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 February 2008

Wednesday 13th February 2008

Using Quantitative Techniques to Reduce the Subjectivity in Technical Analysis

Living in a fast paced world filled with a myriad of investment opportunities buried beneath a sea of market noise, news, data and other perilous distractions, getting to the pearls can be a real challenge. Relying on your brain to digest and process large amounts of information in a limited amount of time comes at its own perils, owing to cognitive impediments that make us vulnerable to information overload.

Revealing some of the biases exhibited by investors, Rashpal will explain the benefits of simple quantitative techniques in arriving at the answer, and go as far as revealing one simple, backtested system that is born out of the concept of trends.

Speaker

Rashpal Sohan, Asset Allocation Analyst, Rathbone Investment Management

Rashpal graduated from the London School of Economics and Political Science with a first class degree in Actuarial Science. He has been working as an asset allocation analyst at Rathbone Brothers, formerly assistant to Robin Griffiths (before his retirement in December 2007) and specialises in the use of quantitative techniques in the analysis of global markets with particular emphasis on building models for system trading and investment purposes.

STA Monthly Meeting January 2008

Wednesday 9th January 2008

Prospects for 2008

Panel Speakers

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.

Tom Hobson, Managing Director Chief & Global Technical Analyst, Merrill Lynch

Tom Hobson has a wide remit at Merrill Lynch, including overseeing and coordinating EMEA rates publications and strategy recommendations, as well as the team responsible for the daily “Technical Watch” circulars.

Tomasz Pelc MSTA CFTe, Global co-head Macro Technical Strategy, Nomura International STA Meetings : Speakers : Tomasz Pelc MSTA CFTe

Tom has 24 years’ experience of financial markets, starting as a technical analyst/strategist with Standard and Poors. After Merrill Lynch, he comanaged Othon Investment, a $2 Billion Hedge Fund, before becoming Head of Technical Strategy at RBS for 10 years.

Phil Roberts, 1618 Technical Trading

Phil has worked as a Technical Strategist on the dealing floor of four major investment banks during a 28 year career in the City. The rigour of trading greatly influenced his philosophy towards Technical Analysis and his focus on the dynamics of supply and demand in particular. Foreign Exchange is his primary trading interest although he generally monitors markets across asset class.

STA Monthly Meeting & Christmas Party December 2007

Wednesday 12th December 2007

Twenty five years of Technical Analysis - Pen & black ink to Mouse - From the Dark Ages to the Enlightenment?

Speaker

Nicole Elliott, Investors’ Chronicle STA Meetings : Speakers : Nicole Elliott

After graduating from the London School of Economics Nicole Elliott started her banking career in the City of London in 1982. Whether in trading, sales or an advisory capacity Technical Analysis has been the bedrock of her methodology.

STA Monthly Meeting November 2007

Wednesday 14th November 2007

Pattern recognition and subjectivity in Technical Analysis

Most technical analysts and technical traders spend a lot of time observing and trying to recognise chart patterns in order to make market forecasts. But who knows how a pattern is recognised by our minds? The purpose of the presentation is to deal with this recognition process. How do our minds analyse different shapes? The understanding of pattern recognition mechanisms will be based on the main principles of a psychological methodology called “Gestalt Theorie.” Thanks to this we will understand why chart interpretation is definitely subjective and we will discover ways to benefit from this knowledge.

Speaker

Thierry Bechu, Head of Liquid Alternatives, Société Générale

Thierry is the former president and co-founder of AFATE, the French equivalent of the STA. He is the co-author of a widely read French technical analysis book. Mr Bechu worked as a technical analyst for several years before being a proprietary trader for Dresdner Bank and Commerzbank.

STA Monthly Meeting October 2007

Wednesday 10th October 2007

April is the cruellest month?

Most members will be familiar with the “Road Map”, his proprietary system for codifying the interaction between the various market and economic cycles. On this occasion, he will focus one aspect of seasonality –which month is, indeed the cruellest. TS Elliot opted for April, but wasn’t known to be a technical analyst. April may prove disappointing, bearing in mind “Sell in May, and go away”, but, arguably, October should take the accolade, with 1929, 1987 and the aftermath of 9/11 being the most obvious examples.

Speaker

Robin Griffiths FSTA, Chief Technical Strategist , ECU STA Meetings : Speakers : Robin Griffiths FSTA

Robin Griffiths joined Cazenove Capital in 2008 as Technical Strategist, providing strategic input and marketing support, primarily to Private Wealth Management.

