Past Meetings

Past Meetings

You Join The STA To Be Better

STA Monthly Meeting – January 2014

Tuesday 14th January 2014
Panel Debate: My favorite charts for 2014
Panel Speakers
Stéphanie Aymès, Societe Generale CIB

Stéphanie is Senior Technical Analyst, joining SG CIB in 2006 where she first developed the Commodity technical analysis before developing and coordinating the cross-asset technical analysis with a special focus on Forex and Rates. Stéphanie has 15 years experience in technical analysis on various financial markets and from 2000 to 2005 she lectured technical analysis at Paris IX Dauphine University to BSc students.

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.

Phil Roberts, 1618 Technical Trading

Phil has worked as a Technical Strategist on the dealing floor of four major investment banks during a 28 year career in the City. The rigour of trading greatly influenced his philosophy towards Technical Analysis and his focus on the dynamics of supply and demand in particular. Foreign Exchange is his primary trading interest although he generally monitors markets across asset class.

Murray Gunn, Head of Research, Elliott Wave International

Murray Gunn MSTA is Head of Research for Elliott Wave International’s Global Market Perspective, a monthly summary of the firm’s 25 analysts’ views on every major freely traded market in the world. (You can follow his Elliott Wave analysis at www.elliottwave.com)

STA Monthly Meeting & Christmas Party – December 2013

Tuesday 10th December 2013
The effect of sentiment on stock prices

Thierry believes that the long term trend in the stock market is driven by fundamentals but in the short term, the stock market is driven by sentiment. He will demonstrate how sentiment can be used to forecast the short term direction of the stock market. It is not clear why sentiment changes but one early clue can be found in the behaviour of investors. Sentiment will often change when prices no longer respond to the news. For example when the market fails to rally on good news or when it fails to decline on bad news. His e-Yield Sentiment Indicator (ESI) measures this.

Speaker
Thierry Laduguie, e-Yield

Thierry Laduguie’s unique style of analysis is based on Elliott Wave and sentiment analysis. He has developed his own sentiment indicator (ESI) which is used to forecast the short term direction of the FTSE 100 and S&P 500. Thierry is a member of the Society of Technical Analysts and holds the Investment Management Certificate.

STA AGM & Monthly Meeting – November 2013

Tuesday 12th November 2013
Major Bull Market or Massive Headfake? An Elliott Wave Overview for 2013-2016

The 2008-09 economic debacle left fundamental analysts struggling to find answers. At the same time, technical analysis flourished, as uncertain investors began to question the status quo. Fast forward five years, and the market’s recovery has emboldened the fundamentalists once again, who are back to using the same flawed logic that previously destroyed centuries-old enterprises. But that complacency is nearing an end. Employing the Elliott wave model of financial price movement and socionomic principles, analyst Brian Whitmer will clarify the market’s current juncture, identifying the key opportunities and major pitfalls facing investors over the coming year.

Speaker
Brian Whitmer, Elliott Wave International

Brian Whitmer is editor of The European Financial Forecast and contributes the European stock section of Global Market Perspective. Brian joined Elliott Wave International in 2009 after receiving his MBA from Georgia Southern University. He received a degree in civil engineering from the University of Maryland and has served as a designer, planner,vand project manager for $100-million-plus civil andvresidential developments.

STA Monthly Meeting – October 2013

Tuesday 8th October 2013
Dynamic Delta Hedging and its Affect on Markets

Richard’s talk will give an introduction to hedge ratio analysis for index options and futures with charts detailing the subsequent dynamic delta hedging and how it affects the leading benchmark indices.

Speaker
Richard Jones, Hedge Ratio Analysis

Richard started his career in the City in 1983 gaining a lot of knowledge and experience through very turbulent and evolutionary economic times. In the early days he was one of the main participants in the traditional option market, and the then nascent traded option market going on to become one of the principal LIFFE traders in index options. In 2002 Richard left the City and founded a technical and trading system development company and has since gone on to hold several other directorships.

