HIA Meeting – January 20 – SPECIAL MEETING – NEW LOCATION – Craig Israelsen – Building Diversified, Low-Cost Portfolios for Retirement

HIA Meeting – January 20 – Craig Israelsen – Building Diversified, Low-Cost Portfolios for Retirement

NOTE SPECIAL MEETING TIME AND NEW LOCATION!

  • Meeting is on 3rd Saturday at the Trini Mendenhall Community Center
  • Please arrive by 8:30 am for registration. Main program begins at 8:45
  • SIGs follow main program in a different room on the left hall.
  • In February, we return to normal meeting schedule on 2nd Saturdays

This month HIA meets at our new location, the  Trini Mendenhall Community Center, 1414 Wirt Road, Houston, Texas 77055. There is ample free parking at the center.  Room location varies, so look for notice on entry to the center. 

We will hold a meeting jointly with the Houston Chapter of the American Association of Individual Investors featuring special guest speaker Craig Israelsen, author of 7Twelve: A Diversified Investment Portfolio with a Plan. His topic will be

“Building Diversified, Low-Cost Portfolios for Retirement”

Craig Israelsen will provide a comprehensive 48-year review of “why” and “how” we build a diversified portfolio. In addition, several ultra low-cost diversified portfolios will be outlined. The 7Twelve Portfolio philosophy will be introduced.

Attend This Meeting and Learn…
The “why” of portfolio diversification
The “how” of portfolio diversification
The “next steps” to actually build and manage an ultra low-cost retirement portfolio


Agenda details to be posted later

SIGs follow main program in a different room on the left hall.

  • 10:30 John Goodell 
  • 11:3 Dennis Porsnak

Upcoming HIA Programs

The following programs are planned for future HIA meetings. 

2018

  • January 20 (THIRD SATURDAY) @ Trini Mendenhall Community Center: Special early program joint with Houston Chapter of AAII. This will feature Craig Isrealsen’s visit and discussion of his 7Twelve Portfolio. Main speaker 8:45-10:15. SIGS will follow.  
  • February 10 @ Trini Mendenhall Community Center: David Loesch with DRL Group - (fixed income specialists) - http://www.drlgroup.net/ 
  • Remainder of 2018: Second Saturdays of each month @ Trini Mendenhall Community Center

Beginning January 20, 2018, all meetings of HIA will be at Trini Mendenhall Community Center, 1414 Wirt Road, Houston, Texas 77055. With the exception of January, meetings will be on the second Saturday of each month. 

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

HIA meets at the Trini Mendenhall Community Center, 1414 Wirt Road, Houston, Texas 77055. There is ample free parking at the center.  Room location varies, so look for notice on entry to the center. 

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HIA Meeting – December 9 – HIA Stockmarket Roundtable

HIA Meeting – December 9 – HIA Stockmarket Roundtable

Main Meeting: Stockmarket Roundtable

Moderator: Steve Hatridge. Panel: Jeff Friedberg, Dan Marburger & Larry Smith

Topic: HIA Roundtable discussion of the economy, the stock market and your stock recommendations (and/or ETF’s, REITs, MLP’s, mutual funds, bonds, cash, etc).

As we have done in the past, Steve will request the audience to refrain from asking questions to the panelists, until we have completed the roundtable discussion.

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HIA Meeting – Nov 11 – Barry Scoles (Georgetown Mortgage LLC) – Reverse Mortgages

HIA Meeting – Nov 11 – Barry Scoles (Georgetown Mortgage LLC) – Reverse Mortgages


Barry Scoles (Georgetown Mortgage LLC) – Reverse Mortgages

As of Q2 2017, US homeowners age 62 or older hold $6 Trillion of equity in their homes. For the average homeowner this represents over 50% of their total net worth. With retires living longer, and the cost of retirement increasing, understanding how to safely and effectively monetize and leverage home equity has become increasingly important. Many Financial Advisors view Reverse Mortgages as an attractive way to improve retirement portfolio duration and to hedge longevity risk. According to Michael Gordon, Managing Director and Head of Retirement Insurance and Strategic Solutions at BNY Mellon, “Reverse Mortgages are an important asset class that will stabilize the fee base of asset managers and reduce the fiduciary risk of their clients running out of money in retirement.” For these reasons and more, getting the facts about FHA-Insured Reverse Mortgages will be time well spent.

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Downloads from September 9 HIA Meeting

Downloads from

HIA Meeting, September 9 – John O’Keefe – Investor Relations

From SIGs

3 HIA Income Sec
3.1 HIA global
3.2 overall
4 MDI Port
5 MDI Port pro
8 nasdaq
9 Nasdaq
11 Nasdaq
12 Nasdaq
Hia_income_9-9-17.xls

Member Generated Charts (Pat Finegan, Leigh Anderson, John Godell)

 

HIA Meeting, September 9 – John O’Keefe – Investor Relations – University Center

HIA Meeting, September 9 -John O’Keefe – Investor Relations – University Center

John spent about 20 years as an Investor Relations professional interfacing with Wall Street, major investors and everyday investors. The talk will describe the types of people he worked with both inside the Company and in the Investment Community, how financing transactions get done, how M&A transactions work with public companies. He will attempt to describe how best you can benefit from using an IR professional at the companies you invest in.

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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.

TOPIC:What is going on in business around Houston. After his 15 minute talk he will take questions. Come prepared to ask questions.   Continue reading

Downloads from July 8 HIA Meeting

Downloads from

HIA Meeting – July 8 – HIA Stockmarket Roundtable

From SIGs

Main Program

Member Generated Charts (Pat Finegan, Leigh Anderson, John Godell)

 

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.

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