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2013-2014
Schedule

Meeting # 1:
Speaker: Web:
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Marc Chaikin
Founder and CEO, Chaikin Analytics
www.chaikinanalytics.com |
Date: |
Sep 17, 2013 |
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne
Plaza |
Topic: |
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After more than 40 years on Wall Street, stock
market expert Marc Chaikin founded
Chaikin
Analytics to deliver proven,
institutional-quality stock analytics to
professional money managers and self-directed
investors. The centerpiece is the
Chaikin Power Gauge rating, an unbiased,
proprietary 20-factor model that distills
masses of information into simple green/red
ratings.
A trader, broker, and fundamental and
quantitative analyst, Chaikin invented three
technical trading signals, the Chaikin
Oscillator, the Chaikin
Accumulation/Distribution Indicator and the
Chaikin Persistency of Money Flow, which is
the basis of Investor’s Business Daily’s
Accumulation/Distribution Rating. Their
predictive value has made them
de facto
standards in most technical analysis software
packages world-wide. Chaikin also pioneered
the first real-time analytics workstation for
institutional money managers and trading
desks, now part of Thomson Reuters’
institutional workstation.
Marc appears on CNBC, Bloomberg and Fox
Business News and is a contributor to both
Forbes and MarketWatch.
|

Meeting # 2:
Speaker: |
Adam Grimes
Chief Investment Officer, Waverly Advisors
www.waverlyadvisors.com adamhgrimes.com/blog/ |
Date: |
Oct 15, 2013 |
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne
Plaza |
Topic: |
The Quantitative Discretionary Trader |

Adam Grimes has 18 years of experience in the industry
as a trader, analyst and system developer. Prior
to joining Waverly Advisors, Adam held the positions of
VP of Quantitative System Development at Level Partners,
LLC, Senior Analyst and Trader at MBF Asset Management.
Adam is the author of "The Art & Science of Technical
Analysis: Market Structure, Price Action & Trading
Strategies", a book published Q1 2012 by John Wiley &
Sons. Adam is also a contributing author for
several publications on quantitative finance and related
topics. A graduate of the Fisher College of
Business at The Ohio State University, Adam is an expert
in applying quantitative tools and methodology to market
data, particularly in modeling volatility and complex
inter-market relationships. Adam's experience as a
trader includes futures, equities, currencies, and
derivatives, in time frames ranging from intraday to
mult-month swings. Though he is primarily a
discretionary swing trader, his methodology rests on
a firm foundation of statistical and quantitative
research.
His book "The Art and Science of Technical Analysis" is
a groundbreaking work that bridges the gaps between the
academic view of markets, technical analysis, and
profitable trading. It explores how
randomness prevails in markets most, but not all, of the
time and how technical analysis can be used to capture
statistically validated patterns in certain types of
market conditions. The belief of the book is that buying
and selling pressure causes patterns in prices, but that
these technical patterns are only effective in the
presence of true buying/selling imbalance.
Mr. Grimes work is supported by extensive statistical
analysis of the markets, which will debunk some tools
and patterns such as Fibonacci analysis, and endorse
other tools and trade setups. In addition, this reliable
resource discusses trader psychology and trader learning
curves based on the author's extensive experience as a
trader and trainer of traders.
|
Meeting # 3:
Speaker:
Web: |
Jim Farrish
www.moneystrategiesinc.com
www.jimsnotes.com
www.moneystrategiesbyjimfarrish.com
|
Date: |
Nov 19, 2013 |
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne
Plaza |
Topic: |
"Trading with the Market Profile vs. Trading the
Market Profilee" |
Jim Farrish is the Founder of Money Strategies Inc, a registered
investment advisory firm. He has professionally managed
money for nearly 30 years. His extensive research on the
markets is published daily on his proprietary sites
SectorExchange.com and TheETFexchange.com. His primary
goal is to educate people about investing.
Jim has taught seminars and nationally for over 25 years, teaching
thousands of individuals, business owners, and advisors
how to focus on achieving financial independence. Jim
speaks at The World Money Shows in Las Vegas, San
Francisco, and Orlando annually. He also speaks at
Advisor Symposiums throughout the country.
From these years of managing money and research, Jim
has developed web-based
investment services and publications for use by
self-directed investors, investment professionals, and
money management clients who want to follow his
research. Both of his websites, SectorExchange.com and
TheETFexchange.com are updated daily with market scan,
watch, and play lists, as well as, daily articles
written by Jim. His extensive research is drilled down
into a comprehendible format for use by subscribers and
visitors to these sites.
|

