Conference: Technicals to Trading Systems 2024

Tuesday 16th April 2024 at 09:00am

The Society of Technical Analysts Technicals to Trading Systems – from Classic Charting to AI Developments hybrid conference will take place both online and in-person at One Moorgate Place, City of London on Tuesday 16 April 2024.

Technical analysis professionals apply a wide range of techniques to assess markets, including the study of repetitive patterns on charts, mathematical calculations to determine the speed and momentum of a move, and statistical tools to identify extreme conditions. A natural progression is to extend these ideas into full trading systems that can be tested and implemented.

The 2024 conference builds on the success of last year’s inaugural event, offering new insights into how best to integrate classic charting into your trading system, including discussions on using artificial intelligence to help in this process.

Why attend:

During the course of the day you will

  • Receive a step-by-step guide on how to build. successful systematic technical trading systems
  • Hear how to develop trading systems based on price objectives
  • Learn what allocators look for in system trading fund managers
  • Discover if a trading system approach can help you to quantify your technical trading and risk management tools.

Aimed at:

This one-day conference is aimed at financial professionals working in fund management, trading and hedging institutions, commodities and research firms, as well as anyone interested in systematic/quantitative trading.

Agenda

08.30 Registration and Coffee

09.00 Chair’s Opening Remarks
Eddie Tofpik, Head of Technical Analysis, ADMISI and Chair, Society of Technical Analysts

09.05 A step by step process for building a successful systematic technical analysis trading system
• Where to start – from an idea to reality
• Planning & building the trading system
• Testing the trading system
• ‘Going live’ & living with the trading system
Stephen Hoad, Founder, The StopHunter

09.45 Price Targets and Trading Systems
Backtesting technical price objectives has always been a challenge when developing trading systems. Most target price predictions follow subjective rules and it is difficult to know when a target objective is failing. David will cover methods for developing trading systems based on price objectives, looking at:
• Different Price Projection techniques – trading setups
• Understanding relationships between price and time
• Building money management into these systems
David Linton, Founder and CEO of Updata

10.25 Maximising Alpha: Unleashing the Power of Meta-labelling in Systematic Trading
• Understanding Meta-labelling
o Define meta-labelling and highlight its significance in quantitative finance
• Profitability boost with Meta-labelling
o Showcase how meta-labelling serves as a catalyst for increasing trading profitability
o Discuss real-word examples and case studies illustrating successful applications of meta-labelling
• Navigating risk with Meta-labelling
o Examine the role of meta-labelling in risk management with systematic trading
o Share strategies for mitigating risk management with systematic trading
• Adaptability in changing markets
o Explore the flexibility and adaptability of meta-labelling strategies in dynamic market conditions
o Provide insights int adjusting and fine-tuning meta-labelling frameworks to align with evolving market trends
David Forino, Co-Founder, Simplify Trading

11.00 Morning Coffee

11.20 Systematic Technical Analysis and Strategy Backtesting Using Python
Trevor Neil, Managing Director, BETA Group
Jason Ramchandani, Lead Developer Advocate, LSEG/Refinitiv

12.00 Pitfalls & Tips for Systematic Trading
• What can go wrong with back-testing
• Why robustness is one of the most important system attributes
• The limit order back-test trap
• What is the only free lunch in systematic trading?
• Why trading psychology matters so much
Adam Hartley, Director, SnapDragon Systems

12.35 Case Study
Speaker to be confirmed

12.55 Lunch

13.55 Panel Debate: What’s next for systematic trading?
Victoria Scholar, Head of Investment, interactive investor (Moderator)
Elizabeth Miller, Lead Commodity & Macroeconomic Analyst, Mars UK & Wrigley UK
Rustam Lam, CEO, TradeStation International
Trevor Neil, Managing Director, BETA Group

14.40 Modern Systematic Trading in Energy Markets
• Why TA works (The Mathematics behind TA)
• Trading Framework
• Live/Backtesting Challenges
• What defines a good performance?
Victor Kouzmanov, Head of the Systematic Energy Book, Freepoint Commodities

15.15 Afternoon Tea

15.35 Keynote Address
Linda Rashke Bradford, Founder, LBR Group (via Virtual Link)

16.15 Professional money management: What allocators look for in technical traders
• The evolution of the quant and technical trading industry
• What strategies are now interesting for allocators
• Satisfying the multiple investor requirements of return, diversification and crisis alpha
• The challenge of progressing from a trader to running an investment business
Alan Dunne, Founder, Archive Capital

16.50 Dare I mention the F-Word? Building Trading systems with Technicals and Fundamentals
• Quick and easy pitfalls to avoid
• Can Fundamentals exist in our Technically driven world?
• Building a simple hybrid system
• Technicals to the rescue
Matthew Buxton, Co-founder and CEO, FTP Capital

