Upcoming AAII Houston Meetings

Retirement Solutions SIG Meeting

A Look at Well-Followed Investment Strategies: Implications for Retirement
with Leigh Anderson, AAII Houston

Thursday, January 12, 2023
10:30 am – noon (Central time)

Leigh’s presentation will cover the long-term and recent behavior of some well-followed investment strategies; some current assessments and outlooks for the 2023 markets; potential responses to inflation from some the other asset classes beyond public stocks and bonds; concluding with a discussion of how to look at your annual portfolio withdrawal rates so as to not outlive your money.

Registration: This meeting will be online only. Whether you are planning to attend online or in-person, please register in advance for this meeting at January Retirement Solutions SIG. After registering, you will receive a confirmation email containing information about joining the meeting online.

AAII Houston Chapter Meetings

Saturday, January 21, 2023

Income Investing SIG Meeting

Market Outlook, Portfolio Overview, and Asset Rotation
with Frank Erzinger, AAII Houston

9:30 am – 10:15 am (Central time)

Please join us for the monthly Income Investing SIG meeting. Frank will provide us with his update on the market outlook, review the recent performance of the Income Investing SIG portfolio, identify high grading positions, and propose a rotation among the assets held by the portfolio.

Chapter Meeting Presentation

How My 2022 Market Projections Came Apart So Quickly
with Nick Atkerson, Delta Investment Management

10:30 am – noon (Central time)

Delta Investment Management is a San Francisco based registered investment advisory firm that specializes in quantitative market timing programs to avoid major stock market declines and to participate in bull markets.  Delta identifies simple, robust quantitative measures that indicate when risk is elevated and equity exposures should be reduced.  During bullish periods, they review how relative strength models can be used to invest in the strongest sectors of the market.  During bearish periods, they review income opportunities.

In his presentation to us last January, Nick used his quantitative models to forecast a good year for the stock market, up 11% on the average. In this presentation, Nick will explain how his forecasts missed the mark.

You will learn:

  • About quantitative factors to forecast the market over the intermediate term
  • Tools necessary to apply a disciplined, systematic trading system to your portfolio to capture bull market periods and avoid major bear markets
  • How to sort through modern day information overload to identify what is likely to have a sustained influence on stock prices

Nicholas Atkeson is a founding partner of Delta Investment Management LLC, a registered investment advisory firm based in San Francisco. Prior to founding Delta Investment Management, Atkeson was a partner and portfolio manager of Delta Force Capital LLC, a San Francisco-based hedge fund from 2006 to April 2009. Prior to Delta Force Capital, Atkeson was a managing director for Banc of America Securities and Susquehanna International Group LLC. He is co-author of “Win by Not Losing: A Disciplined Approach to Building and Protecting Your Wealth in the Stock Market by Managing Your Risk” (McGraw-Hill, 2013). Atkeson graduated from Haverford College, Phi Beta Kappa with a B.A. in economics, and from Stanford University Graduate School of Business.

Registration: This meeting will be online only. Please register in advance for this meeting by going to AAII Houston January Chapter Meeting. After registering, you will receive a confirmation email containing information about joining the meeting.