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In this session, each panelist will give a short presentation focused on their role and use of technical analysis as part of the investment process at their respective firms. They will discuss how they communicate with colleagues about technicals in a predominantly fundamental world. Each presenter will focus on the tools they use to set strategy, generate alpha and manage risk.
Part two of the panel will be moderated by leading technical analyst Jeff deGraaf, CFA, CMT. Jeff will take the discussion deeper into the management strategies of these leading technicians and the investment process of some of the largest firms in the industry.
Dave Lundgren, CMT, CFA is a Managing Director and Director of Technical Research at Wellington Management. As a technical analyst, David monitors global equities and equity indices, as well as fixed income, currency, and commodity markets. Prior to joining Wellington Management...
Mark P. Dibble is a Senior Technical Analyst at Fidelity Investments, where he works with a range of analysts, equity portfolio managers, and traders. Prior to joining Fidelity in 1994, he was a Vice President of Morgan Stanley in New York, providing technical research to the...
Stewart Taylor is a Vice President, Portfolio Manager and a Senior Fixed Income Trader for the Investment Grade Fixed Income team at Eaton Vance Management in Boston, Massachusetts. He is also co-portfolio manager of the Eaton Vance Short Term Real Return Fund (EARRX). ...
Jeff deGraaf, who holds a Chartered Market Technician (CMT) designation, is the founder and Chairman of Renaissance Macro (RenMac), as well as the firm's Head Technical Analyst. He has become one of Wall Street’s most influential macro-based analysts over the last decade; he...
