Past Meetings

Past Meetings

You Join The STA To Be Better

STA Monthly Meeting – May 2011

Tuesday 10th May 2011
Trends in Behavioural Finance

Nick is a trend follower, using relative momentum, breakouts and volume, but also some seasonal work and other cycles. He will talk about how behavioural finance can explain why trends exist and persist, and which momentum measures work best, as well as reviewing some recent behavioural finance findings.

Speaker
Nick Glydon, Co-Founder, Redburn Partners

Nick Glydon has worked as a technical analyst since 1986, most recently at Credit Lyonnais, Flemings and JP Morgan. In 2003 he co-founded Redburn Partners, now Europe’s biggest independent equity broker.

STA Monthly Meeting – April 2011

Tuesday 12th April 2011
Seize the Trade

Susan will take us through some recent and current trades to demonstrate how she uses her favoured techniques to select, plan, enter and to exit her trades. All with the emphasis on simplicity.

Speaker
Susan Marmor, Private Investor and Educator

Susan has been managing her own money for nearly six years. She has a degree in Economics and Philosophy from the University of East Anglia, after which she spent nearly 25 years working in the advertising industry.

STA Monthly Meeting – March 2011

Tuesday 8th March 2011
Technical analysis using Trend - Target - Timing

Management Joint Trust (MJT) offers an “All in one” online technical analysis solution based on a 3T methodology (Trend – Target – Timing). It uses a combination of two standard deviation envelopes to define the trend, periods of stress within this trend and calculate impulsive and corrective targets. The analysis is completed with two series of proprietary timing oscillators to anticipate future and confirm current high and low risk areas.

Jean-François Owczarczak, Edouard’s son and Director at MJT, will explain the main principles behind the methodology and review current markets using the online tool.

Speakers
Edouard Owczarczak, Management Joint Trust SA

Edouard founded Management Joint Trust SA in 1969 in Geneva, Switzerland, and introduced in the early 1970’s the concept of an “All in one methodology” for technical analysis (Trend – Target – Timing).

Jean-Francois Owczarczak, Management Joint Trust SA

Jean-François graduated from the University of St Gallen in 1997 with a Masters degree in Banking and Finance. He joined Management Joint Trust SA in 2003, having previously spent five years working in investment banking in London.

STA Monthly Meeting – February 2011

Tuesday 8th February 2011
Free your mind with Elliott/Fibonacci applications or how to dissolve fixed concepts
Speaker
Thomas Anthonj MSTA, Founder, Systematic Trade Advice Gmbh

Thomas joined JPMorgan in September 2009, taking over the role of FX Technical Strategist. His main focus is on G10 and European currencies where he develops trading and investment strategies, mainly on the basis of Elliott and Fibonacci-applications.

STA Monthly Meeting – January 2011

Tuesday 11th January 2011
Panel Debate: 2011 Outlook
Panel Speakers
William Moore, Technical Strategist, RBS

William is a Technical Strategist responsible for contributing to the RBS Global Technical product across all asset classes. He joined RBS from Tradermade International in 2009.

Tim McCullough, Lloyds Bank

Tim manages technical strategy for fixed income and foreign exchange at Lloyds Bank in London. He has over 25 years’ experience of trading, sales and strategy and has been a member of the STA for the last 10 years. Tim applies a blend of trend-following with contrarian indicators, principally Ichimoku and DeMark, across all asset classes and timeframes. In addition to a passion for classical languages, he has also been spotted more recently in the gym.

Peter Goodburn MSTA, Founding Partner, WaveTrack International

Peter is the founding partner of WaveTrack International and has published Elliott Wave analysis for all of the four asset classes for over 20 years. He is the author of the monthly institutional EW-Navigator and the biweekly shorter-term EW-Compass reports.

Brenda Sullivan, Head of Research, Sucden Financial

Brenda has been Head of Research at Sucden Financial Ltd since 2008. Brenda and her team provide economic and related views with technical analysis on a wide range of markets.

STA Monthly Meeting & Christmas Party – December 2010

Tuesday 7th December 2010
Staying Alive with Technical Analysis

On the night of the STA Christmas party he will give a humorous, seasonal review of Technical Analysis and it’s relevance to “Life, the Universe, and Everything.” Robin looks back on a life time in the City and will reveal all the secrets he has learned over the years, if he can remember them. Failing that we will have a jolly good Christmas party.

