Virtual Chart Summit 2021
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VIRTUAL 1 POWERED BY 04/17/2021 CHART SUMMIT HOSTED BY 2021. 1 5TH ANNUAL CHART SUMMIT 2021 8:30................................................... Welcome to Chart Summit Opening Remarks 8:55................................................... Alisa Kolodizner Introducing: Rock the Street, Wall Street 9:00.................................................. Todd Sohn Technical Analysis of Today’s Market 9:25................................................... Troy Prince Introducing: Wall Street Bound 9:40.................................................. Mike Hurley Market Internals - Looking at Breadth 10:10.................................................. Rashmi Shastry Global Market Roundup 10:35................................................. Sean Mclaughlin Managing Options Positions Efficiently 10:55................................................. Steve Strazza The Bottoms/Up Approach to Supplement the Top/Down 11:20.................................................. Jake Wujastyk Trend Spider Tools 11:35................................................... Brinttney Castro Personal Finance for All Investors 12:00................................................. Brian Shannon Anchored VWAP Pinch Explained 12:25.................................................. Tyler Wood What is the CMT Association and What is a Charted Market Technician? 12:40................................................. Kimmy Sokoloff & JC Fireside Chat About Wall Street 1:00.................................................... Willie Delwiche Sentiment and Market Breadth in Today’s Market 1:30.................................................... Meltem Demirors Bitcoin and Crypto Currencies - What Traders & Investors Need to Know 2:00................................................... Phil Pearlman 10 Habits for All Traders & Investors to Succeed 2:30................................................... Ryan Detrick Technical Analysis of Today’s Markets 2:55.................................................... Alisa Kolodizner Introducing Ora Lee Foundation Cancer Research 3:00................................................... Howard Lindzon Fireside Chat w/ Todd Harrison 3:30................................................... Frank Cappelleri Technical Analysis of Today’s Market 4:00.................................................. Zach Shellhaas Traders 4 a Cause - What are They Up To 4:10.................................................... Patrick Dunuwila The Chart Report in Review - What are The Best Technicians Talking About These Days? 4:30................................................... Ari Wald Technical Analysis of Today’s Market 5:00................................................... JC Parets Top/Down Technical Approach to Find Stocks to Buy THE SPEAKERS JC Parets, CMT - President & Founder, All Star Charts : JC Parets is the founder of All Star Charts and is one of the most widely followed Technical Analysts in the world. All Star Charts is a research platform for both professional and retail investors covering US and International stocks, interest rates, commodities and forex markets. In 2008, JC earned his Chartered Market Technician designation (CMT). His work has been featured regularly on Bloomberg, CNBC, Fox Business, ABC, CNN, Wall Street Journal and many other financial media outlets around the world. You will often see JC as a speaker at some of the top investing conferences and has also been invited to speak at Harvard, Duke, NYU, University of Chicago and Hong Kong Baptist University among other institutions about Technical Analysis and Behavioral Finance. JC specializes in finding the most opportunistic risk vs reward propositions while at the same time bringing a top/down approach to the marketplace whose wide spectrum is rivaled by few. In 2017, JC Launched Technical Analysis Radio, a podcast dedicated to Technical Analysis and the Technicians who practice it. When he is not looking at Charts, JC enjoys playing and watching sports, good food and good wine. Back on the East coast full time with his wife and baby daughter, JC does his best to travel the world speaking to investors from different cultures always striving to become a wiser investor. Rashmi Shastry, CMT - Technical Analyst, All Star Charts : Rashmi Shastry, CMT is a Market Technician at All Star Charts India. Prior to this, she worked at Enrich Investments in Hyderabad, India as an Equity Research Analyst. She has been pursuing her passion in the financial markets since 2016. She completed her CMT Level 3 in November 2018 and received her charter in February 2020. Rashmi completed her under graduation in Mass Communication during which, she worked alongside the Indian Premier League (Twenty20 Cricket