This panel will take a look at the architecture of the street unpacking the way many different jobs contribute to the outperformance of a fund or manager.   Our panelists will explore how the buyside trader’s role has evolved over the last several years as firms now look more strategically at the technical toolkit and their input to increase the firm’s profitability.  Annette Koberlein of Point 72 and John Myles of Westfield Capital Management will comment on how their experiences  and technical perspective has evolved over their career, and how it helps capture alpha in their day to day role. 

Following their individual comments, Mark Newton, veteran portfolio manager formerly of Diamondback and now Chief Technical Analyst for Greywolf Execution Partners will lead a moderated discussion including the following topics:

How do traders collaborate with portfolio managers and analysts at the firm?  

How does the firm incorporate technical analysis into their overall strategy and process? And, where are there obstacles to the technical perspective? 

What types of tools do buyside traders use to analyze the markets and contribute to the overall performance of the firm?  

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Presenter(s)

Anette Koberlein

annette-koberleinTrader at Point72 Asset Management She works directly with two portfolio teams in the Technology and Industrial Sectors, whose combined assets under management total over $1B.  Her career in finance began at Bear Stearns’ Hedge Fund Relationship group in 2005.  In 2008,.
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John R. Myles

john-r-mylesHead Trader at Westfield Capital Management Company, LP   John joined Westfield in 2008 and acts as Head Trader, overseeing the trading group and reporting to the Investment Committee on technical stock analysis and market dynamics.  Prior to joining Westfield, John was.
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Mark Newton

mark-newtonMark L Newton, CMT - Managing Member/Owner of Newton Advisors, LLC As the Managing Member/Owner of Newton Advisors, LLC, a consultancy that educates both institutions and retail investors on technical trends, Mark has more than 20 years of buy and sell-side experience in the.
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