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2012-2013 Schedule

 

Meeting # 1:
Speaker:

Web:

 

Eddie Ramirez
Investors Business Daily
Date: Sep 18, 2012
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Topic:

The Beauty of Simplicity:  Using Price and Volume to Time the Market

The CANSLIM method spots both market tops and bottoms. The CANSLIM method spots both market tops and bottoms by applying well defined rules for the price action and volume.  Watching  daily price and volume moves will help you keep your finger on the market’s pulse. The indexes will flash signals when they’re launching a new rally or when they’re ready to take a break.
 
Eddie Ramirez is a CAN SLIM expert  and national speaker for Investors Business Daily.  He has been active in the stock market since 2004, studying William J. O’Neils Can Slim Strategy and applying the system in his personal trading.  Eddie presents investing workshops and seminars to individual and professional investors, guiding them in researching and spotting emerging growth stocks that meet CAN Slim criteria.
 

IBD's unique investing system is based on proven, time-tested rules, and teaches you how the stock market really works. With eIBD™ you'll learn how to:  

· Invest based on proven buy and sell rules, not gimmicks
· Take emotion out of your investing decisions ·
· Maximize your potential gains, and minimize risk

Meeting # 2:
Speaker:

 

Brooke Thackray  
Alpha Mountain Investments
Date: Oct 16, 2012
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Topic: TBD

 

Brooke Thackray has over fourteen years experience in the investment industry. His strategies have been featured in newspapers and magazines, and he has been interviewed on radio and TV. Brooke Thackray is President of alphaMountain Investments, a firm that publishes investment reports and books. The main goal of the publications is to use seasonal analysis to give investors and money managers an edge in the markets.

During his fourteen years in the investment industry, Brooke worked for TD Waterhouse, National Bank and RBC Investments.
 
As a Registered Representative in the investment industry Brooke was licensed for the stock, options, futures, and derivatives markets.
 
In addition Brooke Thackray has an MBA and has achieved designations as a CIM and CFP.

 

Meeting # 3:

Speaker:

Web:

Amy Kemp 
Dorsey Wright  & Associates 
Date: Nov 13, 2012
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Topic:
"What Still Works on Wall Street: Point and Figure"
 
Amy will present the basics of Point and Figure charting, focusing on relative strength PnF work pioneered by Dorsey Wright, and show "Portfolio Solutions" driven by PnF.
Point and Figure charting is a charting method that does not use time as a basis.  It can provide excellent trend identification and support and resistance levels.
 

 Amy Kemp joined Dorsey, Wright & Associates (DWA) in July of 2010 as an analyst.  

Prior to starting in a full time capacity, she worked as an intern at DWA, gaining valuable insight and experience.  She was graduated from Virginia Polytechnic Institute and State University (Virginia Tech) with a degree in Finance.  

As an analyst for DWA, Amy contributes original writings to the “Daily Equity & Market Analysis Report”, counsels clients on specific equity situations, ETF strategies, and how to effectively utilize the tools available on the DWA website.  

She is the primary contributor to a number of specialized ETF reports, and provides insights into the construction of new ETF model portfolios. She also conducts training sessions across the country in the Point & Figure Methodology of Risk Management.

 

Meeting # 4:
Speaker:

Web:

Paul Duncan

 

Date: December 18, 2012
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Topic: Trading with Volume Analysis:                                                                                       Identify, Follow and Profit from Trends

 

 The “decimalization” of financial markets, has killed market visibility and, some believe, encouraged price manipulation. The only way investors and traders can now avoid becoming victims of insiders and manipulators is to use techniques that detect their moves. In Value in Time, Paul Duncan will demonstrate Pascal Willain’s breakthrough new technical analysis tools that show you how to see through market manipulations and become a better, smarter trader. This unique methodology contains insights that will take your trading to the next level.
Paul in lay terms, will  present the accumulation/distribution oscillator corrected for normally distributed volume over different prices. This method was first introduced to the markets in "Effective Volume" theory in "Entries & Exits" by A. Elder
Paul’s presentation will be multi-faceted.  He will also include an  overview of his GGT trading system a foundation to the concepts of self-timing and will form the basis of the remaining discussion.  Macro timers developed on the equities in the GGT universe will be presented, along with metrics for evaluation.  Based on these macro timers, individual equities will be discussed, and timing entry based upon Pascal Willain’s Effective Volume methods will be presented/discussed.”
 
