IFTAUPDATE 2016 Volume 23 Issue 22016 Volume 23 Issue 2

IN THIS ISSUE
1

President’s Report to Colleagues

2

MFTA and CFTe 2016 Exam Dates

3

Calendar At-A-Glance4

Congratulations New CFTes!

5

Registration for the IFTA 2016 Conferencein Sydney Is Now Open!

Education Lounge
6 Double 7’s Strategy
8

New Approach to Elliott Waves—
Profit-Taking Theory

10 Member News
13 Benefit of Membership: ComplimentaryMonthly Webinars
14 IFTA Board of Directors Nomination Form
15 IFTA Member Societies
15 IFTA Update Schedule
15 Board of Directors
16 IFTA 2016 Sponsorship Opportunities

Next Issue: September 2016
Submission Deadlines
Education articles: August 15—
send submissions to newsletter@ifta.org
All other content: September 1—
send submissions to admin@ifta.org
Advertise in the UPDATE and reach morethan 6,950+ IFTA colleagues worldwide.
For more information, go to
www.ifta.org/publications/newsletter/.

page 1a newsletter for the colleagues of the International Federation of Technical Analysts

President’s Report to Colleagues
Dear IFTA Colleagues,

2016 IFTA Conference Update

About 16 years ago, when I was first introduced to Technical Analysis, there was lessthan a handful of practitioners engaged
in the local Egyptian financial market, andeven fewer Technical Analysis practitioners in the entire MENA region. Neither
investors nor traders were familiar withTechnical Analysis. The few who were familiar with the topic were rather skeptical
about it and sometimes even dismissiveof the whole discipline.

“From Theory to Profitability—Achieving
B et ter Ret u r n s T hrou g h Te c hnic alAnalysis” is this year’s IFTA Conference
theme. The conference will take place
21–23 October 2016, at the Menzies
Hotel in the beautiful harbor city ofSydney, Australia. The ATAA has promised a brilliant ensemble of guest speakers. To date, the confirmed speakers
include:Technical Analysis has come a longway since then; hardly a brokerage orasset management firm does not utilize
Technical Analysis—either directly, bymeans of maintaining a team of TechnicalAnalysts, or indirectly, by relying on
Technical Analysis views, forecasts, andadvisory research from other researchhouses. As is the case with many financial markets around the globe, TechnicalAnalysis in Egypt has proven to be a valuable and essential discipline in the financial
market, one that cannot be overlooked orunderestimated.

 John Bollinger, CFA, CMT, presidentof Bollinger Capital Management andcreator of the famous TA indicator—the
Bollinger Bands—as well as a prominent
and well sought out keynote speaker.
 Francesco Caruso, MFTA, a leading
expert on the development of trading
systems and application of technical andalgorithmic analysis to asset management
and asset allocation.
 Alan Clement, CFTe, a highly experienced
trading strategy designer and independent
trader with 25 years of experience inthe financial industry.

The IFTA UPDATE is a publication of theInternational Federation of Technical Analysts, Inc.
www.ifta.org, a not-for-profit professionalorganization incorporated in 1986.
International Federation of Technical Analysts
9707 Key West Avenue, Suite 100
Rockville, MD 20850 USA
Email: admin@ifta.org • Phone: +1 240-404-6508

IFTA 2016

Annual General Meeting
Thursday, October 20, 2016
16:00 to 17:00 (4:00PM – 5:00PM)
The Menzies Hotel
Sydney, Australia
All IFTA colleagues are invited andencouraged to attend. For further
information, contact the IFTA staff at
admin@ifta.org.
 Daryl Guppy, a leading expert in the
Asian markets, providing trading andinvestment analysis of financial markets
for more than 20 years.
 Alan Hull, a well-known and leading
expert on the Australian stock market.
 Saleh Nasser, CMT, executive director
and chief technical strategist of Pharos
Holding, a co-founder of ESTA, former
director of both IFTA and ESTA for many

IFTAUPDATE 2016 Volume 23 Issue 2

page 2President's Report continued
years, and current IFTA education director.
 Trevor Neil, prominent keynote speaker,
one of Europe’s leading technical analysis
experts, and a professional trader forover 40 years.
 Tomas Nesnidal, an experienced privatemoney fund manager with a speciality indeveloping automated trading strategies.
 Andrea Unger, an expert in developing
trading strategies and an award winning
champion of the TopTraderCup in the
futures division and the Tcup monthly race.
 Mathew Verdouw, president of Optima
Financial Solutions and developer ofMarket Analyst Software with over 20
years of experience.
 Rolf Wetzer, Ph.D., CEO and founderof Ghiribizzo; past president of IFTA;
and a portfolio manager with a 20-yeartrack record of managing institutional
and private assets, heading teams, andsuccessfully trading proprietary money
within major financial institutions.
Please visit our conference website
http://conference.ifta.org/2016/ for moredetails and information on the guest
speaker profiles and abstracts as well as
all conference-related details.
I would like to invite all IFTA colleagues
to attend this very promising and exciting IFTA event. Be sure not to miss thisopportunity and register soon!

