Mesch Method to Trading Market Profile: Putting Your Strategy in Context
A webcast presentation by Robin Mesch originally held on May 15th, 2013 as part of the MTA's Educational Web Series. robin-mesch.html
A Holistic Approach to Stock Market Analysis: History, Philosophy, Fundamentals, and Technicals
A webcast presentation by Tim Nguyen, CMT, CFA, CPWA originally held on May 1st, 2013 as part of the MTA's Educational Web Series. tim-nguyen.html
Investing with Volume Analysis
A webcast presentation by Buff Dormeier, CMT originally held on April 24th, 2013 as part of the MTA's Educational Web Series. buff-dormeier.html
Cycle Analysis of the Market
A webcast presentation by Alex Bernal, CMT originally held on April 17th, 2013 as part of the MTA's Educational Web Series. alex-bernal.html
Momentum Divergence and Social Media in Technical Analysis
A webcast presentation by JC Parets originally held on March 27th, 2013 as part of the MTA's Educational Web Series. jc-parets.html
Spectral Dilation
A webcast presentation by John Ehlers originally held on March 20th, 2013 as part of the MTA's Educational Web Series. john-ehlers.html
Buy Low, Sell High: The Objective Wave Pattern Edge
A webcast presentation by Michael Gould originally held on March 13th, 2013 as part of the MTA's Educational Web Series. michael-gould.html
Invest Like a Monster
A webcast presentation by Jon Najarian originally held on March 6th, 2013 as part of the MTA's Educational Web Series. jon-najarian.html
Apply Bing Algorithm Logic to Technical Analysis
A webcast presentation by Connie Brown, CMT originally held on February 27th, 2013 as part of the MTA's Educational Web Series. connie-brown.html
Maximizing the Power of the SMI
A webcast presentation by Anne-Marie Baiynd originally held on February 20th, 2013 as part of the MTA's Educational Web Series. annemarie-baiynd.html
The Other Side of the Story – Equity Markets in 2013
A webcast presentation by Gina Martin Adams originally held on February 13th, 2013 as part of the MTA's Educational Web Series. gina-adams.html
Financial Seismology: Exploiting the Hurst Exponent
A webcast presentation by S. Kris Kaufman originally held on January 30th, 2013 as part of the MTA's Educational Web Series. kris-kaufman.html
A View from the Outside
A webcast presentation by Greg Schnell, CMT originally held on January 23rd, 2013 as part of the MTA's Educational Web Series. greg-schnell.html
Performance Cycles - Filters, Signals and Indexing
A webcast presentation by Mukul Pal, CMT originally held on January 16th, 2013 as part of the MTA's Educational Web Series. mukul-pal.html
Global Investing: An Intermarket Approach
A webcast presentation by Richard Ross, CMT originally held on January 9th, 2013 as part of the MTA's Educational Web Series. richard-ross.html
Quantifying & Forecasting the Human Behavioral Response to Policymakers in Europe and US for 2013 and Beyond
A webcast presentation by John Bougearel, CMT originally held on December 19th, 2012 as part of the MTA's Educational Web Series. john-bougearel.html
ConnorsRSI: A Powerful, New Indicator for Swing Traders
A webcast presentation by Larry Connors originally held on December 12th, 2012 as part of the MTA's Educational Web Series. larry-connors-dec.html
Backtesting
A webcast presentation by Kirk Northington and Carson Dahlberg originally held on December 5th, 2012 as part of the MTA's Educational Web Series. northington-dahlberg-dec.html
Japanese Candlestick Charting Essentials
A webcast presentation by Steve Nison, CMT originally held on November 28th, 2012 as part of the MTA's Educational Web Series. steve-nison.html
Heikin-Ashi: Trends Made Simple
A webcast presentation by Dan Valcu, CFTe originally held on November 14th, 2012 as part of the MTA's Educational Web Series. dan-valcu.html
Intermarket Analysis - Profiting from Global Market Relationships
A webcast presentation by John Murphy, CMT originally held on November 7th, 2012 as part of the MTA's Educational Web Series. john-murphy.html
Applying Ganns Trading Methodologies to Your Markets
A webcast presentation by Hima Reddy originally held on October 24th, 2012 as part of the MTA's Educational Web Series. hima-reddy.html
New Perspectives in Technical Analysis: Visual Analysis Updated for the 21st Century
A webcast presentation by William Voelker, III originally held on October 17th, 2012 as part of the MTA's Educational Web Series. william-voelker.html
Timing Commodity Markets using Seasonal and Technical Analysis
A webcast presentation by Donald Vialoux, CMT originally held on October 10th, 2012 as part of the MTA's Educational Web Series. donald-vialoux.html
Technical Analysis in Today's Market
A webcast presentation by Phil Roth, CMT originally held on October 3rd, 2012 as part of the MTA's Educational Web Series. phil-roth.html
Real Time Use of Technical Analysis Within a Quantitative Construct
A webcast presentation by Robert Dombrower, CMT originally held on September 26th, 2012 as part of the MTA's Educational Web Series. robert-dombrower.html
Mind of Market Average
A webcast presentation by Kingsley Jones, Ph.D., CFA originally held on September 19th, 2012 as part of the MTA's Educational Web Series. kingsley-jones.html
Introduction to Gann's Square of 9
A webcast presentation by Mathew Verdouw originally held on September 12th, 2012 as part of the MTA's Educational Web Series. mathew-verdouw.html
The Missing Factor: How EidoSearch Reveals the Performance of Patterns
A webcast presentation by David Kedmey originally held on August 29th, 2012 as part of the MTA's Educational Web Series. david-kedmey.html
US Financial Update for September 2012
A webcast presentation by John Kosar, CMT originally held on August 22nd, 2012 as part of the MTA's Educational Web Series. john-kosar.html
Combining Technical & Fundamental Analysis to Consistently Beat the Markets
A webcast presentation by Mick Pavey originally held on August 15th, 2012 as part of the MTA's Educational Web Series. mick-pavey.html
A Quantified and Systematic Way to Trade Leveraged ETFs
A webcast presentation by Larry Connors originally held on August 8th, 2012 as part of the MTA's Educational Web Series. larry-connors.html
Handicapping the Election:
A webcast presentation by Jeffrey Hirsch originally held on July 25th, 2012 as part of the MTA's Educational Web Series. jeffery-hirsch.html
Coexisting without Co-location
A webcast presentation by Eric Scott Hunsader originally held on July 11th, 2012 as part of the MTA's Educational Web Series. eric-hunsader.html
How to Put Momentum Strategies in Context to Achieve High Percentage Trades
A webcast presentation originally held on June 27th, 2012 by Suzanne Bodlovic as part of the MTA's Educational Web Series. suzanne-bodlovic.html
Formulating Your Trading Plan
A webcast presentation originally held on June 20th, 2012 by Jeff White as part of the MTA's Educational Web Series. jeff-white.html
Evolution of Dow Theory for the 21st Century
A webcast presentation originally held on June 13th, 2012 by Jack Schannep as part of the MTA's Educational Web Series. jack-schannep.html
Back to Basics
A webcast presentation by Walter Deemer on May 16th, 2012 as part of the MTA's Educational Web Series. walter-deemer.html
Back to Basics
A webcast presentation by Walter Deemer on May 16th, 2012 as part of the MTA's Educational Web Series. walter-deemer.html
How to Use Technical Analysis to Navigate the Business Cycle: Introducing the Dow Jones Pring Business Cycle Index
A webcast presentation by Martin Pring as part of the MTA's Educational Web Series, originally recorded on May 9th, 2012. martin-pring.html
Defining a Trend with Volatility-Based Support and Resistance
A webcast presentation by Carson Dahlberg, CMT and Kirk Northington, CMT on May 2nd, 2012 as part of the MTA's Educational Web Series. northington-dahlberg2.html
Matrix, Wyckoff Figure Charting
A webcast presentation by Hank Pruden, Ph.D. on March 14th, 2012 as part of the MTA's Educational Web Series. hank-pruden.html
Current Global Outlook Viewed in Point & Figure
A webcast presentation by Ken Tower, CMT on March 8th, 2012 as part of the MTA's Educational Web Series. ken-tower.html
Understanding Wave Formations
A webcast presentation by Anne-Marie Baiynd on February 29th, 2012 as part of the MTA's Educational Web Series. annemarie-baiynd.html
Technical Analysis for Establishing Proper Market Entry and Exit Points
A webcast presentation by Scott O'Neil on February 22nd, 2012 as part of the MTA's Educational Web Series. scott-oneil.html
A webcast presentation by Kevin Hockert on February 15th, 2012 as part of the MTA's Educational Web Series. kevin-hockert.html
Review of Major Market Tops & Major Market Bottoms
A webcast presentation by Tracy Knudsen, CMT & Richard Dickson on February 8th, 2012 as part of the MTA's Educational Web Series. knudsen-dickson.html
How to Trade ABC Chart Patterns with Market Context
A webcast presentation by Suri Duddella on January 18th, 2012 as part of the MTA's Educational Web Series. suri-duddella.html
US Financial Upddate for December 2011 with John Kosar, CMT
A webcast presentation by John Kosar, CMT on December 14th, 2011 as part of the MTA's Educational Web Series. john-kosar2.html
Bollinger Bands and Stochastics with John Bollinger, CFA, CMT
A webcast presentation by John Bollinger, CFA, CMT on December 7th, 2011 as part of the MTA's Educational Web Series. john-bollinger.html
Creating and Applying Volatility-Based Technical Analysis with Kirk Northington, CMT & Carson Dahlberg, CMT
A webcast presentation by Kirk Northington, CMT & Carson Dahlberg, CMT on December 7th, 2011 as part of the MTA's Educational Web Series. northington-dahlberg.html
Traditional and Unique Ways to use Relative Strength with Linda Raschke
A webcast presentation by Linda Raschke on November 10th, 2011 as part of the MTA's Educational Web Series. linda-raschke.html
RRG: Use and Interpretation with Julius de Kempenaer
A webcast presentation by Julius de Kempenaer on October 26th, 2011 as part of the MTA's Educational Web Series. julius-dekempenaer.html
A Review of the New Normal In Intermarket Work with John Murphy, CMT
A webcast presentation by John Murphy, CMT on October 19th, 2011 as part of the MTA's Educational Web Series. john-murphy.html
Effectively Applying Technical Analysis to Foreign Exchange Trading
A webcast presentation by James Chen, CMT, CTA on September 28th, 2011 as part of the MTA's Educational Web Series. james-chen.html
Sponsorship Trends: How to Use the Trend of Institutional Buying to Your Advantage
A webcast presentation by Jeffrey Spotts on September 14th, 2011 as part of the MTA's Educational Web Series. jeffrey-spotts.html
George Lindsey and the Art of Technical Analysis
A webcast presentation by Ed Carlson on September 7th, 2011 as part of the MTA's Educational Web Series. ed-carlson.html
Real Estate: The Bubble, the Bust and Beyond
A webcast presentation by Ken Winans on August 31st, 2011 as part of the MTA's Educational Web Series. ken-winans.html
The History of Trend Following
A webcast presentation by Cody Tafel on August 24th, 2011 as part of the MTA's Educational Web Series. cody-tafel.html
US Financial Update for August 2011
A webcast presentation by John Kosar on August 17th, 2011 as part of the MTA's Educational Web Series. john-kosar.html
Profiting with Pivot-Based Concepts
A webcast presentation by Frank Ochoa on July 27th, 2011 as part of the MTA's Educational Web Series. frank-ochoa.html
Engineering Alpha for Your Trading Portfolio
A webcast presentation by Phillip Suarez on July 20th, 2011 as part of the MTA's Educational Web Series. phillip-suarez.html
The Next Six Months: A Macro Technical View Of the Major Indexes
A webcast presentation by Greg Harmon, CMT, CFA on July 13th, 2011 as part of the MTA's Educational Web Series. greg-harmon.html
Value Charts: The Dynamic Trading Indicator
A webcast presentation by David Stendahl on June 29th, 2011 as part of the MTA's Educational Web Series. david-stendahl.html
Technical Analysis and Time Projection: The Harmony of Mathematics and Nature with Catalin Plapcianu
A webcast presentation by Catalin Plapcianu on June 22nd, 2011 as part of the MTA's Educational Web Series. catalin-plapcianu.html
Analyzing Gaps for Profitable Trading Strategies with Julie Dahlquist & Richard Bauer
A webcast presentation by Julie Dahlquist & Richard Bauer on June 8th, 2011 as part of the MTA's Educational Web Series. dahlquist-bauer.html
Investing with Volume Analysis – Turn Up the Volume with Buff Dormeier, CMT
A webcast presentation by Buff Dormeier, CMT on April 27th, 2011 as part of the MTA's Educational Web Series. buff-dormeier.html
Using Historical Probabilities to Trade the Opening Gap with Scott Andrews
Many traders struggle with trading the opening gap. Join Scott Andrews as he shares his zone based methodology, along with supporting research and helpful execution tips.
Slides: http://www.mta.org/eweb/docs/pdfs/scottandrews-042011.pdf scott-andrews.html
A Daily Catscan of the Market Tape with Wayne Whaley
A webcast presentation by Wayne Whaley, CTA on April 6th, 2011 as part of the MTA Educational Web Series.
Slides: http://www.mta.org/eweb/docs/pdfs/waynewhaley-040611.pdf wayne-whaley.html
Harnessing Explosive Turns Using Gann with Jeff Greenblatt
According to Gann, the best predictor of future prices is past market behavior. You will learn to capture important turns in stocks and indices with a high degree of accuracy using one of his best discoveries.
Slides: http://www.mta.org/eweb/docs/pdfs/jeffgreenblatt-033011.pdf jeff-greenblatt.html
Getting the Most of Stock Charts featuring Chip Anderson
A webcast presentation by Chip Anderson as part of the MTA Educational Web Series on March 9th, 2011.
Slides: http://www.mta.org/eweb/docs/pdfs/chipanderson-032311.pdf chip-anderson.html
Stack Ranking Signals – Where, When, and How to Trade Across Time Frames featuring Anne-Marie Baiynd
A webcast presentation by Anne-Marie Baiynd as part of the MTA Educational Web Series on March 9th, 2011.
Slides: http://www.mta.org/eweb/docs/pdfs/annemariebaiynd-030911.pdf annemarie-baiynd.html
The Gartley Trading Method featuring Ross Beck
In this dynamic presentation, Ross Beck will teach you how to use one of the highest probability patterns in the financial markets, the Gartley Pattern. The Gartley Pattern is named after H.M. Gartley who published the technical analysis classic Profits in the Stock Market in 1935. In 1981, the MTA gave its annual award posthumously to H.M. Gartley for his contribution to technical analysis. Beck will discuss the similarities, differences and the superiority of the Gartley Pattern compared to classical chart patterns including Elliott Wave
Slides: http://www.mta.org/eweb/docs/pdfs/rossbeck-021611.pdf ross-beck.html
Secular Intercourse: Long-Term Trends and Their Ramifications with Fred Meissner, CMT and Walter Murphy, CFA
Fred Meissner, CMT is the founder and President of The FRED Report. His professional career spans 27 years in the investment business. He has a multifaceted background encompassing market analysis, trading strategies/portfolio management and business development/relationship management in diverse environments. He is known as creative and intuitive thinker who leverages extensive knowledge of financial markets and economic trends to consistently generate significant profits. A team builder and leader who has a track record of successfully guiding groups towards organizational goals, Fred has high multicultural awareness and knowledge of international business practices acquired through extensive travel and education abroad. Fred’s working career includes senior market analysis positions at The Robinson – Humphrey Company (at the time, the largest regional brokerage in the United States), Merrill Lynch and Co., Inc. (at the time, the largest national brokerage in the United States), and four years as President of the Market Technicians Association (the largest association of professional technical analysts in the world). While President of the MTA, that organization moved to a new structure encompassing the hiring of professional managers, and successfully changed Sarbanes-Oxley to include the CMT (Chartered Market Technician) designation as an exemption to the Series 86 requirement for financial analysts. This effectively placed the CMT on par with the CFA (Chartered Financial Analyst), thus making Technical Market Analysis and traditional Fundamental Analysis equal in the eyes of FINRA and in the securities laws of the United States of America. Fred holds a BS degree in Business Administration (with a minor in Economics) from Trinity University in San Antonio, Texas, and an MA degree from The University of California, Los Angeles (UCLA) in Latin American Studies encompassing an interdisciplinary curriculum of International Business, History, and Sociology. The Managing Partner of Walter Murphy Global Advisors, LLC, Walter has followed the financial markets professionally for 32 years. From 1984 to 2009 he was a senior technical analyst at a major Wall Street firm. Walter maintains a significant personal data base and is a recognized expert in the Elliott Wave Principle. He has a BA from the College of the Holy Cross and an MBA from Babson College. Walter also hold the CFA designation.
Slides: http://www.mta.org/eweb/docs/pdfs/meissnermurphy-020211.pdf meissner-murphy.mp4
Backtesting and its Pitfalls featuring Dr. Ernie Chan
Dr. Ernest P. Chan's career is focused on the development of statistical models and advanced computer algorithms to find patterns and trends in large quantities of data. He has applied his expertise in statistical pattern recognition to projects ranging from textual retrieval at IBM Research, mining customer relationship data at Morgan Stanley, and statistical arbitrage trading at Credit Suisse, Mapleridge Capital Management, Millennium Partners, and Maple Securities/MANE Fund Management.
Ernie co-founded EXP Capital Management, LLC, and consults for other money management companies. He writes the Quantitative Trading blog, and has published in the Automated Trader magazine. He was quoted by the New York Times and CIO Magazine, and interviewed on CNBC's Closing Bell program and Technical Analysis of Stocks and Commodities magazine on topics related to quantitative trading. He is the author of "Quantitative Trading: How to Build Your Own Algorithmic Trading Business" published by John Wiley & Sons in 2008. He conducts workshops on topics from Pair Trading to Backtesting in New York, London and Hong Kong as part of the Technical Analyst magazine seminar series.
Ernie holds a Bachelor of Science degree from University of Toronto and a Doctor of Philosophy degree in theoretical physics from Cornell University.
Slides: http://www.mta.org/eweb/docs/pdfs/erniechan-020211.pdf ernie-chan.mp4
Relative Strength in Portfolio Management featuring John Lewis
Mr. Lewis joined Dorsey, Wright Money Management in 2002. Prior to Dorsey, Wright, he worked for Nicolas Applegate and Linsco Private Ledger. Mr. Lewis is actively furthering research on the application of relative strength to portfolio management. He holds a Bachelor of Business Administration from the University of San Diego and an MBA from the University of Southern California.
Slides: http://www.mta.org/eweb/docs/pdfs/johnlewis-012611.pdf john-lewis.mp4
Navigating Turbulent Waters using Edwards & Magee as Pilot featuring Charles Bassetti
WHC Bassetti is the Editor and Coauthor of the classic reference, Technical Analysis of Stock Trends, 9th Edition, first written by Robert D. Edwards and John Magee in 1948. Mr. Bassetti traded as a student and client of John Magee in the 1960s, beginning a long, distinguished trading career encompassing virtually all of the financial markets, stocks, bonds, options and futures. A graduate of Harvard University and a former NASA systems engineer, Mr. Bassetti is currently Adjunct Professor of Finance and Economics at Golden Gate University, San Francisco, Editor of the John Magee Investment Series for St. Lucie Press and a practicing technical analyst. In spite of his decades of work in computerized trading systems, Mr. Bassetti's favorite analytical tool remains a ruler, a tool he teaches graduate students and the general public in his monthly 2-1/2 day seminars at Golden Gate University.
Slides: http://www.mta.org/eweb/docs/pdfs/charlesbassetti-011911.pdf charles-bassetti.mp4
Spotting Long Term Trend Changes via Divergence with David Cox, CFA, CMT, FCSI, FMA, BMath
David Cox is a Portfolio Manager at CIBC Wood Gundy in the Interior of British Columbia. He manages private client assets and uses a blend of fundamental and technical analysis in his work. He has a Bachelor of Mathematics and is a holder of both the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations. He previously worked in quantitative research for an institutional investment manager and chose to move to the retail side of the business for lifestyle reasons. David is an avid skier, extreme mountain biker and enjoys spending time hiking and camping with his family. He has three children and lives in the alpine town of Rossland, B.C. For even more adventure he co-hosts a weekly radio show called “The Mike and Dave Hour Show” on www.rosslandradio.com and can be heard playing a wide variety of music ranging from jazz, funk, jam and bluegrass (no business allowed!). He regularly writes an e-publication entitled “Monthly Market Chit Chat” that discusses the issues, risks and opportunities facing investors. Starting out from fundamental roots, David’s openness to new ideas and desire for increased knowledge led him to the study of price analysis and the path towards the CMT designation. He finds incredible value in the use of technical analysis to aid in more accurately timing buying and selling decisions and is actively involved with trading ETFs, individual securities and ADRs from a global perspective.
Slides: http://www.mta.org/eweb/docs/pdfs/davidcox-121510.pdf david-cox.html
Combining Breadth & Momentum to Stay on the Right of the Market with Arthur Hill
Arthur Hill has over 10 years experience as a technical analyst, trader and educator. Arthur began his career in London with the Society of Technical Analysts (STA), where he later taught modules on Momentum and Candlesticks for the STA Diploma course. Arthur then joined StockCharts.com to develop the ChartSchool and Market Commentary sections as well as consult on the wide array of analytical tools on offer. Arthur is currently the Senior Technical Analyst at StockCharts.com. In the past year, Arthur upgraded many of the ChartSchool articles by providing new examples, detailing new techniques and showing how to use indicators with SharpCharts, the charting tool available at StockCharts.com. Together with John J. Murphy, Arthur is co-author of the Market Message at StockCharts.com. In addition to timely analysis of the financial markets, John and Arthur educate chartists on various analytical approaches, intermarket relationships and technical signals. Over the years, Arthur has developed a trading philosophy that seeks to identify the broad market trend and trade in the direction of that trend. To this end, he combines breadth, momentum and price charts to determine broad market direction and identify reversals. Arthur has a BA in Russian Studies from the University of Houston and a MBA (Finance) from City University Business School in London.
Slides: http://www.mta.org/eweb/docs/pdfs/arthurhill-120810.pdf arthur-hill.html
Simplifying Market Profile to Give Traders the Decisive Edge with Andrew Kezeli
With over 15 years active trading experience and over 200,000 trades to his credit, Andrew Kezeli is a managing partner at Trade Angle Strategies, a leading provider of institutional-quality trading tools, automation, signal generation, prop trading, and leading-edge educational courses for traders of all levels of experience. A recognized expert in Market Profile and Volume Analysis, Andrew is Director of Education at Trade Angle and developer of many of Trade Angle's proprietary trading tools and strategies. A student of the markets since childhood and a co-founder of two prior trader advisory service companies, Andrew has enjoyed a successful career as multi-dimensional trader in equities, index futures, and commodities, and is the author of many peer-reviewed publications, including Trading Survival 101: How to Make It Through the Learning Curve, which was published in Stocks, Futures & Options Magazine. Andrew recently appeared as a panelist and speaker at the Market Technician’s Association Annual Symposium.
Slides: Not Available andrew-kezeli.html
Lesser-Known but Still Valuable Technical Trading Tools with Jim Wyckoff
Jim Wyckoff is the proprietor of the "Jim Wyckoff on the Markets" analytical, educational and trading advisory service (www.jimwyckoff.com). He is also a technical analyst for Dow Jones Newswires and the senior market analyst with TraderPlanet.com. Jim is also a consultant with the highly respected "Pro Farmer" agricultural advisory service. Jim was also the head equities analyst at CapitalistEdge.com. He received his degree from Iowa State University in Ames, Iowa, where he studied journalism and economics. Jim has spent over 25 years involved with the stock, financial and commodity markets. He was a financial journalist with the FWN newswire service for many years, including stints as a reporter on the rough-and-tumble commodity futures trading floors in Chicago and New York. As a journalist, he has covered every futures market traded in the U.S., at one time or another. It didn’t take Jim long to realize the successful traders and analysts in every market—be it pork bellies, Treasury bonds or stock index futures—had a common thread among them: nearly all relied on technical analysis to give them an edge. Not long after he began his career in financial/commodity market journalism, Jim began studying technical analysis. He found it fascinating. By studying chart patterns and other technical indicators, Jim realized the playing field could be leveled between the “professional insiders” in the markets, and traders/analysts like himself.
Slides: http://www.mta.org/eweb/docs/pdfs/jimwyckoff-112410.pdf jim-wyckoff2.html
Utilizing Market Psychology Intuitively with Craig Fullen, CMT
Craig Fullen, CMT is a Portfolio Manager for Advanced Asset Management Advisors, Inc. (AAMA), a registered investment advisory firm with approximately $350 million under management. In addition, Craig is the President of The Fullen Law Group Co., LPA, a law firm which concentrates in the areas of corporate/business law and contract preparation, review and negotiation. Prior to joining AAMA, Craig was the President and Founder of Formika Investment Strategies, Inc. from 2002-2008. Earlier in his career, Craig served as Assistant General Counsel for Crane Plastics Company, a Columbus, Ohio-based plastics manufacturing firm, from 1999-2002 where he managed the legal affairs of variety of companies affiliated with Crane Plastics Company, including the handling of a number of acquisitions and divestitures. Craig was also a senior associate with the Columbus, Ohio law firm, Porter, Wright, Morris & Arthur LLP (Porter Wright), from 1992-1999 where he practiced corporate/business law. At Porter Wright, Craig advised public and privately-held companies with respect to mergers and acquisitions, contractual issues, business entity selection and formation, private-placement equity offerings, and various business-related transactions. Craig is also the Chair for the Finance Committee for the MTA.
Slides: http://www.mta.org/eweb/docs/pdfs/craigfullen-111710.pdf craig-fullen.html
A Study of ADX Indicators with Chuck LeBeau
Chuck LeBeau has been a professional in the field of investing for more than forty years and is a world-renowned expert in the subject of exit strategies. His pioneering research on exit strategies has led to many new techniques and models such as the now famous "Chandelier Exit" that has been eagerly adopted by the investment community. He is currently the Founder and Director of Analytics at www.SmartStops.net, an innovative new web site that helps to warn investors when one of their stocks may be in trouble. Chuck served as Vice President and Regional Futures Director at E.F. Hutton for twenty years before becoming a Commodity Trading Advisor and Hedge Fund Manager for stock investments. His classic book about technical indicators, Computer Analysis of the Futures Market, has been published in seven languages and has been reprinted 15 times. His informative articles have appeared in a variety of publications that focus on technical analysis and quantitative engineering. In addition to dedicating himself to teaching and lecturing to investors throughout the world, Chuck has also served as a consultant to several global financial institutions including a central bank and the world's largest sovereign wealth fund.