STA Monthly Meeting September 2007

Wednesday 12th September 2007

Technical Trading Systems: The Elements of Technical Systems and Testing

Systematic Trading, devoid of human emotions has become the “holy grail” of trading. Technical trading approaches can now be quantified, tested and validated using a variety of system testing packages. The theories of the old master technicians can now be tested and validated in real-time. The talk will focus upon how to produce and validate a variety of technical trading systems; then moving from theory to the practical application of system trading.

David will present “Examples of Trading Systems – A diverse collection of systematic methods”. Shaun will present “Testing Trading Systems – Finding the systems that really work”. Finally Francesco will round up the evening with, “Using Trading Systems – Putting it all together in practice”.

Speakers

David Watts MSTA, STA Committee, Software/Systems & Website STA Meetings : Speakers : David Watts MSTA

David is a Trading System Consultant and professional engineer. He first became involved with the LIFFE markets after being commissioned to provide IT support and write a trading model for a number of LIFFE traders in 1992. Since then he has used his engineering expertise on a number of innovative trading projects

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.

Shaun Downey, Senior Technical Analyst, CQG

Shaun is Head of Technical Analysis at charting software provider CQG. He provides daily research to CQG clients such as banks and hedge funds and is highly regarded for the reliability of his market forecasts. He is also a partner at Oasis Research.

Francesco Cavasino, Pioneer Alternative Investments

Francesco has been developing and trading with systems since 1996. From 2000 to 2003 he ran a systematic prop trading operation at Banca Intesa in London, and from 2003 has managed the Pioneer Systematic Diversified hedge fund for Pioneer Alternative Investments, based in Dublin.

STA Monthly Meeting & Summer Party July 2007

Wednesday 11th July 2007

Price Performance – Key Factors in Analysing It

In his allotted span of some 30 minutes, Glyn aims to cover: An update on key Bollinger Band techniques; an update on trendline and channel definition; finally, what constitutes a reversal. At first sight, these might appear to be disparate topics. Using the analogy of a jigsaw puzzle, however, they do fit together very well, to give the “big picture” of price performance in markets. Aspects of these subjects were covered in his excellent talk of seven years ago, but he has undertaken considerable development work in the intervening period.

Speaker

Glyn Bradney MSTA, Thomson Reuters

Glyn Bradney was a trader / chief dealer in the London money markets for 20 years after graduating from Imperial College in Chemistry! His long standing membership to the STA goes back to the days of our predecessor, ACTA. In 1992 he joined Reuters, now Thomson Reuters, and continues to work there, having global responsibility for graphics and technical analysis.

STA Monthly Meeting June 2007

Wednesday 13th June 2007

Keeping to the Rules

Nick will give a brief history of those analysts that have influenced him. His methodology is a combination of Japanese Candlesticks and Point and Figure charts to establish trade direction, on varying time horizons. These are reinforced with momentum studies, (RSI, Relative Strength etc) and his own easy to read proprietary indices. He will outline his use of his chosen trading tools and give examples of successful applications, along with some views on the current market outlook.

Speaker

Nick Batsford, Mint Partners

Nick Batsford has 20 years experience of financial markets, including dealing on LIFFE and the LSE. He started with software vendor Market Age plc and then worked for various trading and brokerage companies.

STA Monthly Meeting May 2007

Wednesday 9th May 2007

Trading the DeMark Levels

Guido reckons to meet around 20-25 people interested in TA every week. Most of these meetings end up covering DeMark, and very often with the same questions. The main interest is how to trade the signals and which signals should be more closely observed than others. The presentation will show how within TD Sequential and TD Combo there is more information than at first meets the eye. Delayed perfections, compressed setups, disqualified breakouts, clustering of signals and retracements will be covered, as well as suggestions on how to include in the analysis TD Differential and TD Camo. There have been other presentations on the DeMark indicators, but he hopes to present some new suggestions on how to use these amazing tools.

Speaker

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 April 2007

Wednesday 11th April 2007

Calling the Major Turns

Richard will describe his methodology. The central theme of his talk will be the focus on the technical factors which led to the conclusion that the American equity market had seen its nadir around mid-1982, anticipating by around six months the fundamental economic evidence that America was no longer in recession. He will then discuss how the precepts which underlie his work can be applied to the present conjunction of themes.

