Houston Regional Seminar

WHEN: Thursday, October 6th, 2011

TIME: Full day event (typically these Regional Seminars last from 8:30 AM to 4:30 PM)

WHERE:

Hines/JPMorgan Chase Tower
600 Travis, Suite 6920
Houston, Texas 77002

TOPIC: Commodities Investment - How Technical Analysis Can Help Manage your Exposure to Energy and other Markets

Registration: http://www.mta.org/eweb/dynamicpage.aspx?webcode=shoppingcart-events

CONFIRMED SPEAKERS*: Julie Dahlquist, CMT, Fred Meissner, CMT, David Linton, MFTA, Dean Rogers, and Katie Stockton, CMT

Julie Dahlquist, Ph.D., CMT, is a senior lecturer, Department of Finance, at the University of Texas at San Antonio College of Business. She is the coauthor (with Charles Kirkpatrick) of Technical Analysis: the Complete Resource for Financial Market Technicians and coauthor (with Richard Bauer) of Technical Market Indicators: Analysis and Performance. She serves on the board of the Market Technicians Association Educational Foundation, is the Editor of the MTA Journal of Technical Analysis, and was the co-recipient of the 2011 Charles H. Dow Award alongside Richard Bauer for their paper "Analyzing Gaps for Profitable Trading Strategies."

Fred Meissner, CMT is the founder and President of The FRED Report. His professional career spans 27 years in the investment business. He has a multifaceted background encompassing market analysis, trading strategies & portfolio management and business development - relationship management in diverse environments. Fred’s working career includes senior market analysis positions at The Robinson – Humphrey Company, Merrill Lynch and Co., Inc, and four years as President of the Market Technicians Association (the largest association of professional technical analysts in the world). While President of the MTA, that organization moved to a new structure encompassing the hiring of professional managers, and successfully changed Sarbanes-Oxley to include the CMT (Chartered Market Technician) designation as an exemption to the Series 86 requirement for financial analysts. This effectively placed the CMT on par with the CFA (Chartered Financial Analyst), thus making Technical Market Analysis and traditional Fundamental Analysis equal in the eyes of FINRA and in the securities laws of the United States of America. Fred holds a BS degree in Business Administration from Trinity University in San Antonio, Texas, and an MA degree from The University of California, Los Angeles (UCLA) in Latin American Studies encompassing an interdisciplinary curriculum of International Business, History, and Sociology.

David Linton, MFTA founded Updata, based in London and New York, where he is CEO. Professional traders and analysts now use Updata in over forty countries around the world. David is a well known commentator on financial markets in the UK. He has appeared on BBC television, ITN News, Bloomberg and CNBC finance channels and has written for The Mail on Sunday, Shares Magazine and the Investors Chronicle. He has taught Technical Analysis to thousands of traders and investors in Europe over the last two decades with numerous financial institutions employing him to teach and train their trading teams.  He is a member of the UK Society of Technical Analysis (STA) where he teaches the Ichimoku technique as part of the STA Diploma Course and is a holder of the MSTA designation. He is a member of the Association of American Professional Technical Analysts (AAPTA) and was awarded the Master Financial Technical Analyst (MFTA) qualification by the International Federation of Technical Analysts (IFTA) for his paper on the Optimisation of Trailing Stop-losses in 2008. David is the author of Cloud Charts, Trading Success with the Ichimoku Technique, published by Updata. David lives in London and his interests include skiing and yachting. 

Dean Rogers is the managing director and senior technical analyst for Kase and Company, Inc. He has been with Kase since 2000, is a member of the Market Technician's Association, and oversees all of the firm's daily technical analysis work. Mr. Rogers consults with clients on trading and hedging strategies, writes market analyses for oil and gas, provides training on Kase's computer trading and hedging models, teaches technical analysis and risk management courses, and is responsible for software and quantitative analytics research and development.

Katie Townshend Stockton, CMT joined MKM Partners in August 2004. Prior to joining MKM, Mrs. Stockton worked as a trader for a New York-based hedge fund and was a publishing analyst for Morgan Stanley's technical strategy group. Mrs. Stockton's career began in 1997 in San Francisco, where she worked as a technical analyst for Wit Soundview. Mrs. Stockton received her Chartered Market Technician (CMT) designation in 2001, and graduated magna cum laude with a BSBA from the University of Richmond. She is a frequent guest on CNBC and Bloomberg Television, and is often quoted in the Wall Street Journal, Barron's and financial newswires.