Technical Analysis: Better Outcomes for Fundamental Investors

When:  Mar 23, 2023 from 12:00 PM to 01:00 PM (PT)
Associated with  CFA Society Sacramento
The philosophy of technical analysis, and trend following and momentum in particular, is more aligned with the core philosophy of fundamental analysis than most investors appreciate. In this discussion, David will outline the strong links between the two forms of analysis and demonstrate how fundamental managers can rely on technical analysis to improve risk management, scale idea generation, and driving important, often uncomfortable conversations among investment teams.
Portfolio Manager, Advisor, Innovator, Teacher
David has more than three decades of investment industry experience, with a focus on technical analysis strategies, particularly momentum and trend following.
He is the former Director of Technical Research at Wellington Management, where he was also a Managing Director and portfolio manager with extensive experience managing global long only and US long-short portfolios. David also held senior analyst positions at Fidelity & Thomson Financial.

In addition, he has started several research and investment firms, including hedge fund Lyceum Capital, Breakaway Research, and most recently MOTR Capital Management & Research, Inc. He is also the portfolio manager of a private long short momentum & trend following hedge fund.
David taught a graduate level Technical Analysis course at Brandeis International Business School, in Waltham, MA (June 2015-June 2020), where he received the 2015 Excellence in Teaching Award in his first year. He is a Chartered Market Technician (CMT) and Chartered Financial Analyst (CFA) dual charter holder, and a member CMT Association's board of directors.
He launched and Co-Hosts "Fill the Gap", CMT Association's official podcast. David is a graduate of Babson College (1988), with a finance and investments dual major.

Cost To Attend
CFASS Member (Zoom): Free (email [email protected] for link to register)
Nonmembers (Zoom): $10 (click here to register.)
Registration Closes Tuesday, March 21


Online Instructions:
Login: Zoom login will be sent the day before the program.


Raquel Altavilla

[email protected]