Speaker

Richard Crossley, Technical Strategist, NCB Stockbrokers

Richard has a long held interest in technical analysis, working for some years in collaboration with other published analysts, including Teddy Clarke, one of the founder members of ACTA, while in Teather & Greenwood.

STA Monthly Meeting March 2007

Wednesday 14th March 2007

Evaluating the validity and strength of line breaks

Despite the many excellent studies and oscillators available, for Paddy “market price” is the primary indicator. In his market analysis he gives significant weight to support and resistance levels and (to a lesser extent) trend lines, particularly in relation to identifying the strength of investor sentiment around these price levels. The behaviour (illustrated by the price action) around a level – whether it breaks or holds – can give a very good indication of how prices will act around that level in the future. He will use FX, commodities and stock index charts to demonstrate how he evaluates the significance of line breaks in his market analysis.

Speaker

Paddy Osborn, Technical Analyst, BETA Group

Paddy Osborn has spent more than 20 years as a trader, technical analyst and technical analysis service provider. He traded Japanese Equity Derivatives at NKK before moving to TraderMade, and has recently joined BETA Group, providing seminars on TA and behavioural finance to City firms.

STA Monthly Meeting February 2007

Tuesday 13th February 2007

Futures Day Traders, and the techniques they use

In 2000 Clive set up FuturesTechs, which has built up a solid subscriber base (mainly comprising of Day Traders) for its daily service, which now covers 28 markets. Many of these clients have also benefited from Clive’s lively training seminars, which he has also presented for the STA’s education programme.

In his few years as an active member of the STA he has often been asked who these short term traders are, how they trade, and how they use technical analysis. In this talk he will attempt to unveil some of these answers and give an insight into the technical methods employed by these active traders, who, as a group, account for a sizeable chunk of daily volumes on many of the world’s leading exchanges.

Speaker

Clive Lambert MSTA, Founder, FuturesTechs STA Meetings : Speakers : Clive Lambert MSTA

Clive is the founder, and continues to be the main contributor, for FuturesTechs. He has been in the City for 24 years, has been in the futures market for 20 years as a broker and trader, and has been writing technical analysis for over 10 years. He is the author of the book “Candlestick Charts: An Introduction to Using Candlestick Charts”.

STA Monthly Meeting January 2007

Wednesday 17th January 2007

Global Markets Review

Making money in markets is somewhat easier when we can identify the big secular trends. Eoin will look at international markets and attempt to differentiate between what are likely to be the much larger secular trends and those where a medium-term cyclical move is taking place. To do this he will make extensive use of Fullermoney.com’s online Chart Library which has a number of long-term historical ratios not commonly found on other systems. He will outline his view of where markets are going in 2007 and identify risks which could add to future volatility.

Speaker

Eoin Treacy, Global Strategist, Fullermoney.com

Eoin is a global strategist at www.fullermoney.com. Following a degree in Philosophy, he spent nearly four years with Bloomberg, where he became a student of market psychology and taught numerous seminars across Europe.

STA Monthly Meeting & Christmas Party December 2006

Wednesday 6th December 2006

How I Use Technical Analysis in my Decision Process

Admitting that he does use Technical Analysis, albeit as the cadet branch of his input, Anthony has addressed the Society before. In his allotted span of some 40 minutes, he will outline his approach, and how and why Technical Analysis contributes to his decisions, particularly on Larger Capitalization stocks where the advantage of fundamental analysis is often lessened due to the sheer size and diversity of the companies as investments.

The Executive Committee thought this was an appropriate way to mark and celebrate the closing of the 20th Anniversary of the Society’s incorporation, from its previous form as ACTA.

Speaker

Anthony Bolton, Director & Portfolio Manager, Fidelity International

Anthony hardly needs any introduction, even to those members who claim not to read newspapers! The best known, and arguably the best performing fund manager of his generation, having read engineering at Cambridge, Anthony opted for the City, cutting his teeth during the turbulent markets of the 1970’s at Keyser Ullmann.

STA Monthly Meeting November 2006

Wednesday 8th November 2006

Sentiment, Momentum and Trending

Richard is not going to teach any ground breaking new techniques, as his approach can be regarded as very traditional, but will talk about how he successfully uses what he believes to be the three most important building blocks in any day to day analysis – Sentiment, Momentum and Trending, showing how very simple rules can be applied to markets. As well as highlighting his approach, Richard will also take a look at how these can be applied to the current outlook in Fixed Income, FX and Stock markets.

Speaker

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.

