Throughout the session Tom and Larry’s teams will be watching the E Minis trade and the presenters will make short market calls, trades as they see them, and commentary on the market using real-time data.

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About the Presenters

Larry Williams

Larry Williams has been trading futures and commodities for well over 46 years. Larry Williams began following the markets in 1962. Larry began to understand that he could make a $100 day trading the markets, whether the market was going up or down. To a 20 year old college kid, $100 bought a lot of beer and pizza. Larry Williams graduated from the University of Oregon in 1964 with a bachelors in Journalism, thus his passion for writing.

Part two of the panel will be moderated by leading technical analyst Jeff Degraaf, CFA, CMT.  Jeff will take the discussion deeper into the management strategies of these leading technicians and the investment process of some of the largest firms in the industry.

David Lundgren

As a technical analyst, David monitors global equities and equity indices, as well as fixed income, currency, and commodity markets. Although he regularly reviews traditional technical indicators, including oscillators, moving averages, money flows, sentiment gauges, and volatility, he relies primarily on a quantitative technical research process he personally developed based on trend, momentum, and relative strength. Prior to joining Wellington Management in 2007, David owned and operated Breakaway Research, Inc., an independent research firm which he launched in 2004. Prior to launching Breakaway, David was a founding partner and senior Technical Analyst at Lyceum Capital Partners (2002 – 2004), a global equity hedge fund. Prior to that, he was a technical analyst at Fidelity Investments (1999 – 2002). In addition, David was a senior technical analyst at Thomson Global Markets, and proprietor of Lundgren Financial Services, which he launched to jointly publish a technical research product with Thomson Financial. David is a Chartered Financial Analyst (CFA), and a member of the CFA Institute and the Boston Security Analysts Society (BSAS). He is a Member of the Market Technicians Association. He graduated with high honors from Babson College (1988), with a degree in finance and investments.

Mark Dibble

Mark Dibble joined Fidelity Investments as a Senior Technical Analyst in March, 1994. Prior to Fidelity he was a Vice President of Morgan Stanley in New York, providing technical research to the Global Equity Derivatives and Equity Research Departments. Before joining Morgan Stanley in 1984, he did technical research for Cowen & Company in New York. Mr. Dibble holds a BA in Economics from Trinity College and has 27 years of investment experience. Dibble’s technical approach combines the traditional pattern recognition discipline of Edwards and Magee with momentum and sentiment indicators. He works with Fidelity equity portfolio managers, traders, and analysts. The Fidelity technical research process seeks to identify best and worst quintiles on a sector-neutral basis within an investable institutional universe. He has portfolio oversight on the Technical Research Pilot Fund and is a member of the Market Technicians Association and was named Institutional Investor “Best of the Buy Side” in 2002.

Stewart Taylor

Stewart Taylor is a Vice President, Portfolio Manager and a Senior Fixed Income Trader for the Investment Grade Fixed Income team at Eaton Vance Management in Boston, Massachusetts. He is also co-portfolio manager of the Eaton Vance Short Term Real Return Fund (EARRX). Stewart joined Eaton Vance in 2005. He is responsible for Treasury, mortgage and government agency trading, and portfolio strategy. He brings 29 years of practical fixed-income market and investing experience to the IGFI team.

Moderated By: Jeff deGraff

Far from his hometown of Kalamazoo Michigan, Jeff has become one of Wall Street’s most influential macro-based analysts over the last decade.  Ranked by Institutional Investor magazine for the last 10 years, and ranked as the #1 technical analyst over the last seven years, Jeff has now turned his vision for Wall Street research into reality by founding Renaissance Macro Research, LLC.  His dedication to the business, unquenchable passion for markets, and his no-nonsense understanding of the world’s idiosyncrasies help to separate him from the herd.  Having spent the early part of his career at Merrill Lynch and then Lehman Brothers, where he served on the firm’s investment policy committee as a Managing Director, Jeff moved to ISI in 2007 as an Executive Managing Director, also serving on the firm’s management committee and  heading the firm’s investment policy committee.  A member of the NYSSA, MTA, and CFA, and a CMT charter holder, Jeff is often quoted in Barron’s and The Wall Street Journal and seen on CNBC and Bloomberg as well as on the speaking circuit at various events around the world.  With his baseball days at Michigan State University long behind him, Jeff is now an avid skier, golfer, and collector of Wall Street historical artifacts. He and his wife Lynette and their three boys live in Westchester County, NY. Jeff is currently registered with Rafferty Capital Markets, LLC.

The media appears to be more comfortable discussing a technical perspective today than in the past. How is the landscape changing and evolving? Likewise, what is the role of televised media in the trading and investment strategies of technicians?

About the Presenters

Jon Najarian

Jon ‘DRJ’ Najarian is co-founder of optionMONSTER® and tradeMONSTER®, andco-lead analyst for the InsideOptions™ trade idea alert systems. He spent the first 29 years of his trading career trading in and around the pits of the Chicago exchanges. Jon is a frequent contributor to CNBC, the Wall Street Journal, and other prominent financial media organizations. Mr. Najarian also co-developed the patented trading algorithm the Heat Seeker®, used to detect unusual trading activity.

