Finance Industry Seminar for University Students & Faculty

October 7, 2020 @ 6:30 pm – 8:30 pm
Classroom or Home
Barbara Terry

The Scholars of Finance, CMT 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.

October 7, 2020

6:30 PM Eastern Daylight Time

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, CMT Association

Free for Students & Faculty
Free for members and non-members


Julie Dahlquist, Ph.D., CMT

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

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

Ralph Acampora, CMT

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

Katie Stockton, CMT

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

J. Cody Tafel, CMT, CAIA

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

Alvin Kressler is Executive Director & CEO of the CMT 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