IFTA Webinars

Over the past two months, IFTA hosted
three webinars. In April, Jean-François
Owczarczak, CFTe, FRM, presented awebinar titled “MJT’s 3T Methodology:
Squaring Trend and Price Targets Analysis
with Prospective Timing”. Then, in early
May, Roman Bogomazov and Bruce Fraser
co-presented the third and final part ina series of webinars titled “Analyzing
and Trading Markets Using the Wyckoff
Method”. More recently, last week Scott
Carney presented a webinar titled “AnIntroduction to Harmonic Patterns”. For
more information on how to register for
IFTA webinars, please visit our website(www.IFTA.org).
Last but not least, I would like to thankall member societies who have shared
updates and news from your local societies, as well as all those who contributed in
the production of this newsletter. Sharing
information, knowledge, and experienceis and will always be, in spirit, the reason
why IFTA exists and continues to do so.
Looking forward to meeting many of you
this year in Sydney at the 29th Annual IFTA
Conference!
Best regards,
Mohamed El Saiid, CFTe MFTA
IFTA President

MFTA and CFTe Exam Dates
Certified Financial Technician (CFTe)—Level I
Offered Year-roundDate
See our website for further instructions
www.ifta.org/certifications/registration/

Syllabus and Study Guide
http://www.ifta.org/public/files/publication-downloads/IFTA_CFTe_Syllabus.pdf

Certified Financial Technician (CFTe)—Level II
Date

20 Oct 201620 Apr 2017

Registration deadline

26 Aug 2016

3 March 20

Register at
www.ifta.org/register/cfte2.php
Syllabus and Study Guide
http://www.ifta.org/public/files/publication-downloads/IFTA_CFTe_Syllabus.pdf
For more information on the CFTe program, visit http://www.ifta.org/certifications.

Master of Financial Technical Analysis (MFTA)
Closed28 Feb 2017

Application/Outline Deadline

2 Oct 2016

2 May 2017

Paper Deadline

15 Mar 201715 Oct 2017

Alternative Path Pre-Application Deadline(Session 1) Register at
www.ifta.org/register/mfta_alt_session1.php/(Session 2) Register at
www.ifta.org/register/mfta_alt_session2.php/MFTA/IFTA Journal Style Guide

IFTAUPDATE 2016 Volume 23 Issue 2

page 3

Calendar At-A-Glance
Date

Topic

Host

Speaker

Location

Time

Contact

STANZ(New
Zealand)

Various

Epsom Community Centre
200-206 Gillies Ave.
Auckland, NZ

Varieswww.stanz.co.nz/

Monthly Meetings are held monthly in nine cities across Australia. All monthly meetings are free to ATAA
members. Visitors are welcome to attend. Bookings are not required. Visitors fee is $30.
(Australia)

Various

Various

Varieswww.ataa.com.au/meetings

Monthly Chapter leaders and their volunteer members serve as ambassadors for the CSTA andCSTA

Various

Various

Varieswww.csta.org

Monthly Meetings & Events: The STA holds monthly meetings in London, usually on the second

STA

VariesBritish Bankers Association • Pinners Hall 105 Varies– 108 Old Broad Street • London EC2N 1EX

Katie Abberton, info@sta-uk.org

JulyMonthly Presentations from local and international speakers on a comprehensive range of topics (e.g.,sharemarket, CFDs, options, futures, FOREX trading, methodologies, money management,
psychology).

plan social and educational events for the area. Events include presentations by industry
Chapters
professionals and technical analysis experts and peer learning gatherings. Chapters also play
(Canada)a vital role in their communities by connecting individuals and promoting technical analysis.
Tuesday of every month, except for a summer break in August.

Aug

Sept

6

TBA

TASSSingapore

David Hunt, President ATAA(Australia Society)

CMC Markets, 50 Raffles Place #14-06,
Singapore Land Tower, Singapore

7PM - 9PM

http://www.tass.org.sg/event-upcoming

12

Summer Party and Monthly Meeting “Bubbles, Baths and Blood”.

STAUnited
Kingdom

Philip Gray, FSTA

British Bankers Association, Pinners Hall,105-108 Old Broad St., London, UK

6PM

Katie Abberton, info@sta-uk.org

29

TBA

TASSSingapore

Low Boon Chin

CMC Markets, 50 Raffles Place #14-06,
Singapore Land Tower, Singapore

7PM - 9PM

http://www.tass.org.sg/event-upcoming

31

Master of Financial Technical Analysis (MFTA)
Alternative Path, Session 2 application deadline

IFTA

NA

NA

NA

www.ifta.org

15

IFTA Update submission deadline for educational articles (midSeptember release)

IFTA

NA

NA

Variesnewsletter@ifta.org
Attn: Aurélia Gerber, Journal Director

15

IFTA Journal applicants notification of acceptance/rejection

IFTA

NA

NA

NA

journal@ifta.org

26

Deadline to register for CFTe II on 20 October

IFTA

NA

NA

NA

admin@ifta.org

31

TBA

TASSSingapore

Nicolas Tan

UOB Kay Hian Auditorium. 9 Anthony Rd. 7PM - 9PM#01-01, Singapore

http://www.tass.org.sg/event-upcoming

20

2016 TSAASF Annual Conference: The Titans of Technical Analysis.

TSAASF

VariesGolden Gate University, San Francisco,
CA USA

8AM-5PM

http://www.tsaasf.org/

NA

1

NA

NA

admin@ifta.org

CFTe Level II Preparatory Immersion Course

SAMTSAMT
Switzerland

Geneva, Switzerland

All Day

http://www.samt-org.ch/events/5/95/
CFTe-Level-II-preparatory-seminar.html

2

Master of Financial Technical Analysis (MFTA) Session 2 application,
outline and fees deadline

