HIA Meeting – August 12: Chris Tomlinson, Business Editor for Chronicle

HIA Meeting – August 12: Chris Tomlinson, Business Editor for Chronicle

Chris Tomlinson has written commentary on business, energy and economics for the Houston Chronicle since 2014. Before joining the Chronicle, he spent 20 years with The Associated Press reporting on politics, conflicts and economics from more than 30 countries in Africa, the Middle East and Europe. He’s also the author of the New York Times bestseller Tomlinson Hill, and he produced the award-winning documentary film by the same name. Both examine the history and consequences of race, politics and economics in Texas.

The meeting will be in the format of brief introductory remarks, followed by lengthy Q&A with the audience. You may wish to review some of Mr. Tomlinson’s articles and come with questions


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

Note this meeting will be in Astrodome room 257 and 
SC North Senate Chamber room 204 

Agenda details to be posted later.


Upcoming HIA Programs

The following programs are planned for future HIA meetings. 

2017

  • August 12: Chris Tomlinson, Business Editor for Chronicle - Astrodome room 257 and 
    SC North Senate Chamber room 204 
  • September 9: Program - John O'Keefe: Investor Relations - University Center  
  • October 21(THIRD SATURDAY): Rohit Milstein: Low Volatility Investing - University Center  
  • November 11: Program TBA - University Center
  • December 9: Program TBA - University 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

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

Downloads from July 8 HIA Meeting

Downloads from

HIA Meeting – July 8 – HIA Stockmarket Roundtable

From SIGs

Main Program

 

 

Downloads from June 10 HIA Meeting

Downloads from 

HIA Meeting – June 10 – Andrew Oskoui

From SIGs

Main Speaker

 

HIA Meeting – June 10 – Andrew Oskoui – University Center

HIA Meeting – June 10 – Andrew Oskoui – University Center

Andrew Oskoui, CFA, will be presenting on the strategy of his firm, Blue Tower Asset Management. It is a stock market strategy which aims to outperform the market through superior security selection. Two dominant approaches used on Wall Street today are quantitative investing and value investing. Blue Tower’s philosophy is to bridge the best practices of these two approaches by using recommendations generated by algorithms to create short lists of companies. These companies are then evaluated using classic value investing due diligence methods. This combined approach finds hidden opportunities that most people might overlook while at the same time avoiding value traps to which a purely quantitative strategy may fall victim.

Andrew will also describe the methods of odd-lot tender offer arbitrage. It is hoped that audience members will leave the talk with a new tool which may be useful to them during future market opportunities.

Andrew Oskoui, CFA, is the portfolio manager and founder of Blue Tower Asset Management, an independent investment advisory offering a value investing strategy in managed accounts. He lives in Austin, Texas. Prior to his career in finance, Andrew worked as a biomedical engineer on research projects involving pharmaceutics, nanotechnology, and genetics.  Continue reading

Downloads from May 13 HIA Meeting

Downloads from 

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

From SIGs

Main Speaker

 

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.

See Downloads from this meeting

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Downloads from April 8 HIA Meeting

Downloads from 

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

From SIGs

Main Speaker

 

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.

Continue reading

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. 

Continue reading

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