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2015-2016
Schedule

Meeting # 1:
Speaker:
Web:
|
Charlie
Bilello
Director of
Research -
Pension
Partners LLC
http://www.pensionpartners.com
|
Date: |
September
15, 2015 |
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne
Plaza |
Topic: |
Generating
Alpha:
Predicting
Stock
Volatility
and
Corrections |

Charlie Bilello, CMT, and Michael A.
Gayed, CFA, of Pension Partners, LLC
co-authored two award-winning papers in
2014 that challenge the efficient market
hypothesis by revealing market anomalies
that have persisted over time. In separate
papers, they focus on the utilities sector
and Treasury bonds, providing a systematic
way to outperform the market on an
absolute and risk-adjusted basis.
Importantly, they also show how the unique
behavior of utilities and Treasuries can
be used to anticipate periods of higher
volatility and market corrections. Their
work has important implications for both
asset allocators and active managers.
Join Charlie Bilello, CMT, co-author
of these papers as he presents their
research and provides practical ways of
active tactical asset allocation using the
signaling power of Utilities and
Treasuries.
Charlie Bilello, winner of the 2014
Charles H. Dow Award and 3rd Place Winner
of the 2014 Wagner Award, is the Director
of Research at Pension Partners, LLC. Mr.
Bilello is responsible for strategy
development, investment research and
communicating the firm’s investment themes
and portfolio positioning to clients.
Prior to joining Pension Partners, he was
the Managing Member of Momentum Global
Advisors, an institutional investment
research firm. Previously, Mr. Bilello
held positions as an Equity and Hedge Fund
Analyst at billion dollar alternative
investment firms, giving him unique
insights into portfolio construction and
asset allocation.
Mr. Bilello holds
a J.D. and M.B.A. in Finance and
Accounting from Fordham University and a
B.A. in Economics from Binghamton
University. He is a Chartered Market
Technician (CMT) and a Member of the
Market Technicians Association. Mr.
Bilello also holds the Certified Public
Accountant (CPA) certificate.
|

Meeting # 2:
Speaker: Web: |
Barry Burns
Top Dog Trading
www.topdogtrading.com |
Date: |
Oct 20, 2015 |
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne
Plaza |
Topic: |
|
Dr.
Barry Burns is a business man who has owned several
small companies. His business background had taught him
to focus on the bottom line, so his study of the
financial markets was for one purpose only: to make
profits.
He started his study of the markets under the direction
of his father, Patrick F. Burns, who became
independently wealthy through trading and had over 70
years of trading experience before passing away in 2005.
He furthered his education by reading over 100 books on
trading and investing, and spent over $50,000 in trading
courses and education. In addition, he hired three
professional traders to mentor him personally. He even
flew to Chicago to work with a former floor trader at
the Chicago Mercantile Exchange.
All of this research and study resulted in insights
which eventually led to the development of his own
methodology.
A brief outline of accomplishments:
* Author of "Trend Trading For Dummies" (Pulisher:
Wiley, 2014)
* Author of Top Dog Trading 5 Energy Methodology Plug-in
for MetaStock
* Received several years of Readers Choice Award for
"Technical Analysis Web Sites" and "Trading Schools"
by Technical Analysis of Stocks and Commodities
Magazine.
* Given seminars around the country at many Wealth Expos
and Traders Expos
* Interviewed on the Robin Dayne “Elite Masters of
Trading” Radio Show.
* Published many articles for various outlets including
eSignal Central.
* Currently one of the featured Experts at Trader
Kingdom.
* Founded Top Dog Trading, to help students shorten
their learning curves in becoming traders.
|