IFTA

NA

NA

NA

admin@ifta.org

15

Master of Financial Technical Analysis (MFTA) Session 1 paper
submission deadline

IFTA

NA

NA

NA

admin@ifta.org

20

Certified Financial Technician (CFTe) Examination

IFTA

NA

VariesVariesadmin@ifta.org; www.ifta.org

IFTA and
ATAA

VariesThe Menzies Sydney
Sydney, NSW Australia

Variesadmin@ifta.org; www.ifta.org

IFTA

NA

NA

Variesnewsletter@ifta.org
Attn: Aurélia Gerber, Journal Director

10-11
Oct

IFTA Update submission deadline for news content (mid-Sept release) IFTA

21-23 IFTA 29 Annual Conference: Theory of Profit: Achieving Better
Returns Through Technical Analysis
th

Nov

15

IFTA Update submission deadline for educational articles (midDecember release)

IFTAUPDATE 2016 Volume 23 Issue 2

page 4

Calendar At-A-Glance continued
Dec

1

IFTA Update submission deadline for news content(mid-December release)

IFTA

NA

NA

Variesadmin@ifta.org

31

IFTA Journal Web publication

IFTA

NA

NA

NA

http://www.ifta.org publications/journal/

15

IFTA Update submission deadline for educational articles(mid-March release)

IFTA

NA

NA

Variesnewsletter@ifta.org
Attn: Aurélia Gerber, Journal Director

28

Master of Financial Technical Analysis (MFTA) Alternative Path,
Session 1 application deadline.

IFTA

NA

NA

NA

http://www.ifta.org

1

IFTA Update submission deadline for news content(mid-March release)

IFTA

NA

NA

Variesadmin@ifta.org

3

Certified Financial Technician (CFTe) Level II—deadline to register for IFTA
April examination

NA

VariesVariesadmin@ifta.org

15

Master of Financial Technical Analysis (MFTA) Session 1 paper
submission deadline

IFTA

NA

NA

NA

admin@ifta.org

1

Certified Financial Technician (CFTe) Level II – registration opens for
October 20th examination through IFTA website

IFTA

NA

VariesVarieshttp://www.ifta.org

2

Master of Financial Technical Analysis (MFTA) Session 1 application,
outline, and fees deadline

IFTA

NA

NA

NA

admin@ifta.org

15

IFTA Update submission deadline for educational articles(mid-June release)

IFTA

NA

NA

Variesnewsletter@ifta.org
Attn: Aurélia Gerber, Journal Director

31

IFTA Journal Call for Paper submission deadline

IFTA

NA

NA

NA

journal@ifta.org

1

IFTA Update submission deadline for news content (mid-June release)

IFTA

NA

NA

Variesadmin@ifta.org

2017
Feb

Mar

May

June

Congratulations New CFTes!
Jeremy Bendahan (AFATE)David Jonathan Connor (TASS)
Bjoern Diedenhoefer (VTAD)
Adrian Filip
Scott Hathaway

Ulrich Heimann (VTAD)
Bharat Jhunjhunwala (ATA)
Viorel Daniel Laza (AATROM)
Luc Magand
Christian Mann (VTAD)

Ruslan Mikhailov
Malinda Binti Mamat @ Mustaffa (STA)
Manesh Patel (AAPTA)
Guillermo García Barroso Recio (IEATEC)
Stefan Stuellein

Ivor Eng Kiat Tan
Ronald Karsten Tonn (VTAD)
Timo Trautvetter (VTAD)
Jonas Treuer (VTAD)IFTAUPDATE 2016 Volume 23 Issue 2

page 5

Visit Conference Website

Registration for the IFTA 2016
Conference in Sydney Is Now Open!
An absolutely great range of speakers
has been assembled for the 2016 IFTA
Conference in Sydney, and there are more
to come. We won’t spoil things for you byproviding details of the speakers here; so
visit the website now (or at least right after
reading this article). All of our long session
speakers are committed, and most havesubmitted exciting presentation abstracts.
A number of additional “Power Hour”
speakers are scheduled, and we will beseeking expressions of interest for contributions from IFTA Societies around theworld and previous delegates from past
IFTA conferences. If you are interested in
speaking at the conference, keep an eye
out for the requests and specifications.
The theme of the conference is “FromTheory to Profitability: Achieving Better
Returns Through Technical Analysis”.
This theme has been embraced by all theselected speakers. We are adopting an“evidence-based” approach and seek tohave the conference deliver practical anddemonstrable outcomes from tools, processes, and techniques used by successful
traders and investors. Our aim is for all
delegates (including speakers) to leave theconference with new ideas, new insights,
and new tools, as well as having built new
personal connections and comradeshipacross the globe.
This 29 th Annual IFTA conference is inAustralia for the first time in since 1997.
For Australians, it will provide a unique
opportunity for both professional andnonprofessional practitioners (and sponsors) to see, hear, and meet with cuttingedge speakers, and to network witheach other. The IFTA conference brings
together like-minded individuals fromacross the world, particularly from the
IFTA-affiliated member societies in 24
countries.

