables investors to concentrate on strategy and portfolio construction without the burdensome and confusing process of selecting, tuning, and interpreting indicator algorithms. Its underlying mathematics optimally extracts trend signals from market data by employing the cross-disciplinary sciences of electronic signal processing and matched filter theory. By owning only the trend leader, one can simultaneously improve returns and reduce risk. Although complex “under the hood,” it’s simple interface and automated trade alerts make it easy to use. Continue reading

HIA Meeting, Oct 10: Jeff Friedberg

Houston Investors Association Meeting, October 10: Jeff Friedberg

Jeff Friedberg
Friedberg Investment Management
Topic: “What’s Wrong With Wall Street and What’s the Antidote?”
Also Q&A on individual companies.

Downloads are available below in the respective Agenda sections

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HIA Meeting, Sep 12: Dan Steffens — Overview of the energy markets

Houston Investors Association Meeting, September 12: Dan Steffens — Overview of the energy markets — Skyline Room 223

Dan Steffens — Overview of the energy markets 

(1) Overview of the energy markets (current price of OIL, reason for recent WTI price decline, expected future price behavior),
(2) Building dividend growth portfolio,
(3) and Specific review of new energy plays / stocks.

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HIA Meeting, August 15 — John Bott — University Center

Houston Investors Association Meeting August 15, 2015 at University Center — Skyline Room 223

Downloads are available below in the respective Agenda sections

 John Bott — Fixed Income

John manages all types of accounts and portfolios including individual investment accounts, tax deferred retirement plans, trusts for estate planning, and corporate financial management accounts. He has dealt in municipal, treasury, mortgage-backed securities, corporate bonds, commodities, futures, interest rate swaps and all types of mutual funds since 1975. 

Download: John Bott Aug 15 2015 HIA final

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HIA Meeting, July 11: Mid-2015 HIA Outlook and Roundtable — University Center

Houston Investors Association Meeting July 11, 2015 at University Center

See below in each seesion to download presentations from this meeting.

Mid-2015 HIA Outlook and Roundtable

Stock Market Roundtable, a discussion of market conditions and outlook by selected HIA members and invited guests. Moderated by Cleve Fontenot. The panelists for the Roundtable will be Jeff Friedberg, Larry Smith, and James McWilliams. Continue reading