“Paul Duncan is an engineer/scientist, who also does  smart grid consulting services to the electric utility industry. His primary focus is as a smart grid architect with specific attention on value creation/capture within residential and commercial/industrial markets.  When not performing the role of a consultant, Paul focuses on the development and quantification of algorithms for market timing.  The most notable of these systems is the “Greek God Trading”, or GGT, which he created in 2008 and has been the foundation of his analysis for the past several years.  Duncan is the father of two wonderful boys, ages 11 and 13, is an avid endurance cyclist and triathlete, and is married to his bride of 19 years.”

Meeting # 5:
Speaker:

 

Panel Discussion 
Oliver Juergens
Peter Mauthe
Fred Richards
Date: January 15, 2013   
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Topic: Market roundtable on 2013 Outlook with Experts
 
   

Meeting #6:
Speaker: Bob Iaccino
Date: Feb 19, 2013
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Topic:

TBD

 

Bob Iaccino spent the last 19 years in the commodities, futures and Forex markets. He is in high demand by various media outlets for his unparalleled understanding of market confidence, tone and trader outlook. He has appeared on CNBC, CNBC Asia, Bloomberg Television and radio, CNN, CNN International, CNN Moneyline, Fox Business News, First Business (Canada), Phoenix TV (China) and several local television broadcasts throughout the country. To date, Bob has done over 700 interviews on various economic, political and market-based topics. He continues to appear in 10-15 live television interviews per month.

Bob got his start in 1993 by joining Nikko Securities (Japan’s second largest brokerage house at the time) as a phone clerk. Showing great aptitude for the industry, Bob was promoted to assistant market strategist by early 1994 and Chief Market Strategist by 1996, with his analysis being sent to hundreds of trader’s in the US, Europe and Asia. Bob’s analysis became well known throughout the firm and with the firm’s clients for insight into trader outlook and market tone. Bob left Nikko in 1997 to serve as Chief Market Strategist for Commerzbank Futures, the brokerage arm of Germany’s 4th largest bank at that time. Bob was again distributing his research and insight on trader outlook to the bank’s traders and clients as well as trading the markets. Bob left Commerzbank in 2003 to become Chief Market Strategist for a proprietary trading firm based in Chicago, who gave him the opportunity to run his own commodity pool. This local firm had over 100 traders that relied on Bob’s analysis to help them in their daily trading. During this time, he also gave internal seminars on trading psychology and proper trader disciplines and mindsets. Bob has also served as a Principal and member of the investment committee for a futures and Forex based Fund of Funds, where his responsibilities included trader-style analysis and manager selection. He was one half of a 2 person committee charged with discovering “start-up” managers.

Bob is the Chief Market Strategist at Topstep Trader.

 
 

Meeting #7:
Speaker:

Web:

John Carter

   

Date: March 19, 2013
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Topic:

TBD

 
John Carter's father was a Morgan Stanley stock broker.  One day during high school, John came home from the mall where he was working at a store making cookies.  He had saved up $1000 over the course of a few months, and his dad told him that he and some of his friends were going to buy "some call options on Intel" the next day.  Although he had no idea what they were talking about, it sounded good.  He bought 10 call options at 75 cents, and sold them a few days later for $1.50, doubling his money.  He was hooked and has been trading ever since-- going on 20 years now.

After high school, John Carter studied at the University of Cambridge, England, then graduated from the University of Texas in Austin with degrees in History and Economics.

