In this session, each panelist will give a short presentation focused on how their research fits within the investment decision process and how the use of technical analysis drives their investment decisions. The panel will take a look at 3 roles within money management and how technical analysis is the major driver of investment decisions working within a multiple discipline framework. They will discuss how they communicate with colleagues about technicals in a predominantly fundamental world. Each presenter will focus on the tools they use to set strategy, generate alpha and manage risk.
Part two of the panel will be led by Frank Teixeira, CFA, CMT who will take the discussion deeper into the management strategies of these leading technicians and the investment process of some of the largest firms in the industry.