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2007-2008 Schedule

Meeting # 1:


Eric C. Leake

Date: Tuesday September 18, 2007
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Eric Leake is a founding partner and Chief Investment Officer of Anchor Capital Management Group, Inc., an SEC registered investment advisory firm, where he serves as Chief Investment Officer and portfolio manager for Anchor Capitalís separate accounts. 

Eric is also Chief Investment Officer for, a market research and trading strategy firm providing real time trading instruction and model portfolios to Hedge Funds, Institutional Advisors and Financial Advisors. Launched as a separate service in September of 2005, Anchor Research currently provides daily trade signals to over $400 Million dollars of institutional assets.  Eric obtained his Series 7 and Series 63 securities licenses in 1993, and his Series 24 Principals license in 1995, forming Anchor Capital Management in 1996.

Industry accomplishments:

         Eric is an active member of the professional investment community and is a sought after speaker on the topic of quantitative market strategies and trading systems.

         Member of the Market Technicians Association and currently a Level II Chartered Market Technician, and candidate for the level III Chartered Market Technician charter.

         Advisory Board member to Rydex Financial Services, a Division of Rydex Mutual Funds, the National Association of Active Investment Managers.

         Advisory Board member and Executive Committee member to the National Association of Active Investment Managers, an association representing a collective $16 Billion in assets under management.

Testing Trading Systems for Sensitivity, Curve Fitting and Positive Expectancy.

So you have an idea for a trading system. The back test looks amazing and you are ready to commit capital. But despite hours of research, programming and testing a nagging question remainsÖ.will it work in real time?

Meeting # 2:


Adrienne Toghraie

Date: Tuesday October 23, 2007
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
ADRIENNE TOGHRAIE, a Traderís Coach, is an internationally recognized authority in the field of human development for the financial community. Her 8 books on the psychology of trading including, The Winning Edge1-4 and Traders' Secrets, co-authored with Murray Ruggiero, have been highly praised by financial magazines. Adrienne's public seminars and private counseling have achieved a wide level of recognition and popularity, as well as her television appearances and keynote addresses at major industry conferences.

Adrienne Toghraie, founded Trading On Target for the purpose of assisting traders in finding solutions to discipline problems.  After traders develop their trading system and methodology, most often they discover sabotage issues which limit their trading ability.  Adrienne works with traders to overcome their self imposed limitations in order to achieve higher levels of success. She offers seminars, workshops, private consultation and a Home Study Course to assist individual traders and institutions to reach each next level of success.

Recognizing 15 Sabotage Traps in Trading & Investing:

  • Recognize the obstacles that are holding you back from making the money your system wants to give you. 
  • Learn methods that will move you forward to each new level of success.
  • Answer your questions on the discipline of trading.

Meeting # 3:


Paul Montgomery

Date: Tuesday November 13, 2007
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Paul Montgomery is the president of Theta Investment Research, LLC.

Since 1999, Theta has tracked and verified the performance of active money managers using only real account data. Its unique approach to data collection and analysis has made it the first stop for investors and portfolio managers seeking money managers. Selling his interest in a succesful investment advisory firm, Paul, an accomplished programmer, designed and built the systems Theta uses to collect and publish charts and statistics on the investment models it tracks and has grown the business to include tracking of invesment models at more than 20 custodial platforms trading everything from mutual funds to FOREX. Theta provides data to fund of funds managers, retail investors, investment advisory firms, mutual fund companies and research entities including Standard and Poors, the departartment of Economics at Notre Dame University, and the Universty of Florida.

A longttime proponent of active styles of investment management, Paul is a frequent speaker at investorís group gatherings and seminars and has taught the Taxation, Estate Planning, Investment Planning portions of the CFP qualifying examinations as a member of the Adjunct Faculty of the College of Financial Planning and taught preparation classes for NASD Series 6 and Series 7 examinations for Dearborn Financial Publishing.

Serving on the boards of several international charities, Paul has been actively involved in works in Haiti and currently serves on the Board of Trustees for LeTourneau University, a school specializing in training leaders in the fields of engineering, computer science, and business.

Paul spends his time trading his own account, growing Theta Investment Research, consulting in portfolio design and trading strategy research with investment advisory firms and providing custom programming to the investment management industry when he is not tending his apiary and vineyard.


Meeting # 4:


John Ehlers

Date: Tuesday December 11, 2007
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Files: Presentation in PDF format
John is the author of the MESA cycles-measuring program and adaptive trading systems. He is an Electrical Engineer. He received 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 with one of the largest Aerospace Companies. 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.

He discovered Maximum Entropy Spectrum Analysis 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 computer to take advantage of its graphics capability and data availability via modems. The current MESA still uses the original Maximum Entropy calculation engine with enhancements for preprocessing and derived adaptive indicators. Many features, such as advanced DSP algorithms for indicators and advanced graphics have been added to improve program usability.

John has written extensively about technical trading and has spoken internationally on the subject. His approach is unique. Any technique must first work on theoretical waveforms before testing against real-world data is attempted. He has adapted the Hilbert Transform for traders so that advanced digital signal processing techniques can be used to create new indicators.