Dan Nathan

Dan is the Co-Founder and Editor of RiskReversal.com a website dedicated to helping equity traders/investors understand the alternative ways they can express their views in the equity markets. Our main goal is to detail the use of equity options to better define risk, enhance yield and make use of leverage in a cost effective way: Dan has spent the better part of the last 16 years as a proprietary equity & options trader at hedge funds (SAC, Exis & Cheyne Capital) and within the equity derivatives group of Merrill Lynch.

Since early 2009 Dan has served as a broker to investment banks for large equity option block trades while also offering trade structure and fundamental trade ideas. Dan is a graduate of the University of Pennsylvania, originally from Syracuse he now lives in New York City with his wife and 2 daughters.

Anthony Scaramucci 

Anthony Scaramucci is founder and co-managing partner of SkyBridge Capital, a global alternative investment firm with $6.9 billion in total assets under management and advisory as of November 30, 2012.   A frequent commentator and speaker, Mr. Scaramucci is the author of The Little Book of Hedge Funds: What You Need to Know About Hedge Funds but the Managers Won’t Tell You (Wiley: May 2012) and Goodbye Gordon Gekko: How to Find Your Fortune Without Losing Your Soul (Wiley: May 2010). He is a regular contributor to CNBC.

Prior to founding SkyBridge, Mr. Scaramucci co-founded Oscar Capital Management, an investment partnership and managed accounts business which was sold to Neuberger Berman, LLC in 2001.  Upon Neuberger Berman’s sale to Lehman Brothers in 2003, he served as a managing director in its Investment Management Division.  From 1989 to 1996, Mr. Scaramucci was at Goldman Sachs & Co., where in 1993 he became a vice president in Private Wealth Management.

Mr. Scaramucci earned a B.A. in Economics from Tufts University and a J.D. from Harvard Law School.  He is a board member of Warrior Gateway and The Brain Tumor Foundation, sits on the Board of Advisors for the School of Arts and Sciences at Tufts University and is a member of the NYC Financial Services Advisory Committee. Mr. Scaramucci is the recipient of the Ernst & Young Entrepreneur Of The Year® 2011 New York Award in the Financial Services category

About the Presenters

Robert Prechter

Robert R. Prechter, Jr., CMT, began his professional career in 1975 as a technical market specialist with the Merrill Lynch Market Analysis Department in New York. He has been publishing The Elliott Wave Theorist, a monthly forecasting publication, since 1979.

Currently, Bob Prechter is president of Elliott Wave International, which publishes analysis of global stock, bond, currency, metals and energy markets. He is also executive director of the Socionomic Institute, an independent think-tank, which researches Prechter’s theory of social causality: socionomics. Bob Prechter has won numerous awards for market timing, including the United States Trading Championship, and in 1989 was awarded the “Guru of the Decade” title by Financial News Network (now CNBC).

Martin Pring

Martin J. Pring entered the financial markets in 1969 and has grown to become a leader in the global investment community. He founded Pring Research in 1981 and began providing research for financial institutions and individual investors around the world. Since 1984, he has published the “ Intermarket Review” a monthly market letter offering a long-term synopsis of the world’s major financial markets. He is also chairman of Pring Turner Capital Group, a money management firm, and president of pring.com an educational technically oriented web site.

For many years, Martin’s primary interest has been educating students of technical analysis in the basic and finer points of this art. He enjoys mentoring students of technical analysis from the college level to professionals already in the field, sharing the wealth of knowledge he has gained through his own experience and research. In this regard, he has spoken on technical analysis to the Darden Business School, SDA Boconni, Golden Gate University, Harvard Medical School and University of Richmond, VA.

Moderated by Ron William

Ron William, CMT, MSTA is Founder & Principal Market Strategist at RW Market Advisory (RWA) www.rwadvisory.com. The institutional market advisory is based on a macro, semi-discretionary technical approach which is primarily driven by cycles and proprietary timing models. RWA is currently servicing the global FX trading desk of a tier one financial institution.

Previously, Ron was previously a senior Technical Strategist at a Private Swiss Bank, focusing on key FX, Commodities/Gold and cross-asset markets. He has fourteen years of financial market experience, working for leading economic research and consultancy firms, producing high frequency research and trading strategies for a range of professional clients that included investment banks, money managers and hedge funds.

He is an active member of the International Federation of Technical Analysis (IFTA) and Vice President & Head of the Geneva Chapter of the Swiss Association of Market Technicians (SAMT); holding both the MSTA and CMT professional designations.

Ron is also a debut author of the trading book “Candlestick Charting and Strategies: New & Classical Techniques for Profitable Trading” to be published during the end of 2013 by Bloomberg Financial and John Wiley & Sons.

