A Practitioner’s View of Technical Analysis and Portfolio Management

In this session, each panelist will give a short presentation focused on their role and use of technical analysis as part of the investment process at their respective firms.  They will discuss how they communicate with colleagues about technicals in a predominantly fundamental world.  Each presenter will focus on the tools they use to set strategy, generate alpha and manage risk.

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.

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