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2009-2010 Schedule

Meeting # 1:
Speaker:

Web:

 Jon 'DRJ' Najarian

http://www.optionmonster.com

http://www.trademonster.com

 

Date: Sept 15, 2009
Time: 7:00 p.m. (Registration 6:30)

Dr. J. that he will be available at 5:30PM for a demonstration of the Option Monster Platform and this presentation is FREE.

Duration: 2 hours +/-
Location: Crowne Plaza
Topic:  "CPR Strategies: Fixing a Trade Gone Bad"
Dr J pic
Jon 'DRJ' Najarian is a professional investor, noted media analyst and speaker, and co-founder of optionMONSTER®. Following a brief stint as a Chicago Bears linebacker, Jon launched his financial career at the Chicago Board Options Exchange (CBOE) in 1981, trading in the pits for some 25 years.
 
In 1989 he founded Mercury Trading, running the company for 15 years until 2004, when he sold his floor-trading operations to Citadel, one of the world's largest hedge funds.
 
More recently, Jon - often known after his CBOE floor call letters 'DRJ' - has developed and patented trading applications used to identify unusual activity in stock, options, and futures markets. Most notable is the Heat Seeker® program, which uncovers extraordinary buying patterns from among the millions of quotes per second that stream from America's stock, options, and futures exchanges.
 
In addition to optionMONSTER.com, Jon's research and analysis is widely cited by leading financial media including the Wall Street Journal, Barron's, Reuters, and Bloomberg. Jon is a CNBC contributor and webcasts on CBOE-TV.
 
 
Jon is co-lead analyst for the InsideOptions™ and Option Trader Pro subscription products, and co-authors the Open Order newsletter.

Meeting # 2:
Speaker:

Web:

Dan Passarelli

http://markettaker.com

http://www.twitter.com/Dan_Passarelli

Date: Oct 13, 2009
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
   

Author and options educator Dan Passarelli is the founder of Market Taker Mentoring LLC.

Dan has more than 15 years’ experience in the options industry and has worked as both a floor trader and an options instructor.

Dan began his option trading career as a market maker on the floor of the Chicago Board Options Exchange ( CBOE ), trading equity options. He has also traded agricultural options and futures at the Chicago Board of Trade ( CBOT ).

In 2005, Dan began teaching others what he learned from his years in the trading pits. He worked with the Options Institute at CBOE and the Options Industry Council ( OIC ). Through these organizations, Dan educated thousands of options traders about options fundamentals and the trading techniques and market strategies of successful option traders. Dan is the author of Trading Option Greeks and has also written numerous articles for financial publications. He has been a featured speaker on radio and television and has presented numerous podcasts and webcasts on options trading. Dan also provides regular option education and market insights on his blog, which can be found at tradingoptiongreeks.blogspot.com.

 

Meeting # 3:

Speaker:

Web:

Ed Downs

http://www.nirv.com

Date: Nov 17, 2009
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
   
Ed Downs of Nirvana Systems has agreed to send a representative to AfTA on Tuesday to speak on Market Profile and demonstrate their new tool, the Money Zone. 
 
As was the case when Ed was here last April, they will orient their presentation around the concepts of "value areas"  and  how to use excursions to and from "value" to time entries. 

 

Meeting # 4:
Speaker:

Web:

Corey Rosenbloom

http://www.afraidtotrade.com

Date: Dec 15, 2009
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
   
   
“Let’s overcome fear and engage in one of the most challenging, exciting, and rewarding activities out there!”
Mr. Rosenbloom’s interest in the stock market began as a junior in High School where his team won an investment challenge competition which drew him into investing actual money in the market using basic fundamental analysis.  Later, the Bear Market of the early 2000s would challenge these assumptions and force him into deeper study of market concepts – “There had to be a better way than Buy and Hold strategies”.

He was soon introduced to the concepts of price charting, or more formally known as “Technical Analysis” and the pattern recognition, along with indicator combinations, drew his attention sharply in that direction.  As the market began its recovery, he was participating as a momentum intraday trader, which soon gave way to broader swing-trading strategies.  He describes one of many “light-bulb” moments when he was introduced to Sector Rotation Concepts which seemed to make the price charts fit into a logical progression of expectations.  From there, he deployed options trading strategies which gave way to ETF trading, which itself finally gave way to active futures market trading tactics.

Mr. Rosenbloom holds a bachelor’s degree in both Psychology (cognitive research focus) and Political Science and later received a Master’s Degree in Public Affairs with a Business concentration.  He has completed Levels I, II, and III of the Market Technician’s Association’s Chartered Market Technician (CMT) program and is awaiting the official charter in early 2009.

