TSAA-SF Annual Conference 2019 - Speaker Biographies

Craig Johnson, CFA, CMT

Managing Director and Technical Market Strategist, Piper Jaffray Companies

Topic: “The Trend is Your Friend, or is it Ready to End?”

Description: In this presentation, Craig will use current charts of the broad market indices, sector benchmarks, and individual stocks as a visual guide to explain today’s markets and which sectors / stocks look best positioned to benefit.

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.

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Dave Landry

Founder, Sentive Trading, LLC

Topic: “Trading Simplified™”

Description: Channeling Fritz Schumacher, “Any intelligent fool can make things more complex. It takes a touch of genius—and a lot of courage to move in the opposite direction.”

Well, I’m not a genius. In fact, I’ve been called a “trend following moron”-- a title that I have grown to accept and embrace. After years of Grail hunting, I have reduced trading down to its essence. All you have to do to make money on a trade is to capture a trend. Yes, this is easier said than done, but not nearly as difficult as many try to make it through adding unnecessary complexities. 

In my presentation, I will show you my favorite Trading Simplified ™ techniques for timing the overall market and getting onboard new and emerging trends in hot stocks, including IPOs.  Setups do not exist in a vacuum. The best setups in the world are useless without proper money management and the proper attitude to follow the trading plan. Therefore, I will touch upon the trading psychology needed to develop the proper mindset. I will also show you a very simple money management system that allows you to have your cake and eat it too: trade for both short-term and longer-term gains. With only an hour allotted, I know that accomplishing all the above is a lofty goal. Therefore, I’m giving away tons of free follow up information to those who want to stop chasing Grails and make their Trading Simplified™.

Bio: Dave Landry has been actively trading the markets since the early 90s. In 1995 he founded Sentive Trading, LLC--a trading and consulting firm. He is author of Dave Landry on Swing Trading (2000), Dave Landry’s 10 Best Swing Trading Patterns & Strategies (2003), and The Layman’s Guide to Trading Stocks (2010). His books have been translated into Korean, Russian, Italian, French, Japanese, and Chinese. He has made several television appearances, has written articles for Technical Analysis of Stocks & Commodities, Active Trader, Currency Trader, Traders Journal-Singapore, and TRADERS'. He has been publishing daily web based commentary on technical trading since 1997. He has spoken at trading conferences both nationally and internationally. He has a B.S. in Computer Science and an MBA. He was registered Commodity Trading Advisor (CTA) from 1995 to 2009. He is a member of the American Association of Professional Technical Analysts.

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John Lewis, CMT

Senior Portfolio Manager, Nasdaq Dorsey Wright

Topic: “Momentum Investing”

Description: Momentum is one of the premier investment factors, and has been used by technicians for years. It has remained one of the most robust factors over the years, and is not specific to one specific formulation or group of securities. We will cover the strengths and weaknesses of momentum investing, and discuss the best way to incorporate momentum strategies into an overall portfolio allocation.

Bio: John Lewis is a Senior Portfolio manager with Nasdaq Dorsey Wright. In this role, John is responsible for the investment strategies used in various different indexes and models. Since joining Dorsey Wright in 2002, John continues to develop strategies for the firm’s Systematic Relative Strength series of separate accounts, the Technical Leaders Index methodology, global asset allocation strategies, and multiple series of UITs. His work is technically-driven and focuses on relative strength and momentum as the main factors in the investment process. John continuously authors research on relative strength investing and has become one of the foremost experts on the subject. He is a Chartered Market Technician (CMT) and a member of the Market Technician’s Association and the American Association of Professional Technical Analysts.

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Robin Mesch

President, Robin Mesch Associates and Mesch Capital Management

Topic: “New Thought on Market Profile - Trading the Flow of Control”

Description: During this presentation, Robin will share with you her unique approach to Market Profile. Gain valuable market insights as Robin shows you her techniques of combining areas of high and low usage to uncover where market participants perceive value. She will organize a number of markets including both futures and equities and show you how she uses Price Usage™ to identify; 1) the market environment, 2) entry and exit locations based on market environment and 3) performance demands that keep your strategy intact. These innovative tools and perspectives will help you put your own market strategies into context.

Bio: Robin Mesch is a leading market strategist, pioneer and educator in the field of technical analysis and market theory. She has developed a distinct body of market analytics and proprietary trading methodologies that empower portfolio managers and professional traders worldwide to consistently maximize profitability. Nationally acclaimed as one of the world’s top minds in technical analysis, Robin has been building breakthrough market models for more than thirty years. Her advice and market strategies are incorporated into financial portfolios by some of the leading investment firms and trading houses. She is a regular guest on CNBC’s financial segments and her unique approach to markets has been included in numerous books and publications.  Her work is featured in two signature Bloomberg publications: Breakthroughs in Technical Analysis: New Thinking from the World’s Top Minds and New Thinking in Technical Analysis: Trading Models from the Masters. She has been profiled in many books including Bulls, Bears, and Millionaires; The Outer Game of Trading; The Day Traders Advantage; The Tao of Trading; Women of the Pits; Investing and the Irrational Mind. Robin is a graduate of Brown University and currently resides with her family in Portland Oregon.

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Greg Schnell, CMT, MFTA

Senior Technical Analyst, StockCharts.com

Topic: “The Simple Insights From Charts For EVERY Investor”

Description: In a world of unlimited indicators and overlays, the vast number of choices mute the message that charts can tell us. Most investors could use a couple of basic templates to help guide them. As the major indexes roll over, investors cling to their winners only to hold so long that the winnings evaporate. By setting up different charts to tell us basic things, we can reach a better understanding of when to be aggressive in the markets, and when to be fearful.

Bio: Greg Schnell is a Senior Technical Analyst at StockCharts.com specializing in intermarket and commodities analysis. Based in Calgary, he is a board member of the Canadian Society of Technical Analysts (CSTA) and the chairman of the CSTA Calgary chapter. He is an active member of both the Market Technicians Association (MTA) and the International Federation of Technical Analysts (IFTA). Greg is also the co-author of Stock Charts for Dummies (Wiley, 2018). Greg joined StockCharts.com in 2012 and has be instrumental in helping launch a variety of new blogs and other commentary platforms. Presently, Greg contributes market analysis commentary to “The Canadian Technician”, “Commodities Countdown” and “Don't Ignore This Chart” blogs. His primary technical interest is in the global intermarket relationships between the equities, bonds, currencies and commodities markets.

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