STA Monthly Meeting – September 2013

Tuesday 10th September 2013
Quantifying Market Structure and Modelling Persistency of Trend

Linda’s talk will explain the way she quantifies market structure and how she then uses this in her trading models. One of her favourite projects in the past 6 years was modelling instances where there was ‘persistency of trend’ or what she calls, “extended runs”. The frequency of occurrence of these trends and the consistency of the statistics behind them is surprising. Linda will review some of the more common technical conditions or patterns that lead to “extended runs”, and explain the difference in her experience, between modelling price behaviour and actually trading.

Speaker
Linda Bradford Raschke, President, LBRGroup Inc

Linda Bradford Raschke has been a full time professional trader since 1981, when she began her career as a market maker on the exchange floor. She is President of LBRGroup Inc, a registered CTA since 1991, and President of LBR Asset Management. She has been the principle trader for the Granat Fund LLC since 2004, and her hedge fund was ranked 17th out of 4,5000 by BarclaysHedge for the best five year performance.

STA Monthly Meeting & Summer Party – July 2013

Tuesday 9th July 2013
Fractal triangulation and the real world modelling of financial time series

This exciting and fresh presentation will explore the true nature of financial markets and how they evolve through a stochastic, fractal process of expansion and contraction. Supported by a variety of macro to micro charts from decade long to intraday futures data.

Speaker
Simon Maelzer MSTA CFTe

Simon Maelzer is a Global Macro strategist specialising in fractal time series analysis and stochastic modelling. With a strong background in geo-science, economics and technical analysis (MSTA & CFTe), he has been working in financial market research for over ten years consulting and advising clients on macro opportunities and associated risk. He is based in South West of France from where he runs www.MacroVIGILANCE.com.

STA Monthly Meeting – June 2013

Tuesday 11th June 2013
New Ideas in Technical Analysis

In over 30 years of practicing technical analysis a great deal has changed. The talk will challenge some of the conventional thinking and bring old and new ideas together. It will look at some of the challenges that traders and analysts face with a final look at what is happening in global financial markets.

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 Monthly Meeting – May 2013

Tuesday 14th May 2013
A New Way of Looking at Market Profile

Mathew and Market Analyst are now on the cutting edge, providing tools and techniques never seen before in the financial industry. New innovations in 3D models and multi-touch interaction will ensure that Market Analyst will be a driving force in shaping Technical Analysis in the future.

Throughout the whole of Mathew’s career, he has spent a considerable amount of time looking at traditional Technical Analysis techniques in a different way. In this presentation he will cover the mechanics behind how he has taken the tried and true Market Profile and turned it into a momentum based indicator. The rationale behind the development of this technique could be applied to many other techniques in the future.

Speaker
Mathew Verdouw, Founder and Global CEO, Market Analyst International

Mathew Verdouw is the Founder and Global CEO of Market Analyst International, a group of companies dedicated to developing Technical Analysis software for traders of financial markets. With an honours degree in Computer Systems Engineering from RMIT in Australia, Mathew has taken the company, and the Market Analyst program, from a spare-room start-up in 1996 to a world-wide solution used by traders from large institutions to private traders.

STA Monthly Meeting – April 2013

Tuesday 9th April 2013
William Gann’s Law of Vibration

Tony Plummer will address the subject matter of his new book – The Law of Vibration: The Revelation of William D Gann.

The book has been more than 20 years in the making, and it reveals the extraordinary pattern of oscillation that Mr Gann hid in “The Tunnel Thru The Air”. The pattern has a long – and secret – history, and is central to a general ‘law’ of vibration that may well permeate the universe. This law directs the processes of change in collective human behaviour and can be used to anticipate movements in financial markets, to forecast trends in economic activity, and to judge the validity (or otherwise) of economic policy initiatives. The pattern associated with the law of vibration is objective, verifiable, and accurate. It validates the assumptions that underlie technical analysis and it is likely to find applications in a whole range of scientific disciplines.

Speaker
Tony Plummer FSTA, Helmsman Economics Ltd

Tony has worked in financial markets for more than 40 years, and currently researches group behaviour in financial markets and economic activity. He is also on the investment advisory committee of the Osiris Property Fund, and is a trustee of two pension funds.

