Past Meetings

Past Meetings

The STA has been holding monthly lectures and meetings in the City of London since 1968.

As a service to members we video most of the meeting presentations and these are available for members to view free of charge.

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STA Monthly Meeting May 2010

Tuesday 11th May 2010

Trend Following – not always what it seems

Charlie last spoke to the STA 2007 about relative strength. At that time, his equity fund had returned 30% in 2007, which was 20% ahead of the market with lower volatility. In 2008, however, the reverse occurred and momentum strategies had their worst year in a generation. Charlie will discuss his experiences; his past successes and failures, with the intent to help the audience better understand the strengths and weaknesses of technical analysis. He will also explain his “five styles” investment process whereby each style requires an entirely different investment approach. Whilst two styles embrace technicals, one is agnostic and the other two shun it.


Charles Morris, Head of Absolute Return Team, HSBC Investment Management

Charlie Morris is the head of the Absolute Return Team at HSBC Global Asset Management which he co-founded in 2002. He manages a multi-asset portfolio that has since grown to US$2.5bn of assets under management.

STA Monthly Meeting April 2010

Tuesday 13th April 2010

Cloud Charts

David will cover the ground-breaking new area of technical analysis, known as Cloud Charts or Ichimoku in Japan. He will present many new ideas that have underpinned his recent book on the subject. He will look at combining Cloud Charts with other technical analysis techniques, multi-time frame analysis, Japanese pattern techniques, back-testing and market breadth.


David Linton MSTA, MFTA, Founder and CEO, Updata STA Meetings : Speakers : David Linton MSTA, MFTA

David is founder and CEO of Updata, which he founded in 1991. Updata now has technical analysis clients in over 60 countries with offices in London and New York. David is a member of the American Association of Professional Technical Analysts and holds the Master Financial Technical Analyst qualification awarded by the International Federation of Technical Analysts. He is a well known market commentator in the press and on finance TV. He is the author of Cloud Charts: Trading success with the Ichimoku technique.

STA AGM & Monthly Meeting March 2010

Tuesday 9th March 2010

Profiting from technical analysis as a private trader

In his talk Malcolm will discuss some of the technical analysis concepts which have been profitable for him, some of the ones which haven’t (and why that is), which ones seem to have captured the imagination of the general public, and some of the things which make a real difference such as position sizing and belief systems.


Malcolm Pryor MSTA, Author and Private Trader STA Meetings : Speakers : Malcolm Pryor MSTA

Malcolm Pryor has been trading more or less full time for his own account since early 2002. He has a library of over 300 books on technical analysis and trading. He uses technical analysis to trade derivatives including spread bets. He has published three books and a DVD and has a website focused on spread betting.

STA Monthly Meeting February 2010

Monday 8th February 2010

Real-time application of the Elliott Wave Principle


Robert R. Prechter, Jr, President, Elliott Wave International STA Meetings : Speakers : Robert R. Prechter, Jr

Robert R. Prechter, Jr, CMT, is President, Elliott Wave International and Executive Director, Socionomics Institute. He has written 14 books on finance, beginning with Elliott Wave Principle in 1978, which predicted a 1920s-style stock market boom.

STA Monthly Meeting January 2010

Tuesday 12th January 2010

Panel Debate: 2010 Outlook

Panel Speakers

Shyam Devani, Senior Technical Strategist, Citigroup Global Markets

Shyam Devani is a Senior Technical Strategist in London for CitiFX Technicals, a multi asset product that aims to provide a coherent view on major global markets. Shyam has worked at Citi since November 2006 and has covered clients globally since. He has been analysing markets as a chartist and cross market strategist since 2004.

Richard Adcock MSTA, Managing Director, Adcock Analysis STA Meetings : Speakers : Richard Adcock MSTA

Richard Adcock is managing director, Adcock Analysis, an independent technical research service, offering subscriptions for weekly reports and daily updates, on FX and rates markets. Adcock Analysis Ltd has been voted top independent technical research house for FX in 2017 & 2018, and Richard Top Fixed Income Technical Strategist, in the Technical Analyst magazine poll for 2009, 2011 & 2013, as well as runner up in 2010 and 2012. Top spot in the best Fixed Income Technical Analyst section of the Extel Awards was also achieved during his time with UBS.

