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TSAA-SF Annual Conference 2023 - Speaker Biographies Brett Villaume, CMT, CAIA
TOPIC: Understanding Relative Strength DESCRIPTION: Among the various tools of Technical Analysis, the concept of relative strength is easy to understand, and calculating a security’s relative performance versus a benchmark is elementary compared to the formulas of many momentum indicators. Dig a little deeper though, and one will find there are different ways to express relative strength that have important implications for how effective relative strength can be. In his presentation, Brett will review the basics of measuring relative strength and evaluate the key assumptions technicians make when using relative strength to forecast future prices. BIO: Brett Villaume, CMT, CAIA, is Past President of the CMT Association, having served on the Board of Directors from 2014 to 2023. Additionally, Brett is a Wealth Advisor at Dogpatch Capital, a registered investment advisor in San Francisco, CA. From 2015 to 2021, Brett served as Director of Investor Relations at a publicly-traded regional bank. For the majority of his career he was a research analyst with a boutique broker-dealer where he specialized in fundamental and technical analysis of small- to mid-sized banks in the western region of the US. Brett’s first job was at Neovest Trading, a trading software development firm and regional broker-dealer, where he authored daily technical analysis commentary, worked on the trade desk, and co-managed the firm’s proprietary quantitative stock picking model. Brett is an Adjunct Professor of Technical Analysis at Golden Gate University in San Francisco, California. Additionally, Brett is a board member of the Technical Securities Analysts Association of San Francisco (TSAA-SF), an IFTA member society. Brett achieved the Chartered Market Technician (CMT) designation in 2005 and the Chartered Alternative Investment Analyst (CAIA) designation in 2012. Register for the conference now! Damon Pavlatos
TOPIC: Anticipating Market Action using Market Profile, Volume Analytics Strategies along with traditional charting analysis. DESCRIPTION: Market Profile analysis is premised on the notion that any freely traded market behaves like an auction. Damon will expand on how he applies the auction theory when he creates his trading roadmap. He will show how important it is to watch price action using various volume analysis and momentum indicators to zero in on where the buyers and sellers are most active. This method gives insight into the Supply and Demand at different price levels BIO: Damon Pavlatos has in the last 46 years multi-faceted industry experience that includes a short overview of the following: Since 1977 he has held Exchange Memberships on the CME, CBOT and Mid America Exchange. He has traded Futures for over 42 years specializing in Index Futures. From 1981 to 2000, Damon managed the CME Index and Floor operations for Shearson American Express, L.I.T. America, Gerald Inc. and Rand Financials. During his many years in the industry Damon has supplied Technical Market Analysis and Trade Execution for various Index Funds, Institutions, and Exchange Members. In 2000 Damon became a Principal Partner of FuturePath Trading ®. FuturePath is a technology driven Futures brokerage firm that currently owns an electronic software Trading Platform called PhotonTrader ®. Damon currently has a live trading room hosted by tradershighway.com. In his room presents his charting analysis and shows his trades live in multiple futures markets. Register for the conference now! Bruce Fraser
TOPIC: Swing Trading Technique Using the Wyckoff Method DESCRIPTION: The Wyckoff Method is adaptable to multiple timeframes. Richard D. Wyckoff taught students how to identify the ‘Present Position’ and the ‘Likely Future Direction’ of the stock indexes and to identify the stocks best poised to run with the market. In this workshop Bruce will illustrate indicators to sharpen market timing skills and then turn his attention to the stock selection process. In addition to vertical bar chart analysis, Point and Figure chart studies are used to estimate swing price objectives. The presentation will conclude with how to spot entry points and set stops using PnF. BIO: Bruce Fraser, an industry-leading “Wyckoffian,” began teaching graduate-level technical analysis courses at Golden Gate University (GGU) in 1987. Working closely with the late Dr. Henry (“Hank”) Pruden, he developed curriculum for and taught many courses in GGU’s Technical Market Analysis Graduate Certificate Program, including Technical Analysis of Securities, Strategy and Implementation, Business Cycle Analysis and the Wyckoff Method. For nearly three decades, he co-taught Wyckoff Method courses with Dr. Pruden, and has also used this approach to the markets as the foundation of his own trading for over 40 years. Bruce publishes a widely read blog at StockCharts.com, entitled ‘Wyckoff Power Charting’. With Roman Bogomazov he co-hosts the popular, online weekly ‘Wyckoff Market Discussion’ sessions. Bruce has taught numerous special topic courses at Wyckoff Analytics including Look Less See More, Point-and-Figure Charting Part 1, Part 2 and Part 3, Point-and-Figure from Stocks to Cryptos, Practices For Successful Trading, Conversations With Wyckoff Wizards and the Basic Charting Course. Register for the conference now! Robert Schott, CMT
TOPIC: Technical Analysis for the Buy Side DESCRIPTION:
