HIA Meeting, October 21 (THIRD SATURDAY) – Rohit Milstein: Low Volatility Investing

HIA Meeting, October 21 (THIRD SATURDAY) – Rohit Milstein: Low Volatility Investing – University Center

 


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

HIA’s October 21, 2017 Agenda

— 08:30 AM —
Trading 101 SIG: Speaker: John Godell – will not be held this month

— 09:30 AM –
Stock Market SIG: Speaker: David Neary

Topic: Income Portfolio

Dave will be providing a brief update on the semi-conductor sector and facilitate open discussion on HIA member recent trades. HIA members, please come prepared to discuss your recent trades.

— 10:30 AM –

Market Outlook SIG: Speakers: Pat Finnegan

Topics: TBA

— 11:25 AM –

Club Business: President: Robert Tchoryk

— 11:30 AM –

Main Meeting: Speaker: Rohit Milstein

Topic: Low Volatility Trading

Mr. Milstein will describe in detail the technique underlying the Lisson Grove Steady Growth fund.

You will learn how to remove at least half the volatility associated with investing in either large cap or small cap US stocks. More importantly, applying this technique will simultaneously protect your capital during the inevitable next bear market. Rohit will demonstrate why he firmly that good defense will beat even a great offense and will provide all the information you need to improve your defense of any US equity based portfolio, including yours.

Biography:

Rohit Millstein is the founder of Millstein Advisors, LLC, a Texas Registered Investment Advisor and the manager of two hedge funds, Lisson Grove Option Strategies, LP and Lisson Grove Steady Growth, LP. Rohit, who received his Master’s from the London Business School and twenty years after completing his Economics Degree at the University of Chicago


Upcoming HIA Programs

The following programs are planned for future HIA 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

HIA meets at University of Houston in the Student Center North Senate Chamber Room.
Take SC South elevator to 2nd floor, turn right and winding your way north to the
SC North Building and on to the north end and or your right is the Senate Chamber Room 

University Center (Student Center, building 565)

 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 Location

Beginning in January 2018, HIA will meet at the
Trini Mendenhall Community Center
1414 Wirt Road
Houston, Texas 77055

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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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

Continue reading