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What's New
Finance Professors Win 2008 MTA Annual Dow Award
Two finance professors, Dean Stanley Eakins and Assistant Professor Samuel Tibbs of East Carolina University (Greenville, NC), won the 2008 Charles H. Dow Award from the Market Technicians Association (MTA), honoring their excellence and creativity in technical analysis. William DeShurko, president of Ohio-based 401 Advisor, LLC, also co-authored the paper. The paper Using Style Index Momentum to Generate Alpha is available in pdf format. A detailed article can be read in the Summer issue of the Foundation's newsletter.
Competition for 2009 Charles H. Dow Award Now Open
The Charles H. Dow Award for excellence and creativity in technical analysis has been presented since 1994, and is one of the most significant writing competitions in the field of technical analysis. The winning author will receive a cash prize of $4,000 and will be invited to present the winning paper at an MTA seminar or chapter meeting. The paper or a summary may be published in the MTA’s Journal of Technical Analysis, Technically Speaking newsletter and posted on the MTA’s Web site. The last day to submit papers is February 6, 2009, and the winner will be selected on or before May 8, 2009. Please download the Dow Award Guidelines in pdf format.
Addition of the Point & Figure Lecture
A new lecture on Point & Figure charting has been added to the MTAEF lectures. Jeremy duPlessis, CMT, FSTA (UK) wrote a lecture for the Foundation’s course based on his book - The Definitive Guide to Point and Figure (Harriman House, Peterfield, UK, 2005). Anyone wishing to add this lecture in their syllabus, please contact info@mtaeducationalfoundation.org
Foundation Course available in Italian
The Foundation’s course has been translated into Italian based on the text books of John J. Murphy (analisi technica dei mercati finanziari: metodologies, applicazioni e strategie operative, seconda edizione) and Martin J. Pring (analisi technica dei mercati finanziari, terza edizione). All class support materials (notes and PowerPoint presentations) are available in Italian. Anyone interested in teaching the course en italiano, please contact info@mtaeducationalfoundation.org
John Bollinger joins the Foundation Board
John Bollinger, CFA, CMT is the president and founder of Bollinger Capital Management. He personally governs all investment decisions for Bollinger Capital Management clients. He is a Chartered Financial Analyst (CFA) and a Chartered Market Technician (CMT). He is perhaps best known to the public for his many years of market analysis and commentary on television -- first on Financial News Network, where he was the Chief Market Analyst -- and subsequently on CNBC. read more
Ken Tower joins the Foundation Board
Ken Tower, CMT, Senior Vice President at Quantitative Analysis Service, Inc. (QAS), Jersey City, NJ, has joined the Foundation Board. Ken appears regularly in the financial media including television appearances on CNBC and Bloomberg TV as well as AP Radio, MarketWatch Radio, Bloomberg Radio, and read more
Jasmina Hasanhodzic joins the Foundation Board
Jasmina Hasanhodzic, Ph.D., is a research scientist at AlphaSimplex Group, LLC, where she develops quantitative investment strategies and benchmarks, including 130/30 indexes. She received her Ph.D. from MIT’s Department of Electrical Engineering and Computer Science read more
Steve Leuthold joins the Advisory Panel
Steven C. Leuthold is the founder and Chief Investment Officer of The Leuthold Group, LLC, an institutional investment research firm established in 1981. In 1987, Steve initiated a small investment management operation which is driven almost exclusively by The Leuthold Group’s own internal research. Steve serves as Chief Investment Officer of the registered investment advisor and serves as senior executive of the investment portfolio management team; and is a member of Leuthold Funds’ Board of Directors. read more
David Krell joins the Advisory Panel
David Krell, CMT is a founder of the International Securites Exchange (ISE) and former President & CEO. He was Chairman and co- founder of K-Squared Research, LLC, a financial services consulting firm; former Vice President, Options and Index Products, of the New York Stock Exchange; former First Vice President at the Chicago Board Options Exchange read more
Avner Wolf joins the Advisory Panel
Avner Wolf, Ph.D. is Executive Director of International Programs, Academic Director EMSF at Baruch College, New York. His research is in the area of derivative financial markets, investment, portfolio management, fixed income and security market microstructure. While working on his dissertation, Avner served as a staff economist in COMEX where he designed the futures gold and silver options. read more
EDUCATIONAL FOUNDATION BOARD MEMBER NEWS
Mike Carr, CMT recently taught at local colleges in Cheyenne, WY and frequently speaks to groups of individual investors. His article Hazardous to Your Wealth has been published in the November 2008 issue of Technical Analysis of Stocks & Commodities magazine, page 38. His article If the Bear Has Really Ended... appears in the November/December 2008 issue of Traders.com magazine, page 12 (he also has three additional articles in this publication).
Julie Dahlquist, Ph.D. presented “The Apple-A-Day System: A Case for Teaching Trading System Design” (with C. Kirkpatrick and R. Bauer) at the Financial Education Association meeting, Bermuda; lectured to MBA students at St. Mary’s University and St. Mary’s Student Managed Fund, San Antonio, TX; article “Risk and Return: Lessons from Extreme Portfolios,” (with Richard Bauer and Dom Cho) published in the Southwest Business Administration Journal.
Mike Epstein was a luncheon speaker at the Traders@MIT 2008 Intercollegiate Trading Competititon on November 15 held at MIT. The competition included students from MIT, Harvard, Wellesley, Dartmouth, Princeton and Columbia.
Bruce Kamich, CMT In addition to teaching at Baruch College, Bruce recently taught a 9-day course at Baruch College’s International Executive MBA program in Taiwan. He also lectured at Fordham and Rutgers.
Charlie Kirkpatrick, CMT received the MTA Annual Award in New York and gave a talk on “Relatives” (i.e., investing with relative prices, earnings, and price-to-sales). His latest book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell was released by FT Press on August 25. He was also was a luncheon speaker at the Traders@MIT 2008 Intercollegiate Trading Competititon on November 15 held at MIT.
Phil Roth, CMT Phil attended the Traders@MIT 2008 Intercollegiate Trading Competititon on November 15 held at MIT. He is scheduled to give lectures at the Dayton CFA Society, Portland (OR) CFA Society and the Baltimore CFA Society-MTA Luncheon in January 2009.
Jasmina Hasanhodzic, Ph.D was a speaker at Investing in 130/30 Funds Conference in New York and at the annual IFTA conference in Paris: Demystifying and Automating Technical Analysis and Hedge Fund Strategies, both in November. The book she co-authored with Andrew Lo The Heretics of Finance: Conversations with the Leading Practitioners of Technical Analysis has recently been released by Bloomberg Press.
EDUCATIONAL FOUNDATION ADVISORY PANEL NEWS
Hank Pruden, Ph.D. Hank's article The 21st Century Technician has been published in the September 2008 issue of Technical Analysis of Stocks & Commodities magazine, page 34.
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