Category: 2019 November Meeting

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 as value, small cap, quality and low volatility. Using hundreds of years of validating data, he will show how relative strength momentum can enhance investment returns, while trend-following absolute momentum can decrease portfolio risk exposure. He will show how to use both together as dual momentum. Finally, he will describe the behavioral biases you must deal with and the mindset you need to become a successful investors.

You Will Learn

  • How to be adaptive to any market environment
  • How to protect yourself from bear market risk and behavioral biases
  • How to construct your own dual-momentum portfolios

Gary AntonacciGary Antonacci has over 40 years’ experience as an investment professional focusing on underexploited investment opportunities. Antonacci’s innovative research on momentum investing was the first-place winner in 2012 and the second-place winner in 2011 of the Founders Awards for Advances in Active Investment Management given by the National Association of Active Investment Managers (NAAIM). Antonacci is author of the award-winning book, “Dual Momentum Investing: An Innovative Approach for Higher Returns with Lower Risk” (McGraw-Hill, 2014). His research introduced the investment world to dual momentum, which combines relative strength price momentum with trend-following absolute momentum. He received his MBA degree from the Harvard Business School

Meeting Detail

Date: Saturday, September 19, 2020

Time: 10:00 a.m. CDT Program
11:15 a.m. CDT Q&A

Location: This free webinar will be live streamed to your computer or mobile device.

Register in advance for this meeting:

After registering, you will receive a confirmation email containing information about joining the meeting.

Maximum registration is 300 attendees. If registration exceeds the maximum, attendees can join the webinar using the dial in or access the webinar recording afterwards.

If you have any questions, you can contact us by using the following form:

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 dimension to consider which is interest rate impact of valuations. So, now we have a three-pronged tug of war between valuations, earnings growth and interest rates.

Christopher Zook HeadshotChristopher Zook is the Founder, Chairman and Chief Investment Officer of CAZ Investments. With nearly 30 years of experience in both traditional and alternative asset classes, he is a regular contributor to major media outlets, including CNBC, Fox Business and Bloomberg. As past President of the “C” Club of Houston and a current member of the Greater Houston Partnership’s Executive Committee, Christopher is actively involved in public policy and frequently serves as a resource to state and local officials. He was most recently tasked by the Lt. Governor to help find a solution to Houston’s pension crisis and spearheaded efforts that resulted in the most sweeping public pension reform of the last 40 years.

Meeting Detail
Date and Time:
Tuesday, November 19, 2019
6:30 pm Registration/Social
7:00 pm Program
8:15 pm Questions

Trini Mendenhall Community Center
1414 Wirt Road
Houston, TX 77055

In Advance (received by 5:00 pm on Monday, November 18 via PayPal or mail), – Everyone, $10./family
After 5:00 pm on Monday,  November 18 – Everyone $20./person by PayPal only, bring proof of payment

No at-the-door registration

To pay online by credit card or PayPal account, click on the PayPal button below.

AAII November 2019 Meeting

Family registration for AAII Houston November, 2019 Meeting on "State of the World Markets and Investment Alternatives" by Christopher Zook


To pay by mail, please send payment to:
AAII Houston Chapter
Charles McElroy
10210 Pilibos Park Court
Katy, TX 77494

Your payment must be received by 5:00 pm, Monday,  November 19.

If you have any questions, you can contact us by using the following form: