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2013-2014 Schedule

 

Meeting # 1:
Speaker:

Web:

 

Marc Chaikin

Founder and CEO, Chaikin Analytics

www.chaikinanalytics.com

Date: Sep 17, 2013
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Topic:

After more than 40 years on Wall Street, stock market expert Marc Chaikin founded Chaikin Analytics to deliver proven, institutional-quality stock analytics to professional money managers and self-directed investors. The centerpiece is the Chaikin Power Gauge rating, an unbiased, proprietary 20-factor model that distills masses of information into simple green/red ratings.

A trader, broker, and fundamental and quantitative analyst, Chaikin invented three technical trading signals, the Chaikin Oscillator, the Chaikin Accumulation/Distribution Indicator and the Chaikin Persistency of Money Flow, which is the basis of Investorís Business Dailyís Accumulation/Distribution Rating. Their predictive value has made them de facto standards in most technical analysis software packages world-wide. Chaikin also pioneered the first real-time analytics workstation for institutional money managers and trading desks, now part of Thomson Reutersí institutional workstation.

Marc appears on CNBC, Bloomberg and Fox Business News and is a contributor to both Forbes and MarketWatch.

 

Meeting # 2:
Speaker:

 

Adam Grimes
Chief Investment Officer, Waverly Advisors
www.waverlyadvisors.com
 adamhgrimes.com/blog/
Date: Oct 15, 2013
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Topic: The Quantitative Discretionary Trader

Adam Grimes has 18 years of experience in the industry as a trader, analyst and system developer.  Prior to joining Waverly Advisors, Adam held the positions of VP of Quantitative System Development at Level Partners, LLC, Senior Analyst and Trader at MBF Asset Management. Adam is the author of "The Art & Science of Technical Analysis: Market Structure, Price Action & Trading Strategies", a book published Q1 2012 by John Wiley & Sons.  Adam is also a contributing author for several publications on quantitative finance and related topics.  A graduate of the Fisher College of Business at The Ohio State University, Adam is an expert in applying quantitative tools and methodology to market data, particularly in modeling volatility and complex inter-market relationships. Adam's experience as a trader includes futures, equities, currencies, and derivatives, in time frames ranging from intraday to mult-month swings.  Though he is primarily a discretionary swing trader, his methodology rests on  a firm foundation of statistical and quantitative research.  

His book "The Art and Science of Technical Analysis" is a groundbreaking work that bridges the gaps between the academic view of markets, technical analysis, and profitable trading.   It  explores how randomness prevails in markets most, but not all, of the time and how technical analysis can be used to capture statistically validated patterns in certain types of market conditions. The belief of the book is that buying and selling pressure causes patterns in prices, but that these technical patterns are only effective in the presence of true buying/selling imbalance.

 

Mr. Grimes work is supported by extensive statistical analysis of the markets, which will debunk some tools and patterns such as Fibonacci analysis, and endorse other tools and trade setups. In addition, this reliable resource discusses trader psychology and trader learning curves based on the author's extensive experience as a trader and trainer of traders.



 

 

Meeting # 3:
Speaker:

Web:

Jim Farrish  

 

www.moneystrategiesinc.com
www.jimsnotes.com

www.moneystrategiesbyjimfarrish.com

 
Date: Nov 19, 2013
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Topic: "Trading with the Market Profile vs. Trading the Market Profilee"

Jim Farrish is the Founder of Money Strategies Inc, a registered investment advisory firm. He has professionally managed money for nearly 30 years. His extensive research on the markets is published daily on his proprietary sites SectorExchange.com and TheETFexchange.com. His primary goal is to educate people about investing.

Jim has taught seminars and nationally for over 25 years, teaching thousands of individuals, business owners, and advisors how to focus on achieving financial independence. Jim speaks at The World Money Shows in Las Vegas, San Francisco, and Orlando annually. He also speaks at Advisor Symposiums throughout the country.

From these years of managing money and research, Jim has developed web-based investment services and publications for use by self-directed investors, investment professionals, and money management clients who want to follow his research. Both of his websites, SectorExchange.com and TheETFexchange.com are updated daily with market scan, watch, and play lists, as well as, daily articles written by Jim. His extensive research is drilled down into a comprehendible format for use by subscribers and visitors to these sites.

 

 

 

 

 

Meeting # 4:
Speaker:

Web:

Elliot Katz 
Date: December 17, 2013
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Topic:

Topic:  Mastering LEAPS - How they work, what to expect, and how to use for trading AND investing.

 

Elliot Katz is a former Training Educator, Trainer, and Coach at the Chicago Board Options Exchange and has 30 years experience trading, investing and advising in the options and equity markets. He is also a published author on financial topics.

Elliot is currently a Portfolio Manager with Laurel Wealth Advisors, managing client portfolios using ETFs and Equity and Index options, with an intense focus on analyzing and managing risk. He has also held positions at Smith Barney, Sutro &Co.,Wells Fargo, and other investment firms.

Elliot will explain what traders and investors really need to know about how LEAPS behave - it's not the same for both!

Strategies will be shown for both traders and investors.  He will take trading and investing ideas from the audience and create strategies in real time!

