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Technical-Fest II 
Asset class expectations for 2024 and beyond: Advancing the discipline of Technical Analysis within Fundamental-based Portfolio Management   
March 22, 2024 | Conference Hall, Mdina Road, Central Business District, Malta
Moderated by: Michel Said ISIB (Lond) | Senior Director (PIF Projects) at Public Investment Fund, KSA


Conference Overview
Building on the success of Technical-Fest I held in 2022 with an overwhelming attendance of local and international delegates, this landmark event marks the continuation of Technical-Fest's strategic development plans for expanding our education and academic mission in advancing the discipline of Technical Analysis to complement existing Fundamental-based portfolio management approaches as a value enhancer in optimizing portfolio risk management. 

As we convene a panel of distinguished international market-leading strategists, join us for a fast-paced discussion with leading edge fundamental and technical insights to share their views on the current state of capital markets and the outlook for the rest of 2024 on both US and Global Equities including China and Energy commodities. Adding to this year's novelty in Technical-Fest's curriculum is groundbreaking international guest speakers providing insider insights on Governance, Risk and Compliance. In addition, Technical-Fest 2024 has again assembled a team of Chartered Clinical Psychologists with an aim to continue to deliver uniqueness toward its target audience through powerful workout sessions relating to the Importance of Trading Psychology when navigating capital markets.

Roadmap towards Charity

Hospice Malta and Puttinu Cares Foundations are near and dear to the hearts of us all. We want the people and children in need to know they have our support. For the 2nd time, a meaningful portion of Technical-Fest's revenue generation will go towards these Foundations. We sincerely hope you will take the time to reflect on this need and help us in raising money for this cause.

International Speakers' Line-up and Key Learning Outcomes
Part I: Governance, Risk & Compliance: Fraud Detection & Prevention and Capital Markets Supervision
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Nick Leeson: Nick Leeson was born on February 25, 1967 in Hertfordshire, England, UK. Known for Rogue Trader (1999), Trial of the Century (2016) and The 11 O'clock Show (1998) is a is an English former derivatives trader whose fraudulent, unauthorized and speculative trades resulted in the 1995 collapse of Barings Bank 28 years ago.

Discussion points: Recognizing and Resolving Fraud.
- 
Why does fraud happen, who does it, and how much does it cost?
- The classic recipes to recognize fraud. How to recognize the early warning signs of fraud in documents, transactions and behavior.
- Are you able to identify the red flags and what would you do next?
- How to present your results to management in a professional, compelling and positive way.
- Shady financial practices and best-in class risk management solutions.
- Insider insights on how to close loopholes and strengthen risk management.

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Nathan Fenech: Deputy head, MFSA Capital Markets Supervision; Chairman of the Distributed Ledge Technology, European Securities and Markets Authority; Council of the European Union, Deputy Chair, Recovery & Resolution.

​Discussion points: The newly setup 
Capital Markets Supervision Function for the Regulation and Oversight of activities in Capital Markets.  

- T
he supervision of the continuing obligations of companies having securities listed on regulated markets in Malta;
- The supervision of markets to identify any market abuse;

- Various other initiatives such as Crowdfunding, the DLT MTF Pilot Regime and Green Bonds.

Part II: Fundamental and Technical Analysis: Investment allocation insights in 2024 and beyond

Our line-up of international practitioners will walk attendees through fundamental and technical aspects to identify which sectors and stocks are primed for technical upside whilst sharing technical guidelines in limiting downside risk. Our distinguished guest speakers will offer allocation insights in 2024 and beyond with commentary on both the short-term and medium-term technical outlook.