Australia is a long way in kilometers fromboth Europe and the Americas, but notwith modern air travel. Sydney is generally
only one or two travel sectors from any
major city in the world. If your airline travel
is normally “commuter hops from city tocity”, a conference visit to Sydney gives
you the opportunity to sample “intercontinental” travel. This is substantially more
pleasant and enjoyable than commuter aircraft trips. All the newer, larger aircraft are
a delight compared with that of the past.
continued on page 5

IFTAUPDATE 2016 Volume 23 Issue 2

page 6

Education Lounge

Double 7’s Strategy
By Cesar Alvarez
cesar@alvarezquanttrading.com

In the book Short Term Trading Strategies
that Work, which Larry Connors and I published in early 2008, we wrote about a simple strategy called “Double 7’s Strategy.”
Through the years, people often ask about
this strategy. Does something that simple
really work? How does it do in a portfolio?
Does the concept work on stocks? Today,
we will be answering these questions.

The Original Rules
Buy Close is above 200-day moving average Close is a 7-day low of closes
 Buy on close

Sell Close is a 7-day high of closes
 Sell on close
A clarification on what it means to be a
“7-day low of closes"…There are two ways
one can understand this.

Method 1. Today’s close is less than orequal to the previous 6-day closes. The
AmiBroker code for this is “Close<=
LLV(Close, 7).”

Results on SPY & QQQ (2000 to 2007)

First, we will see how the rules did during the time period we originally tested.

Method 2. Today’s close is less than theprevious 6-day closes. The AmiBroker codefor this is “Close < Ref(LLV(Close, 6), -1).”
As we originally tested, and I will test
today, is method 1. In the spreadsheet, Ialso include the results of Method 2 whentested on stocks. The short story is, there
is little difference.
Changes from the original test. I don’t
like testing with execution at the close. I
will then change that to execute at the next
open. The original test was a points test.
These tests will be a portfolio test.

New Rules
Buy Close is above 200-day moving average Close is a 7- day low of closes.(Method 1)
 Buy on next open using 100% of cash

Sell Close is a 7-day high of closes
 Sell on next open

The CAR numbers are not "go open up a fund numbers," but they beat buy and holdwith only ~26% exposure and substantially better drawdown. So how has it done since
then? Has this simple mean reversion edge shrunk or disappeared?
continued on page 7

IFTAUPDATE 2016 Volume 23 Issue 2

page 7

Education Lounge

Double 7’s Strategy continued

Results on SPY & QQQ (2008 to 2015)

What about stocks?

I wanted to know how this has done on stocks. Could something so simple work on stocks?

Stock Rules
Buy Stock is member of index (tested both SPX and NDX)
 The index close is above the index 200-day moving average (added because I strongly
believe in these, especially for mean reversion strategies)
 Close is above 200-day moving average Close is a 7-day low of closes
 Buy on next open using.
 10% per position for a maximum of 10 positions

Sell

The Double 7’s Strategy has not held up as well since 2008. Both CARs now are less thanbuy and hold. The SPY’s drawdown is much lower, but the QQQ’s is just as bad. I got
curious about this, and it all comes from one bad trade in 2008.

 Close is a 7-day high of closes
 Sell on next open
 Stock Results
The returns are only a little better than buy and hold. The drawdowns are about one-third
better. Not great numbers. What I found interesting was the results the last couple ofyears. It looks like 2013 and 2014 were great mean reversion years, while 2015 was not.

Final Thoughts

There is ‘simple’ and then there is ‘too simple.’ The Double 7’s Strategy may have worked
in the past because mean reversion trading was not as popular. Now, the strategy may
be too simple, so there is no little edge there anymore.

Cesar Alvarez

Cesar Alvarez attended the University of California, Berkeley, where
he received his B.S. in electrical engineering and computer science in1989 and his M.S. in computer science in 1990. Mr. Alvarez was asoftware engineer on Excel versions 3, 4, and 5, helping Microsoft
Excel go from a single-digit market share to owning the market. He
spent nine years as a professional market researcher for Connors
Research and TradingMarkets.com. He has been at the forefront ofstock market research, having developed a number of successful trading systems now used by numerous investors and fund managers in
the United States and internationally. Mr. Alvarez has given trading presentations bothonline and in person to hundreds of traders.

IFTAUPDATE 2016 Volume 23 Issue 2

page 8

Education Lounge

New Approach to Elliott Waves—Profit-Taking Theory
by Howard Wang, yunpochen@hotmail.com

First of all, I want to ask a very
simple question:

What is the human behavior in thestock market?

We often use the wave theory to analyze
the stock market, but we never think of thereason for the formation of waves.

This conclusion has nothing to do withmathematics, nor does it form wave theory;
it is about the trader’s behavior or buy andsell action.

Whether you understand what wave theory
is or not, you should have realized thatthe stock prices move in wave patterns. Is
stock price movement determined by wave
theory or something else?

To answer this question, we must consider
two essential points of wave theory: Human behavior can be predicted The stock market wave is based onhuman behavior

Buy-sell, also known as profit-taking, isthe trader’s primary purpose and interestingly, therefore, profit-taking is the trader’sbehavior.

The underlying cause of the wave is thetrader’s behavior. Stock movement patterns are the tracking of all traders’ behavior. Therefore, profit-taking is the key tounlocking the stock movements and wave
patterns.

