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Title

Technical Analysis for the Fundamental Investor

Event Description

 

CFA Japan Seminar Announcement】 

Title: Technical Analysis for the Fundamental Investor

Date: March 15th (Friday), 2019, 19:00-20:30
Venue: Room1, FINE TOKYO, 5th Floor, South Tower, Otemachi Financial City, 1-9-7 Otemachi, Chiyoda-ku, Tokyo
http://www.fine-tokyo.com/en/access/
 (For those who take the subways to come: From Tokyo Metro Otemachi Station, please use the passageway directly connecting to the first basement floor of the building. Then take the South Elevator from the first basement floor or the first floor to the fifth floor.
For those who come from the surface street: Please enter the SouthTower, Otemachi Financial City from FINE TOKYO Entrance that is across the street of Sankei Building. Then take the South Elevator from the first floor to the fifth floor.)
Language: English
Specialty Focus Areas: Investment Management Strategy (CE credit eligible)
Speaker: Mr. David Lundgren, CFA CMT (Managing Director, Portfolio Manager, Director of Technical Research, Wellington Management)
Fee: CFA Japan Members, CFA Members of other societies, Associate Members, Professional Members:Free, Candidate Non Members: JPY 2,000, Non-members: JPY 3,000
**Global Passport Program is available.

 

Outline

Personal history

  • Despite strongly believing in both, I chose technical over fundamental investing…why?
  • Technical, Growth or Value? Neither philosophy is right per se. It is up to investors to decide which one fits them best.

The underappreciated historical link between fundamental and technical analysis

  • Charles Dow and other devout fundamental investors of the 19th and 20th centuries discovered the merit of listening to the market
  • Practical solution to the reality that markets were literally rigged against the average investor in the late 1800s, early 1900s

 Dow Theory

  • The market discounts all that is known about securities and markets
  • Securities prices trend in the direction of underlying fundamentals
  • Short-term trends are noise, long-term trends are signal

Takeaways

  • The market is efficient, but it also trends
  • These two truths offer compelling reason for using technical analysis to help discover attractive investment ideas

Technical Investing

  • Objective of trend following: identify, engage, and stay
  • Tools of technical analysis: Trend Following vs Mean Reversion
  • Leading, coincident, lagging indications of trend change
  • Relative performance…the line in the sand
  • Individual examples…remember, stock market is a market of stocks…sum of the parts

How fundamentally minded investors use technical analysis today

Current market observations

 

Speaker

As the director of Technical Analysis, David manages long-only global equity portfolios and provides comprehensive technical research on global equities and equity indexes as well as fixed income, currency, and commodity markets to the firm's portfolio managers and analysts, as well as external clients. 
David is also an adjunct professor at the Brandeis International Business School, where he teaches a graduate-level class on technical analysis. In 2016, he received the Brandeis IBS Excellence in Teaching Award.
Prior to joining Wellington Management in 2007, David owned and operated Breakaway Research, Inc., an independent institutional research firm that he launched in 2004. Before launching Breakaway, he 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). 
David graduated with high honors from Babson College (1988) with a degree in finance and investments. He is a Chartered Market Technician (CMT) and serves as a member of the CMT Association's board of directors. Additionally, he holds the Chartered Financial Analyst (CFA) designation.

Event Type

Society

Education Topic

 

Start Time

2019/03/15 19:00

End Time

2019/03/15 20:30

City

Tokyo

State/Province

 

Event Country

 

Event Region

Asia Pacific

Location Info

Venue: Room1, FINE TOKYO, 5th Floor, South Tower, Otemachi Financial City, 1-9-7 Otemachi, Chiyoda-ku, Tokyo
http://www.fine-tokyo.com/en/access/

Speaker

Mr. David Lundgren, CFA CMT (Managing Director, Portfolio Manager, Director of Technical Research, Wellington Management)

CE Credits

1.5

SER Credit

0

Currency

yen

Member Price

0

Non-Member Price

3000

Candidate Price

2000

Registration

If you wish to attend this seminar, please register via website.
https://cfainstitute.force.com/s/lt-event?site=a0Wj000000Dv6cBEAR&id=a1Of10000033aQLEAY

Refunds will only be provided if email notice of the cancellation is provided to the CFA Society Japan(info@cfaj.org) prior to the seminar on the date.

All Day Event

 

Recurrence

 

End

2019/03/15 20:30

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Event Short Info

 

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Attachments

Content Type: MyCFA Calendar
Created at 2019/03/07 14:33 by shiozawa@cfaj.org
Last modified at 2019/03/07 14:34 by shiozawa@cfaj.org