The full day workshop shall serve as a platform to elevate the discourse around the use of fundamental and technical analysis in a professional setting. Guest speakers will use live terminals throughout the workshop to illustrate the techniques, focusing on the practical application of technical analysis and how to integrate it into your fundamental-based portfolio approach to improve profitability and reduce risk. The workshop will help delegates find their own way of putting together indicators and studies into coherent strategies – across different asset classes and for different market conditions. The course also includes full course hard copy materials. 
Part II(a) : Fundamental Analysis: Searching for Investment Serenity through Value Investing 
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Aswath Damodaran:  Professor of Finance at the Stern School of Business at New York University, where he teaches corporate finance and equity valuation. Known as the "Dean of Valuation" , Damodaran is best known as the author of several widely used academic and practitioner texts on Valuation, Corporate Finance and Investment Management as well as provider of comprehensive data for valuation purposes. He is widely quoted on the subject of valuation, with "a great reputation as a teacher and authority".

Discussion points: Valuation multiples  and applied challenges when dealing with DCF valuation. 

- First principles that we need to follow when using multiples.
- 
Every valuation analyst has faced one or more of these questions in real world valuations and has had to come up with an answer. Answers to some of the top questions that we face in DCF valuation.


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Rich Falk-Wallace: Ex Citadel ($1.5B Surveyor Global Natural Resources long/short equity portfolio), Viking ($30B AUM equity long/short hedge fund), Silver Point ($10B AUM distressed debt hedge fund), JP Morgan (Investment Banking Analyst).

Discussion points:
- Advanced Fundamentals 
& risk data.
- Wall Street's Applied Valuation drivers, DCF valuation, WACC, Terminal Value / Multiple, Financial model, etc.). 
​- 
Applied technical case scenarios of selective blue-chip securities.

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Damian Sassower: Chief EM Fixed Income Strategist at Bloomberg Intelligence. Head of global emerging market fixed income research at Bloomberg Intelligence. Develop timely and thoughtful fixed income research on emerging market macroeconomic and company-specific trends.

Discussion points: Analysis of fundamental and relative value investment opportunities across global emerging markets debt and credit derivatives.

International Guest Speaker: [To be announced shortly]

Discussion points
:

- Active Portfolio Management & Asset Allocation
- Learn best practices on asset allocation, portfolio construction & style management strategies.

- Key focus on asset allocation, portfolio construction, style management strategies, performance measurement and popular thematic trends. 
- Recognise different approaches to identifying and capturing alpha.

Part II(b): Advancing the discipline of Technical Analysis
​Discussion points: 
- 
Fundamental Analysis helps answer the "Why", Technical Analysis helps answer the "When".
- 
How Technical Analysis can add value to a Fundamental Portfolio Approach: Our line-up of Guest Speakers advocate for the application of pure technical analysis offering recent and current examples pertaining to the stock and bond markets. Our panelists will explore the history and application of several indicators to form their market outlook and identify opportunities & risk.
- Explore what it takes to be an effective contrarian investor, how to communicate technical concepts to a broad audience, and how this discipline has evolved.
​- Bear market defense tactics: Seasoned technical analysts and portfolio managers will present their methodology and current takeaways, focusing on ways how they strive to understand and navigate bear markets.
​- Advanced Technical Analysis Outlook: Applied technical case scenarios of selective market indices.
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Trevor Neil FSTA MCSI ACI-UK: Director and Technical Analysis Expert. Former Chief Technical Instructor at Euronext/LIFFE and London Stock Exchange, Board member at Society of Technical Analysis, Ex Floor Trader at Merrill Lynch.



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Eddie Tofpik MSTA ACI-UK: Chairman, Society of Technical Analysts (Lond); Guest Technical Analyst, Bloomberg; Head of Technical Analysis, DM.

40+
years experience in Technical Analysis & Market Analysis, marketing, sales, trading & management in a variety of products & services including FX, Futures, Options, Stocks, Bonds, Commodities & Banking services
. 



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Alex Spiroglou, DipTA (ATAA), CFTe: Founding Chairman of Market Technicians Association, Inc. Macro Trader & Awarded Technician (UK). Quasi-systematic, cross asset proprietary futures trader. Various Proprietary trading and investment management firms in the UK and Greece. Various Honors & awards for outstanding research in technical analysis issued by the Chartered Market Technicians Association.

