Print Page   |   Sign In   |   Register
Community Search
FPA Houston Chapter Meeting
Tell a Friend About This EventTell a Friend
 

11/13/2018
When: November 13
10:30 - 1:30 PM
Where: Junior League of Houston
1811 Briar Oaks Lane
Houston, TX  77027
United States
Contact: Melisa Hall
713-518-1785

« Go to Upcoming Event List  

FPA Houston Chapter Meeting

 

 

  • FPA members are no longer required to sign in to receive the discounted FPA member rate.  However, all member registrations will be confirmed and if your membership has lapsed an additional $20 will automatically be added to your card on file to cover the non-member rate.
  • If you select the "2018 Season Ticket" as your payment option, you must have already pre-purchased the season ticket for this year. 

 

ONLINE REGISTRATION WILL END AT 3:00 PM, MONDAY, NOVEMBER 12

ONLINE REGISTRATION IS NOW CLOSED.  WE WILL TAKE AT THE DOOR REGISTRATIONS ON A SPACE AVAILABLE BASIS.

 

 

Avoid the Beta Bubble

1 CFP, CPA, CIMA CE

 

Jeff Gubala
Vice President, Mutual Fund and Managed Account Sales - Westwood Funds

 

With record flows going into passive investment products Investor are tasked with making long-term capital allocation decisions face many challenges going forward. As the “beta bubble” continues to get bigger, it will become more critical to find differentiated investment performance for equity allocations. By combining high conviction, diversified stock picking with a clearly defined edge in managing downside risk, and active equity allocation may offer distinct advantages over unmanaged beta.

 

The change in market structure driven by the proliferation of the ETF business has helped increase the correlation among stocks over recent years- particularly in periods of market stress. Therefore, the beta bubble may underperform, collapsing under its own weight, when downside market volatility increases. The performances tables below highlight the importance of avoiding “blunt” index instruments vs. a conviction- based active approach to limit losses in volatile markets. In difficult economic environments, outperformance ultimately becomes a function of avoiding losses in the worst stocks by owning quality stocks with more measurable downside risks.  We will discuss our thoughts on how best to avoid the bubble, and what to look for within specific asset classes. 


Mr. Gubala joined Westwood in 2013 and is responsible for developing and managing new client relationships as an External Fund Wholesaler.  He has over 20 years of financial services industry experience and 18 years' experience in wholesaling.  Prior to joining Westwood, he served as a Wholesaler and Division Manager for Columbia Management Group, Inc., where he spent 13 years growing sales and meeting corporate objectives.  Mr. Gubala graduated from Rensselaer Polytechnic Institute with a BS in Management.  Additionally, he is a Registered Securities Representative and Investment Advisor (FINRA Series 7, 24, 63, 65 and 66).

 

 

 

 

11/7:  UPDATED SPEAKER / TOPIC

Entrepreneurs' Guide to Wealth Generation, Wealth Growth & Wealth Preservation 

 

Thais Amaral Tellawi & Saeed Tellawi
The Amaral Tellawi Legal Team

 

1 CPA, CIMA CE (Does not qualify for CFP)

 

Thais Amaral Tellawi founded Amaral Tellawi Law, in Houston, Texas, a boutique family-owned law firm representing domestic and international individuals, families, and the owners of privately-held and family-owned companies in the areas of estate planning, business, and real estate.  Thais enjoys educating people about estate planning, and seeing her clients achieve piece of mind.  She has spoken at more than 40 seminars on topics related to her areas of practice, including trust and estate planning, wills, probate, estate administration and guardianship.  Prior to her legal career, Thais served her clients as a financial advisor; helping them develop appropriate financial strategies.  This unique and multi-faceted knowledge of clients' financial needs, along with a firm belief in estate planning education, helps Thais stand out to clients as a trusted advisor who speaks a language that people understand.  Thais takes pride in helping clients to successfully traverse the different challenges in wealth generation, wealth growth and wealth preservation.  She is guided by the principle that trust and estate planning are significant undertakings, ultimately for the benefit of those people and causes we love.  We help our clients do it for them.  

 

Saeed Tellawi is a Texas attorney representing domestic and international business owners and real estate investors.   His practice focuses on the strategic uses of business entities and acquisition of businesses and real estate.  Saeed was recently named Top Lawyer by both Houstonia Magazine and H Texas Magazine in 2016 and 2017,nominations earned form his peers in the legal industry.  In 2015, Amaral Tellawi Law was a finalist for Texas Family Business of the Year at Baylor University's Institute for Family Business.  Starting his first company at the age of 18 and being continuously self-employed since then has helped Saeed develop a practical approach to both law and business.  Saeed obtained his Texas real estate license in 2005 and then his broker license in 2007, initially representing buyers and tenants of commercial real estate and managing properties for his clients.  In 2007, Saeed also earned his bar card.  His initial practice involved representing companies in contract disputes.  Since then, his practice shifted and he has made significant contributions in business and real estate transactions, with involvement from a vast array of start-ups, purchases, and dispositions of local and international clients.  Impressed by the many who helped him along the way, Saeed aims to give back to the Houston community by providing pro bono or reduced-fee legal services to entrepreneurs who lack the means or information to bring their dreams to fruition.  Saeed is currently a mentor at the Wolff Center for Entrepreneurship at the University of Houston.  Drawing on his own experiences and those of his clients he's assisted, Saeed Tellawi helps clients achieve the freedom of self-employment.

 

 


Thank you to our Platinum Sponsor Spotlight

 

 


 

Registration Fees

 

FPA Members $40

Guests/Non Members $60

2018 Season Ticket Holders $0 (Season ticket holders must have pre-purchased the season pass for 2018)

Corporate Partners N/C (must pre-register) 

 

 

Agenda

 

10:30 Doors Open - Registration & Networking
11:00

Welcome, announcements & Sponsor Spotlight 

11:30 Lunch is served (salads will be preset beginning at 11:00)
Session 1
12:20 Break
12:30 Session 2
1:30 Program concludes

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

more Calendar

1/1/2019 » 3/27/2019
2019 FPA Houston Season Ticket Application

Association Management Software Powered by YourMembership  ::  Legal