BIO: An expert in Global Markets, Investment and Asset Allocation, Robert served as one of General Electric Asset Management’s Portfolio Managers for Tactical Asset Allocation. In this senior role he managed asset allocation across the investment classes & markets for Pension and Balanced Funds. He provided Tactical Asset Allocation advice to clients, & enhanced portfolio performance through overlays, hedges, manager selection & alternative investments. An expert in Equities, Fixed Income, Credit, Foreign Exchange, Global Investment & Derivatives, he has extensive Defined Benefit, Defined Contribution, Investment & ALM experience. Robert is a Master's Degree Instructor on Investments & Risk at the University of Connecticut. An expert in derivatives, he brings over thirty- five years of financial market experience to the position. Previously, Robert was Director of Capital Markets, Landesbank Baden Wuertemberg; Director of Derivatives, Foreign Fixed Income and Foreign Exchange at TIAA-CREF; and the Senior Investment Officer of Oppenheim International Finance, Dublin. In 1976, he earned his BA in Economics from the University of Notre Dame and in 1985 graduated from New York University with a MBA in Finance. Robert is a Chartered Market Technician (CMT) and market historian. . Register for the conference now! Linda Raschke
TOPIC: Auction Theory versus the Theory of Reflexivity: How do we use these in our decision making processes? DESCRIPTION: Linda will start off by comparing two conceptual models that can be used to add context to the way we describe price behavior when there is incomplete information. Concepts such as self reinforcing positive feedback loops, equilibrium points, asymmetrics, noise, and the process of building value are contemporary theories as opposed to the traditional technical approach to studying the markets written over 100 years ago. These models can be used to further understand the type of strategies demanded for specific environments - opportunities and risk as defined well beyond traditional support and resistance. How can be build linear systems to capitalize on a market environment based on incomplete information? How can we monitor for when chaotic systems start to wreak havoc with our models? Game theory also provides useful tools no matter what regime is dominant. At the end, we will use tools based off market structure and auction theory to look at several markets on an intermediate time frame to asses where asymmetries are offering unusual information. The presentation will be a whole lot more fun than this dry and academic title suggests! BIO: Linda began her professional trading career in 1981 making markets in options as a member of two exchanges. She became a registered CTA in 1992, forming LBRGroup, Inc. She became the principle trader for several hedge funds before started her own hedge fund in 2002. 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. However, she continues to trade daily for her own account. Linda co-authored "Street Smarts: High probability Trading Strategies" in 1996, and published “Trading Sardines: Lessons in the Markets from a Lifelong Trader” in January 2019 (available only on Linda’s website.) She has been featured in dozens of financial publications, radio and financial television programs. She has also served on the Board of Directors for the Market Technician’s Association and was President of the American Association of Professional Technical Analysts. Linda has presented her research and lectured on trading for many globally recognized authorities, including: The Managed Futures Association, American Association of Professional Technical Analysts, International Federation of Technical Analysts, Market Technician’s Association, Bloomberg, and Dow Jones. Register for the conference now! Ali Merchant, CMT
TOPIC: Power of trend lines. Market outlook covering US major 3 indices, S&P Sector ETFs, US interest rate, Oil and USD Index BIO: Ali Merchant is a seasoned financial market professional with expertise in Technical Analysis, Treasury & Capital Markets, Trading, Sales, Research, Training, Fund & Relationship Management, Fintech, and Digitalization. He has a CMT charter, an AAPTA membership, and a CMT Canada membership. He has worked in various roles and organizations in North America and the GCC, such as ABN Amro bank, Thomson Reuters, Refinitiv, MAK Allen & Day Capital Partners, and Bridge Information Systems. He is regarded as an excellent mentor and has trained more than 2000+ users in North America, Gulf countries & Asia on financial markets & products, active and passive trading and technical analysis strategies. He emanated technical analysis daily and weekly reports for BridgeNews Chicago bureau and updated TA reports on Bloomberg and Reuters while working with ABN Amro bank treasury & capital markets. Has moderated and produced technical analysis reports for Thomson Reuters (Refinitiv) users’ chat rooms and trained users on technical analysis techniques and models. Conducted TA & Global Markets outlook workshop with central banks, sovereign funds, global & regional banks & family offices. Register for the conference now! Eoin Treacy
TOPIC: Waiting For Godot DESCRIPTION: When every lead economic indicator screams recession, but every stock market indicator says buy what do you do?...You buy and you remember that monetary policy acts with "long and variable" lags. This is the time in the cycle when manias climax, far off concerns, no one understands become troublesome and stops are a really good idea. Let's a trip through global markets and observe the tapestry of how they interact with one another. BIO: Eoin Treacy, a prominent figure in the world of finance and investment, has spent his career at the forefront of analyzing markets, identifying trends, and devising innovative investment strategies. With a keen analytical mind and a passion for uncovering hidden opportunities, Treacy has become a respected author, speaker, and financial advisor, sharing his insights with individuals and institutions worldwide |