Speaker
Robin Griffiths FSTA, Co Editor, Dynamic Investment Alert

Robin Griffiths is one of the world’s most experienced and highly regarded market analysts. Together with Rashpal Sohan, Robin is joint managing editor of Dynamic Investment Trends Alert, published by Southbank Investment Research.

STA Monthly Meeting – November 2010

Tuesday 9th November 2010
TA from the Buy Side: Bottom Up, Top Down and Everything in Between

During his talk Jeff will share with the audience his experiences and personal techniques for successfully integrating the technicals with the fundamentals, and provide some of his current views on the markets.

Speaker
Jeff Hochman, Director of Technical Strategy, Fidelity Worldwide Investment

Jeff Hochman is Director of Technical Strategy at Fidelity Worldwide Investment. In his current role, Jeff manages a team of Technical Analysts with whom he provides support to Equity Fund Managers and Equity Research Analysts at both stock picking and macro asset allocation levels. He also frequently represents Fidelity to clients, the press and at conferences.

STA Monthly Meeting – October 2010

Tuesday 12th October 2010
The 40-year cycle or What is wrong with Elliott Wave Theory

Mr Meisels will be talking about the 40-year cycle. According to him since 1789 the US equity market has experienced six secular cycles. They consist of a secular bull and a secular bear phase and last approximately 40 years. The secular bull consists of numerous (± 4 year) Dunbar Cycles which usually have progressively higher highs and higher lows. The secular bear consists of two Dunbar Cycles, where the second is rarely higher than the first, and where one of the bear phases is significantly worse than the other.

Elliott Wave Theory forces each secular cycle into a larger entity (Supercycle, Grand Supercycle, etc.) whereas one, according to Ron, should look at each separately. Once the two bear markets within the secular bear are completed (most recently in March 2009), the secular bear is over, and a new secular cycle begins. Therefore, there is no reason to maintain that we are still in a secular bear market.

Speaker
Ron Meisels, Founder and President, Phases & Cycles Inc

Ron Meisels is the developer of the “Meisels Index”, an overbought/oversold indicator based on daily closings prices. He is a highly respected technical analyst with over 40 years of stock market experience and the founder and president of Phases & Cycles Inc.

STA Monthly Meeting – September 2010

Tuesday 14th September 2010
The BNP Paribas Currency Bias Indicator

The BNP Paribas Currency Bias Indicator is generated from the bank’s system of trading models and provides a ranking of the relative strength of currencies based on their current trading performance. The performance of each currency is compared to every other currency within the BNP Paribas system of models to identify currencies which may be gaining or losing relative strength, or are at an overextended position (bullish or bearish extremes). The system provides a good indicator of when currencies are set to accelerate trends, or are vulnerable to a correction (or even a change in trend). It can be deployed across multiply time scales to provide intraday automated trading signals, right through to providing a systematic portfolio hedging tool.

Speaker
Ian Stannard, Senior Currency Strategist, BNP Paribas

Ian Stannard is the Senior Currency Strategist for BNP Paribas in London, with 25 years experience in financial markets. Ian combines Fundamental Economic Research with Technical/Quantitative and Flow Analysis to provide FX Strategies.

STA Monthly Meeting & Summer Party – July 2010

Tuesday 6th July 2010
B-R-I-Cs to P-I-I-G-S and now M-A-V-I-N-S

The American humourist Mark Twain said more than 100 years ago that “September was a bad month for the (stock) markets, as was October, November, December etc.”

Therefore, one has to ask if you ‘darling buds of M-A-Y’ saw IT coming way back when we uttered a major sigh of relief that 2009 was finally over! Did we see the Euro falling to a 4-year low @ $1.1876, the Swiss Franc once again becoming a safe haven and what about gold…$1,250+ and going higher with bond rates falling? Well, the world’s bond markets have been telling this old fundamentalist…where is Da Inflation?

In almost 40 years in the financial markets, this has been a trying year and Bill cannot see where it will all end, but he says that there have been so many fantastic opportunities in the past 18 months – Barclays Bank/Fresnillo/Lloyds Bank/Bonds/Citigroup etc. Are the charts telling us now to BUY…”Beijing Petroleum?”

All will be revealed at the summer party, at Bill’s old stomping ground…Bloomberg.