league), interviewing top International cricketers while touring with the local team. She has also played a pivotal role in the Telugu movie Life is Beautiful (2012). Following this CMT piqued her interest and she pursued the course soon after. While people ordinarily move from a desk job to a more glamorous one, she went the other way around and found more excitement in the daily market moves while slowly building her understanding of the various facets of the financial market. Steve Strazza - Technical Analyst, All Star Charts : Steve Strazza brings a unique perspective to the world of Technical Analysis due to his diverse background. Steve found an affinity for financial markets during his first job out of college as a big-4 CPA auditing some of Wall Street’s largest broker-dealers, such as Interactive Brokers and Morgan Stanley. Steve then worked in the Asset Management industry in a variety of roles including Controller for a private equity start- up, Fund Accountant at two large hedge funds, and most notably as a personal Accountant for Steve Cohen at SAC Capital and Point72. Steve has spent recent years writing as an Independent Research Analyst while working on a variety of Fintech projects for companies such as the TradeXchange and Deloitte & Touche. He also continues to practice part-time at his father’s CPA firm. Naturally, Steve began his research career using the financial statement analysis skills he gained as an accountant. After learning the flaws of fundamental analysis first-hand through his research career as well as his experience auditing public companies, he transitioned his investing style to focus primarily on price action. Steve holds an MBA from Fairfield University and is currently pursuing his CMT designation as a level 3 candidate. Willie Delwiche, CMT, CFA - Investment Strategist, All Star Charts : Willie Delwiche has over two decades of experience providing well-grounded perspective on the financial markets and the economy, including 15+ years of pursuing opportunity and managing risk through proprietary tactical ETF portfolios. Mostly recently he was the Investment Strategist and a Managing Director at Baird, a Milwaukee-based financial services firm with 1300 Financial Advisors in 160 locations across the United States. Willie received a BA in Economics and in Government and Politics from the University of Maryland, and an MA in Economics from the University of Wisconsin-Milwaukee. He is a member of the Market Technicians Association and past member of the American Economics Association. Willie is both a Chartered Market Technician and a CFA Charter holder. Commentary from Willie on the economy and financials markets has been featured in national, regional and trade media such as The New York Times, BARRON’S and Kiplinger’s. He has appeared on Fox Business, the Nightly Business Report, and the MoneyLife show. Willie also regularly shares his perspectives via Twitter and other social media outlets. Sean McLaughlin - Chief Options Strategist, All Star Charts : I was born and raised in Buffalo, NY and graduated from the State University of New York at Buffalo. Today, I live in a small mountain town near Boulder, Colorado with my wife of 17 years and 4 year old son, always in search of a great trail to hike. The 15 years between Buffalo and Boulder is where my trading career launched and my experience was forged. In late 2010 while continuing to trade my own account, I joined StockTwits—the world’s largest social platform for finance—and became Director of Community where I was a key player in 10x-ing the growth of the audience. Here I also hosted and produced a popular Trader podcast that interviewed 40 of the biggest names and successes in the trader/social media space, and I created and oversaw a network of 35 trader meetup groups in cities around the U.S. & Canada. During this time, my love of community and trader network building for the purposes of mutual support and mentorship took shape. In 2017, I left StockTwits and joined my friends at Trade Ideas, LLC where I continue today in a Sales, Training, and Market Strategy capacity. Trade Ideas is an absolutely indispensable tool for active traders and active investors. They are the first and only provider of AI-powered machine-learning tools in a SAAS model for Retail and Institutional subscribers, and the proof of value can be seen in hockey-stick subscriber growth and user retention. It is exciting to witness what they are building. Ryan Detrick, CMT - As Vice President, Market Strategist, Ryan Detrick is a member of the LPL Financial Research tactical asset allocation committee, responsible for directly impacting the portfolio decision-making process, as well as a member of the market insights team, developing and articulating equity and general market strategy. In this