STA Monthly Meeting – March 2013

Tuesday 12th March 2013
Behavioural Finance and Technical Analysis: A Synergy

The presentation will focus on the behavioural aspects of trading and markets, looking at the emergence of Behavioural Finance and also Neuroeconomics. It will also look at how and why they are relevant for Technical analysis, and how they can add a new perspective and deeper understanding to a technical analyst’s work.

Speaker
Steven Goldstein, Risk Performance Consultant, Alpha R Cubed Ltd

Steven Goldstein is a Performance Coach and Consultant working with traders and participants in the financial markets. He is the founder of BGT Edge Ltd and coaches traders and managers at a growing number of investment banks and hedge funds in the UK and Europe. In addition to that Steven provides technical analysis on a number of currency pairs for 3CAnalysis.

STA Monthly Meeting – February 2013

Friday 1st February 2013
Market Timing using Candle Pattern
Speaker
Ron William, Founder & Principal Market Strategist, RW Advisory

Ron William is Founder & Principal Market Strategist at RW Market Advisory (RWA). The institutional advisory is based on a macro, semi discretionary technical approach which is primarily driven by cycles and timing models. RWA currently services the global FX trading desk of a tier-one financial institution.

STA Monthly Meeting – January 2013

Tuesday 1st January 2013
My Favourite Charts for 2013
Panel Speakers
Sunil Goel, Continuous Change Charts

Sunil runs a niche research and brokerage firm, Continuous Change Charts, servicing a few selected institutions providing technical advisory services. He brings over 12 years’ experience in analysing, researching, developing and applying simple but effective equity trading strategies. His technical […]

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.

Steve Lucas MSTA, Founder, 3cAnalysis

Steve spent twenty years as a trader in the foreign exchange, fixed income and equity markets for Commonwealth Bank of Australia. As a prop trader and running the bank’s capital, Steve used technical and statistical analysis extensively, and he brings a trader’s perspective to his analytical work. Since 2007, he has provided live technical analysis research to professional traders, most recently founding 3cAnalysis.com.

STA Monthly Meeting & Christmas Party – December 2012

Tuesday 11th December 2012
Strategic and Tactical Allocation to Gold

Charlie will discuss his thoughts on the strategic and tactical allocation to gold. There are six strategies, of which five could be described as technical. He will give an applied example (in this case gold) how a flexible model can be constructed using a range of different parameters. The aim is to identify a bull market with longer term models and then position size using tactical models. The final result is an efficient portfolio with a strong attention to risk and reward without over trading. Not one model analyses the gold price in dollars.

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 – November 2012

Tuesday 13th November 2012
Cross market dynamics for YE and 2013

Shyam will present an examination of the macro markets and the methodology he uses.

Speaker
Shyam Devani, Senior Technical Strategist, Citigroup Global Markets

Shyam Devani is a Senior Technical Strategist in London for CitiFX Technicals, a multi asset product that aims to provide a coherent view on major global markets. Shyam has worked at Citi since November 2006 and has covered clients globally since. He has been analysing markets as a chartist and cross market strategist since 2004.

STA Monthly Meeting – October 2012

Tuesday 9th October 2012
The 3 Ps of trend following

Riccardo follows large- and mid-cap European and U.S. equities, paying attention to domestic and foreign equity indices, currencies, commodities, and interest rates. As a medium-term trend follower, his approach is strongly quantitative in nature; particular attention, however, is devoted to identifying reversal patterns characterized by excessive consensus among investors.

Riccardo will summarise all his knowledge and experience about trend following as an investment and trading technique.

Speaker
Riccardo Ronco, Head of Technical Analysis, Aviate Global

Riccardo follows large- and mid-cap European and US equities, paying attention to domestic and foreign equity indices, currencies, commodities and interest rates. As a medium-term trend follower, his approach is strongly quantitative in nature; particular attention, however, is devoted to identifying reversal patterns characterized by excessive consensus among investors.

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