TSAA-SF Annual Conference 2021 - Speaker Biographies

Chris Kimble

Founder and CEO, Kimble Charting Group

Description:

As a financial advisor, Chris Kimble spent his first twenty years of a forty-year career being a student and admirer of Sir John Templeton.

Chris uses his experience in the financial planning and technical analysis world to highlight and share globally helping people to see long-term trends and exhaustion points in the markets. Chris will discuss some of his wisdom from Sir John Templeton and with his 40 years of experience help people "see with different eyes" to stay on board the long-term trends finding opportunities and inflection points others may not see.

Bio: 

Chris Kimble is the founder and CEO of Kimble Charting Solutions. His firm provides research for individual investors, financial professionals, 401k managers and hedge funds around the world. He specializes in pattern analysis in stock indexes, bonds, currencies, commodities and individual stocks, using pictures to highlight the opportunity at hand with a touch of humor. His mission is to help investors enlarge portfolios regardless of market direction.

Chris’ mentor is Sir John Templeton and is an Occam’s razor fan, believing that investors should strive to eliminate unnecessary information in the decision making process.

Chris has 33 years of experience in the financial industry. He spent 25 years as a financial planner, before turning to helping people as a chart technician. He has coined such phrases as the "Power of the Pattern", "Eiffel tower" pattern, and "Emotipoints". Having a business and psychology background he combines the footprint of chart pattern analysis with investor sentiment to find opportunities and solutions for investors.

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Irusha Peiris, CMT

Portfolio Manager, O'Neal Global Advisors

Description:

Irusha Peiris will discuss the lessons he's learned studying the CAN SLIM methodology over the last 20 years. He will also talk about how he has adapted the system to his own trading style. He will finally cover some of the more advanced topics within the system.

Bio: Irusha Peiris began trading stocks early in his career while working at Fidelity Investments. A 10-year subscriber to IBD, he joined MarketSmith in 2009 and worked for 11 years in a number of roles including product coach, national speaker and director of the premium product group. He currently is a portfolio manager for O’Neil Global Advisors and an analyst for William O’Neil + Co. Irusha is a frequent guest on IBD Live. He holds a Chartered Market Technician designation from the CMT Association.

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Alessio Rutigliano

Wyckoff Analytics

Topic: "Crypto markets & the Wyckoff Method. A top-down approach"

Description:

In the last few years, thousands of startups have developed blockchain projects ranging from supply chain management to real estate transactions. Crypto markets share striking similarities with the era of the internet stocks in the 1990s. A top-down approach is essential to identify the leadership cryptocurrencies showing signs of institutional participation. Alessio will illustrate how to navigate crypto markets using the Wyckoff Methodology.

Bio: Alessio Rutigliano’s first encounter with the Wyckoff Method was Henry O. Pruden’s The Three Skills of Top Trading. He is a WTC graduate and serves as a Teaching Assistant at Wyckoff Analytics. His main focus is the development of sector rotation strategies in the wild west of Digital Assets. Alessio co-hosts the weekly Wyckoff Crypto Discussion with Roman Bogomazov.

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Brett Steenbarger, Ph.D.

Professor of Psychiatry and Behavioral Sciences

Description: Strategies for improving our positive psychology and trading performance. In this presentation, we will explore recent research in psychology and ways in which expanding our strengths--not just correcting problems--can improve our productivity and creativity.

Bio: Brett N. Steenbarger, Ph.D. is Professor of Psychiatry and Behavioral Sciences at SUNY Upstate Medical University in Syracuse, NY and works as a performance coach for professionals in financial markets. He is the author of the TraderFeed blog and has written several books on trading psychology, including his most recent Radical Renewal, which is an exploration of spirituality and trading.

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Ari Wald, CFA, CMT

Head of Technical Analysis at Oppenheimer

Description: The Road Map for a Mid-Cycle Bull Market: Ari will present his market outlook for US Equities in relation to the post-Covid economic recovery. Ari will walk through the process and tools he uses to monitor markets to help clients stay abreast of the next major turning point. His work blends a top-down perspective on the business cycle and long-term trends with a bottom-up approach toward sectors and industry groups. Ari will discuss the important trends he is watching, and ways to identify the strongest stocks in the strongest industries in the strongest sectors.

Bio: Ari H. Wald, CFA, CMT, is a Managing Director and head of Technical Analysis at Oppenheimer. Ari joined the firm from Wolfe Research and previously was a member of the Portfolio Strategy team at Brown Brothers Harriman. Ari was a winner in the Technical Analyst Awards in 2014, 2016, 2018, 2019, 2020, and 2021, including Technical Analyst of the Year in 2016. He is a regular CNBC contributor and is often quoted in Bloomberg and the WSJ.

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Craig Johnson, CFA, CMT

Managing Director and Technical Market Strategist, Piper Sandler Companies

Description: 

• Summertime and the livin’ has been easy for those investors riding the bull market over the last few months. Records have been on repeat for most major U.S. averages, and volatility has been minimal. Fundamental support has provided the proper footing to climb the wall of worry constructed by concerns over the delta variant, peak growth, and tapering.
• Unfortunately, we do not expect an endless summer of new highs and blue skies. Seasonality trends suggest shades of red could be on the upcoming fall calendar as September has historically been the worst month for stocks. In addition, the FOMC has made it clear tapering is on the table this year. 
• While we do not expect a repeat of the taper tantrum that occurred in ’13, we do believe higher rates are on the horizon. However, we suspect the rate of change in yields will be more of a factor for stocks than the actual nominal level of yields.
• The overall technical setup remains bullish with improving market breadth and momentum. 

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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