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.
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.
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 →
TOPIC: how the DRL Group specializes in the bond market to help provide fixed income solutions for our clients while achieving higher yields in most cases.
David Loesch has specialized in fixed income trading for the last 20 years, covering all areas of the bond markets. David deals with everything from defaulted issues to AAA bonds to tax-exempt and taxable bonds. Continue reading →
For the next several meetings, HIA will return to the Student Center at the University of Houston. See schedule and location information below. Meeting dates will vary between 2nd and 3rd Saturdays of the month. Always check meeting announcements for time and place.
Upcoming HIA Programs
The following programs are planned for future HIA meetings. See Locations for directions to the meetings
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.
Leigh Anderson — Simple Asset Class Momentum Strategy
Leigh will describe a simple strategy that harvests uncorrelated momentum in ETF asset classes. This strategy has been profitable over many years of backtesting and is justifiable in terms of market behavior. It can be easily and inexpensively implemented by individual investors. See bit.ly/gla-hai-2015-03
Houston Investors Association Meeting Saturday, Feb. 14, 2015
This meeting will be in our usual building at the Houston Community College
Tim Dill — introductory discussion for the CAN SLIM method
Tim Dill is a growth stock individual investor following the CAN SLIM® methodology. He has attended several paid CAN SLIM® courses and leads the Sugar Land Investor’s Business Daily Meetup, www.meetup.com/sugarlandibdmeetp/
Houston Investors Association Meeting Saturday, January 17, 2015
Downloads are available in the SIG sections below
Stock Market Round Table
Stock Market Round Table, 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, Leigh Anderson, and Larry Smith. Continue reading →
Houston Investors Association Meeting Saturday, December 13, 2014
Download files are located in the Agenda section below
Robert “Rohit” Millstein. Millstein Advisors
“Generating Double Digit Dividend Income” Rohit Millstein, manager of the Lisson Grove Capital, LP hedge fund, will present the strategy used by the fund to generate its 13.7% YTD (through October) return, net of all fees. The presentation will include step by step instructions to do exactly the same thing yourself and even what to do when things don’t go as planned. It’s pretty much a mechanical process that anyone can learn. There will be plenty of time for questions to help you get started. Continue reading →
Basic Estate Planning in a Post-Estate Tax World. I will discuss the key components needed for an estate plan in Texas: wills, trusts, powers of attorney, etc., in light of the higher estate tax exemptions currently in place. Continue reading →
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. Dan was a Controller at Hess and his duties included reviews analysis of E&P companies that were potential buyouts for HESS. Continue reading →
Houston Investors Association Meeting Saturday, August 9, 2014
Investing and Trading – Differences Between Theory and Practice
A well known Yogi Berra quote is “In theory, there is no difference between theory and practice. In practice, there is.” This talk will build on that theme, and draw on experiences with traders and money management firms, both small and large, to explore how investing and trading is changing and how theory and practice differ in developing and executing systems for Continue reading →
There are numerous options available to you and your spouse when it comes to taking your Social Security benefits. The decisions you make can have a significant impact on how much you receive each month and over your lifetime. This seminar will provide practical information that you can use when making important decisions about your Social Security benefits. Continue reading →