17.25 Chair’s Closing Remarks
Eddie Tofpik, Head of Technical Analysis, ADMISI and Chair, Society of Technical Analysts

17.30 Close of Conference and Networking Drinks

Meet Your Speakers

Linda Bradford-Raschke, founder, LBR Group
Linda began her professional trading career in 1981 making markets in options as a member of two exchanges. She has been a CTA, principle trader for several hedge funds, and a CPO (commodity pool operator). Her own hedge fund was ranked 17th out of 4500 for best 5 year performance by BarclaysHedge. Her early successes were recognized by Jack Schwager in his renowned Market Wizards series. Linda cowrote the wildly popular “Street Smarts” book in the mid ’90s. And in 2019, she released the widely acclaimed “Trading Sardines: Lessons in the Markets by a Lifelong Trader” in 2019, available only at LindaRaschke.net. She remains a professional trader and an eternal student of the markets.

Matthew Buxton, Co-founder and CEO FTP Capital
Matt Buxton is a systematic futures trader in the Energy space. Matt has over 25 years of experience in the Financial and Energy sectors, chiefly at Oil brokerage, PVM. Matt’s background is in information technology which over time morphed into a role creating Algorithmic trading systems alongside Robin Bieber, a well known Technical Analyst in the oil space. In 2020 Matt co-founded FTP Capital with Thomas Hufton, the aim being the combining of Fundamental, Technical and Positioning data to create trading systems in the Energy sector and beyond.

Alan Dunne, CEO, Archive Capital
Alan Dunne is the Founder and CEO of Archive Capital, a boutique investment research and hedge fund advisory firm which serves family offices and institutional investors. Alan started his career as a technical analyst and trader, working for Bank of America in London, Hong Kong, and Singapore. In total, he has worked in the financial markets for over 25 years at hedge funds and investment banks as a CIO, hedge fund allocator, macro strategist, and technical analyst. Prior to founding Archive Capital, he was Managing Director and a member of the investment committee at Abbey Capital, a $7bn fund of hedge funds.

David Forino, Co-Founder, Simplify Trading
With over a decade of expertise in Artificial Intelligence and 5 years in the financial markets, David Forino is a pioneer at the crossroads of technology and finance. As the co-founder of Simplify Trading, he spearheads the mission to democratize access to cutting-edge AI for trading, enabling real-time predictive models to improve trade success. David Forino’s background includes groundbreaking work in AI for self-driving cars, reflecting a commitment to pushing technological boundaries. A seasoned professional in algorithmic trading systems, he brings invaluable experience to the financial landscape, driving innovation and accessibility.

Adam Hartley, Director, SnapDragon Systems
Adam has worked in the trading industry for 30 years offering research and programming to traders and institutions. He spent 10 years as a hedge fund manager with at peak $880 AUM developing a variety of large scale trading solutions including a long term trend following approach that was the cornerstone of the systematic division for one of the top five hedge funds in the world. These days he works for small funds, family office setups as well as private traders, offering programming and research services across all market types. He is also very interested in trading psychology. As a practising therapist himself, he likes to work one to one with clients to help them clear the psychological blocks that are holding them back from achieving their trading goals.

Stephen Hoad, CEO The Stop Hunter
Stephen is an algorithmic, quantitative, technical analyst trader. He has 25 years+ global financial markets experience as a PM, proprietary trader, options trader, quantitative analyst and senior risk manager. Now the CIO of his own fund – IGOE Financial Ltd and CEO of THE STOP HUNTER Ltd, offering trading education and consultancy services.He has previously held senior roles at Koch Industries, Merrill Lynch, WestLB and Mitsubishi UFJ Securities.

Victor Kouzmanov, Head of Systematic Energy Book, Freepoint Commodities
Victor is running a systematic trading book at Freepoint Commodities. The desk covers all exchange traded energy markets and deploys risk across a portfolio of strategies heavily focused on technical signals.

Rustam Lam is CEO of TradeStation International. Rustam started his career trading fixed income and derivative products for international banks in London and over his 25+ years in the financial markets has held leadership roles at Reuters Group, Townsend Analytics, Lehman Brothers, Barclays Capital and the London Stock Exchange Group. His areas of professional interest and focus have been primarily around traded markets, the delivery of electronic trading and platforms and related services for institutional clients and active traders.

David Linton, CEO, Updata
David Linton MFTA is one of the UK’s leading Technical Analysts and a well-known market commentator. He is the founder and CEO of Updata based in London. He is the author of ‘Cloud Charts – Trading success with the Ichimoku technique.’ He is teaches the Ichimoku module for the UK Society of Technical Analysts Diploma Course and he is a member of the American Association of Professional Technical Analysts.

