The Scholars of Finance, TAN Association and Technical Analysis Educational Foundation are teaming together to provide an evening introducing Finance Ethics and Technical Analysis to the University community.
Please join us on Wednesday, October 7, 2020 for an informative and interesting evening! You must register to attend.
We have the pleasure of Ralph Acampora, Katie Stockton and Ross Overline presenting. Cody Tafel is our moderator for the evening.
DATE
October 7, 2020
TIME
6:30 PM Eastern Daylight Time
AGENDA
Welcome & Introductions
Julie Dahlquist, PhD, CMT
Associate Professor of Professional Practice, Texas Christian University
Investing in Integrity – The Future of the Finance Industry
Ross Overline
Co-founder, Chairman, CEO, Scholars of Finance
Introduction to Technical Analysis – Moderated by Cody Tafel, CMT, CAIA
Ralph Acampora, CMT
Director of Technical Research, Altaira, Ltd.
Katie Stockton, CMT
Managing Partner, Fairlead Strategies
Cody Tafe, CMT, CAIA
Investment Strategist, Thompson, Siegel & Walmsley LLC
Q & A Session
Closing Remarks
Alvin Kressler
CEO, TAN Association
REGISTRATION
Free for Students & Faculty
Free for members and non-members
Julie Dahlquist, Ph.D., CMT is Associate Professor of Professional Practice in the Finance Department at Texas Christian University (TCU). Previously, she served on the faculty in the business schools at University of Texas at San Antonio and at St. Mary’s University. Her
Ross Overline has held roles spanning Equity Research at Piper Sandler to serving on the leadership team standing up SoFi’s banking division. He has launched businesses, owned $10M+ budgets, and project/program managed 100+ teammates in various management positions. He
Ralph Acampora, CMT is a pioneer in the development of market analytics. He has a global reputation as a market historian and a technical analyst, providing unique insights on market timing and related investment strategy issues to a wide audience within the financial industry.
Katie Stockton, CMT, is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research provider focused on technical analysis. Prior to forming Fairlead Strategies, Katie spent more than 20 years on Wall Street providing technical research and advice to
Cody Tafel is an Investment Strategist within the Strategic Advisory Team for TSW (Thompson, Siegel & Walmsley), a multi-billion dollar Richmond, Virginia based registered investment advisor. With a focus on asset allocation, investment strategy and business
Alvin Kressler is Executive Director & CEO of the TAN Association. Alvin was previously Director of Research and Corporate Access at Bloomberg Tradebook. Before joining Bloomberg, he was the Executive Director of The New York Society of Security Analysts (NYSSA). At over