John Carter was never that intrigued by the brokerage side of the trading world. Instead, he liked to try and test various online trading strategies through college and well into his corporate jobs. He became quite adept at making money, though there were times when holding onto it turned out to be a problem.  The road was not always easy and John learned his lessons the hard way like many day traders out there.  If you've seen him speak at the Money Show or Traders Expos, then you've probably heard the story about "the house in Minnesota" which still makes him squirm just to talk about it and relive it to this day.  After that experience, he came across Mark Douglas's book, "The Disciplined Trader" and that helped to push him on the road to consistency.

John Carter eventually found a trading system he was satisfied with. He left corporate America to pursue full-time professional trading in 1998.  After a few years of trading on his own, he eventually grew tired of day trading by himself in his office and chatting with his Arrowana (a large fish).  He started to seek out other traders and post information online, which led to the launch of TradeTheMarkets.com.

John Carter today is a Commodity Trading Advisor with Razor Trading. Recently, McGraw Hill commissioned him to write a book entitled Mastering the Trade. Mastering the Trade by John F. Carter was released in January, 2006. Carter's trading book soon climbed the charts at Amazon.com. Carter was also featured on ABC Money with his new online trading book "Mastering The Trade."

 
 

Meeting # 8:
Speaker:

Web:

Rande  Howell

www.tradersstateofmind.com

Date: April 16, 2013
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Topic: TBD

Rande Howell (MEd, LPC) helps traders develop a peak performance state of mind.  He is both a licensed therapist and performance coach whose work is grounded in emotional regulation, mindfulness, and Jungian archetypes applied to trading.  He has a clinical background in training people to master their emotions and to transform self-limiting beliefs into productive mindsets.  

Rande's work centers on how to break the fear-based beliefs that imprison a trader’s performance and that block the development of a trader’s potential to achieve financial and personal dreams. 

By learning how to manage the biology of emotion, real and long lasting changes can then be made to the mind’s core beliefs from which the trader engages the uncertainty, risk, and probability that must be mastered in trading.  He is the author of four books including:

Mindful Trading: Mastering Your Emotions and the Inner Game of Trading.

 

Meeting # 9:

Speaker:

Web:

Dan Passarelli
 Market Taker Mentoring
Date: May 21, 2013 
Time: 7:00 p.m. (Registration 6:30)
Duration: 2 hours +/-
Location: Crowne Plaza
Topic: Stock Replacement and Income Generation with Options

Dan Passarelli is an author, trader and former member of the Chicago Board Options Exchange (CBOE) and CME Group. Dan has written two books on options trading — “Trading Option Greeks” and “The Market Taker’s Edge.” He is also the founder and CEO of Market Taker Mentoring, Inc., a leading options education firm that provides online options education, options newsletters and personalized, one-on-one coaching for option traders. The company website is http://www.markettaker.com.

 

Dan began his trading career on the floor of the CBOE as an equity options market maker. He also traded agricultural options and futures on the floor of the Chicago Board of Trade (now part of CME Group).

 

In 2005 Dan joined CBOE’s Options Institute and began teaching both basic and advanced trading concepts to retail traders, brokers, institutional traders, financial planners and advisors, money managers, and market makers. In addition to his work with the CBOE, he has taught options strategies at the Options Industry Council (OIC), the International Securities Exchange (ISE), CME Group, the Philadelphia Stock Exchange and many leading options-based brokerage firms. Dan also contributes to financial media such as TheStreet.com, FOX Business News, Bloomberg Television, National Public Radio (NPR), SFO.com and the CBOE blog. And he has a weekly featured video on CBOETV.

 

 

 

 

 

 

 

 

 

 

 

 

 

 
     
     
     
 

 

 
     
     
     
 

 

 
     

 

     
     

 

 

     
   

 

     
     
     
     
     
     
     
     
     
     
     
     
   

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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