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Clive Lambert FSTA: 30+ years market experience including 10 years Former Futures Broker on LIFFE Floor; Former Chairman of Society of Technical Analysts Ltd (Lond). Extensive network and solid reputation in the Futures, Commodity, and Forex/CFD industries including Best Independent Research House for Commodities in 2017, 2019, 2020 & 2022. Appearances on CNBC, Reuters TV. Regularly quoted on DJ Newswires, Bloomberg and Reuters.

Part III: Life of a Wall Street Trader & Mindset Coaching
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Peter Tuchman: The most iconic trader at the New York Exchange. He is known to be as "Einstein of Wall Street" due to his hairstyle, and has been called the "most photographed trader" on Wall Street.

Discussion points: Life of a Wall Street Stock broker  

​From the crash of 1987 to the boom of the 90's and beyond, Technical-Fest II connects you with renowned Wall Street practitioners to share their daily experiences in trading on the floor of the largest stock exchange in the world by market capitalization.

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Mindset Coaching: ​Technical-Fest 2024 has again assembled a team of Chartered Clinical Psychologists with an aim to continue to deliver uniqueness and novelty toward its target audience through powerful workout sessions relating to the Importance of Trading Psychology, Understanding Fear, Overcoming Greed, amongst other positive and negative emotions brought about by trading capital markets.

Dr Paul Daniel Micallef | Chartered Clinical Psychologist 
Dr Paul Daniel Micallef is an Associate Fellow of the British Psychological Society, a Chartered Clinical Psychologist, and an Executive Coach. He is warranted to work in Malta by the Malta Psychology Professions Board and in the UK by the Health & Care Professions Council. He is Managing Director of MindWorks Malta Ltd and in very interested in the link between leadership capacity building, holistic wellbeing, and the economy. He has over 35 years of work experience and while reading for his doctorate, he specialised in addictions. He is currently based in Malta and Berlin but has lived, studied, and worked in many other countries over the last four decades. Dr Micallef looks forward to sharing his experience and thoughts on the psychology of trading. 


​

Agenda | Friday, March 22 2024 

Join all international and regional attendees of Technical-Fest 2024 for a full day of technical market discussion, networking, and refreshments.

08:30hrs - 09:00hrs: Registration & Welcoming drink reception

09:00hrs - 13:00hrs: Back-to-back Technical workshops & Special Guest Speakers' sessions (Part I) 

13:00hrs - 13:45hrs: Networking Buffet Lunch & Open-Bar


13:45hrs - 15:45hrs: Back-to-back Technical workshops & Special Guest Speakers' sessions (Part II)
 

15:45hrs - 16:00hrs: Networking Tea & Refreshments 

16:00hrs - 19:00hrs: Back-to-back Technical workshops & Special Guest Speakers' sessions (Part III)

19:00hrs - 21:00hrs: Cocktail Open Bar two-fold hour & Professional Networking accompanied by Fine Jewelry & Watch Exhibition, hosted by "Victor Azzopardi Jewelers" as Diamond Sponsor of Technical-Fest 2024 

Who should attend Technical-Fest 2024?
​

Overall, participants gain solid leads, cultivate tangible opportunities, and build meaningful relationships. The mix of valuation techniques and technical applications in this training attracts a range of professionals including:
​
• Managing Directors / CEOs / CFOs / CIOs
• Investment Strategy & Institutional Research
• Equity & Crypto research analysts & Multi-asset Traders
• Treasury & Finance personnel and Chartered Accountants
• Wealth Managers & Portfolio Managers
• Big 4 firms (Advisory, Deals, and Corporate Finance)
• Credit, Financial Institutions (Governance, Risk and Compliance)

• Central bankers (Equity and Fixed income desk)
• 
Regulatory stakeholders (Capital Market Supervision) 
• Bitcoin and other prominent Virtual Currency Investors / Traders (Technical analysis apply on all securities)
• Artificial Intelligence (AI) & Virtual Financial Assets (VFA) leading specialists
• Software Developers coding up Trading Strategies
• Vendors specialized on Automated Systematic Trading
• Heads of business strategy and M&A
• Investor Relations Managers 
• Consultants interested in an in-depth session of financial statements and capital markets
• M&A Analysts
• Venture Capitalists

Registration

For immediate bookings and/or be a sponsoring partner and exhibit at Technical-Fest 2024 please drop us an email on [email protected], and a member of our team will be in touch with you shortly.

