Houston Chapter Meeting
How to Make Money in a World Where the Financial Experts Are Almost Always Wrong
with Nick Atkeson
Saturday, December 16th, 2023
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 reviewed the great difficulties in forecasting the market in 2022 and suggested that a diversified portfolio of bonds, stocks, commodities, and defined-outcome funds might serve us best for 2023. In this presentation, Nick will review the performance of those funds and suggest an updated set of investments for 2024.
You will learn:
- About the absence of accuracy in quantitative market forecasts over the intermediate term
- Tools necessary to apply a disciplined, systematic trading system to your portfolio
- Suggestions for funds to mitigate the inevitable downturns and take advantage of the opportunities the market offers
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 for this event at Houston Chapter December Monthly Meeting. After registering, you'll receive a confirmation email containing information about joining the meeting.
Meeting Slides: Since Nick's presentation includes many charts and tables, you may wish to download it prior to the meeting to better follow along. You can access it at Nick Atkeson – AAII Houston December 2023.
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WALTER STEETS
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