Slides: http://www.mta.org/eweb/docs/pdfs/chucklebeau-102810.pdf chuck-lebeau2.html
Money Management Strategis with Gordon Scott, CMT
Gordon Scott has been an active investor for 10 years, and has been coaching individuals for five years. He learned the art of investing from a personal coach, a former NASDAQ market maker, who taught him an insider's perspective. From that experience he went on to become a licensed broker, a proprietary day trader and a full-time trader in securities, futures and forex. He began coaching as a way to further his own learning and simultaneously help others. Along the way, he earned his Certified Market Technician (CMT) designation. Over the past 5 years he has coached more than 250 individual students with account sizes ranging from 4 to 8 figures. He has not only taught something to each of them but learned from them as well, which has improved his own investing activities and ability to teach others successful skills. Gordon studied Instructional Design and worked for IBM for 10 years designing coursework and documentation for more effective learning. More recently, he led a team of content producers to develop a complete curriculum for investor education ranging from simple portfolio management, all the way up to daytrading futures contracts. This was the first curriculum of its kind to be authorized for Continuing Education Credit. In addition to trading, he currently works part time as an curriculum developer and trading coach.
Slides: http://www.mta.org/eweb/docs/pdfs/gordonscott-101310.pdf gordon-scott.html
An Analytical Look at Metals and Related Markets with Jim Wyckoff
Jim Wyckoff is the proprietor of the "Jim Wyckoff on the Markets" analytical, educational and trading advisory service (www.jimwyckoff.com). He is also a technical analyst for Dow Jones Newswires and the senior market analyst with TraderPlanet.com. Jim is also a consultant with the highly respected "Pro Farmer" agricultural advisory service. Jim was also the head equities analyst at CapitalistEdge.com. He received his degree from Iowa State University in Ames, Iowa, where he studied journalism and economics. Jim has spent over 25 years involved with the stock, financial and commodity markets. He was a financial journalist with the FWN newswire service for many years, including stints as a reporter on the rough-and-tumble commodity futures trading floors in Chicago and New York. As a journalist, he has covered every futures market traded in the U.S., at one time or another. It didn't take Jim long to realize the successful traders and analysts in every market—be it pork bellies, Treasury bonds or stock index futures—had a common thread among them: nearly all relied on technical analysis to give them an edge. Not long after he began his career in financial/commodity market journalism, Jim began studying technical analysis. He found it fascinating. By studying chart patterns and other technical indicators, Jim realized the playing field could be leveled between the “professional insiders” in the markets, and traders/analysts like himself.
Slides: http://www.mta.org/eweb/docs/pdfs/jimwyckoff-100610.pdf jim-wyckoff.html
Using and Understanding Point and Figure, Part 2 with Jeremy duPlessis, CMT, FSTA
Jeremy has been involved with technical analysis since 1981 and founded Indexia Research Ltd to produce technical analysis software. He pioneered the computerisation of Point and Figure charts, in particular the automation of trend & targets and the drawing of log scaled charts in the early 1980s. In 2001 the company merged with Updata plc in London where Jeremy is now Head of Technical Analysis and Product Development. The company's software is used worldwide by major banks, fund managers and energy companies. Jeremy joined the MTA in 1987 and was awarded his CMT in 1997. He teaches and lectures on Point and Figure internationally and is the author of The Definitive Guide to Point and Figure.
Slides: Not available jeremy-duplessis2.html
Scott Carney, President and Founder of HarmonicTrader.com, has defined many of the harmonic patterns such as the Bat pattern, the ideal Gartley pattern and the Crab pattern. Author of three books, The Harmonic Trader (1999), Harmonic Trading of the Financial Markets: Volume One (2004), and Harmonic Trading of the Financial Markets: Volume Two (2007), Scott has defined a system of price pattern recognition and Fibonacci measurement techniques that comprises the Harmonic Trading approach. In 2005, Scott joined A.I.G. Financial Advisors as a Registered Investment Advisor. He has since left A.I.G. Financial Advisors after two years to start his own firm. In addition, Scott is a full-member of the Market Technicians Association (www.mta.org) and the American Association of Professional Technical Analysts (www.aapta.us). He has been a regular columnist on several well-known websites such as StockCharts.com, TradingMarkets.com and eSignal.com, a featured guest on CNNfn and presents seminars nationally.
Slides: http://www.mta.org/eweb/docs/pdfs/scottcarney-090810.pdf scott-carney.html
Multiple Time Frame Analysis with Brian Shannon
Brian Shannon is an experienced and successful trader, speaker and educator. Involved full time in the markets since 1991, he has worked as a broker, owned a day trading firm, managed a hedge fund, ran a proprietary trading desk while simultaneously being most profitable trader of that prop firm. As Head of Research and Training for MarketWise, Brian taught thousands of trader's world-wide. Brian's work has been published or written about in Technical Analysis of Stocks & Commodities, Barron's, Active Trader, Stock Futures and Options Magazine, and hundreds of online sites. Brian is best known for his daily technical analysis videos on www.alphatrends.net
Slides: Not Available brian-shannon.html
Building a Trading Strategy Using Market Profile with Robin Mesch
Robin Mesch is a leading market strategist and a pioneer in the field of technical analysis and market theory. She has been building market models for more than twenty-five years and has developed a distinct body of market analytics and proprietary trading methodologies used to assist portfolio managers and traders around the country. She is considered by Bloomberg as one of the world's top minds in technical analysis and her advice and market strategies are incorporated into financial portfolios by some of the foremost investment firms and trading houses in the country. Robin's innovative methodology and market analysis have been featured on CNBC and profiled in numerous books such as; Bulls, Bears, and Millionaires; The Outer Game of Trading; The Day Traders Advantage; The Tao of Trading; and Women of the Pits, as well as two signature Bloomberg publications: New Thinking in Technical Analysis; and Breakthroughs in Technical Analysis. Robin currently serves as a Unit Trust Portfolio consultant for Van Kampen Investments and is the chief strategist for the Morgan Stanley Insider Buy portfolio, which is an offering within their private wealth management division. Mesch is a graduate of Brown University, and resides with her family in Portland Oregon.
Slides: http://www.mta.org/eweb/docs/pdfs/robinmesch-082510.pdf robin-mesch.html
Breadth, Tick, and Volume with Corey Rosenbloom, CMT
My name is Corey Rosenbloom, CMT (Chartered Market Technician) trader, educator, analyst, and I am excited to share with you my experiences studying and trading the markets and to hear from you regarding your experiences, challenges, and frustrations, and successes. My goal is to create a community dedicated to reaching out to those who have been burned by the market or are anxious about risking their money to make money in the stock, options, or futures markets. Together, we can share strategies and learn how to overcome crippling fears that keep us from achieving our highest potential.
