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.
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.
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
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. |
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. - The 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.
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
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. |
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. |
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.
- 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.
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. |
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.
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Part III: Life of a Wall Street Trader & Mindset Coaching
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. |
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
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
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.
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
Networking Drinks and Fine Jewelry & Watch Exhibition, hosted by "Victor Azzopardi Jewelers" as Diamond Sponsor of Technical-Fest 2024