TSAA-SF Annual Conference 2019 - Speaker Biographies Craig Johnson, CFA, CMT Managing Director and Technical Market Strategist, Piper Jaffray Companies Topic: "Hope Floats All Boats | SPX YE 3,600" Description: U.S. equities have staged an impressive comeback from the March lows as they climbed their way out of bear market territory. Unprecedented fiscal and monetary stimulus, coupled with decelerating COVID- 19 cases, have been the primary catalysts that have floated all boats to all-time new highs. The technical setup for stocks remains constructive as market breadth broadens, and bullish momentum is confirming the advance. We reiterate our year-end 2020 price objective on the SPX of 3,600 and think that price objective may prove conservative. Topics include:
Bio: Craig Johnson is a managing director and senior technical research analyst and directs Piper Jaffray's technical research group. Johnson joined Piper Jaffray in 1995 as an analyst in the firm's private client research. He offers frequent technical commentary on the broader market and individual stocks. Johnson earned a bachelor's degree with an emphasis in finance and marketing and a Master of Business Administration degree from Drake University. He holds the Chartered Financial Analyst™ and Chartered Market Technician designations and is an active member of the Twin Cities Society of Securities Analysts and co-chapter chair of the Minnesota Chapter Market Technician Association. Johnson is also on the board of directors for the CMT Association. Register for the conference now! Linda Raschke Author of “Trading Sardines” with over 35 years of trading experienceTopic: “What Would the Great Technical Masters Say Today?!" Description: The contributions made by the master market technicians and traders some 80 to 100 years ago laid the foundation for classic technical analysis. However, the now accepted doctrine of modern monetary theory as well as the divergence between the growing number of zombie companies versus the top 20 cap-weighted companies – fallout from the pandemic – have created a different set of considerations for both technicians and traders. What bits of wisdom from the past still serve us for analyzing the future? Linda extracts the most useful tidbits from Gartley, Gann, Schabacker, Humphrey Neill, Drew, and Wyckoff and imagines us sitting on their shoulders today, giving their best guidance to stay technical in a murky regime change.Bio: Linda began her professional trading career in 1981 making markets in options as a member of two exchanges. She became a registered CTA (Commodity Trading Advisor) in 1992. Since then, she has been the principle trader for several hedge funds and started her own hedge fund in 2002 for which she was the CPO (Commodity Pool Operator). Linda’s hedge fund was ranked 17th out of 4500 for best 5 year performance by BarclaysHedge and her early successes were recognized by Jack Schwager in his renowned Market Wizards series. Linda retired as a CPO and CTA in 2015. Register for the conference now! Arthur Hill, CMT Chief Technical Strategist and main author at TrendInvestorPro.comTopic: “Catching Trends in Momentum Leaders and Reducing Whipsaws” Description: Trend and momentum are powerful market forces that have stood the test of time. In this presentation, Arthur will reveal which trend-momentum indicators work best for large-cap stocks. He will also show techniques to improve returns, cut down on whipsaws and reduce the dreaded drawdowns. Bio: Arthur has over 20 years experience as an analyst, trader/investor and educator. He holds the Chartered Market Technician (CMT) designation from the CMT Association, and is a full member. Arthur wrote many of the ChartSchool articles at StockCharts.com, where he worked as a Senior Technical Analyst. He also holds the CFTe designation from the International Federation of Technical Analysts (IFTA) and the MSTA designation from the Society of Technical Analysts (STA) in London, where he passed with distinction and went on to teach the momentum module for STA diploma course. Arthur has a Bachelor of Science in Political Science and Russian Studies from the University of Houston (Phi Slama Jama days!). He earned an MBA (Finance) from Cass Business School (City University) in London. Register for the conference now! Roman Bogomazov Leading Wyckoff Method educator, President of Wyckoff Associates, LLC (wyckoffanalytics.com), and Past President of the TSAA-SFTopic: “Listening to Echoes from the Past while Analyzing Present Markets” Description: As TSAA-SF is celebrating its 50th anniversary, Roman will review a few of the late Hank Pruden’s many contributions to technical analysis, including his very public demonstrations of the analytical power of the Wyckoff Method. Specifically, Roman will highlight some of Hank’s most memorable market calls. In addition, Roman will present his own views on current markets, focusing on market structure, sector rotation, and what to expect into the end of the year.. Register for the conference now! Joe Turner Founding member of Pring Turner Capital Group, Past President of TSAA-SFTopic: “The History of TSAA-SF: A Personal Journey” Description: Joe, founder of investment advisory firm Pring Turner Capital, will share his 52-year learning experience with emphasis on how the San Francisco Technical Securities Analysts Association was instrumental in his journey. He is in a unique position to help us celebrate our "Old School Is New School" theme, as Joe served as TSAA President in 1974-1975. He will discuss changes in technical analysis over the years, the history of the TSAA-SF, and provide insights to