Speaker
Bill Hubard, MIG

Bill graduated from the University of Virginia in 1966 and also has an MBA from the Thunderbird Graduate School of International Management, Phoenix. He first joined Morgan Guaranty on the government bond desk. After various stints as a broker to some famous names, he moved to the UK in 1997, when he joined Bloomberg.

STA Dublin Chapter Meeting – June 2010

Tuesday 8th June 2010
Conducting Analysis
Speaker
Nicole Elliott, Investors’ Chronicle

After graduating from the London School of Economics Nicole Elliott started her banking career in the City of London in 1982. Whether in trading, sales or an advisory capacity Technical Analysis has been the bedrock of her methodology.

STA Monthly Meeting – June 2010

Tuesday 8th June 2010
The rhythm of time

Tom has a keen interest in cycles, believing there is no dualism between financial markets and natural cycles. He will talk about a variety of approaches to cycles in order to determine timing and price.

Attendees will have to have an open mind as he will challenge the concept of measuring time and look at the different cultural attempts to track time from the Mayan calendar to the Chinese/Japanese techniques, even heliotaraxy (effect of solar activity on the biosphere). Planetary alignments and well known cycles such as Kondratieff and Martin Armstrong’s work will also be discussed. The conclusions will allude to recent events and coming events that can be forecasted by using a cycles approach in line with technical chart signals. Tom will show how to exploit these observations and incorporate them into a strategy for making profits in the future.

Speaker
Tom Pelc MSTA CFTe, Chief Investment Officer, Fortu Wealth

Tom has 24 years’ experience of financial markets, starting as a technical analyst/strategist with Standard and Poors. After Merrill Lynch, he comanaged Othon Investment, a $2 Billion Hedge Fund, before becoming Head of Technical Strategy at RBS for 10 years.

STA Monthly Meeting – May 2010

Tuesday 11th May 2010
Trend Following – not always what it seems

Charlie last spoke to the STA 2007 about relative strength. At that time, his equity fund had returned 30% in 2007, which was 20% ahead of the market with lower volatility. In 2008, however, the reverse occurred and momentum strategies had their worst year in a generation. Charlie will discuss his experiences; his past successes and failures, with the intent to help the audience better understand the strengths and weaknesses of technical analysis. He will also explain his “five styles” investment process whereby each style requires an entirely different investment approach. Whilst two styles embrace technicals, one is agnostic and the other two shun it.

Speaker
Charlie Morris MSTA, Chief Investment Officer, ByteTree Asset Management

Charlie Morris is the chief investment officer at ByteTree Asset Management (BTAM). He is a lead portfolio manager and develops both crypto and traditional investment strategies for BTAM. He has 23 years’ experience in fund management, where he has built a reputation for managing actively managed, multi-asset portfolios, with an emphasis on efficient diversification and risk management. Although well versed in traditional asset classes, Charlie is best known for his expertise in alternative assets, notably gold and Bitcoin.

STA Monthly Meeting – April 2010

Tuesday 13th April 2010
Cloud Charts

David will cover the ground-breaking new area of technical analysis, known as Cloud Charts or Ichimoku in Japan. He will present many new ideas that have underpinned his recent book on the subject. He will look at combining Cloud Charts with other technical analysis techniques, multi-time frame analysis, Japanese pattern techniques, back-testing and market breadth.

Speaker
David Linton MSTA, MFTA, Founder and CEO, Updata

David is founder and CEO of Updata, which he founded in 1991. Updata now has technical analysis clients in over 60 countries with offices in London and New York. David is a member of the American Association of Professional Technical Analysts and holds the Master Financial Technical Analyst qualification awarded by the International Federation of Technical Analysts. He is a well known market commentator in the press and on finance TV. He is the author of Cloud Charts: Trading success with the Ichimoku technique.

STA AGM & Monthly Meeting – March 2010

Tuesday 9th March 2010
Profiting from technical analysis as a private trader

In his talk Malcolm will discuss some of the technical analysis concepts which have been profitable for him, some of the ones which haven’t (and why that is), which ones seem to have captured the imagination of the general public, and some of the things which make a real difference such as position sizing and belief systems.

Speaker
Malcolm Pryor MSTA, Author and Private Trader

Malcolm Pryor has been trading more or less full time for his own account since early 2002. He has a library of over 300 books on technical analysis and trading. He uses technical analysis to trade derivatives including spread bets. He has published three books and a DVD and has a website focused on spread betting.

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