Meeting # 3:
Speaker:
Web:
Date: |
RJ Fruth
Fruth Investment Management
www.rjfruth.com
Nov 17, 2015 |
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne
Plaza |
Topic: |
|
Richard
has been in the investment business since 1970. He
founded Fruth Investment Management in 1992, and
currently serves as President and Chief Investment
Officer. Before starting his own company, Richard
managed investments for clients and headed a brokerage
office for Paine Webber. He previously served in a
similar capacity with Drexel Burnham Lambert. Richard
began his professional career at the Celanese Chemical
Company and is a licensed Professional Engineer, earning
a B.S. in chemical engineering from Michigan State
University. He is a member of the Market Technicians
Association and the American Association of Professional
Technical Analysts.
The proprietary
Fruth-Sentiment Indicator is used to help pinpoint
important lows in the market that may indicate buying
opportunities for selected companies. The goal is to
remove emotion from the buying and selling process and
stay focused on long-term investment goals, buying when
the market has peak pessimism.
Markets that
overshoot on the upside also overshoot on the downside.
The Fruth Sentiment-Indicator identifies scenarios in
which we can identify those market bottoms that create
excellent buying opportunities.
Used by Richard
for over a quarter of a century as an integral part of
his investment process, this method has proven to be a
very reliable indicator of investor sentiment.
Individual investors historically are most optimistic at
the market tops and most pessimistic at the market
bottoms.
|
Meeting #
4:
Speaker:
Date: |
Ian Naismith
Investment Portfolio
Solutions, Inc.
Naismith Trading Labs, Inc.
December 15, 2015
|
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne
Plaza |
Topic: |
Market History and how it may
impact future direction
One word for sure =
volatility.
Bring your questions and
comments. We will have an open discussion
|
Ian
Naismith owns Investment Portfolio Solutions, Inc. and
Naismith Trading Labs, Inc., and licenses trading
signals to financial institutions in the global areas of
equities, debt, commodities, curriencies, and special
situations. Also he is currently Chief Technical
"Animalyst" for MBS Highway..
He has
created and operated two registered investment advisory
firms; created and co-managed a global currency mutual
fund - Currency Strategies Fund; was a contributing
author to "Technical Analysis in the FX Markets"
(published by the Technical Analyst, UK), and has been
the January cover story in FOREX Journal (published in
Singapore) five years in a row - including 2014. He has
developed tradg indicators, indexes, and consults mutual
funds, registered investment advisers, and financial
product manufacturers. He is frequently quoted in most
major financial publications and is a regular speaker at
major financial industry conferences.
Naismith is an honorary board member, past president and
chairman of the National Association of Active
Investment Managers (NAAIM) which represents about $35
billion under management. He likes creating experiences
with his family, exotic cooking, the outdoors,
traveling, and is an avid music composer and collector.
|

Meeting #
5:
Speaker: |
Ed Butowsky Managing Partner - Chapwood Investments
LLC
www.edbutowsky.com/
www.chapwoodinvestments.com/
|
Date: |
January 19, 2016 |
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne
Plaza |
Topic: |
"What To Expect From The
Markets in 2016"
Ed is a local financial manager with several $Billion
under management. He can regularly be seen on the
national cable Business shows. He is known for his
straight talk and ability to simplify complex issues.
Join us to hear what Ed is thinking about the markets in
2016, what to buy/sell, stay away from, and what may or
may not transpire. Bring your questions and learn
some things to consider on your portfolio for 2016.
|
Ed
Butowsky is an internationally recognized
expert in the wealth management industry. Ed is
known for his unique ability to analyze the
current political environment or world wide
current events and explain how it affects
investment portfolios.
Ed has been in the
financial services industry for more than 25
years, and started his career with Morgan
Stanley, where he was a Senior Vice President in
private wealth management. During his 18-year
career there, he became the firm’s top producer
nationally, as well as the first advisor to
surpass one billion dollars in assets under
management. He also was recognized as a member
of both the Chairman’s Club and the Equity Club,
a distinction reserved for only the top advisers
at the Morgan Stanley.
Through his work
with professional athletes, Ed was prominently
featured in the
Sports Illustrated
2009 article, “How (and Why) Athletes Go Broke,”
which became one of the most widely read
articles in
Sports Illustrated
history. Additionally, Ed was featured in the
film “Broke,” an ESPN 30 for 30
documentary chronicling professional athletes
and their monetary experiences based in part
from the
Sports Illustrated
2009 article.
Ed is a frequent guest
speaking about financial world wide current
events on
CNN,
ABC,
CBS,
NBC,
CNBC,
Fox Business News (as a Fox Business
Financial Adviser Analyst),
FOX News Channel (as a Fox News Financial
Adviser Analyst),
Bloomberg TV and
China TV, and has made hundreds of
appearances on national television. He
frequently is seen on “Varney and Co”, “Closing
Bell”, “Street Signs”, “Your World w/ Cavuto”,
“America Live” with Megyn Kelly, “Willis
Report”, “America’s News HQ”, “Taking Stock”
with Pimm Fox, TheBlaze TV with Glenn Beck, and
“Wilkow!” with Andrew Wilkow. Ed is also
regularly heard on radio shows around the
country, such as “Mad Dog Radio” and “Bloomberg
Radio,” discussing wealth management and world
wide current events relating to finance and
investing.
Butowsky launched Chapwood Investments, LLC in
2005, a private wealth management advisory firm
focusing on providing comprehensive financial
counseling and investment advice to wealthy
families and individuals.
|
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|
Meeting #6:
Speaker:
|
Jeffrey A.
Hirsch
CEO of
Hirsch
Holdings and
Editor-in-Chief,
Stock
Trader's
Almanac
www.stocktradersalmanac.com |
Date: |
Feb 16, 2016 |
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne
Plaza |
Topic: |
Tactical Investing & Sector Rotation Using Seasonal
Patterns |