help you make better, more profitable market decisions Bio: Joe began his career with Dean Witter’s Walnut Creek office in 1968. Feeling he could better serve clients as a fee-only investment advisor, in 1977 he formed an SEC registered investment advisory firm. In 1988, Joe joined with Martin Pring and co-founded Pring Turner Investment Management. Joe firmly believes one learns a subject best by teaching it. On that basis, Joe has taught multiple graduate level courses at Golden Gate University in San Francisco on financial planning topics related to businesss cycle investment strategy. Joe is a graduate of Oregon State University. Joe enjoys hunting, hiking and spending time with family and new grandchildren. Register for the conference now! Martin Pring Founder of Pring Research and Chairman of Pring Turner Capital GroupTopic: “Business Cycle Update: Early Stages of a Bull Market?" Description: Martin will briefly explain the linkage between the stock market and the economy, using that knowledge to introduce several oversold long-term indicators inter asset relationships that look ready to turn bullish, even after the 50% post March rally. He will also describe some consistently accurate short-term indicators that have recently signaled we are in the early stages of a bull market. Bio: Intrigued by the dynamics of financial market behavior, Martin founded Pring Research in 1978 by providing research for investment advisors and financial institutions. Since 1984, he has published the Intermarket Review, a monthly global market report that analyzes the world’s principal financial markets. He has written more than 20 books on investing such as asset allocation, market psychology and investing around the business cycle. His widely popular book, “Technical Analysis Explained”, has been translated into 8 languages and for several decades was required reading for the Chartered Market Technician’s (CMT) designation. Their shared interest in business cycle investing led Martin to join with Joe Turner and co-found Pring Turner Investment Managment, a fee-only investment advisor located in Walnut Creek, California. Martin, in collaboration with Dow Jones Indexes, co-developed the Dow Jones Pring U.S. Business Cycle Index in 2012, a unique index based on the financial advisory firm’s “Six-Stage” business cycle investment strategy. Martin has been adjunct professor at Golden Gate University in San Francisco teaching the world’s first virtual graduate level course on technical analysis. Register for the conference now! Rich Ross, CMT Managing Director and Head of Technical Analysis at Evercore ISITopic: “Technical Tour of Asset Classes, Sectors and Stocks” Description: Rich will take a top down technical tour across asset classes and around the world and combine that with a bottom up look at stocks and sectors to generate actionable alpha driven investment themes and trading strategies Bio: Rich is the Head of Technical Analysis and a member of the macro team at Evercore ISI where he has worked for the past 6 years. He has an MBA in finance from the Stern School of Business at NYU and a BBA from Emory University. He has been selected to the Institutional Investor All-America Research team for 5 consecutive years and is a CMT charter holder. He lives in Westchester County, New York with his wife and 3 daughters. Register for the conference now! John Bollinger, CFA, CMT Creator of Bollinger BandsTopic: “A Technician Indexes or: How I learned to stop worrying and love indexing” Description: John Bollinger will discuss indexing for active investors. He will start with the basics of indexing and discuss how market technicians can add value in an indexing environment Bio: John Bollinger is internationally known as the developer of Bollinger Bands which are utilized worldwide for analyzing the financial markets. He is the founder and president of Bollinger Capital Management, a firm that provides money management and proprietary technical analysis research and tools for institutions and individuals. His book, “Bollinger on Bollinger Bands” has been translated into twelve languages and his website www.BollingerBands.com is the hub for everything related to Bollinger Bands. The site offers free and for pay educational materials as well as information about Bollinger Band Tool Kits available for various financial platforms. www.BollingerBands.us provides charts, signals, screening and tools to analyze the market and make trading decisions based on Bollinger Bands. John Bollinger is a Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT). He is the recipient of the Technical Securities Analysts Association of San Francisco Lifetime Award for Outstanding Achievement in Technical Analysis, the 2005 Market Technicians Association (now the CMT Association) Annual Award for Outstanding Contribution to the Field of Technical Analysis and the IFTA Lifetime Achievement Award. Register for the conference now! Akshay Chinchalkar, CMT Workflow and electronic trading specialist at BloombergTopic: “Elliott Wave…Objectified” Description: Akshay will discuss certain Elliott Wave patterns/setups that can help achieve objectivity within a subject matter that is highly subjective. Bio: Akshay is a cross asset electronic trading solutions specialist for Bloomberg South East Asia. Previously, Akshay was responsible for driving the corporations business, where he catered to FX commodity workflow cutting across DataViz, Technical Analysis and Quantitative Techniques. He is also a CMT charterholder, co-heading the Mumbai CMT chapter and is on the board of the global CMT Association. Register for the conference now! |