Nicola Merrell MSTA, Redburn Partners

After training as a technical analyst with Standard and Poor’s, Nicola joined forces with Nick Glydon at Flemings. Subsequently the team moved to JP Morgan before helping found Redburn Partners in 2003.

Chris Hine, Credit Suisse

Chris Hine is a member of the Credit Suisse Technical Analysis team, and is specifically responsible for the commodity research product. Previously he worked at Fortis Bank where he provided technical analysis research on Equities, FX, commodities and Fixed Income.

STA Monthly Meeting & Christmas Party December 2009

Tuesday 8th December 2009

A Christmas Cracker

Having been a technical analyst since 1963, Brian brings the benefit of perspective to his analysis of the markets. He worked at Investors Overseas Services and then at NM Rothschild & Sons. He was the first fund manager in the UK to manage large funds using only technical analysis.

For six successive years, institutional investors voted him the best technical analyst in the City. He also has an outstanding FX forecasting record.

In the 1980s he was a member of the Visiting Faculty of International Management Institute (Geneva), the oldestestablished business school in Europe. He has taught technical analysis at the Ministry of Finance in Singapore.

His book “Marber on Markets” was published in the UK in 2007, in India in 2008, and is due to be published, in translation, in China.

Brian can’t share all of his 54 years experience with you in 45 minutes but he will give it a good shot.


Brian Marber FSTA

Having been a technical analyst since 1963, Brian brings the benefit of perspective to his analysis of the markets. He worked at Investors Overseas Services and then at NM Rothschild & Sons. He was the first fund manager in the UK to manage large funds using only technical analysis.

STA Monthly Meeting November 2009

Monday 16th November 2009

Technical Analysis Works

Dr Osler’s early research focused on technical trading, which has long been standard operating procedure for most currency traders. Her research on the head-andshoulders pattern, one of the first rigorous tests of a visual chart pattern, showed that trading on this pattern is profitable in two of the major currencies, dollar-yen and dollar-DEM. She also showed that support and resistance levels from professional technical analysts have significant predictive power for major exchange rates. Additional research identifies order clustering as a potential source of the predictive power of these technical levels.

Dr Osler will be talking about some of her earlier as well as more recent research related to technical analysis and will explain her findings.


Dr Carol Osler, Programme Director and Professor, Brandeis International Business School

Dr Carol Osler is a programme director and professor at the Brandeis International Business School, where her research focuses on currency markets. She received her BA from Swarthmore College and her PhD from Princeton University.

STA Monthly Meeting October 2009

Tuesday 13th October 2009

Combining Fibonacci, Elliott & Gann

Bill started investing in 1970. He retired from legal practice in 1999, and has been trading ever since. In 2001 he became technical editor of Chart Insight published by Hemscott, and in 2004 started his own website, now part of Rivington Street Holdings plc, specializing in Elliott wave index trading.

Bill trades mainly the DJIA and FTSE 100, with a background interest in cable, gold and crude oil. Since 2002 the waves in the markets have behaved very differently from how they did in the 1930’s when Elliott discovered the principle. The 1930’s was an era of much greater social conformity than today, economic activity was depressed, and liquidity in markets was very low. This resulted in much more cohesive and clear wave structures in financial markets than today, when unprecedented liquidity and computerized trading has lead to more distortion and ambiguity. This has lead Bill to incorporate Gann fractions as well as Fibonacci into his Elliott wave analysis which gives useful additional guidance when wave counts are unclear, as they are now, rather more frequently.


Bill Adlard

Bill started investing in 1970. He retired from legal practice in 1999, and has been trading ever since. In 2001 he became technical editor of Chart Insight published by Hemscott, and in 2004 started his own website, now part of Rivington Street Holdings plc, specializing in Elliott wave index trading.

STA Monthly Meeting September 2009

Tuesday 15th September 2009

Ichi Moku, Truly “At a Glance”

Ichimoku Kinko Hyo is called the at-a-glance chart. This study does indeed give a full picture at a glance, also by resonating with concepts found in other studies. After a quick look at interpretation, the role of the cloud will be dissected in detail. Links and confirmations to moving averages, Stochastics, MACD, DMI and Elliott will also be shown.


Guido Riolo MSTA, Head of Technical Analysis for EMEA, Bloomberg STA Meetings : Speakers : Guido Riolo MSTA

After completing an MBA in finance, Guido worked at Delta Forex, an Italian consultancy specialising  in Elliott Wave analysis on currencies. In 1998 he started at Bloomberg, where his first task was to set up the TA group for the Analytics desk, supporting the European Head of Technical Analysis. In January 2005 he was promoted to Head of TA for the EMEA region.