Elizabeth Miller, Lead Commodity and Macroeconomic Analyst, Mars Chocolate UK & Wrigley UK
Elizabeth is a professional analyst with over 25 years of research experience of commodity, currency and bond markets. She is Lead Commodity and Macroeconomic Analyst at Mars Chocolate UK & Wrigley UK. Elizabeth started her career at MMS International (currency analyst), then moved to Bank of America (currencies again), then Deutsche Bank (fixed income analyst). Thereafter she worked as Head of Research and commodities specialist at Redtower Research. Elizabeth happily stumbled into her current role at Mars Wrigley 15 years ago and has been focussing pre-dominantly on the commodities that they buy to make their delicious products. She currently supports the dairy and sugar categories.

Trevor Neil, Fund Manager, Consultant Technical Analyst & Institutional Trader
Trevor Neil is a Fellow of the Society of Technical Analysts and an ACI member. He started his career at 18 as a floor trader for Merrill Lynch on the floor of the London Commodities Exchange. He has been an institutional trader ever since. He has twice managed large hedge funds, trading futures and equities systematically. He was on the board, which created the STA and served under the first five chairmen. For four years he was Global Head of Technical Analysis at Bloomberg. He is a director of RRG Research BV. Currently, he is a fund manager and the Technical Analyst at EnBW, the large German utility, and works with institutions worldwide, integrating technical analysis into their work processes. He has presented the popular monthly webinar Trevor Neil’s Technical Analysis Surgery, hosted by the London Stock Exchange Group for nearly 20 years.

Jason Ramchandani, Lead Developer Advocate, LSEG/Refinitiv
Jason has worked at LSEG/Refinitiv for 9 years as Lead Developer Advocate helping to build our Developer Community. Previously he has worked in financial markets for over 15 years with a quant background in the equity/equity-linked space at, Okasan Securities, Sakura Finance and Jefferies LLC in Research, Broking, Market-Making and Derivatives/Synthetics Structuring roles.

Eddie Tofpik, Head of Technical Analysis, ADMISI
Eddie is Head of Technical Analysis and Senior Markets Analyst at ADMISI and Chair of the STA. At ADMISI, Eddie produces and publishes ‘Eddie’s Crayons…’, a monthly Technical Analysis review of FX and selected commodity futures markets along with other Daily & Weekly Technical Analysis . Additionally, he’s a regular commentator on FX with CME London’s YouTube channel plus guest’s on Core Finance TV, FXStreet.com, LAR (Live Analysis Room) and Voice America’s ‘Engage with Andy Busch’ radio show.

Victoria Scholar, Head of Investment, interactive investor (ii)
Victoria Scholar is head of investment at interactive investor (ii), the UK’s leading flat-fee investment platform. She is a well-known commentator in the financial press as well as in the broadcast media with regular slots on BBC, Sky News, LBC News and Times Radio and others. Victoria joined ii in September 2021 from IG Group, where she was a market analyst and business news presenter at the firm’s IGTV broadcast channel. Victoria has a background as a TV producer for CNBC, BBC, and CNN. She started her career on the trading floor at the investment bank Nomura.

Timings

Conference Registration commences at 08.30am

Conference starts at 09.00am

Drinks & Networking commences at 5.30pm

Location

The conference is taking place at One Moorgate Place, Chartered Accountants Hall, 1 Moorgate Place, London EC2R 6EA.

Those unable to attend the event in-person can register virtually. Please select the Online option at checkout.

Accommodation

Delegates seeking accommodation may be eligible for a discount rate at the Apex London Wall Hotel, just around the corner from One Moorgate Place. Discounted rate subject to availability and minimum length of stay. Email info@technicalanalysts.com for more details.

Registration

This event is discounted by £50 for STA & Affiliated Members. If you are not currently a member you can join the STA today as an Associate Membership to the Society for £75 for 12 months and take advantage of this discount, making your membership only £25 for the first year. Click here for details on how to join the STA – one of the world’s largest technical analysis networks – enabling you to attend at discount member rate.

In-person Delegate

Come meet and chat with our great speakers and network with other delegates during the lunch, refreshment breaks and networking drinks in the evening.

STA and Affiliated Members can register for £225 (if booked by 16 March – £275 thereafter)

Non-Member rate £250 (if booked by 16 March – £250 thereafter)

Online Delegate

STA and Affiliated Members can register for £175 (if booked by 16 March – £225 thereafter)

Non-Member rate £200 (if booked by 16 March – £250 thereafter)

Online delegates will receive the Zoom webinar link for the conference in the week leading up to the event.

Sponsorship Opportunities

If you are interested in being a Sponsor  contact Katie Abberton on +44 (0)20 7125 0038 or info@technicalanalysts.com

Affiliated Partners

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