Download from our former member Jerry Wendelin

Former HIA member (and treasurer) Jerry Wedelin is now living in Virginia, but he still thinks of us. He provided these notes from a presentation he made on Bonds, to a small Investors Club in Charlottesville, VA, on 7/19/13.

Bond Presentation Sr-Center 7-19-13

Survey of investment risk: HIA input requested

In accord with the educational mission of Houston Investors Association, the board of directors endorses the following student research survey and encourages HIA members to participate

  Dear Members of the Houston Investors Association,

Greetings!  My name is Christopher Mathey, I would like to thank the HIA Board and members for agreeing to participate in my graduate studies survey.  I am a graduate student of economic sociology at the University of Houston-Clear Lake.  I am currently working on my Thesis, which will test whether social networks and behavioral norms cause money managers to share a common definition of investment risk.  Part of the research process includes administering a confidential and anonymous survey instrument that takes about 5-10 minutes to complete.  Continue reading

AAII presents Michael W. Covel, President, Trend Following

From the local chapter of AAII:

the Houston AAII chapter is having a presentation by Mike Covel on January 21, 2012.  This will be a very good presentation on trend following. below is a link to our local site with more details.  I would appreciate getting this out to HIA members.

Houston TC User Group Meeting Thursday, October 8, 2009 at 6:30 PM

The following is announcement is provided by Hal-PC, an independent investor organization not affiliated with HIA.


———- Forwarded message ———-
From: Mark Swerdlin <>

The October meeting of the Houston TeleChart User Group SIG will be held at HAL-PC on Thursday, October 8, 2009 at 6:30 PM.

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Houston TeleChart User Group SIG (Non-HIA event)

The following is announcement is provided by Hal-PC, an independent investor organization not affiliated with HIA.

The September meeting of the Houston TeleChart User Group SIG will be held at HAL-PC on Thursday, September 10, 2009 at 6:30 PM.

Program for the Evening

Julia Ormond is a lead speaker and trainer for the Worden Customer Training Department.  She has taught hundreds (probably thousands by now) of traders and investors easy methods for sorting, scanning, testing and executing trades, in classes all over the country.  Her relaxed style and strong math background allow her to effectively teach even the most intricate software techniques for stock analysis.

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AAII notice

We received this announcement from the AAII:

With the passing of Wayne Baxmann, program chair/treasurer and the resignation of the chapter president, William Thorn, AAII will temporarily close the AAII Houston Chapter until after the AAII Investor Conference this November.  At that time, an email will be sent to members in the area asking for volunteers for the Steering Committee which will be a team of volunteers who will reorganize the chapter meetings.

Arlene Zamudio, Director of Educational Programs
American Association of Individual Investors
625 N. Michigan Ave., Suite 1900
Chicago, IL  60611
main: 312/280-0170, ext. 4350
direct: 312/676-4350
fax: 312/280-7260

Course: Gamma Scalping & Dynamic Hedging (Collars)

Course Title
Gamma Scalping & Dynamic Hedging (Collars)

17th May 2009, Sunday                                                        
Hours: 9.00 a.m. to 4.30 p.m.



University of Houston,
4800 Calhoun Drive, University Drive,
Entrance one,
TX – 77204
Tel – 713-741-2447

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May meeting of the Houston TeleChart User Group

The following is an event not affiliated with Houston Investors Association. The notice is posted as a convenience to those who may be interested.


Date: Fri, 8 May 2009 13:09:14 -0500
Subject: Houston TC User Group Meeting Thursday May 14, 2009 at 6:30 pm
The May meeting of the Houston TeleChart User Group SIG will be held at HAL-PC on Thursday, May 14, 2009 at 6:30 PM.
Please read the Disclaimer at the end of this note.
If you are a member of another trading group
please feel free to forward this note to other of your members whom you think might have an interest.  If any of them would like to be added to the distribution list, ask them to send a note to the following id so stating:

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