He currently serves as an independent consultant, analyst, author, and educator.  He manages both personal and family accounts using the concepts discussed here, employing both long-term and active intraday trading strategies.

 

Meeting # 5:
Speaker:

Web:

Markus Heitkoetter

http://www.rockwelltrading.com

Date: Jan 19, 2010
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
   
   

 
As founder of Rockwell Trading, Inc., Markus has taught hundreds of investors in the U.S. and European markets.

Markus started trading 19 years ago, using point and figure charts from published numbers in the morning newspaper, mainly with stocks. In 1996, he began developing a number of trading systems by using SuperCharts (which is now TradeStation), MetaStock, OmniTrader and other software.

In 2002, Markus decided to quit his regular day job as a director at IBM and become a professional trader. He moved from Germany to the United States to get started.

Throughout his career, Markus has traded EVERYTHING: stocks, options, futures, commodities, spreads, Forex, foreign markets, interest rates, etc. If its out there, he has probably traded it. In addition, he traded on a wide variety of different timeframes: ticks, 1-, 3-, and 5-minute, hourly, daily, and weekly.

In the past 5 years, Markus has taught his strategies and methods to hundreds of traders all over the world, offering educational webinars for the CME (Chicago Mercantile Exchange), Eurex, FxStreet, Strategy Runner, and other financial companies. He has written articles on over 500 websites, and has become an expert contributor on ezinearticles.com, Yahoo Answers, and FAQTs.com.

Markus holds the German equivalent to an MBA in Business Administration and Computer Science.

Meeting # 6:
Speakers:              Stan Harley, Peter Mauthe, Fred Richards

 

 

Date:                Feb 16, 2010
Time:                7:00 p.m. (Registration 6:30)
Duration:         2 hours +/-
Location:         Crowne Plaza
 

 
Speaker Bios
 

Speaker:    Stan Harley     

 
                         www.harleymarketletter.com
                    
Stanley C. Harley, a registered investment adviser, has a Bachelor of Science Degree in Aerospace Engineering from the University of Texas at Austin and an MBA from UCLA.  Mr. Harley provides discretionary account management as well as consultative services to institutional managers, individual investors, and traders.  He publishes The Harley Market Letter and its companion publication, The Harley Market Letter UPDATE Service, two investment advisory publications that provide advanced technical analysis of the stock, bond, and precious metals markets.  The Harley Market Letter was ranked by Timer Digest as Stock Market Timer of the Year and Bond Market Timer of the Year. 

In addition, Stan Harley's work has appeared frequently in Barron's, Investors' Business Daily, The Los Angeles Times, The Ventura County Star, and other publications.  Stan is also a frequent guest market analyst on radio, television, and streaming internet audio/video web sites.   He can be reached at (972)-446-3337 or e-mail sharley1@verizon.net. 
 
 

 
Speaker:    Peter Mauthe     
                    President/CCO/Managing Parter
                    Rhoads Lucca Capital Management, Inc.
  
    

Peter B. Mauthe is President and Chief Compliance Officer of Rhoads Lucca Capital Management, Inc. (RLCM).   RLCM and its affiliate Rhoads Lucca Capital Partners, L.P.  manage The Autopilot Managed Growth FundTM as well as 401k accounts for commercial pilots and separately managed accounts.

 

Mr. Mauthe has been active in the financial industry since 1978. He began his career as an independent market maker on the Chicago Board Options Exchange and since 1984 he has served as a managing officer of numerous firms in the investment management industry. Mr. Mauthe has held, and currently holds, the NASD Series 2, 3, 7, 24 and 63 registrations.  He is currently on the board of the American Association of Professional Technical Analysts. He is also an active member of NAAIM having served as its President, Chairman and a member of its Board of Directors.  He has been widely quoted in national publications from the Barron's to USA Today and has authored investment newsletters as well as articles on investment strategies.

            
 
 
Speaker:    Fred Richards
              www.stratinv.net
 
Fred Richards  has developed several original technical tools and methods for stock market investing, building on insight gained from 50 years of trading and investing. He has published extensively. He speaks on investing and economics at many venues throughout the U.S. and overseas. His daily "Market Musings" are distributed throughout the world.  A successful investor and entrepreneur, Fred developed the Strategic Investing website (www.stratinv.net) to help people invest using the CAN SLIM® investment system developed by William J. O'Neil.  He is a graduate of SMU Engineering, Harvard Business School, and was a partner in a Wall Street firm.
 