STA Monthly Meeting & Summer Party July 2009

Tuesday 14th July 2009

Guest Speaker: Bill Hubard

Bill will draw on his vast market and life experience to explain how foreign exchange markets provide the ideal platform for investors to participate in the financial markets with 100s of FX pairs available to trade 24-7 in all parts of the world and not feel constrained by having to trade instruments which are opaque. His customer base feels that they are trading on a level playing field and can make decisions based on fundamental and technical analysis and their local knowledge.

Bill will share some insights into his long and colourful career as a trader, broker and market journalist and explain his views on the US dollar.


Bill Hubard, MIG

Bill graduated from the University of Virginia in 1966 and also has an MBA from the Thunderbird Graduate School of International Management, Phoenix. He first joined Morgan Guaranty on the government bond desk. After various stints as a broker to some famous names, he moved to the UK in 1997, when he joined Bloomberg.

STA Monthly Meeting June 2009

Tuesday 16th June 2009

Forecasting the FTSE 100 with e-yield indicators

Thierry will be explaining how he successfully forecasts the FTSE 100 with e-yield indicators. These are the Bullish Trend Indicator (BTI), 13-day BTI and Top 20 Differential. His approach is based on combining Elliott wave theory with his own indicators. He will explain how these indicators work and how they can be integrated in a simple strategy to produce an accurate forecast. Elliott wave theory on its own can be confusing and these indicators have been developed to confirm the position of the Elliott wave count. Thierry will demonstrate how the BTI can help identify Elliott wave patterns and how to use the 13-day BTI and Top 20 Differential as timing indicators. He will show how these two indicators have a good track record at finding market highs and lows.


Thierry Laduguie, e-Yield

Thierry Laduguie’s unique style of analysis is based on Elliott Wave and sentiment analysis. He has developed his own sentiment indicator (ESI) which is used to forecast the short term direction of the FTSE 100 and S&P 500. Thierry is a member of the Society of Technical Analysts and holds the Investment Management Certificate.

STA Monthly Meeting May 2009

Tuesday 12th May 2009

Trend Strength

The predominant market activity is one of range trading; most asset classes trend far less than is commonly perceived. The correct selection of technical indicators will depend on identifying the phase of the market. Kevin will discuss how emotional biases drive price action and can prompt trends to extend beyond the bounds of a normal Gaussian curve into the “fat tails” of the distribution. He has been a user of technical analysis throughout his career and after witnessing behavioural biases first hand in the open outcry-markets now uses trend strength and momentum techniques to disqualify “noise” trading and quantify the intensity of directional moves.


Kevin Edgeley

Kevin Edgeley has worked in the city since 1982. He spent 15 years as a floor trader on LIFFE for Bache, HSBC and Goldman Sachs before moving to a technical strategy role within economic research.

STA AGM & Monthly Meeting April 2009

Wednesday 15th April 2009

How to incorporate medium-term cycles and short term technical strategies into asset management

Julien will start his talk by explaining how he approaches technical analysis and which tools he uses. He will then go on to show his audience how to apply these different tools and how to incorporate them into asset management and trading. Special attention will be placed upon medium-term cycles and how to use these in short-term strategies. Julien will also explain his current forecasts on financial markets in general.


Julien Nebenzahl, Founder, Day By Day

Julien Nebenzahl, CFTe 2003, has an initial background in management (ESCEM) and economics (Paris X University). He started his career as a portfolio manager, having used technical analysis since 1994.

STA Monthly Meeting March 2009

Tuesday 10th March 2009

Technical Analysis: Art or Science?

His talk will consist of a broad ranging treatise on the philosophy of technical analysis, in particular an examination of the tension between art and science inherent in the discipline. It is not meant to be authoritative in academic terms, but rather will be an attempt to apply the experience of 20 years as a commercial agent in technical analysis to the broader concepts which so many practitioners take for granted. He will touch on technical patterns and pattern recognition, psychology and behavioural, economics, art and science.


Tim Parker, PH Partners

Tim has been active in the stock markets since 1984 when he joined L. Messel & Co as a graduate trainee after a short service commission in the British Army and a degree in English Literature at Cambridge University.

