Tactical Tools for Long-Term Investors

A presentation as part of the 50th Anniversary of the CMT Association’s Annual Symposium in New York City.

In this joint session, attendees will see inside the relationship between buyside managers and sellside analysts. Mark Dibble has been a vital part of the technical group at Fidelity Investments since 1994. He and the technical team oversee the famed Chart Room, which according to Tom Keene, CFA “is a religious experience for anyone involved in capital markets.” Frank Cappelleri spent 22 years working directly with the trading desk of a large institutional-only brokerage. As a strategist, he guided hedge funds and institutional clients through volatile markets. Now, as owner of CappThesis, Frank provides boutique technical research to clients across multiple timeframes. This session will illuminate the analytical process, tools and interplay between research and money management. The dynamic will be explored through the lens of current market views.