Exhibition

Networking Drinks and Fine Jewelry & Watch Exhibition, hosted by "Victor Azzopardi Jewelers" as Diamond Sponsor of Technical-Fest 2024

 Technical-Fest Malta I
July 23-24, 2022 | Hilton, Malta

Overview

When international fund managers, Artificial Intelligence (AI) & Virtual Financial Assets (VFA) leading specialists, fund-solution providers, professional investors & traders and C-suite executives meet in Malta on July 23-24, 2022, on the docket is a three-fold critical issue – a comparison of opportunities across asset classes & implementation, elevate the discourse around the use of technical analysis in a professional setting alongside fundamental analysis, and how will artificial intelligence shape future asset management strategies.

Key Themes

Technical-Fest 2022 ​brings together leading minds from capital markets, academia and the fintech sector offering insightful keynotes and workshops toward the following key themes:
Asset Opportunities & Implementation
Current market conditions and outlook offer an attractive opportunity to switch passive long-only equity for a more protected strategy. Technical-Fest 2022 brings together leaders, experts and thinkers from the asset management industry to exchange current thoughts on the Macro & Energy outlook driven by higher interest rates, but even higher inflation, high volatility and lower valuations as a prelude to explore opportunities across asset classes, optimal allocation and best-in class implementation for post-pandemic growth. 
Investment methodologies
​Technical-Fest 2022 offers a rigorous demonstration of professionalism on the application of Advanced Technical Analysis (TA) demonstrating how asset managers are optimizing their proactive decision support methodology through the implementation of technical analysis into asset performance management, asset strategy, and asset investment planning 
alongside fundamental valuation metrics.
Leading for the Future
Not surprisingly, firms are taking a closer look at their reliance on paper and manual processes—as well as their sensitivities to fluctuating volumes and have made increasing automation through Artificial Intelligence (AI) and Robotic Process Automation (RPA) one of their key longer-term goals. Technical-Fest 2022 will explore in detail how artificial intelligence is earmarked to shape future asset management strategies.

Program

​Technical-Fest 2022 serves as an education marketplace aimed at delivering two days of high-level conference sessions, exhibition and networking events in an innovative and engaging physical format. A packed schedule filled with technical knowledge, connection and tons of fun. Here’s an inside look at our next scheduled Technical-Fest July 23-24, 2022.
Speakers
Talks
Workshops
Wellbeing
Celebrations
Awards
Exhibition

Roadmap towards Charity

It's all about doing real, authentic business and there is nothing more authentic than helping. Because of the spirit of the Technical-Fest 2022, Hospice Malta and Puttinu Cares Foundations are near and dear to the hearts of us all. We want the people and children in need to know they have our support. A meaningful portion of Technical-Fest's revenue generation will go towards these Foundations. We sincerely hope you will take the time to reflect on this need and help us in raising money for this cause. 
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Learning Outcomes 

Talks: Technical-Fest aims to bring together local and international distinguished Fund Managers, Senior Regulatory Officials and Best-in class Fund Solution Providers covering a wide-range of asset classes as the cornerstone of single-source solution offering. This international open forum will cover a variety of active investment management topics, opportunities in volatility space across asset classes as well as to explore the attractiveness of technical analytical methodologies that at its highest level are a valid, and often-indispensable element considered critical component in a firm's risk management process. Technical-Fest explores how these trends will shape the next 12 months, offering clarity and perspective to some of the most pressing questions of the day.
​​
Across two days, Technical-Fest will also host industry leading practitioners, CEOs and other business leaders from an array of industries of differing investment disciplines aimed at sharing their humble beginnings and key success factors to help foster and develop opportunities through Education, Ethics and Professional Networking.
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Expect a weekend of lively discussions at Technical-Fest 2022, which shall be moderated by TV & Radio Presenter, Mr Keith Demicoli. 