Slides: http://www.mta.org/eweb/docs/pdfs/coreyrosenbloom-080410.pdf corey-rosenbloom.html
Performance Cycles with Mukul Pal, CMT
Mukul Pal is a Chartered Market Technician. He has more than a decade of Capital Market experience dealing with derivatives and global assets. He has worked for Bombay Stock Exchange, multinational banks and brokerage houses in leading research positions before starting Orpheus Capitals in 2005. He was nominated for the best analyst of the Romanian Capitals in 2007.
Slides: http://www.mta.org/eweb/docs/pdfs/mukulpal-072110.pdf mukul-pal.html
Popular Exit Strategies, the Good, the Bad and the Ugly with Chuck LeBeau
Chuck LeBeau has been a professional in the field of investing for more than forty years and is a world-renowned expert in the subject of exit strategies. His pioneering research on exit strategies has led to many new techniques and models such as the now famous "Chandelier Exit" that has been eagerly adopted by the investment community. He is currently the Founder and Director of Analytics at www.SmartStops.net, an innovative new web site that helps to warn investors when one of their stocks may be in trouble. Chuck served as Vice President and Regional Futures Director at E.F. Hutton for twenty years before becoming a Commodity Trading Advisor and Hedge Fund Manager for stock investments. His classic book about technical indicators, Computer Analysis of the Futures Market, has been published in seven languages and has been reprinted 15 times. His informative articles have appeared in a variety of publications that focus on technical analysis and quantitative engineering. In addition to dedicating himself to teaching and lecturing to investors throughout the world, Chuck has also served as a consultant to several global financial institutions including a central bank and the world's largest sovereign wealth fund.
Slides: http://www.mta.org/eweb/docs/pdfs/chucklebeau-071410.pdf chuck-lebeau.html
Planes, Trains & Automobiles - A Study of Various Market Thrust Measures with Wayne Whaley, CTA
Wayne Whaley, CTA, joined Witter & Lester Inc, a Huntsville, Al. based Commodity Trading Advisor, in 1993 as a research analyst and became a partner in 1999. Wayne trades the company's assets but the majority of his efforts are in research activities to support trading. Mr. Whaley's forte is the implementation of his engineering background in the development of pattern recognition techniques, along with the ability to backtest multitudes of combinations of candidate market strategies.
Prior to joining Witter & Lester, Wayne was employed from 1981-1993 as a system analyst for Teledyne Brown Engineering and Sparta Inc. Wayne honed his programming and analytical skills during the 80's by leading efforts to develop software that simulated the outcome of two sided nuclear force exchanges between the Soviet Union and the United States. Wayne's hobby during this time was the mathematical modeling of the stock market and he eventually joined Witter & Lester with the intention of turning his hobby into a career.
Wayne received a Masters Degree in Operations Research in 1981 from the Georgia Institute of Technology, where he received his first exposure to the mathematical modeling of probabilistic models. His education also focused on Optimization Theory, Time Series Analysis, Simulation Techniques and Game Theory. Wayne had no idea at the time where his applied mathematics background would lead him, but even as a student, he had particular fondness for his Engineering Economics classes. Wayne earned a B.S. degree in Mathematics with a minor in Computer Science from Jacksonville State University in 1979. Slides: http://www.mta.org/eweb/docs/pdfs/waynewhaley-070710.pdf wayne-whaley.html
Trend Trading and Swing Trading - How to Effectively Alternate Between the Two with John Ehlers
John is chief scientist for MESA Analytics, Inc. He is an Electrical Engineer, receiving his BSEE and MSEE from the University of Missouri and did his doctoral work at The George Washington University, specializing in Fields & Waves and Information Theory. He has retired as a Senior Engineering Fellow from Raytheon. He has been a private trader since 1976, starting with fundamental analysis. With his engineering training he quickly gravitated to technical analysis of the market. He originally questioned what was magic about a 14 day RSI, or any other period. He concluded there was no unique answer and that one should adapt to current market conditions by using the measured cycle.
John is a pioneer in introducing the MESA cycles-measuring algorithm and the use of digital signal processing in technical analysis. He discovered Maximum Entropy Spectrum Analysis (MESA) while attending an Information Theory seminar in 1978. He quickly reduced the theory to a computer program useful for trading. It was written originally for S-100 computers and he sold the source code to a few brave traders who pioneered the use of PCs for technical trading. He converted the program for the APPLE II computer to take advantage of its graphics capability and data availability via modems. The program has evolved with the increased capacity of modern computers.
John has written extensively about quantitative algorithmic trading using advanced DSP (Digital Signal Processing) and has spoken internationally on the subject. His books include "MESA and Trading Market Cycles", "Rocket Science for Traders", and "Cybernetic Analysis for Stocks and Futures". His approach is unique. Any technique must first work on theoretical waveforms before testing against real-world data is attempted Slides: http://www.mta.org/eweb/docs/pdfs/johnehlers-063010.pdf john-ehlers.html
Market Tools To Pinpoint High Probability Reversal Zones With A Positive Mathematical Expectation of Success with Kevin Haggerty
Kevin Haggerty is a 40 year stock market professional where he spent the first 30 years in the institutional equity trading business, and the last 10 years as a professional trader and institutional trading consultant, in addition to being a Contributor to trading Markets.com He is a former Viet Nam veteran and Captain in the US Marine Corps, and after being discharged from the Marine Corps in 1969 he started in the Institutional Equity business with Kidder Peabody as a convertible arbitrage and block trader. Kevin worked at several firms during his institutional trading career, and retired from Fidelity in 1997 as the Senior Vice President in charge of the Fidelity Capital Markets [division of Fidelity Investments] institutional trading desk, which included Listed, OTC, and Option trading. He was also responsible for all Exchange Floor executions. During the course of his career Kevin served as a member of the board of governors for the Chicago Stock Exchange, as a member of the managing directors committee of the CBOE, NYSE Stock Allocation Committee, S.I.A. Committee, and was also a member of N.O.I.P. which is the National Organization of Investment Professionals. Kevin currently has a professional trading service which is available at trading markets.com, and is also the author of various trading manuals which are also available at trading markets.com. Slides: http://www.mta.org/eweb/docs/pdfs/kevinhaggerty-062210.pdf kevin-haggerty.html
Teaching Old Dogs New Tricks - Enhancing Your Trading Systems with Artificial Intelligence with Kevin Moore, CFA, CMT
Kevin Moore is the founder and portfolio manager of K.M. Moore & Co., LLC an investment advisor that manages separately managed accounts utilizing quantitive technical analysis. He has over 20 years of experience in investment analysis. He holds a BS in electrical engineering from the University of Pennsylvania, an MBA from the Wharton School, and a Masters in Economic History from the London School of Economics. Mr. Moore holds the Chartered Financial Analyst (CFA) designation and serves as the secretary of the Baltimore CFA Society. He also holds the Chartered Market Technician (CMT) designation and is the chairman of the Baltimore chapter of the Market Technicians Association. In addition, he is a member of the Communications and the Computational Intelligence Societies of the Institute for Electrical and Electronic Engineers (IEEE). Slides: http://www.mta.org/eweb/docs/pdfs/kevinmoore-051610.pdf kevinmoore-061610.html
