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HOUSTON INVESTORS ASSOCIATION

AGENDA  Room Schedule  

June Raffle - For the benefit of Houston Investors Association - Donated by Al Farrington Chris Manning - Proven Chart Patterns 3 Day Master Advanced Workshop Seminar (12 video) 6 DVD + 3 manuals
Course contains 16 VHS cassettes ranging from a little over 1/2 hr to 1 3/4 hours per cassette covering subjects from mastering TC2000 & TCNet (4 cassettes), mastering fundamentals (asset allocation logistics, strategy selection, screening on the internet, finding undervalued stocks, introduction to charting - 4 cassettes), advanced trading strategies including one of Manning's live workshops (TA divergences, volume, elliot wave, pps targets, power strategies, building systems - 4 cassettes), and mastering charting (intro to charting, advanced sell stops, trending & breakout patterns, reversal patterns, bar chart patterns, candlesticks & gaps, paper trading, options, putting it all together, cardinal rules - 4 cassettes).

Featured Speakers for 2008 Date 
   
Jeffrey E. Curtiss
" Issues to Consider in Investment Managment for Individual Investors"
June 14, 2008

Jeffrey E. Curtiss, CFA, J.D., L.L.M. (Taxation)
 Email: jcurtiss@comcast.net

Jeffrey E. Curtiss is a member of the Board of Directors of KBR, Inc.  He serves as Chairman of its Audit Committee and also serves on its Health, Safety and Environmental Committee.  He served as a member of its Independent Committee which evaluated aspects of the KBR split-off from Halliburton and also served on the KBR Compensation and Nominating/Corporate Governance Committees during 2007.

Mr. Curtiss received a BSBA degree from the University of  Nebraska College of Business Administration (1970) with high distinction; a JD degree from the University of Nebraska College of Law (1971) and an LLM degree in taxation from the School of Law at Washington University in St. Louis (1975).  He became a CPA in 1971; a lawyer in 1972 and a CFA charterholder in 2006.   

He has experience with Peat, Marwick & Mitchell, receiving his CPA certificate from Colorado, and with Nelson, Harding, Marchetti, Leonard & Tate, a law firm.  From 1973-79, he was employed by Monsanto Company in tax and international treasury positions.  He was Asst. Treasurer, VP of Corporate Development and VP of Finance of G.D. Searle from 1979-88, and he became CFO of the Coleman Company; Heritage Media; Browning-Ferris Industries (“BFI”) and Service Corporation International (“SCI”) from 1988-2006.  His experience is with large publicly owned international companies engaged in manufacturing (pharmaceuticals, chemicals, camping and outdoor products) and/or services (media, waste services and death care services).  Mr. Curtiss served on the Board of Directors of Heritage Media and American Ref-Fuel, a $2 billion waste to energy joint venture owned 50% by BFI. 

Mr. Curtiss is a member of the AICPA, Financial Executives International (“FEI”), CFA Institute, CFA Society of Houston, American Assn. of Attorney-CPAs, Economics Club of Chicago and the National Association of Corporate Directors. He is an inactive member of the Illinois, Nebraska and Missouri Bar Associations.  He served as past President of the Houston Chapter of FEI, Regional Director and Secretary to FEI (National).  He serves on FEI’s Audit Committee and is a Director of the Houston Chapter of FEI.  He is active in the CFA Society of Houston, teaching Level 3 Rice University CFA Review classes and participates on the Houston CFA Scholarship Committee.  In the 1970s, he taught accounting at three universities; published several tax related articles and served as Municipal Judge of the City of Manchester, Missouri. 

He has been married to Margaret Curtiss for 31+ years and has two grown sons who live in Houston, Texas.  His hobbies include travel, bird hunting, Nebraska football, investing and an exercise routine. 

 
 
" Wisdom of Signal Crowds"   by Bruce Robinson

PDF COPY OF PRESENTATION SLIDES
 

 
   
Tom George U of H Cougar Fund July 12
  August 9
Ron Rowland September 13
Reserved October 11
Myrna Agris November 8
  December 13

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Last Updated on 6/6/2008