From a mathematical point view, thewave theory is perfect. But stock priceup and down movement is not, according to mathematics. Buy-sell action iswhat decides the wave’s strength; profittaking behavior is the cause of the up
and down movement of stocks. Wave
theory describes the result of the stock
wave only.
Assuming that all stock holders do notsell their positions (no profit-taking), nowave would form. How could we use wave
theory to determine stock movements?

For example

In chart (1), we have covered price A, B,
C, D.

Can you identify where the stock pricewill likely be after the sell signal?

We really do not know where the stock
price will be, but we do know where theprofit-taking will take place, and when
profit-taking happens, the stock price will
retreat back into the buyer’s entry zone.
By now, we can identify the stock pullback
area by using profit-taking theory.
In chart (2), profit-taking forms the stock
pullback waves just like we learned fromwave theory.
As profit-taking action, parts A, B, C, andD form four waves. Though it is not theresult of wave theory, profit-taking is adirect cause of price movement.

IFTAUPDATE 2016 Volume 23 Issue 2
New Approach to Elliott Waves continued

I think the traders are the creator of theprice movement，the maker of stock patterns. The contribution of wave theory
involves the ability to use mathematicalmethods to analyze the phenomenon of
the waves, but it does not tell us whatcauses the formation of waves.
The term “profit-taking theory” was firstused in my new book; it is a new theory
to analyze the cause of the formation ofwaves, a new concept and perspectiveof the Elliott Wave, a new way of judging bottom.
This can explain the truth of stock waves:
Where the buyers are, where the profittaking will be, and where the bottom
will be. Profit-taking theory defines the
movement of waves, not as mathematical analysis, but as the direct result of
profit-taking.
The profit-taking theory conclusion is:
Wave theory is a mathematical method
for analyzing stock waves.
Profit-taking theory unlocks the truecause of the formation of stock waves.

page 9Registration for the IFTA 2016 Conference in Sydney Is Now Open! continued

Howard Wang, M.D.
Howard Wang, M.D.,
lives in Los Angeles,
California. He is CEO
and founder of Apple
Capital Management,
Inc. Dr. Wang is asenior member of
FTAA, the creator of
profit-taking theory and breakout candlestick and breakout relative strength index(BRSI), and he gave a speech on BRSI at
the International Technical Analysis
Annual Conference in Tokyo, Japan, in
October 2015. He can be reached atapplecapitalusa@yahoo.com.

Again, with the vagaries of the financial
markets, we see airline travel currently
being low cost, and the Australian dollar
is also lower than in previous times. As
such, this conference is an astounding
value for overseas visitors, considering
airfare, accommodations, and conference costs. Before you dismiss this IFTA
conference as too far or too expensive,
take another look at the costs! The “earlybird” offer that covers all three social
events (including a stunning dinner cruiseon the harbor) is especially well priced;
however, this offer expires in mid-August.
Remember, too, advance purchase ofairline tickets is an excellent strategy tosave on costs.
Sydney is an exciting, wealthy, cosmopolitan city of more than 4 million people,
situated on one of the most beautiful natural harbours in the world. Infrastructureis good, it is easy to get around, it is safe,
and the locals are friendly and helpful.
Sydney and surrounds are a tourist paradise with plenty to see and do; there’s
really something for everyone. Octoberwill be the “down-under” mid-spring season, and the weather is typically excellent—warm and sunny. Why not plan aholiday in Sydney or even further afieldin Australia? Australia is a large country,
but domestic travel by air, rail, or road is
efficient and reasonably priced; again,
if you have the time, this could be theholiday of the lifetime.

The members of the Australian TechnicalAnalysts Association (ATAA) are proud
to host this year’s IFTA Conference inSydney. Our local conference delegateswill do all they can to welcome and assist
our IFTA colleagues from overseas—why
not join the party? This is going to be aconference that you can’t afford to miss.
We look forward to seeing you in Sydney!
Until Sydney,
Robert Grigg
IFTA Conference Committee Chair
Email: Robert.Grigg@IFTA.org

IFTAUPDATE 2016 Volume 23 Issue 2

page 10

Member News
AAPTA (USA)AAPTA (USA)In Memoriam: Ian McAvity

Located in Jupiter, Florida, the Wyndham
Grand Hotel played host to the 2016
American Association of Professional
Te c h n i c a l A n a l y s t s ( A A P TA ) A n n u a l
Conference. Members escaped colder temperatures and arrived to pleasant weather
and a spectacular view at a new venue thatoverlooked the North Palm Beach Waterway.
This year’s conference was just as exciting
as the location, as presenters focused ontechnical analysis and techniques for fundmanagers, and analysts shared their workand thoughts about the markets.

American Association ofProfessional Technical Analysts
With great sadness, wereport the passing of
Ian McAvity in Toronto,
Ontario, on March 16,
2016. He was a giant ofa technician. Ian wasan active member of
IFTA, presenting andattending numerous IFTA conferences. He
was also a former AAPTA board member
and president /CEO of Duncan Park
Holdings Corporation. His humor and loveof the markets permeated his publication,
Deliberations, as well as every presentation made. We always looked forward to
Ian’s presentations, insomuch as we knew
we would not only learn more but also
have a few laughs along the way. His presentations were always peppered with his
cartoons. He was a great friend to the
Swiss Society—they made him an honorary member —and he always spoke to thegroup in Zurich when he was over for hisannual ski trip to Zermatt. We will really
miss Ian. We send our deepest sympathies
to Ian’s family.

