Michael Covel

Michael Covel is a highly respected author, film director, and entrepreneur. He extends his trading expertise to readers and clients through the use of film, the worldwide web and the written word.

In 1996, he founded the well-renowned TurtleTrader® website, which has attracted millions of visitors. This internationally acclaimed website offers innovative and comprehensive trading techniques, making a striking impact on the investing world. TurtleTrader.com has been online continuously since October 1996. In 2004, Covel published his first book, “Trend Following: How Great Traders Make Millions in Up or Down Markets” (FT Press, Apr. 04, Nov. 05, Feb. 07 & Feb. 09). Profiling great trend following traders, along with defining and teaching the underground trading strategy of trend following, it quickly became a bestseller. “Trend Following” has sold 100,000+ copies and is also available in German, Japanese, Chinese (Complex and Simplified), Korean, French, Arabic, Turkish and Russian.

In his second book, “The Complete TurtleTrader: The Legend, the Lessons, the Results” (Collins, Oct. 2007 & Feb. 09), Covel offers a definitive and inside look at a true trading legend. Informative and edgy, this narrative account of Richard Dennis and his student traders, known as The Turtles, has become a must-read for trading novices and experts alike. It is also available in German, Korean, and Chinese (Complex and Simplified).

Fueled by the success of his trademark website and two bestselling books, Covel enters filmmaking with his debut film, “Broke: The New American Dream” (September 09). In this insightful and witty documentary, Covel explores the ripple effects of behavioral finance across the 2007-2009 market and economic crash through the diverse worlds of fish markets, sheep farms, lottery stores and poker tables. Shot in 13 major cities and packed with notable figures, this is not lightweight rehash, but rather a poignant wake up call. Face-to-face interviews include Nobel Prize winners, Dr. Harry Markowitz and Dr. Vernon Smith, to name a few. Inspired by Michael Moore’s films, Covel breaks new ground with ‘Broke’ by speaking with a timeless, non-partisan & common sense message for all audiences.

Between film projects, books and social media management, Michael Covel is an in-demand global speaker. He has presented at conferences around the world. Tokyo, Vienna, Paris, Macau, Hong Kong, Miami and São Paulo have all given Covel a stage to present a unqiue and compelling message.

Additionally, The Wall Street Journal, Barrons, Globe and Mail, Bloomberg and The New York Post have quoted and interviewed Covel. Reviews of his work have appeared in The Huffington Post and Big Hollywood. His written work has also appeared in Technical Analysis Magazine, Trader Monthly, Stocks, Futures and Options Magazine, Futures Magazine, TradingMarkets.com, Yahoo Finance, Market Technicians Association Newsletter, and Futures Japan Magazine.

Covel earned a Bachelor’s of Arts from George Mason University and a Master’s of Business Administration from Florida State University. He has also completed graduate level courses in international relations in London.

Jeff Cheah graduated from Simon Fraser University in Canada with a Bachelor of Business Administration degree – double major in Economics and Finance. Jeff is the Chief Technical Analyst at Thomson Reuters Americas. He joined Reuters in 2006. He presents and teaches Technical Analysis and FX Options courses to Thomson Reuters clients. Jeff brings 20 years of financial market research and trading experience to this role. Prior to joining Reuters, Jeff worked as a Senior Analyst at the Bank of Canada in Ottawa. In that capacity, he served in the Financial Markets Department, the group that is responsible for executing all financial market transactions required to carry out the Bank of Canada mandates. Jeff’s work involved daily briefing as well as background research ahead of G7 and BIS meetings for senior management and Governing Council to help better understand the implications of trends and developments in financial markets. Jeff’s financial markets experience also include being a Market Strategist with Standard & Poor’s in Toronto, a Foreign Exchange Trader at Bank of America in Toronto, a Derivatives and Money Market Trader at the New Zealand Investment Bank in Singapore and an Economist at the Port of Seattle in the U.S. He is a Chartered Market Technician (CMT) and his research paper, “Risk Reversals Analysis and Evaluation: An Option-Based Sentiment Indicator for the Foreign Exchange (FX) Markets” was published in the Journal of Technical Analysis (issue 63).

Kirk Northington

Kirk Northington is the owner of Northington Trading, LLC, and the creator of MetaSwing, a MetaStock Add-On and TradeStation-compatible system. He trades his own money, and uses the technical analysis methods presented in this book exclusively. He is an associate member of the Market Technicians Association, through which he is participating in the Chartered Market Technician (CMT) Program. Kirk has a B.S. degree from Nicholls State University, in Thibodaux, Louisiana. He has extensive experience in control system engineering, software engineering, and project management. Kirk, his wife Faith, and his two sons live in Charlotte, North Carolina.