STA Monthly Meeting October 2006

Wednesday 11th October 2006

Program trading, next generation market news commentary and the future of technical analysis

Aboudy started off working as a chartered accountant with Arthur Andersen, before trading his own account since the end of 2001. His talk is aimed at challenging traditional technical analysis and analysts who, in his opinion, spend too much time looking for “pretty” chart patterns rather than focus on what technical analysis is meant to be, which, according to him, is a tool to aid real-world trading. Aboudy would like to stimulate thought, reach into the spirit of technical analysis and open up new ideas and ways at analysing charts for real trading.

He will be discussing the rise in program trading and its effect on the technical analysis discipline. With the growing trend in machines rather than humans carrying out trading, questions will be raised on the use of conventional technical analysis and its relevance in the modern marketplace. Aboudy will be discussing his views on the future of technical analysis and his opinions on how as market technicians, we need to go back to the heart of technical analysis to help us face the future. To assist in this, Aboudy will be demonstrating VIA Trader as the first real time technical news service designed to provide a stream of valuable analysis and in depth commentary to allow for rapid assimilation of key market information.

Speaker

Aboudy Nasser MSTA, Director, VIA Trader

Aboudy Nasser is the founder and Director of VIA Trader, an automated real time technical market news commentary service.

STA Monthly Meeting September 2006

Wednesday 13th September 2006

The Ancient Art of Chart Analysis

Stuart has looked at many facets of technical analysis, but, on the whole, prefers the straightforward reading of price action via bar or line charts, and looking for trends and patterns in weekly, daily, hourly and tick bar charts. He uses a great deal of intuition, contrarian opinion and psychology, allied to the price action – essentially to keep it simple, and stick to the techniques that work for him as an individual. He will attempt to provide examples covering the main avenues.

Speaker

Stuart Frost, Chart Analyst, Lloyds Bank Corporate Markets

Stuart started his career with National Westminster Bank in New York, as a foreign exchange dealer and gravitated to head of chart analysis for Nat West Markets in the 1990’s back in London.

STA Monthly Meeting & Summer Party July 2006

Wednesday 5th July 2006

Where are we Now II – Emerging Markets – Correction or Turn?

John’s talk will focus on the current developments in emerging markets, which are providing plenty of textbook patterns. For those not following these markets closely, it is worth bearing in mind that they should not be considered as an homogeneous bloc, but are in different stages of development, and can show widely differing characteristics, the recent, fairly indiscriminate sell-off notwithstanding. As part of his theme, John will consider to what extent the old jibe is still true, “Emerging markets are those from which it is difficult to emerge!”

Speaker

John Noyce, European Technical Research, Citibank

John graduated in Accounting & Finance from Exeter University in 2000, and joined Citigroup. His initial position was on the proprietary trading desk, trading Spot FX and Interest Rate futures, together with writing technically based research. In 2002, he moved to focus completely on technical research.

STA Monthly Meeting June 2006

Wednesday 14th June 2006

Where are we Now?

Most members will be familiar with the “Road Map”, his proprietary system for codifying the interaction between the various market and economic cycles. As a seasoned sailor, he is more qualified than most to stipulate, “Always look at the chart”. Whilst the Society has always adopted a purist attitude to performance claims in notices, his Road Map should be a much more reliable indicator of present position, direction and route in markets than some of the SatNav systems now on offer, judging by recent press comments!

Speaker

Robin Griffiths FSTA, Chief Technical Strategist , ECU STA Meetings : Speakers : Robin Griffiths FSTA

Robin Griffiths joined Cazenove Capital in 2008 as Technical Strategist, providing strategic input and marketing support, primarily to Private Wealth Management.

STA Monthly Meeting May 2006

Wednesday 10th May 2006

Market Timing Indicators of Tom DeMark

Tim actively trades his own funds across equities, fixed income, commodities & foreign exchange. Building on the disciplines imparted by the classics, he uses only technical analysis, with a variety of methods. He will focus on his use of various DeMark Indicators: TD Setup, Sequential, Combo, Moving Average 1, and how he combines these indicators. He aims to provide examples from a range of markets.

Speaker

Tim McCullough, Lloyds Bank

Tim manages technical strategy for fixed income and foreign exchange at Lloyds Bank in London. He has over 25 years’ experience of trading, sales and strategy and has been a member of the STA for the last 10 years. Tim applies a blend of trend-following with contrarian indicators, principally Ichimoku and DeMark, across all asset classes and timeframes. In addition to a passion for classical languages, he has also been spotted more recently in the gym.