Highlights From AAPTA’s 2016
(March) Annual Conference

I was the first person to present at thisyear’s gathering. Being the initial presenter was a little like being the masterof ceremonies. We shared a few chuckles
as we warmed up together with a prepresentation that focused on the upcoming elections and how easy it has been forstandup comics, with new material coming
each day from the candidates. Then, we
moved on to more serious stuff. My presentation on options intelligence showed
how the exchange traded derivatives market has become so important, with lots ofdata and signals that may not be available
by looking at their underlying charts.

Robert Schott, CMT, was the next presenter, and his “Technical Analysis within
the Framework of an Institutional FundManager” was an excellent exhibitionof items that a large portfolio manager
would have appreciated. The dynamic
viewpoint combined with the wide spectrum of data used by managers resulted
in a course that should be required for all
would-be decision-makers.
Next up was Walter Murphy, CFA, who
wowed us with the implementation oftechnical analysis techniques applied tofundamental indicators. Anytime you
can cross between two analytical disciplines you are a winner, and Walter wasjust that. It was interesting to note thesimilarities and differences that could
be made between the more traditional
side of analysis and the chartists’ viewpoint. Additionally, these methods could
also be applied to other factors, such as
economics.
Later that day, Charlie Kirkpatrick illustrated how he managed investments
and portfolios and explained some of hisanalytical techniques. Always seeing the
viewpoint of a fellow analyst and what helooks for as a manager provided us witha perspective that highlighted what weshould be looking at when presenting toprofessional managers.
The second day began with Tom Dorsey
discussing his relative performance techniques for Exchange Traded Funds (ETF).
Applying point & figure techniques torelative strength analysis can offer a great
picture of where the strengths and weaknesses are in the ETF space and suggest
methods for weighting investments among
the funds.
We were treated to an impromptu presentation from Larry McMillan, who discussed
his work with options and implementing
volatility strategies, especially on the S&P
500 Index. For those who have never heard
Larry, his viewpoint from the derivatives
side of the market shows how much more
information there is to be harvested andways that you can implement strategies
beyond just buying or selling securities.
Walter Deemer gave us a rather educational and comedic view of his years as ananalyst. Some of the parallels drawn weremore than educational, and it was great tointertwine humor with analysis.
Then came the thought-provoking conversation started by Richard Dickson: “Is it a

IFTAUPDATE 2016 Volume 23 Issue 2

page 11

Member News continued
correction or a bear market?” Needlessto say, this carried through the rest of the
day each time there was a break in theaction for coffee or to use the rest rooms.
And it certainly was the focus of the final
brainstorming session.
One of the last (but certainly not the least)presenters was Linda Raschke, who enlightened us on her years of building trading
models and systems. From starting on thefloor to running her own analysis and management firm, there is always something
great to be learned from her presentations.
We ended the conference with a brainstorming session, which included a tremendous historical chart presented by Darren
Chabot. This document must have been
about 10 feet wide and further fostered
the correction/bear market argument.
In between the presentations, we sharedideas and camaraderie among old and new
friends. We had a great dinner and wineat the seafood grill at the hotel. Our pastpresident, Jeanette Young, and Tracey
Knudesn, who could not make the conference, did a great job organizing a fantastic gathering of professionals and left us
looking forward to next year’s event. A
special shout out goes to our assistant,
Susan Truesdale, for her efforts as well.
I hate to end on a sad note, but we were
all saddened to learn of the death of Ian
McAvity shortly after the conference. Ian
was scheduled to present on the big picture

Highlights of TA Market’s
Forecast Session

and multi-market concerns that challenged
53 years of experience, but he did not makethe conference—a loss for all of us.
If you would like to join AAPTA and/or
come to our conference next year, checkout our website at www.aapta.com.
Scott Fullman, CMTAAPTA Vice President

Mr. Stephane Attali, ESA President

LSTA (Lebanon)

Lebanese Society of TechnicalAnalysts

Highlights of successful event hosted by
LSTA: “Financial Crime Risk”, presented
by former Central Bank’s vice governor,
Dr. Meguerditch Bouldoukian.

The LSTA Executive and Management
Committees taking a souvenir picture with Dr.
Meguerditch Bouldoukian.

Dr. Bouldoukian during his presentation.

Left: Mr. Georges Homsi, LSTA President. Right:
Overview of the presentation on Promotion of LSTA.

LSTA invited its memb e r s t o a Te c h n i c a l
Analysis Market’s forecast session held in
ESA, during which Mr.
Wael Amhaz, CFTe, our
specialist and L STA
executive member,presented his analysis on the future developments of the markets and some commodities based on TA. The session was
followed by a Q&A period that proved that
Lebanon is moving toward a high level ofTA knowledge. The undersigned presented
an overview of our association’s targets
and future events emphasizing the importance of the CFTe diploma.

An overview of the cocktail hour that followed theevent.

Mrs. Marguerite Bazerli (LSTA General Secretary)
and Mr. Eduardo Fakhoury (LSTA Vice President)
surrounding Messrs. Homsi and Bouldoukian.

We look forward to further increasing theknowledge of Technical Analysis within thelocal/regional community.

