Category: Monthly Meetings
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AAII Houston March 23, 2021 Webinar Meeting
What To Do When a Strategy Performs Poorly by Larry Swedroe, Buckingham Strategic Wealth The sad fact is that most investors believe 3 years is a long time to judge the performance of an investment strategy, 5 years very long, and 10 an eternity, but financial economists know that 10…
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AAII Houston May 11, 2021 Webinar Meeting
The Power of Factor Rotation by Ryan Hessenthaler, Partner and COO of Lunt Capital Factor investing has garnered significant attention by academic and industry leaders alike. Identifying and investing in groups of stocks based on “factors” (such as high momentum, high quality, and low volatility) has produced outperformance over their…
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AAII Houston June 26, 2021 Webinar Meeting
Two Presentations on Retirement Calculators Overview of Retirement Calculators by Ben Klein, Member, AAII Houston Chapter While working, we’re focused on accumulating wealth for retirement but may not have an idea of the amount that will be needed to meet our retirement goals. This amount and how it will be…
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AAII Houston March 10th 2021 Webinar
Wednesday, March 10th, 20217:00pm – 8:30pm The Case For Mining Equities by Matt Geiger, MJG Capital Do you have sufficient mining and natural resource exposure within your investment portfolio? What can we expect from this asset class in the new decade? Is there an avenue for value investors and rational…
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AAII Houston January 2021 Webinar
Seeking Resonable Returns While Reducing Risk – A Practical Approach to Investing by Rob Bernstein, RGBCapital Group How should we deal with market uncertainty? How can we capture long-term returns that exceed the overall market with a fraction of the risk? How can we take advantage of the opportunities created…
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AAII September 2020 Webinar
Dual Momentum, Factor Investing, and Behavioral Biases by Gary Antonacci, Portfolio Management Consultant, Author, Dual Momentum Investing Gary Antonacci will describe the way momentum is usually used and why that may not be the best approach. He will discuss the hidden risks associated with momentum and with other factors, such…
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AAII Houston May 2020 Webinar with Two Speakers
International Investing in a Volatile World by Matt Scherer, CFA, Co-Portfolio Manager, CIBC International Growth Strategy Matt Scherer is the co-portfolio manager for CIBC’s International Growth investment strategy. This investment strategy has outperformed the MSCI ACWI index by over 250 basis points since inception (6/1/2007) on a net basis. Scherer…
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AAII Houston April 2020 Meeting
Investing in Uncertain Times: Position for Growth and Stability by Janet Brown, President, Fundx Investment Group For the last few years the struggle has been between earnings growth and valuations, and valuations have been winning, with stock prices rising faster than the rate of earnings growth. Now we have another…
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AAII Houston November 2019 Meeting
State of the World Markets and Investment Alternatives by Christopher Zook, Chairman and CIO, CAZ Investments For the last few years the struggle has been between earnings growth and valuations, and valuations have been winning, with stock prices rising faster than the rate of earnings growth. Now we have another…
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AAII Houston September Meeting
Publicly Traded REITs as Essential Components of a Diversified Portfolio by Matt Werner, CFA Real estate is an essential component of a diversified portfolio providing an uncorrelated, inflation-linked asset class that has historically lowered portfolio risk and increased return. Chilton Capital Management believes publicly traded real estate investment trusts (REITs)…
AAII Houston Chapter 