  
 
 
 

Meeting # 7:
Speaker:

Web:

Tim Morge

http://marketgeometry.com

Date: Mar 16, 2010
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
   
Timothy Morge has been a professional trader, author, educator and mentor for more than 35 years.  Besides trading his own capital, Tim is President of Blackthorne Capital, a private money management firm that works with several of the largest non-U.S. Institutional portfolios. In the 1980’s and 1990’s, he managed and taught other traders for institutions like JP Morgan and Goldman Sachs. He remains one of the world’s largest currency traders, routinely carrying positions of several billion U.S. Dollars. Tim has taught hundreds of professional floor traders at the CBOT and CME to become successful off-floor electronic traders. He is a regular featured speaker at the popular Traders Expos held around the world, writes a weekly column for MSN and moneyshow.com and gives educational webcasts for most of the Exchanges around the world. He is the author of several highly regarded books, ‘Trading With Median Lines’ and ‘Mapping the Markets’ featuring his own trading methods. His websites, www.medianline.com and www.marketgeometry.com, feature a great deal of free information regarding his trading methodology, as well as a free forum for traders, and are visited by thousands of traders from around the world on a regular basis.
 
Mr. Morge is recognized as a leading authority on trading using median lines, a powerful trading tool pioneered by Dr. Alan Andrews in the 1920s, and the author of the highly acclaimed Trading With Median Lines, which revealed how to unlock the full potential hidden behind the popular "pitchfork" drawing tool found on most charting packages today. Mr. Morge's new book, Market Maps: High Probability Day Trading Techniques, details how he uses median lines, Fibonacci levels, the proprietary VolForce Indicator, and energy points to pinpoint high probability turning points in all markets. His Web pages Marketgeometry.com and Medianline.com, feature regular detailed glimpses into his own trading style and strategies. Mr. Morge is host of Median Line Forum, a free forum he founded in 1997, for traders around the world to discuss trading techniques and strategies.
 

Meeting # 8:
Speaker:

Web:

Tom Sosnoff

http://www.thinkorswim.com

Date: Apr 20, 2010
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
   
Tom Sosnoff oversees the strategy and deployment of initiatives for the Active Trader segment at TD AMERITRADE and is particularly dedicated to systems development and trading innovations. He is the co-founder of thinkorswim, the ground-breaking online brokerage arm of thinkorswim Group Inc., which TD AMERITRADE acquired in June 2009.

Sosnoff founded thinkorswim in 1999. Leveraging over 20 years of experience as an index market maker on the Chicago Board Options Exchange (CBOE) and as one of the original traders in the S&P 100 Index pit, he sought to educate retail investors in options trading and to build a brokerage-based software platform that specialized in options. His efforts ultimately changed the way these instruments traded by pioneering single-click trading functionality for complex spreads and integrating investor education for advanced option strategies.

Under Sosnoff's leadership, thinkorswim evolved into the industry leader in retail options trading, and a pioneer in investor education services for options, futures and forex trading. In 2009, thinkorswim was rated the #1 overall online broker, "best for frequent traders" and "best for options traders" in Barron's annual ranking of online brokers, the third time in the last four years that it received such a distinction.(1)

Sosnoff continues to advance understanding of the active trading marketplace by speaking often at industry conferences and traveling extensively to teach traders new strategies. He received his B.A. degree in political science from the State University of New York at Albany.

 
 

 

Meeting # 9:

Speaker:

Web:

 Leslie Jouflas

http://www.tradingliveonline.com

Date: May 18, 2010
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
   
Leslie began trading in 1996 and left a 17-year airline career in 2000 to pursue a full-time trading career. She has studied many trading methodologies, including Elliott Wave, options strategies, momentum trading, classical technical analysis, and Fibonacci ratios and patterns. After trading stocks and options on stocks, she now trades futures and commodities with an emphasis on the S&P 500 market. She has managed private accounts as well as trading her own private account. Leslie is a member of the Northwest Hedge Fund Society. Leslie has co-authored two books, Essentials of Trading: It’s Not WHAT You Think, It’s HOW You Think (Traders Press, 2006), Trade What You See – How to Profit from Pattern Recognition (Wiley & Sons, 2007) and has many published articles for such publications as Trader’s Journal, Active Trader, and Technical Analysis of Stocks & Commodities.
 

 

 

 

 

 

 

 

 

 

 

 
     
     
     
 

 

 
     
     
     
 

 

 
     

 

     
     

 

 

     
   

 

     
     
     
     
     
     
     
     
     
     
     
     
   

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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