Technical Analysis for Risk Management – DFD Partners – 8.18.22

Overview:
Title: Technical Analysis for Risk Management
Date: Thursday, August 18, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

DFD is proud to have Katie Stockton, CMT, founder and portfolio manager of Fairlead Strategies to present on the upcoming webinar:

  • Price-based analysis can be especially helpful in an environment where correlations are as high as they are today among risk assets.
  • Katie will present her systematic approach to technical analysis, applying her preferred indicators to the current environment.
  • Attendees will learn ways to identify key levels on the charts to help discern risk/reward.
  • Katie will also overview the Fairlead Tactical Sector ETF (TACK).
DFD Partners presents relevant ways to navigate difficult markets by utilizing technical analysis as a risk management tool.

DFD Partners is a fintech platform that connects financial advisors to both prospective clients based on geography, gender background, and investment solutions based on product need by leveraging data and AI.

Speakers:
Devon Drew, CIMA, CRPC Devon Drew, CIMA, CRPC CEO DFD Partners

With over 16 years in the Asset & Wealth management industry, Mr. Drew has raised over $40 billion dollars in client AUM. His experience with top organizations has given him the knowledge and experience to start DFD Partners. DFD realizes that diversity in gender, background, asset class and generation, drives inclusion. This is why, DFD offers the most innovative distribution platform for asset managers, who may not have the tools, resources or headcount to effectively scale their business.
Katie Stockton, CMT Katie Stockton, CMT Founder/Portfolio Manager Fairlead Strategies

Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and investment advisor focused on technical analysis. Prior to forming Fairlead Strategies, Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. Most recently, she served as Chief Technical Strategist for BTIG and Chief Market Technician at MKM Partners. She also worked for technical strategy teams at Morgan Stanley and Wit Soundview.

With help from the Fairlead Strategies team, Katie provides research and consulting services to institutions and individuals, and she is the portfolio manager for the Fairlead Tactical Sector ETF (TACK). Katie received her Chartered Market Technician (CMT®) designation in 2001, and later served as Vice President of the CMT Association from 2012 to 2016. For several years, she has been honored by The Technical Analyst, a U.K. based publication, including an award in 2022 for Best Cryptocurrency Research.

Katie graduated with honors from the University of Richmond with a BSBA, and she now serves on the business school’s Executive Advisory Council. She is a member of the Endowment Investment Committee for her church. Katie frequently shares her views on CNBC and other financial news networks.