STA Monthly Meeting April 2006

Wednesday 12th April 2006

Technical Analysis in Fund Management

Prior to joining HSBC in 1998, Charles was in the Army, which instilled many of the essential disciplines for successful and consistent fund management. Although Technical Analysis is normally associated with market timing and trading, in order to make it more relevant within fund management, the objectives need to be altered. Stock selection and asset allocation are more important than market timing, and Charles will argue that, contrary to popular belief, technical analysis serves the former better than the latter.

Obviously, the generation of returns above the index is needed to justify an active fund manager’s existence, and a technical fund cannot live in isolation from this fact, and hide behind absolute return or trading. Charles will discuss the investment process behind the HSBC Global Trend Fund, with insights into currency-adjusted price relative (CAPR), trend following, contrarian investing, asset allocation and risk management.

Speaker

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 March 2006

Wednesday 15th March 2006

Technical Analysis of Interest Rates and Yield Curves

Tom leads a team of analysts in London and New York, and is responsible for the production of daily Technical Watch publications. Through the use of technical analysis and global spread relationships the Technical Watch publications present daily directional evaluations of Fixed Income, Foreign Exchange, and Equity futures and cash markets. Weekly technical publications include coverage of Asian capital markets, European Rates Weekly and the Global Futures & Options editions.

He aims to examine 2006 as a transition year for global fixed income markets that have been dominated by the bullish lower yield movement since 2000. Using correlation work, the 2000/2003 cyclical fixed income bull trends were primarily the products of the most severe equity setbacks since the early 1930’s. Higher yield corrections began in 2003, and the relationship between the current equity cycle and fixed income should decline by late 2006 early 2007.

Secular Exhaustion: Driven since 1981 in the US and early 1990’s in Europe, the consistent progress towards lower yields is reaching exhaustion. This has enormous consequences for yields over the next 2-10 years.

Speaker

Tom Hobson, Managing Director Chief & Global Technical Analyst, Merrill Lynch

Tom Hobson has a wide remit at Merrill Lynch, including overseeing and coordinating EMEA rates publications and strategy recommendations, as well as the team responsible for the daily “Technical Watch” circulars.

STA Monthly Meeting February 2006

Wednesday 8th February 2006

How to identify high probability trading opportunities using relative sector/stock outor underperformance

Mark will be talking about how the STA Diploma course – especially moving averages, sector and equity price/relative chart analysis – has helped his career progression, which is now geared toward the more dynamic hedge fund world. He will explain how he finds and trades high probability trades with high win/loss ratios, by using relative value in conjunction with technical analysis. Mark will give numerous examples of some of his recent trades and explain why it makes sense to focus on those sectors and stocks which are out- or underperforming the market.

Speaker

Mark Panter, Equity Sales, Lehman Brothers

Mark has been an equity sales trader since 1998, working for institutional/hedge fund clients at ABN Amro, CAI Cheuvreux and now Lehman Brothers.

STA Monthly Meeting January 2006

Wednesday 11th January 2006

Implied Volatility versus underlying entities

Implied volatility and put-call ratios are the only exact measure for sentiment that everyone can access. Making simple assumptions on how market-makers and the crowd (retail and institutional) behave, it is possible to derive from implied volatility an excellent gauge of fear and greed. Combined with price analysis, it increases the probability of spotting medium term trend reversals. It also appears that implied volatility obeys Dow theory, and can be analyzed as an asset of its own, therefore calling for trend reversals in volatility.

Valérie will provide recent examples and will share her experience of the methodology’s strengths and weaknesses.

Speaker

Valérie Gastaldy, Founding Partner, Day by Day STA Meetings : Speakers : Valérie Gastaldy

Valérie Gastaldy graduated from ESSEC in 1985 to join immediately France’s largest broker at the time, Meeschaert-Rousselle, where she launched the first OTC index option in 1986, before being a market-maker on MONEP and then a prop ‘trader. Technical analysis appeared more adequate than fundamentals to answer her needs for short-term risk management.

STA Monthly Meeting & Christmas Party December 2005

Wednesday 7th December 2005

Reminiscences of a Market Journalist

Bill will not discuss the minutiae of TA very much, but, in his allotted span of 30 minutes, share some insights into his long and colourful career as a trader, broker and market journalist, aka market wisdom.

Speaker

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.

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Next STA Meeting

STA Monthly Meeting – September 2019

Tuesday 10th September 2019 at 6.30pm

Speaker

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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