Jeff will discuss tactical Investing and sector rotation
using seasonal and cyclical patterns from the Stock
Trader's Almanac. Jeff will also discuss other
fundamental, technical, economic, psychological and
political factors that are impacting the markets today.
He will show the Best Six Months Switch Strategy and how
to rotate in and out of sectors with the the highest
probability for maximum returns using fundamental and
technical analysis in conjunction with seasonal and
cyclical trading strategies, economic trends and
historical patterns. As detailed in the Stock Traders
Almanac and Almanac Investor Subscription Service, we
will pinpoint entry and exit prices for highly
correlated ETFs and top-ranked small, mid, and large cap
stocks.
Bio:
Jeffrey A. Hirsch is CEO of Hirsch Holdings, the
editor-in-chief of the Stock Trader's Almanac and
Almanac Investor eNewsletter at
www.stocktradersalmanac.com. He contributes to
Investment Committee Consultant for Probabilities Fund
Management, LLC and is a Yahoo Finance contributor.
He is the author of The Little Book of Stock Market
Cycles (Wiley, 2012) and Super Boom: Why the Dow
Will Hit 38,820 and How You Can Profit from It
(Wiley, 2011).
Jeffrey Hirsch is a 25-year Wall Street veteran. He
took over the Stock Traders Almanac from founder Yale
Hirsch in 2001 and regularly appears on CNBC, Bloomberg,
Fox Business, and many other financial media outlets.
He is quoted extensively in major newspapers and
financial publications
Created by Yale Hirsch in 1967, the Stock Trader's
Almanac has delivered money-making insights and
strategies to investors for more than six decades. The
Almanac originated such important market phenomena as
the "January Barometer" and the "Santa Claus Rally" and
was instrumental in popularizing other tradable
strategies, such as "The Best Six Months Strategy"
(commonly known as "Sell in May and Go Away") and the
four-year Presidential Election Cycle. Jeffrey has
carried on his father's tradition of constantly
improving the Stock Trader's Almanac and has been
tireless in his efforts to explain how investors can use
the Stock Trader's Almanac to beat the market.
|
Meeting #7:
Speaker |
Dr.
Michael
Williams
www.WilliamsAnalytics.com
|
Date: |
March 15, 2016 |
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne
Plaza |
Topic: |
|
Dr.
Williams has a degree in Economics (dual minors in
Mathematics and Finance), a Masters of Business
Administration, a Masters of Science in Economics
(concentration in Econometrics), and a PhD in Finance
from the University of Texas at San Antonio. Michael's
specialization in his PhD program was financial market
microstructure and the application of time-series
financial econometrics to uncover market dynamics and
interrelationships.
Relying on more than a decade of expertise in studying
asset market pricing, dynamics, and efficiency, Dr.
Williams helps traders unleash their quantitative edge
through his revolutionary consulting firm, Williams
Analytics LLC. Michael started Williams Analytics after
seeing the massive disconnect between industry practices
and the innovations actively being pursued in the
academic literature. Capitalizing on this disconnect,
Michael has modeled Williams Analytics as a full-service
quantitative consulting firm dedicated to providing the
latest, most rigorous advances in academia to
non-academic market participants, all at a reasonable
value.
Williams Analytics helps its clients monetize the gap between
the latest breakthroughs in academic finance and current
industry practice. It does this by sifting through reams
of relatively-untapped advances in finance, economics,
and statistics all to create one of a kind trading
strategies and market forecasts.
In addition to his work at Williams Analytics, Dr.
Williams is an assistant finance professor in the
Chicagoland area and is active in publishing
peer-reviewed articles on financial market
microstructure, cross-market price discovery, market
efficiency, and much more.
|