Debra Stotler, CMT, CFP

Debra Stotler, CMT, CFP is Senior Vice President of Investments at Moors & Cabot, Inc. in Boston, MA, proving that philosophy majors can earn a living outside of academia. She spent many years as a Financial Advisor first at Merrill Lynch and then at Smith Barney until the miraculous handwriting appeared on her office wall. For well over a decade she has been successfully managing her clients’ portfolios. Debra is a Registered Representative and holds licenses in Series 3,6,7,66 and 87. She is a graduate of Rutgers College, Rutgers University (yes, a Jersey girl!). She also pursued her Ph.D., also in Philosophy, at the University of Massachusetts at Amherst.

John Palicka, CFA, CMT

Presentation Summary: Fusion Analysis is the investment discipline of John Palicka CFA CMT who has successfully managed money for 30 years. Fusion is the blending of fundamental, technical, behavioral, and quant investment disciplines to produce risk-adjusted excess returns. Similar to a chef, the key challenge is knowing not only the factors of each discipline, but how to blend them in order to achieve an investment objective. Fusion will also cover some of the new growing investment areas of algo trading and financial engineering. Fusion analysis could be the answer to the dilemma of most investment managers who cannot achieve an Alpha in a seemingly very efficient market.

Bio: John has over 25 years of experience in researching and managing money in global, emerging, and US small-cap stocks. He is currently in his 19th year as President and Chief Portfolio Manager at Global Emerging Growth Capital (GEGC). GEGC provides three major financial services: asset management, corporate finance, and knowledge consulting. John is responsible for a global small cap fund that has been ranked consistently in the upper quartile by consultants and reporting agencies such as Russell, Nelson, PSN, and MMR. He also manages a top performing US small cap fund. Since 1980, his funds have doubled client money every five years, on average* He also advises a niche offshore institutional global fixed income fund for a major bank. This fund provides a Shariah vehicle for Middle East clients. John also beat out several prominent global money managers for the award of a major Polish NIF government fund, and evaluated the largest private equity voucher fund in Bulgaria. He also created an institutional research list of Central and Eastern European companies that outperformed the respective indices of IFC and MSCI; developed and marketed corporate finance deals in the region, and negotiated joint investment ventures in Russian and the Ukraine. He has also teamed with other managers in developing asset management products in Eastern Europe and Asia. Previously, Mr. Palicka spent 11 years as Managing Director and Chief Portfolio Manager for Midco Investors, an investment boutique in small/mid-cap stocks of the Prudential Insurance Company. During this time, he took an original investment of $25 million and grew it to over $1.5 billion, ranking high against performance measures. Mr. Palicka also spent seven years as an officer of Bankers Trust Co., where he was involved with various commercial banking activities, such as emerging markets lending in the Middle East. John’s knowledge consulting includes financial courses to Fortune 500 companies and overseas seminars to some of the largest asset management firms. He also advises prominent hedge funds and asset management firms on blending fundamental and technical analysis, using his innovative courses, Fusion Analysis and Stealth Trading. He is a member of the Financial Analysts and Money Managers of New York, and teaches finance courses at the Columbia Business School, Baruch, and New York University. He also teaches the CFA program, CMT Technical Analysis, and several finance courses, such as, portfolio theory, investments, and corporate finance at NYIF. Mr. Palicka has been quoted in business periodicals such as Business Week, Emerging Markets, Equity magazine, and the Wall Street Journal and has been interviewed on CNBC. He has also written articles in various business publications.

Véronique Lashinski

Véronique Lashinski, CMT is a Vice President and Senior Research Analyst with Newedge USA, LLC. Responsible for producing research on a broad range of markets, she has over 15 years experience in commodity futures and options markets. She is a frequent lecturer on commodity risk management, options and technical analysis. Her lecturing experience includes the Massachusetts Institute of Technology (MIT), the Market Technicians Association, Bloomberg and various industry conferences around the world. Her research paper on Japanese Clouds was published in the Market Technicians Association Journal of Technical Analysis in 2008.

Ms. Lashinski is a board member of the International Federation of Technical Analysts, a former board member of the American Association of Professional Technical Analysts, and a member of the Market Technicians' Association. She holds a Masters of Science degree in Management from Ecole de Management de Lyon, France. She is bilingual in English and French and is a Chartered Market Technician.