Tactical Tools for Long-Term Investors | Portfolio Managers Panel

This video is only available to registrants of the event.

A presentation as part of the CMT West Coast Regional Summit 2025

About the Presentation: Through a lively discussion on the application of technical analysis to the investment management process, our distinguished panelists will share their experience managing client portfolios and the importance of technical tools to assessing risk and reward in today’s equity markets. 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.

Pamela Yoon, CMT FEA

Senior Portfolio Manager

Zoë Bollinger, CFP®

Vice President and Portfolio Manager