Meeting #
8:
Speaker: |
Tina
Logan
www.tinalogan.com
|
Date: |
April 19, 2016 |
Time: |
7:00
p.m. (Registration 6:30) |
Duration: |
2
hours
+/- |
Location: |
Crowne
Plaza |
Topic: |
|
Tina
Logan has over 22 years of combined experience as a trainer in
corporate settings and as a coach for traders.
For several years she has provided stock market training
through private tutoring, books, e-books, and individual and
group online sessions.
Tina was a contributing author to Stephen Bigalow’s book,
High Profit Candlestick
Patterns (2005).
She subsequently authored
Getting Started in Candlestick Charting (Wiley & Sons, Inc.,
2008) and Profiting from
Market Trends (Wiley & Sons, Inc., 2014).
She has also contributed articles on charting and trading
at
www.tradingmarkets.com.
Tina is primarily a swing trader, but occasionally day trades,
as well as holding longer-term positions. She began
trading by timing mutual funds in her retirement account before
moving on to trading stocks.
She left the corporate workplace in early 2000 in order
to pursue her passion for trading, training and continuous study
and analysis of the stock market, and coaching traders.
Tina’s course attendees range from beginners, who
aspire to enter this challenging business, to more experienced
traders who wish to improve their returns and fine-tune their
trading skills.
Her trading philosophy: 1.
Be steadfastly vigilant with money management. Controlling risk
is crucial in order to survive, and ultimately thrive in the
market. 2. Strive to capture a sizable portion of the
trend you are trading, whether it is a short, intermediate, or
long-term trend. 3. Let the broad market be your
guide. Adjust techniques to meet the prevailing market
conditions. |
Meeting # 9:
Gary
Antonacci has over 35 years’ experience as an investment
professional focusing on underexploited investment
opportunities. His innovative research on momentum
investing was the first place winner in 2012 and the
second place winner in 2011 of the prestigious Wagner
Awards for Advances in Active Investment Management
given annually by the National Association of Active
Investment Managers (NAAIM).
His research
introduced the investment world to dual momentum, which
combines relative strength price momentum with trend
following absolute momentum.
Mr. Antonacci is developer of
the dual momentum-based Global Equities Momentum,
Environmental, Social, and Governance Momentum, Dual
Momentum Fixed Income, and Dual Momentum Sector Rotation
models and author of the award-winning book, "Dual
Momentum Investing: An Innovative Approach to Higher
Returns with Lower Risk.
He is recognized as a
foremost authority on the practical applications of
momentum investing.
Gary received his MBA degree
from the Harvard Business School in 1978. Since then, he
has concentrated on researching, developing, and
applying innovative investment strategies that have
their basis in academic research. He serves as a
consultant and public speaker on asset allocation,
portfolio construction, and advanced momentum
strategies.
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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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