Meeting # 5:


Don Kaufman, Think or Swim

Date: Tuesday January 15, 2008
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Don Kaufman, one of the industry's leading option strategists and educational gurus, is the chief derivatives instructor for thinkorswim.

Applying his broad knowledge of trading and option theory he has delivered a wide range of option trading classes worldwide, from basic classroom seminars to the most advanced trading workshops. Mr. Kaufman's own extensive research in market volatility has led to the creation of pioneering analytical models and real-time spread scanning software found on the thinkorswim platform.


Meeting # 6:


Ken Shaleen, Chartwatch

Date: Tuesday February 19, 2008
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Volume And Open Interest: Revised Edition

CHARTWATCH is an international research firm to the futures industry.
Kenneth H. Shaleen is the founder (1984) and president.

CHARTWATCH produces a weekly technical research report and a Daily Telephone Market Update covering selected financial instrument and grain futures. Mr. Shaleen has instructed technical analysis courses for the Chicago Mercantile Exchange since 1976. These courses have also been conducted for the Chicago Board of Trade, the London International Financial Futures Exchange, and the Sydney Futures Exchange as well as other locations in the World. (See the Current Schedule).

Mr. Shaleen is the author of Volume & Open Interest (Probus 1991 & 1996), Technical Analysis & Options Strategies (Probus 1992), three Chicago Mercantile Exchange course books as well as numerous articles. (See the Books section).

Mr. Shaleen joined the Northern Trust Company in Chicago in 1968 as a Management Science Analyst to develop computer models for the Bond and Trust Departments. A move to futures research was made in 1972. After supplying analysis for two Chicago Board of Trade clearing member firms, he formed CHARTWATCH in 1984.

Mr. Shaleen is a charter member of the Commodity Options Market at the Chicago Board of Trade. He holds a B.S. in Civil Engineering from the University of Colorado (1967) and an M.B.A. in Finance from Northwestern University (1968).


Meeting # 7:


Don Beasley,


Date: Tuesday March 18, 2008
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Don Beasley, Principal

Prior to co-founding Athens Capital Management, LLC, Don Beasley began his professional money management career in 1988. In 1991 he co-founded PMFM, Inc., providing asset management services to a wide range of clients including individuals, corporations, qualified plans and trust accounts. Don Beasley is also a co-founder of, a national innovator of 401(k) portfolio management services.  He has been a featured speaker on topics including technical market analysis and quantitative criteria for mutual fund selection and management. Don received his Bachelor of Science degrees in Math and Physical Education, and his Masters in Administration from Northwestern Louisiana.

Recent research in the selection and management of stock baskets has been a favorite topic at recent speaking engagements.  Additionally, the hedging of stock baskets and mutual funds (instead of selling) is an additional topic of interest. 

Meeting # 8:
Speaker: Peter Mauthe

Date: April 15, 2008
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Peter will present a detailed discussion on:
  1. His favorite indicators for stocks, mutual funds and indexes
  2. Quantitative tools for screening for stocks, mutual funds and indexes
  3. Tips for good money management practices
  4. Hedging techniques
  5. A long Q&A session.

Peter Mauthe has been an investment professional since 1978, most recently serving as President and chief operating officer of several successful investment advisory firms including Tom Bassoís (of New Market Wizards fame) Trendstat Capital Management, Inc. Peter has also been an independent market maker on the Chicago Board Options Exchange and a past President and member of the board of directors of an industry trade association.


Meeting # 9:

Speaker: Dallas Traders Roundtable
Date: May 20, 2008
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Peter Mauthe will host a presentation on: Order Execution in the 21st Century.

Peter says, "Tuesday night I will  be joined by Alan Marshall who is a professional trader. I will be discussing the markets today and the next several months and Alan and I will be discussing trading in the 21st century. We will be presenting benefits and challenges of the present market place with exchanges, ECNís and Dark Pools. We will also be taking any and all questions regarding execution of stock and bond orders that you have always wanted to ask but never been able to." 

This should be a great session for the conclusion of our 2007-2008 season.

Join some of D/FW's professional traders in discussing the ins and out of order flow, routing and execution including some very interesting facts that these professionals can reveal after decades in the industry.

At the May meeting we will begin accepting Memberships for the 2008-2009 AfTA year.
Annual Memberships are $100.  For this you get all Nine meetings with terrific speakers and the opportunity to learn how to improve your trading from the best.   The $100 Annual Membership gives you a saving of $125 over the individual meeting cost.  What a deal!
Now for an even better Deal!
If you ARE an existing member and renew at the May meeting you will get a $5 discount and the Annual Membership will be $95.
If you are NOT currently a member, you can pay $100 at the May meeting for the 2008-2009 Annual Membership, and get the May meeting FREE, saving yourself $25.

We are actively seeking nominees (volunteers) for next years AFTA Board. Join a great group of people in serving D/FW's investors, traders and technicians.

























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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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