Explore further the line-up of Guest Speakers for Technical-Fest 2022.
Speakers

Technical Workshops: The two-day workshops shall serve as a platform to elevate the discourse around the use of technical analysis in a professional setting. The trainer will use a live terminal throughout the course to illustrate the techniques, focusing on the practical application of technical analysis and how to integrate it into your work process to improve profitability and reduce risk. The workshop will help delegates find their own way of putting together indicators and studies into coherent strategies – across different asset classes and for different market conditions. The course also includes full course hard copy material. 

During such group workshops, delegates develop the skill set to:
  1. Focus on the basic knowledge of the terminology and analytical tools used in technical analysis. 
  2. ​Learn how to optimize trading and forecasting skills by employing advanced technical indicators (Japanese candlestick patterns, charting, Fibonacci retracements & extensions, Elliot waves, trendlines, confluence trading, timeframe analysis, moving averages and others).
  3. In depth live FX, Stock Market and Crypto market coverage (employing technical indicators to augment your skill set to spot entry and exit points inc. intraday and midterm strategies).
  4. Learn how to spot undervalued or overvalued stocks by collectively employing valuation metrics and automated screeners.
  5. Risk management (inc. trading psychology - please refer 'Mindset Coaching' below).
  6. Learn live from a seasoned trader with +20 years of experience with 2 days of one-to-one uninterrupted coaching and mentoring.
Technical Workshops' Preview | Explore Technical-Fest 2022 Video-clips
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Video clip 2
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Mindset Coaching: ​Technical-Fest 2022 has assembled a team of Chartered Clinical Psychologists with an aim to deliver uniqueness and novelty toward its target audience through powerful workout sessions relating to the Importance of Trading Psychology, Understanding Fear, Overcoming Greed, amongst other positive and negative emotions brought about by trading capital markets.
Explore further:
Mindset Coaching

Annual Awards Program: Technical-Fest has the distinguished honor of recognizing and celebrating the achievements of those who continue to dedicate their careers to the field of technical analysis (TA) as we continue to advance the discipline and expand the reach of the TA locally. Acknowledgment, admiration and appreciation for technical innovation has been instrumental in developing and helped pave the way for the development of this community that it is today. The Annual Award does not recognize a single accomplishment but rather acknowledges a career that includes a great deal of research and undoubtedly some personal growth. The Award is an inspiration for many to recognize technicians for their outstanding accomplishment in technical analysis.
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Technical-Fest 2022 Special Awards Ceremony will be moderated by TV & Radio Presenter, Mr Keith Demicoli. 

Explore the 'Award Categories' and 'Guidelines' on how to participate.
Awards

Celebrations | Entertainment: Have you ever been to a live event? Maybe you’re familiar with the traditional conversational hum that’s associated with a trade show floor. We are pleased to announce that Our top-ranked DJ has been confirmed and is all set-up to add that great spark to the Technical festival!
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Exhibition: Technical-Fest will hold an ‘Exhibition of Fine Jewellery & Watch and Fashion' (JWF). This platform will bring together the latest collection of gold and precious gemstone jewellery showcasing the most inspired classic to contemporary jewellery, watches and must-have fashion pieces including footwear, handbags, wallets, scarves and luggage. All in one stylish destination.
Explore all our sponsorship and exhibition package opportunities for Technical-Fest 2022.
Sponsor / Exhibit

Explore further the Agenda of Technical-Fest 2022.
Agenda


For bookings in connection with learning solutions or if you’d like to attend and/or be a sponsoring partner and exhibit at Technical-Fest 2022 please drop us an email on [email protected], and a member of our team will be in touch with you shortly.

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