STA Monthly Meeting February 2009

Tuesday 10th February 2009

Tom DeMark Indicators

This talk will look at DeMark’s Oscillators – in particular the TD Demarker and Range Expansion Index. Tom is best known for his market exhaustion techniques, TD Sequential and TD Combo, but much of his other work is underappreciated. This talk will look at these excellent and innovative technical indicators and especially at how to use them in practice.


Trevor Neil, BETA

Trevor Neil has been a trader for over 40 years and technical analyst for more than 30. He is a past board member of the STA and runs BETA Group, which gives market timing skill seminars to institutions internationally.

STA Monthly Meeting January 2009

Tuesday 20th January 2009

Predictability of Cycles

Brian will cover the properties of mathematical sine waves and the effect of various moving averages on these. He will then highlight the difficulties caused by the variations in amplitude, wavelength and phase of the cycles present in market data. However, techniques will be described which will find the small number (10%) of securities (or indices, forex) whose cycles are currently passing through a period of stability. These stable cycles can be isolated and categorised into short, medium and long term wavelengths. The summation of the stable cycles in each category gives a very accurate prediction of trends into the near future.


Brian Millard, Qudos Publications

Following a career as a scientist and university lecturer, Brian set up his own business to produce software for the mathematical analysis of the stock market. He has published many books and articles on the application of channels and cycles to market data. Brian is also a local councillor and was Leader of Stockport Metropolitan Borough Council until recently.

STA Monthly Meeting & Christmas Party December 2008

Tuesday 9th December 2008

Planetary configurations and their relevance to the financial world

Several cycles reached critical points in May 2000. These cycles continue to resonate. Christeen’s presentation will look closely at these unfolding cycles and suggest periods of extraordinary activity in 2009. Cycles to be considered include the Saturn-Pluto cycle and recession, the Jupiter- Neptune cycle: inflation and oil prices and Pluto’s recent Capricorn ingress, and what this might mean for the banking industry and mortgage markets in the UK and US. Although these outer planet movements are slow, their effect is triggered by the patterns created with the so-called “inner” planets, Mercury and Venus. Christeen will also cover the effect of these planet cycles on gold and sterling. The conclusion will focus on the opening months of 2010, and the real credit bubble burst, indicated by the extraordinary planet formations of that period.


Christeen Skinner

Christeen has been monitoring solar activity and planetary cycles for 30 years, and in that time has held key positions in the astrological community. She is the author of “The Financial Universe” (2004), and has worked with many entrepreneurs, traders and managers. Her interest is in the correlation between planet and business cycles.

STA Monthly Meeting November 2008

Tuesday 11th November 2008

Volume as price dimension in price analysis


Eugene Sorenson, Bloomberg LLP

Eugene Sorenson joined Bloomberg in 2006 as a business manager responsible for the development of the charting and technical analysis platform of the BLOOMBERG PROFESSIONAL® service.

STA Monthly Meeting October 2008

Tuesday 14th October 2008

Swing charts and the test of time

Marc’s book on swing trading is devoted mainly to the use of point & figure charts and swing charts. Marc has introduced a subset of rules which make pioneering alterations to the swing charts proposed by WD Gann. The modifications are intended to improve risk/reward for traders and investors but also to make trend definition more accurate.

In this talk Marc examines how swing charts have stood the test of time since his last talk to the Society in May 2004.


Marc Rivalland, Charting Columnist, Investor’s Chronicle

Marc has been the charting columnist for Britain’s leading financial weekly, Investor’s Chronicle for the past 7 years. He is also the author of a book on swing trading. He remains a practising barrister.

STA Monthly Meeting September 2008

Wednesday 10th September 2008

Trading with Technicals – finding the edge

Julian will outline some of the methods he uses to trade and how he applies technical analysis across a range of markets and timeframes. He will illustrate how he identifies the “price acceleration” trades which make the easiest positive returns. He will also discuss the more aggressive approach that comes from managing a leveraged trading portfolio and the emphasis that is placed on money management.


Julian McCree

Julian, a graduate in Business Finance, has been a proprietary trader for over 15 years. He trades the interest rate, foreign exchange and stock markets. During his career he has spent time working for HSBC, Citibank and Erste Bank.