Meeting # 4:
Speaker: Web: |
Elliot Katz |
Date: |
December 17, 2013 |
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne
Plaza |
Topic: |
Topic:
Mastering LEAPS - How they work, what to expect,
and how to use for trading AND investing.
|
Elliot Katz is a former Training Educator,
Trainer, and Coach at
the Chicago Board Options Exchange and has 30
years experience trading, investing and advising
in the options and equity markets. He is also a
published author on financial topics.
Elliot is currently a Portfolio Manager with
Laurel Wealth Advisors, managing client
portfolios using ETFs and Equity and Index
options, with an intense focus on analyzing and
managing risk. He has also held positions at
Smith Barney, Sutro &Co.,Wells Fargo, and other
investment firms.
Elliot will explain what
traders and investors really need to know about
how LEAPS behave - it's not the same for both!
Strategies will be shown for both traders and
investors.
He will take trading and investing ideas
from the audience and create strategies in real
time!
|
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Meeting # 5:
Speakers: |
Panel
Discussion
Oliver Juergens Peter Mauthe Fred
Richards |
Date: |
January 21, 2014 |
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne
Plaza |
Topic: |
"What To Expect From The
Markets in 2014" |
Professional traders and
investors will give their outlook for the
markets in 2014 and take your questions.
|
|
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Meeting #6:
Speaker:
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John Hill
President,
Futures
Truth
www.FuturesTruth.com
|
Date: |
Feb 18, 2014 |
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne
Plaza |
Topic: |
|
John is President & Founder of Futures Truth™ Company.
He holds a master's degree in chemical engineering from
Ohio State University. He has brought his applied
engineering and mathematical background to trading
technology as well as authoring several books on trading
techniques including
"The Ultimate Trading Guide
and
Building Winning Trading Systems with TradeStation".
Mr. Hill has researched thousands of trading systems
utilizing a multitude of indicators across varied
sectors and asset classes. Over the past 30 years,
Mr. Hill as consulted with multiple institutional firms,
a frequent guest on CNBC and has been a featured speaker
at numerous investment conferences around the world.
|
Meeting #7:
Speaker: Web:
|
Greg Morris
www.stadionmoney.com |
Date: |
March 18, 2014 |
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne
Plaza |
Topic: |
|
Gregory
L. Morris is Chairman of the Investment Committee for
Stadion Money Management, LLC. Prior to this role, Greg
served as a Trustee and Advisor to the MurphyMorris ETF
Fund and as Treasurer and Chief Executive Officer of
MurphyMorris Money Management Co. and MurphyMorris.com.
Greg has been a technical market analyst for over 30
years ranging from analysis software development to
website analysis and education, to money management.
A highly respected author, Mr. Morris'
second McGraw-Hill book, The Complete Guide to
Market Breadth Indicators, introduces market
breadth analysis for investors. A vastly expanded third
edition to his best-selling Candlestick Charting
Explained was released in March 2006.
From 1994 to 1996, he was President of
G. Morris Corporation, a Dallas, Texas headquartered
business that provided products and services for
investors and traders. His lead product was a
series of over 450 Indicators & Trading Systems that
supported most windows-based technical analysis software
packages. From 1993 to 1994, Greg was part of
MarketArts, Inc. which launched the first windows-based
technical analysis software program, Windows on Wall
Stree t.
He was a Navy fighter pilot, is a
graduate of the Navy Fighter Weapons "Top Gun" School,
and holds a degree in Aerospace Engineering from the
University of Texas.
Greg was one of the founding members of
AfTA.
|

Meeting # 8:
Speaker: Web: |
Toni Hansen
www.tonihansen.com |
Date: |
April 15, 2014 |
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne
Plaza |
Topic: |
"Developing Winning Traders - One Student at
a Time!" |
Toni
is one of the most respected technical analysts and traders in
the industry with a high reputation for accuracy in both bull
and bear markets. She began her trading career as an equity
swing trader and has since expanded into many other sectors of
the market. Her style of trading and market analysis transcends
both time as well as market vehicles, making it attractive to
investors and traders of stocks, futures, options, ETFs, and
even the FOREX market. This adaptable nature allows her to be
active even in the slowest periods in the overall market and
successful during both bull and bearish market moves.
Toni is a frequent speaker at the trade shows
and trading expos and has spoken on behalf of both Townsend
Analytics, as well as the Chicago Board of Trade as an active
trader of their Mini-Dow futures contract. Toni is popular
columnist on The Hard Right Edge and is a repeat contributor to
Stocks, Futures, and Options Magazine, known most widely as SFO,
and has recently co-authored their newest book Online Trading.
Throughout the boom and bust of the last decade,
Toni has been consistently trading and educating new traders.
Her students include a diverse spectrum of market participants,
from professional money managers, market analysts, broker and
traders to retirees and stay at home parents, as well as those
simply wishing to hone their market skills. Over the years she
has spent most of her trading days online sharing her skills and
insights with others.
|
Gary
Anderson is a 35 year market professional and a principal at
Anderson & Loe, providing stock market consulting and advisory
services to an international clientele of professional asset
managers, including banks, mutual funds, hedge funds, and financial
advisors. A well-known technical analyst, Anderson won the 2003
Charles H. Dow Award from the Market Technicians Association for his
paper on feedback loops in the stock market. Anderson’s work has
been featured in Barron’s, and he has been published in
Technical Analysis of Stocks & Commodities. In addition, he
publishes a weekly commentary, Equity Portfolio Manager, and
is the primary author of Trader’s Boot Camp (tradersbootcamp.com),
an online educational service. He has authored two
books: "The Janus Factor: Trend Followers Guide to Market
Dialectics" and "What Moves the Markets: How the Janus Factor
works".
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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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