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

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

The HIA meeting WILL be held as scheduled. 

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.

 


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

HIA’s September 9, 2017 Agenda

— 08:30 AM —

Trading 101 SIG: Speaker: John Godell

Topics: Review Big Picture. Begin the study of Commodity Research Bureau Trends in Futures. Review the trend trading methods and definitions of the trend employing the ADX and D+/D-. This can be used for Futures, ETF, and Forex.

— 09:30 AM –

Stock Market SIG: Speaker: Dennis Porsnuk & Leigh Anderson

Topic: Income Portfolio

Dennis has selected the twenty stocks that will comprise the 2017 Income Portfolio. He will review the portfolio holdings, changes and watch list plus methods to add to the watch list.

Leigh will give my usual brief update on the strategy portfolio performances

— 10:15 AM –

Market Outlook SIG: Speakers: Jimmy Hixson

Topics: TBA

— 11:00 AM –

Club Business: President: Robert Tchoryk

— 11:15 AM –

Main Meeting: Speaker: John O’Keefe

Topic: Energy Business Investor Relations

The topic covers a review of 20 exciting years of hands on experience with the investor relations profession applied to the worldwide energy business. It covers such items as debt and equity financing, M&A, and strategic communications in the global capital markets. It also includes management of relations with institutional and retail investors.


HIAHIAHouston Investors AssociationLocation: University Center Bldg 565
SIG Meeting Meeting Room 

8:30 AM
Stock Market SIG S. Downtown Rm 261
Trading 101 SIG S. Midtown Rm 262

9:30 AM Market Outlook SIG S. Downtown Rm 261        

10:45 AM Club Business S. Downtown Rm 261

                                           11:00 AM
Featured Speaker S. Downtown Rm 261


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

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. 

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 – 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

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

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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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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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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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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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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