My Favorite Indicators for Stocks and Options Traders with Price Headley, CFA, CMT
Price Headley was inducted into the Traders' Hall of Fame in 2007 and is the founder of BigTrends.com, which provides investors with specific real-time stock and options strategies and investment education to profit from significant market trends. Price appears regularly on CNBC, Fox News and Bloomberg Television, and in a variety of print and online financial news outlets, including The Wall Street Journal, Barron's, Forbes, Investor's Business Daily and USA Today. Price also speaks regularly to investment audiences nationwide. He is a graduate of Duke University and a member of the Market Technicians Association. He is also a chartered financial analyst (CFA) charterholder and a chartered market technician (CMT) charterholder. Timer Digest recognized the success of BigTrends.com's investment strategies by ranking Price among the Top 10 Market Timers for stock market timing. Price is also the author of the Amazon.com Investing best-seller, Big Trends in Trading. Slides: http://www.mta.org/eweb/docs/pdfs/priceheadley-051310.pdf price-headley.html
Red Devils, Hunchbacks, and Lobster Tails: A revolutionary new way to look at divergence patterns between oscillators and price featuring Jan Arps
A popular speaker with traders worldwide, Jan Arps has more than 50 years' experience as a developer of technical tools for trading stocks, options and futures. His widely-anticipated book, "A Complete Idiot's Guide to Technical Analysis" is arriving in all the major bookstores in mid-April, 2010. Mr. Arps is owner and president of Jan Arps' Traders' Toolbox, a Greensboro, North Carolina-based developer of market analysis software with clients in every state of the Union and 36 countries around the world. His website is www.janarps.com. Holding an MBA in Finance from the Harvard Business School and a Bachelor's Degree in Mechanical Engineering from Caltech, Mr. Arps has written over 600 different trading studies. Many of his studies are featured on the Bloomberg, TradeStation, eSignal and MultiCharts platforms. His Fear-Greed Oscillator was a winner of the TradeStation World Community Choice Award for best indicator of 2004. jan-arps.html
Enhancing FX E-Micros Trading with the Ichimoku Analysis featuring Cornelius Luca
Cornelius has spent his entire professional life in international finance. He traded all the major crosses and the exotic currencies. He has been primarily active in the spot market but also was directly involved in trading foreign currency futures, forwards and options. He also produced FX and Technical Analysis at LGR and FX Concepts. In addition, he has advised numerous clients in the US and around the world. Cornelius has authored four books, which include "Trading in the Global Currencies Markets", "Technical Analysis Applications in the Global Currencies Markets," "Technical Analysis Applications," and "Introduction to Technical Analysis". He has taught courses at New York University, Pace University's Lubin School of Business Graduate Division, and at the New York Institute of Finance. Outside the U.S., he presented courses and participated in conferences in London, Paris, Frankfurt, Milan, Geneva, Lisbon, Moscow, Singapore, Shanghai, Beijing, Johannesburg, Sydney, Toronto, Sao Paulo, Rio de Janeiro, Dubai, Cairo, and Kuwait. Mr. Luca has an MBA in International Business and Finance from the New York University Leonard Stern Graduate School of Business. cornelius-luca.html
How to Beat Buffet with Technical Analysis featuring Larry Williams
Larry is the most highly regarded and well known short term trader in the world, having more trading and investing books on the market than any other futures trader. Larry has taught thousands to correctly trade the markets, won many trading championships, and has been the only futures trader in the world to repeatedly trade $1 million of his own money live at seminars around the globe.
Larry began following the markets in 1962, sparked by the Kennedy market crash. He began to understand that he could make a $100 day trading the markets, whether the market was going up or down. To a 20 year old college kid, $100 bought a LOT of beer and pizza!
Larry Williams graduated from the University of Oregon in 1964 with a bachelors in Journalism, thus his passion for writing. In between trading, researching and developing trading tools, teaching, and writing, Larry managed to run twice for the U.S. Senate as well as 70 marathons. Slides: Unavailable larry-williams.html
New and Exciting Market Timing Techniques with Tom DeMark
Tom is founder and CEO of Market Studies, LLC, and creator of the DeMark Indicators. Mr. DeMark has spent nearly 40 years developing, trading, and teaching his techniques to institutional professionals around the world, and the DeMark Indicators have been the subject of feature articles in many highly regarded and widely read financial publications. He appears regularly on television and radio, and at seminars around the world. Formerly an executive vice-president of Tudor, Mr. DeMark currently serves as special advisor to Steven A. Cohen of SAC Capital Advisors, a role he has held for the past 14 years. His resume includes consulting to some of the largest trading institutions and fund managers in the world, including Steinhardt Partners, Goldman Sachs, Loews Corporation, IBM Corporation, Union Carbide, and Citigroup Inc. Mr. DeMark has authored three successful books relating to the DeMark Indicators and market timing. Many of the DeMark Indicators appear on institutional analytical platforms, including Bloomberg, CQG, and Thomson Reuters. Additionally, the full suite of DeMark Indicators are now available for the first time on DeMark Prime, a full-service charting and analytical platform available through www.marketstudies.com Slides: Unavailable tom-demark.html
Introduction to Fibonacci Time and Price Analysis with Carolyn Boroden
Carolyn Boroden is a Commodity Trading Advisor and technical analyst specializing in Fibonacci analysis. Her unique form of price and time analysis is quickly proving to be one of the most promising trading techniques using Fibonacci available today. Ms. Boroden's first book, Fibonacci Trading: How to Master the Time and Price Advantage, was published by McGraw-Hill in early 2008. She has been involved in the trading industry since 1978. Ms. Boroden's background includes working on the major trading floors including the Chicago Mercantile Exchange, the Chicago Board of Trade, NYFE, and COMEX. She taught a segment of the Chicago Commodity Boot Camp seminars for four years on advanced trading techniques using Fibonacci ratios on both the time and price axis of the market. Ms. Boroden has been a featured speaker on Fibonacci analysis for venues such as the Market Technicians Association, the Online Trading Expo, TradingMarkets, and Cornerstone Investments Group. She currently runs a day trading chatroom that is featured on fibonacciqueen.com. Slides: http://www.mta.org/eweb/docs/pdfs/carolynboroden-031110.pdf carolyn-boroden.html
Introduction to Japanese Cloud Charts with Veronique Lashinski, CMT
