If you receive this notice via email, you can read it on the web at
- Remember the new meeting location at University Center Building
- The meeting rooms are the Atlantic Rm 74, Caspian Rm 87, and Pacific Rm 90. All rooms are underground. See Room Map
Don Wilson: Validation Test of Asset Class Risk Management
• Define Asset Class Risk Management.
• What comes first – Market Risk Management?
• Tactical Risk Management Models with a New Twist.
• Validation Test Results for Asset Allocation Risk/Timing Models Explained.
• Closing – It’s not what you make. It’s what you keep that matters.
• Making Money by Not Losing It.
Don’s background has been in large corporations and later in small businesses. He is retired now, but before that he was a business owner. He has successfully owned/bought/sold several small businesses. He started his Tango5 effort to begin teaching his adult children how to invest his way, the Tango way. It just developed from there, now he has several hundred others, including money managers around the country, and a few overseas using this process for investing. These Market Risk Management Models are based first on capital preservation and making money is second. The TangoETF Asset Allocation Rotation Model subscription service is an automatic mechanical ETF trading method, with a complete report, with instructions for “What and When to Buy Sell or Hold”. For more visit, www.donsfunds.com.
HIA’s July 9, 2011 Agenda
— 08:30 AM —
Stock Market SIG: Speaker: Al Robison
Topic: “Market Discussion”
Al will lead a discussion of this still difficult market and how we might conceivably make some money in it. Please bring your own best ideas, and we’ll talk about them.
Derivatives / Advanced Options SIG: Speaker: Jim McWilliams
Jim McWilliams will be talking about having a trading plan and how to manage the plan with the Greeks.
Trading 101 SIG: Speakers: John Godell & Ron Stockstill
Topics: “Big Picture & Future SIG topics”
John and Ron will provide a quick review of the Big Picture. They will continue reviewing Bill William’s book Number 1, Trading Chaos.
— 09:30 AM —
Evidence-Based Investing SIG: Speaker: Leigh Anderson
Topic: “The Big (and not-so-big) Mo”
Some momentum strategies that seem to work, and some that don’t.
ETF & Market Outlook SIG: Speaker: Don Wilson
Topic: “Junk Bonds and other Low Volatility Bonds along with general discussion of ETF’s. ”
Fixed Income SIG: Speaker: John Bott (Tri-Star Financial)
Topic: “The 15 Reasons the Stock Market Should Go UP and Why it Won’t”
— 10:45 AM —
Club Business: Speaker: Gus Salinas
— 11:00 AM —
Main Meeting: Speaker: Don Wilson
Validation Test of Asset Class Risk Management
— 12:45 PM —
Future/Commodities SIG: Featured Speakers: Gus Salinas & Phil Langford
Topics: “To be Announced.”
see also the Downloads from June 2011 meeting
Coffee and doughnuts at HIA meetings are generously provided by John Bott of Tri-Star Financial.
The Houston Investors Association, founded in 1981, is a non-profit association of active investors with a wide range of investment experience and interests. Members meet monthly to exchange investment knowledge and ideas in an informal and friendly environment.
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HIA Communications Director
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