STA Monthly Meeting & Summer Party July 2008

Wednesday 9th July 2008

Technical Analysis and the STA – Reflections on the industry from an outgoing chairman

In his talk Adam will look back at the history of development of technical analysis in the UK. He will also highlight the extent to which technology has changed the industry and reflect on his experience of the use of TA in the hedge fund industry.


Adam Sorab, Head of Technical Research, CQS STA Meetings : Speakers : Adam Sorab

Adam Sorab, a Fellow of the STA, was STA Chairman from 1998 to 2008 and was President of IFTA from 2010 to 2013. He has been working in financial markets since 1984 and is currently Head of Technical Research at CQS, a hedge fund management company.

STA Monthly Meeting June 2008

Wednesday 11th June 2008

Understanding and Using Point & Figure Charts

Jeremy will give a quick refresher on Point and Figure charts and then discuss how they can be used objectively and effectively. He will also discuss how computers have allowed new and sophisticated techniques to be added to Point and Figure analysis.


Jeremy Du Plessis FSTA, Head of Technical Analysis, Updata STA Meetings : Speakers : Jeremy Du Plessis FSTA

Jeremy is head of technical analysis at Updata and founded Indexia Research in 1983. Jeremy is an expert on Point and Figure charts. He lectures the Point and Figure module for the STA, and sets the Point and Figure module for the International Federation of Technical Analysts.

STA Monthly Meeting May 2008

Wednesday 14th May 2008

Recurrence & Revolution: The Credit Crisis in Context

Financial market cycles need to be seen in the context of the long-term economic cycles of which they are a part. However, the relationships are not deterministic: all markets have their own individual patterns and rhythms, and multi-dimensional feedback processes are involved. So, although the current credit crunch has arrived ‘on time’, it is unlikely to have the results that many now fear. Indeed, the emergent patterns are more consistent with a new wave of secular inflation than with an imminent deflation.


Tony Plummer FSTA, Helmsman Economics Ltd STA Meetings : Speakers : Tony Plummer FSTA

Tony has worked in financial markets for more than 40 years, and currently researches group behaviour in financial markets and economic activity. He is also on the investment advisory committee of the Osiris Property Fund, and is a trustee of two pension funds.

STA Monthly Meeting April 2008

Wednesday 9th April 2008

Elliott Wave and Fibonacci Applications

The Elliott Wave theory can be described as an empirically derived, entirely technical, list of rules and guidelines, to interpret, qualify, and project activity in financial markets. The theory, defining a complete bull and bear cycle as five waves up and three waves down, is highly indicative of mass psychology and human progression, and allows therefore exciting insights of what the market might do next. But as the theory can be quite complex and confusing, it requires the engagement of Fibonacci applications and what Thomas calls “plausibility analysis” to make it a powerful and highly effective analysis tool. The insights that Thomas will give will hopefully dissolve most difficulties that people encounter using this technique and will unveil the logical clarity behind it.


Thomas Anthonj MSTA, Executive Director and Senior Technical Strategist of FX Strategy, JPMorgan STA Meetings : Speakers : Thomas Anthonj MSTA

Thomas joined JPMorgan in September 2009, taking over the role of FX Technical Strategist. His main focus is on G10 and European currencies where he develops trading and investment strategies, mainly on the basis of Elliott and Fibonacci-applications.

STA Monthly Meeting March 2008

Tuesday 11th March 2008

The Current Outlook for the Corporate Bond Market & Investment Climate Ahead

Ian and Chris will between them cover the relative prospects of gilt edged and other fixed interest markets, and will explain the main methods of analysis, principally on trends and cycles. With the continuing travails of credit markets, and the spill-over into corporate bonds, this is all too topical, even to those whose focus is elsewhere! Coverage of the wider picture will even include gold.


Ian Williams, Director & Fund Manager, Charteris Treasury Portfolio Managers

Ian has spent the last 25 years as a specialist in G7 Government Bond Markets, covering sales, research, market making and proprietary trading.

Christopher Edwards, Fund Advisor & Marketing Director, Charteris Treasury Portfolio Managers

Chris has spent his City career in the bond markets, market making and proprietary trading. He has been a member of the STA for over 20 years.

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Next STA Meeting

STA Monthly Meeting – September 2019

Tuesday 10th September 2019 at 6.30pm


Tim Parker MSTA, CEO, Messels

Future STA Meetings

STA Monthly Meeting – October 2019

Tuesday 8th October 2019 at 6.30pm

Speaker: TBC

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