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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"
|
 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 |
|
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|
|
 “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.
|
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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
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.
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.
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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.
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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.
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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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Copyright © 2009, AfTA All rights reserved. |
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