Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Fred, who held the Certified Market Technician (CMT) designation, passed away in 2014 after a successful career with D.A. Davidson as the firm’s Chief Market Strategist. Prior to his passing, Fred provided daily, weekly and monthly commentary on the various financial markets and was a frequent speaker at client events, community public service clubs, and technical analysis trade association meetings throughout the west. In 2006, Fred was honored with the firm’s Ian B. Davidson Award for Cultural Excellence, recognizing his efforts in setting a firm-wide standard of professional excellence. In 2015, the CMT Association honored Fred with a Memorial Award for his contribution to the advancement of technical analysis.
The Institutional Money Management Panel will explore the prevalence of technical analysis as a primary method of money management as practiced by institutional buy side managers. Panel participants will be encouraged to present cases studies illustrating primary methods of...