IFTAUPDATE 2016 Volume 23 Issue 2

page 12

Member News continued

SAMT (Switzerland)

Swiss Association of Market Technicians

SAMT Journal Committee
Swiss Technical Analysis Journal Spring
Edition Now Available
The spring edition of the SAMT Journal
is dedicated to Ian McAvity, who passed
away suddenly in March. Ian was an honorary member of SAMT and annual speakerin Zürich. He was on his way to his annual
vacation in Zermatt, where he skied for
31 years. We collected tributes by his colleagues, and there is an interview with Ian
from February 2014.
The SAMT Journal also includes an article
from Professor Hank Pruden that shows us
how the use of the right brain can play anessential role in the thinking mode of chart
readers and technical analysts. Three articles
on trading strategies complete our spring
Journal. Charles D. Kirkpatrick describes how
to build and optimize, using walk-forward
optimization, a moving average crossover
system. Perry Kaufman gives his views about
the actual situation of the markets in aninterview regarding his recent book aboutalgorithmic trading strategy. Finally, Alberto
Vivanti demonstrates the results of a trading
system built with 10 equity global sector
indexes following the GICS classification.
We invite you to read the spring edition at:https://issuu.com/samt-switzerland/docs/
samt_journal_spring_2016
Mario Valentino Guffanti, CFTeSAMT Sets Next CFTe Prep Course for
10–11 September 2016 in Geneva
An immersion course in preparation for the
IFTA Certified Financial Technician (CFTe)
Level I and II examinations
On Saturday and Sunday, 10-11 September
2016, the Geneva chapter of the Swiss
Association of Market Technicians (SAMT)
will present a two-day immersion courseon advanced technical analysis and preparation for the IFTA Certified Financial
Technician (CFTe) Level II examination.
This course is designed for professionals
with market experience who are familiar
with the essentials of technical analysis,
and also for those who would like to use
more advanced technical analysis on aregular basis.
 This immersion course is also designed
to prepare candidates for the upcoming
CFTe Levels I and II exams, which
culminate in the award of an international
professional qualification in technicalanalysis. The exam tests technical skills
knowledge and understanding of ethics
and the markets.
 The course will be limited to 5–10
candidates so that each person will receive
the same individual level of informationand instruction.
 The CFTe Level II exam incorporates anumber of questions requiring essay-based
analysis and answers. The candidate will
demonstrate a depth of knowledge andexperience in applying various methodsof technical analysis.

 The exam also contains a number ofdifferent charts covering one specificmarket to be analysed (often an equity),
as for a fund manager or trader.
For complete information on the course,
including pricing, please download the brochure. https://issuu.com/samt-switzerland/
docs/samt_cfte_prep_course_sep_2016__1_
Ron William, CMT, MSTA
SAMT Geneva Chapter

STA (United Kingdom)

The Society of Technical Analysts

The second quarter of 2016 has been abusy time for the STA, with meetings,
exams, and the Diploma Part 2 course. Ourcongratulations go to the latest cohort of
MSTAs. 76% of students were successful in
the Part 2 exam held in April, and a special
awards ceremony will be held in London
at the STA Summer Party on 14 July 2016.
The next STA Part 1 exam will be held on
4 July 2016 and 21 September 2016, followed by a sitting of the STA Part 2 exam
on 20 October 2016.
In mid-Oc tober, the CISI-accredited
Diploma Part 1 course will commence
running for 7 x 1 evening a week classes.
This will be followed by the Diploma Part
2 course in mid-January 2017. For thoseunable to attend the courses in London,
the Home Study Course is available todownload and can be viewed using PC,

Mac, iPad, or Android machines. For more
information on the courses we offer, please
visit http://www.flipdocs.com/showbook.
aspx?ID=10015583_771116 or contact the
STA office at info@sta-uk.org
On 21 July, the STA will once again entera team for the JPMorgan Corporate
Challenge, paying the entry fee for the first
20 members who sign up as Team STA. The
5.6km route is suitable for individuals of allabilities and will be run to raise money for
the STA’s official charity beneficiary, Cancer
Research UK. To keep up to date with the
STA and its events, follow us on Twitter@STA_ORG or like our Facebook page.

TSSASF (USA)Technical Security Analysts
Association of San Francisco

2016 TSAASF Annual Conference: The
Titans of Technical Analysis
The 2016 TSAASF Annual Conference
will feature an impressive lineup of guest
speakers who will take us on a journey backin time by presenting the methods developed by the early pioneers in TechnicalAnalysis—Edwards & Magee, Wyckoff,
Elliott and Gann. The conference will cover
how they viewed and traded the market
and how they might apply their knowledge
to trading in today’s markets. The best way
for one to become a successful trader is to
study how other traders before us became
successful. Who better to look to thanthe original chartists—the innovators of

IFTAUPDATE 2016 Volume 23 Issue 2
Member News continued
our time-tested methods. Those Titans ofTechnical Analysis!
Saturday, August 20
8:00 am – 5:00 pm
Golden Gate University
San Francisco, California$90 early-bird registration for
TSAA-SF members$100 for MTA members$125 for non-members
Registration includes lunch
Registered GGU students pay just $35*Early-bird registration ends on August 1, 2016.