Veronique Lashinski, CMT is a Vice President and Senior Research Analyst with Newedge USA, LLC. Responsible for producing research on a broad range of markets, she has over 15 years experience in commodity futures and options markets. She is a frequent lecturer on commodity risk management, options and technical analysis. Her lecturing experience includes the Massachusetts Institute of Technology (MIT), the Market Technicians Association, Bloomberg and various industry conferences around the world. Her research paper on Japanese Clouds was published in the Market Technicians Association Journal of Technical Analysis in 2008. Ms. Lashinski is a board member of the International Federation of Technical Analysts, a former board member of the American Association of Professional Technical Analysts, and a member of the Market Technicians' Association. She holds a Masters of Science degree in Management from Ecole de Management de Lyon, France. She is bilingual in English and French and is a Chartered Market Technician. Slides: http://www.mta.org/eweb/docs/pdfs/veroniquelashinski-030310.pdf veronique-lashinski.html
Using and Understanding Point and Figure with Jeremy du Plessis, CMT, FSTA
Jeremy has been involved with technical analysis since 1981 and founded Indexia Research Ltd to produce technical analysis software. He pioneered the computerisation of Point and Figure charts, in particular the automation of trend & targets and the drawing of log scaled charts in the early 1980s. In 2001 the company merged with Updata plc in London where Jeremy is now Head of Technical Analysis and Product Development. The company's software is used worldwide by major banks, fund managers and energy companies. Jeremy joined the MTA in 1987 and was awarded his CMT in 1997. He teaches and lectures on Point and Figure internationally and is the author of The Definitive Guide to Point and Figure. Slides: Unavailable jeremy-duplessis.html
Candle Charting Essentials and Beyond with Steve Nison, CMT
Steve Nison is uniquely qualified to help you fully exploit the opportunities candlestick charts present to today's markets. As a renowned author and speaker, he has the distinction of pioneering candlestick charts to the Western world. Mr. Nison has authored three acclaimed books including Japanese Candlestick Charting Technique. Mr. Nison is also an expert on Western technical analysis with over 30 years real world experience. Regarded as one of the foremost technical analysts in the world, Mr. Nison's client list includes Fidelity, J.P. Morgan, Goldman Sachs, Morgan Stanley, NYSE and NASDAQ market makers, hedge funds and money managers. His work has been highlighted in The Wall Street Journal, Worth Magazine, Institutional Investor and Barron's. Steve has appeared numerous times on CNBC, and his segment on FNN (the precursor to CNBC) brought in the most viewers that network ever had. Mr. Nison's sold out seminars have been hailed as the most valuable and entertaining in the industry. He has presented his trading strategies in 20 countries to traders from almost every investment firm on how to apply - and profit from - these methods. He has also lectured at numerous universities including Baruch and Cornell. And he was guest speaker at the World Bank and the Federal Reserve. He was among the first to receive the Chartered Market Technician (CMT) designation and was previously a senior technical analyst at Merrill Lynch and senior vice president at Daiwa securities. He holds an M.B.A. in Finance and Investments. Slides: http://www.mta.org/eweb/docs/ppts/020910-stevenison.ppt steve-nison.html
Auction Market Theory with Joseph Mertes
Joe Mertes began his career in building and developing a venture capital firm that specialized in the analysis, structure and acquisition of various business entities through the use of private equity. Capital formation, strategic business planning and control functions were key areas of responsibility. From venture capital he moved into working with troubled businesses through the restructure of balance sheets and capital formation. In each of these ventures he derived strategic plans based on an understanding of the development of various markets. In 1987 he concentrated on investing and trading techniques and money management. Over the last twenty years he has managed significant accounts for investors, consulted with notable funds and during the last three years has been responsible for the training and education of individual investors globally. He has emphasized and assisted traders, investors and institutions on the importance of establishing a business approach to the trading arena. He is currently chief operating officer of a small hedge fund, consultant and educator. Utilizing and stressing a methodology (Auction Market Theory) that is structured on information that derives directly from the markets and depicted in the Market Profile chart, he has experienced considerable success assisting others to understand the importance of executing a strategic, well managed approach to trading and investing. Understanding Auction Market Theory gives a trader or investor an edge solely due to the fact that all of the strategic approaches to the markets are derived from information that comes directly from the market itself. His work on understanding the environment of the markets has been published and he is currently working on a book that will help traders and investors to a better understanding of the strategic and tactical advantages of using Auction Market Theory. Slides: Unavailable john-palicka.html
Investing with Fusion Analysis by John Palicka, CFA, CMT
John has over 25 years of experience in researching and managing money in global, emerging, and US small-cap stocks. He is currently in his 19th year as President and Chief Portfolio Manager at Global Emerging Growth Capital (GEGC). Previously, Mr. Palicka spent 11 years as Managing Director and Chief Portfolio Manager for Midco Investors, an investment boutique in small/mid-cap stocks of the Prudential Insurance Company. John's knowledge consulting includes financial courses to Fortune 500 companies and overseas seminars to some of the largest asset management firms. He also advises prominent hedge funds and asset management firms on blending fundamental and technical analysis, using his innovative courses, Fusion Analysis and Stealth Trading. He is a member of the Financial Analysts and Money Managers of New York, and teaches finance courses at the Columbia Business School, Baruch, and New York University. He also teaches the CFA program, CMT Technical Analysis, and several finance courses, such as, portfolio theory, investments, and corporate finance at NYIF. Mr. Palicka has been quoted in business periodicals such as Business Week, Emerging Markets, Equity magazine, and the Wall Street Journal and has been interviewed on CNBC. He has also written articles in various business publications. Slides: http://www.mta.org/eweb/docs/ppts/johnpalicka-011310.ppt john-palicka.html
Exploring the MENA Markets by Aksel Kibar, CMT
Aksel Kibar, a Chartered Market Technician (CMT), is currently working as a portfolio manager at Invest AD, the Abu Dhabi Investment Company. Mr. Kibar began his career in finance in 2001 as an Assistant Technical Analyst at Yapi Kredi Bank. After 4 years of emerging markets experience in equities he decided to pursue his education in Economics in Montreal, Canada. While obtaining a Masters degree in Economics from the Concordia University, he also completed the CMT program in Montreal. Mr. Kibar joined the National Bank of Abu Dhabi in 2007, where he worked as a Senior Technical Analyst and Portfolio Manager. At NBAD, Mr. Kibar managed a GCC Equity Fund (AUM: 300 million dollars) with a systematic technical approach. In 2008, he joined Invest AD, the Abu Dhabi Investment Company as a portfolio manager. Mr. Kibar publishes a daily report called TECH TALK where he analyzes commodities, currencies, indices and interest rates. He writes weekly updates on markets which he shares on different online forums and websites. He is frequently quoted on Bloomberg for his Middle East &North Africa and Energy markets outlook. Mr. Kibar is currently managing the MENA Dynamic Fund and separate portfolios with a concentrated focus on the Middle East and North African countries. Slides: http://www.mta.org/eweb/docs/ppts/akselkibar-010810.ppt askel-kibar.html