 

 

 

Meeting # 5:
Speakers:

 

Panel Discussion

 Oliver Juergens
 Peter Mauthe 
 Fred Richards

Date: January 21, 2014
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Topic: "What To Expect From The Markets in 2014"
 
Professional traders and investors will give their outlook for the markets in 2014 and take your questions.
 
   

Meeting #6:
Speaker:

John Hill 

President, Futures Truth

www.FuturesTruth.com

 

Date: Feb 18, 2014
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Topic:

 

 

John is President & Founder of Futures Truthô Company. He holds a master's degree in chemical engineering from Ohio State University. He has brought his applied engineering and mathematical background to trading technology as well as authoring several books on trading techniques including "The Ultimate Trading Guide and Building Winning Trading Systems with TradeStation".  Mr. Hill has researched thousands of trading systems utilizing a multitude of indicators across varied sectors and asset classes.  Over the past 30 years, Mr. Hill as consulted with multiple institutional firms, a frequent guest on CNBC and has been a featured speaker at numerous investment conferences around the world.

Meeting #7:
Speaker:

Web:

Greg Morris

www.stadionmoney.com

Date: March 18, 2014
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Topic:

 

Gregory L. Morris is Chairman of the Investment Committee for Stadion Money Management, LLC. Prior to this role, Greg served as a Trustee and Advisor to the MurphyMorris ETF Fund and as Treasurer and Chief Executive Officer of MurphyMorris Money Management Co. and MurphyMorris.com. Greg has been a technical market analyst for over 30 years ranging from analysis software development to website analysis and education, to money management.  

A highly respected author, Mr. Morris' second McGraw-Hill book, The Complete Guide to Market Breadth Indicators, introduces market breadth analysis for investors. A vastly expanded third edition to his best-selling Candlestick Charting Explained was released in March 2006.

From 1994 to 1996, he was President of G. Morris Corporation, a Dallas, Texas headquartered business that provided products and services for investors and traders.  His lead product was a series of over 450 Indicators & Trading Systems that supported most windows-based technical analysis software packages.  From 1993 to 1994, Greg was part of MarketArts, Inc. which launched the first windows-based technical analysis software program, Windows on Wall Street.

He was a Navy fighter pilot, is a graduate of the Navy Fighter Weapons "Top Gun" School, and holds a degree in Aerospace Engineering from the University of Texas.

Greg was one of the founding members of AfTA.

 

Meeting # 8:
Speaker:

Web:

Toni Hansen

www.tonihansen.com

Date: April 15, 2014
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Topic:

"Developing Winning Traders - One Student at a Time!"

Toni is one of the most respected technical analysts and traders in the industry with a high reputation for accuracy in both bull and bear markets. She began her trading career as an equity swing trader and has since expanded into many other sectors of the market. Her style of trading and market analysis transcends both time as well as market vehicles, making it attractive to investors and traders of stocks, futures, options, ETFs, and even the FOREX market. This adaptable nature allows her to be active even in the slowest periods in the overall market and successful during both bull and bearish market moves.

Toni is a frequent speaker at the trade shows and trading expos and has spoken on behalf of both Townsend Analytics, as well as the Chicago Board of Trade as an active trader of their Mini-Dow futures contract. Toni is popular columnist on The Hard Right Edge and is a repeat contributor to Stocks, Futures, and Options Magazine, known most widely as SFO, and has recently co-authored their newest book Online Trading.

Throughout the boom and bust of the last decade, Toni has been consistently trading and educating new traders. Her students include a diverse spectrum of market participants, from professional money managers, market analysts, broker and traders to retirees and stay at home parents, as well as those simply wishing to hone their market skills. Over the years she has spent most of her trading days online sharing her skills and insights with others.

 

 

Meeting # 9:

Speaker:

Web:

Gary Anderson

www.thejanusfactor.com

Date: May 20, 2014 
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Topic:  

Gary Anderson is a 35 year market professional and a principal at Anderson & Loe, providing stock market consulting and advisory services to an international clientele of professional asset managers, including banks, mutual funds, hedge funds, and financial advisors. A well-known technical analyst, Anderson won the 2003 Charles H. Dow Award from the Market Technicians Association for his paper on feedback loops in the stock market. Andersonís work has been featured in Barronís, and he has been published in Technical Analysis of Stocks & Commodities. In addition, he publishes a weekly commentary, Equity Portfolio Manager, and is the primary author of Traderís Boot Camp (tradersbootcamp.com), an online educational service.  He has  authored two books: "The Janus Factor: Trend Followers Guide to Market Dialectics" and "What Moves the Markets: How the Janus Factor works".

 

 

 

 

 

 

 

 

 

 

 

 

 

 
     
     
     
 

 

 
     
     
     
 

 

 
     

 

     
     

 

 

     
   

 

     
     
     
     
     
     
     
     
     
     
     
     
   

Terms and Conditions of use:

This information is produced by the Association for Technical Analysis (AfTA) and is intended for the private use of its members only. Although reasonable care is exercised in presenting the information contained herein, AfTA does not make any guarantee or other representation as to the accuracy or completeness of such information, nor that use of any such information will result in profits or prevent losses. Neither the Association nor its Officers assume any responsibility whatsoever for errors or omissions. Comments or materials presented do not necessarily reflect the opinion of AfTA or its Officers, nor does it constitute an endorsement of any products or services mentioned. 

     
     

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