About the Presenters

Maria Bartiromo

Maria Bartiromo is anchor of CNBC’s “Closing Bell with Maria Bartiromo” (M-F, 3-5 p.m. ET), and anchor and managing editor of the nationally syndicated “On the Money with Maria Bartiromo.”  Both programs air globally on the CNBC network.  In 1995, Bartiromo became the first journalist to report live from the floor of the New York Stock Exchange on a daily basis.  She has covered Wall Street for 20 years.  Bartiromo joined CNBC in 1993 after five years as a producer, writer and assignment editor with CNN Business News.

Bartiromo graduated from New York University, where she studied journalism and economics.  She served as an adjunct professor at NYU Stern School of Business in the fall semesters of 2010 thru 2012.

Ralph Acampora

Ralph Acampora is a pioneer in the development of market analytics and has a global reputation as a market historian and a technical analyst, providing unique insights on market timing and related investment strategy issues. Ralph Acampora was previously the New York Institute of Finance’s Director of Technical Analysis Studies. Ralph Acampora has taught at the institute for 37 years. Before joining NYIF, he was Director of Technical Research at Knight Equity Markets. Prior to this, he worked for 15 years at Prudential Equity Groups as its Director of Technical Analysis. Ralph Acampora is one of Wall Street’s most respected technical analysts and has been consistently ranked by Institutional Investor for more than ten years. He is regularly consulted for his market opinion by the major business news networks as well as national financial publications. He is a Chartered Market Technician (CMT), a designation he helped create and which is now recognized by the National Association of Securities Dealers as the equivalent of a Chartered Financial Analyst (CFA).

Frank Teixeira

Frank is the chief technical analyst in Wellington Management’s Technical Analysis Group. His analysis is based on market indicators – including the use of pattern recognition, volume, sentiment, and momentum – and he overlays his interpretation to generate a technical case for favoring sectors and individual stocks. Prior to joining Wellington Management in 1997, Frank was a market analyst at Merrill Lynch (1991 –1997) and was a compliance examiner for the New York Stock Exchange (1989 –1991). Frank received his MBA in finance from Hofstra University (1998) and his BS in finance from St. John’s University (1989). Frank holds both the Chartered Market Technician (CMT) and the Chartered Financial Analyst (CFA) designations. He is a member of CFA Institute, Chartered Market Technician Association, and the Boston Security Analysts Society.

Alan Shaw

Alan Shaw, now retired after 46 years on Wall Street, joined the brokerage firm of Harris Upham and Co. in 1958. He began his career as a fundamental securities analyst and, in the early 1960s, became actively involved in Technical Analysis. He served as Research Director at Harris Upham prior to its merger with Smith Barney in 1976. At the time of his retirement in April 2004, Alan was a Managing Director of the Technical Research Department at Smith Barney having turned over the management of the Department in 2000 to his protégé, Managing Director, Louise Yamada.

Having attended Susquehanna and Adelphi Universities, Alan received an honorary doctorate degree in May 1999 from Susquehanna University in recognition of his Wall Street accomplishments. Alan is a Chartered Market Technician (CMT), and was an Allied Member of the New York Stock Exchange and a Supervisory Analyst. A member of the New York Society of Security Analysts, Alan was a founder and first president of the New York Society of Junior Security Analysts, and was a founder and the second president of the Market Technicians Association. In 1997, he received the annual Market Technicians Association lifetime achievement award.

Craig Johnson

Craig Johnson is a Managing Director and senior technical research strategist and directs Piper Jaffray’s technical research group. Johnson joined Piper Jaffray in 1995 as an analyst in the firm’s private client research department. He offers frequent technical commentary on the broader market and individual stocks. Johnson earned his B.S. degree with an emphasis in finance and marketing and his M.B.A. 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. He is also on the board of directors for the Market Technicians Association.

In this breakout session, you will be exposed to the most effective practices of the Wyckoff method. Focus will be on the behavioral price events of accumulation and distribution ranges as well as the emergence of trends. Practical tools will include: variations on trading range schematics, simplification of Wyckoff labeling, comparative analysis based on the context of the structure, supply and demand trading range patterns, Wyckoff swing trading techniques and high probability set ups. With the help of Wyckoff method, identification of price behaviors in the trading ranges will improve your system signal selections and entries.

Markets are constantly evolving, and as traders it is important to recognize those changes and adapt to them.  In this breakout session you will see how simple quantitative techniques can be used to identify environmental edges and take advantage of them.  Rob will show how everyday observations can be combined to generate meaningful market studies.  We will discuss how to interpret these studies and what would make a study especially compelling.  Once this groundwork is laid we’ll look at turning some of these market observations into indicators and trading systems.  Examples used will include breadth, mean-reversion, and Fed-based edges.  You’ll be able to use the ideas, tools, and methods from this presentation to turn your own market observations into quantifiable edges.

We reserved room in the agenda for all delegates to take part in a Sponsors Learning Track. This is not a break period, but rather an opportunity for all attendees to check out emerging technologies, research and services available. The MTA is excited to announce a broader collaboration with Bloomberg this year at the 2013 Symposium which includes hosting an interactive session in the SoHo room.   We are very excited about the organizations sponsoring the Symposium this year and the broader interest in technicals we are seeing in the financial market today.