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2012-2013
Schedule

Meeting # 1:
Speaker: Web:
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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
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.
|
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.
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