Schedule of events:
8:00 am–8:45 am
8:45 am
9:00 am–10:00 am

Registration, breakfast, coffee and tea

Conference Opening
Announcements
Charles Kirkpatrick

10:00 am–11:00 am Hank Pruden
11:00 am–11:15 am

11:15 am–12:15 pm
12:15 pm–1:15 pm
1:30 pm–2:30 pm

2:30 pm–3:30 pm
3:30 pm–3:45 pm

3:45 pm–4:45 pm

4:45 pm–5:00 pm

BreakCharles Bassetti
Boxed lunch incafeteria

Corey Rosenbloom
Mathew Verdouw
Break

Jeffrey Kennedy

Conference Closing
Announcements

page 13

Benefit of Membership:Complimentary Monthly Webinars
IFTA webinars are offered exclusively to all members of IFTA-affiliated societies around the globe. Your local society will forward
you the details when they become available. If you would like to view past webinars, please check with your local society for theaccess details. Please note: the login passwords change monthly. Here is a list of past webinars:

2016

31 MayHarmonic Trading: An Introduction toHarmonic Patterns

Presenter: Scott Carney,
HarmonicTrader.com, USA

4 May

Part 3 of 3: Analyzing and Trading
Markets Using the Wyckoff Method

Presenters: Roman Bogomazov andBruce Fraser, USA

19 April

MJT’s 3T Methodology: Squaring
Trend and Price Targets Analysis with
Prospective Timing

Presenter: Jean-François Owczarczak,
CFTe, FRM, CEO Management Joint
Trust SA, Geneva, Switzerland

4 April

25 February

5 March

7 August

Presenter: Cesar Alverez, Cesar Alvarez,
Alvarez Quant Trading, USA

Presenter: Dimitri Speck, Germany

Presenter: Jeanette Schwartz-Young,
CFP®, CMT, MS, USA

17 FebruaryMarkets Seen Through the Lens ofTechnical Analysis—A Look at the First
Half of 2015

5 JunePresenters: Ralf Fayed, CFTe, Germany;
Reinhard Scholl, MBA, CFTe, Germany;
Winfried Kronenberg, Germany

Presenter: Andrew J.D. Long,
MFTA, Publisher and Editor,
Triggers$.com, Canada

Using Stops: The Good, The Bad and
The Ugly

Financial Cartography: Interconnectionsin Financial Markets

Presenter: Dr. Kimmo Soramäki,
Financial Network Analytics, Ltd.

27 January

Analyzing and Trading Markets Using
the Wyckoff Method

Presenters: Roman Bogomazov andBruce Fraser, USA

2015

24 November

Monte Carlo Techniques:
Application to Trading

Part 2 of 3: Analyzing and Trading
Markets Using the Wyckoff Method

Presenter: Dr. Howard Bandy, USA

Presenters: Roman Bogomazov andBruce Fraser, USA

Trading System Development —Indicator-Based

30 MarchMarket Profile – Recent Advancements,
and Applications for Trading

Presenter: Clive Lambert, UK,
FuturesTechs

15 March

Traders’ Mental Blind Spots: How
Hidden Flaws in Your Decision-Making
Affect Your Trading

Presenter: Dr. Gary Dayton,
TradingPsychologyEdge.com

11 AugustPresenter: Dr. Howard Bandy, USA

15 July

The Four Faces of Risk: Defining
and Managing Risk in Trading
System Development and Trading
Management

Presenter: Dr. Howard Bandy, USA

25 March

Sentiment Analysis Using the Sentix
Indicators PDF

Presenter: Manfred Hueber, CEFA,
Sentix, Germany

Increase Your Profits With Recurring
Cycles and Seasonalities

12 February

2014

15 January

A Practical Approach to Cycles

Presenter: Robert Rethfeld,
Wellenreiter-Invest, Germany

20 November

How to Trade High Volatility
Products with Success

Identification of High Probability
Target Zones

20 MaySome Uses of Market Geometry:
Time, Price and Gradients,

Presenter: Victor Hugo, Director,
Hugo Capital; President, TechnicalAnalysts’ Society of Southern Africa(TASSA), South Africa

The Use of Social Media Mentions inTechnical Analysis

7 May

Presenter: Alex Neale, MSTA, CMT,
MFTA, United Kingdom

Presenter: Connie Brown, CMT,Founder, Aerodynamic Investments,
Inc. USA

5 November

Improve Your Trading with Fibonacci
Time Projections (FTP) in FOREX

Presenter: Viktor Pershikov, MFTA,
Russia14 October

Point and Line Chart—A New
Type of Chart to Get Strong andClear Signals | PDF
Presenter: Mohamed Ashraf, CFTe,
CETA, MFTA, Egypt

17 September

Can We Overcome Algorithmic Tradingwith Technical Analytic Tools

Presenter: Hiwon Yoon, Ph.D., Japan

Price Projection Methods

25 AprilMulti Market, Multi Timeframe
Trading

Presenter: Philipp Kahler Sr.,
Quantitative Analyst, Intalus,
Germany

25 March

Optimization of Trading
Strategies: The Search for
Stability and Performance

Presenter: Philipp Kahler Sr.,
Quantitative Analyst, Intalus,
Germany

IFTAUPDATE 2016 Volume 23 Issue 2

page 14IFTA Board of Directors Nomination FormIFTA is an international organization established to advance the interests of the global
community of technical analysis societies. IFTA is managed by a board of directors, which
is elected by the member societies at the Annual General Meeting, normally conductedat the time of IFTA’s Annual Conference. In selecting a slate of candidates for the IFTA
board of directors, IFTA seeks to have the management resources, global representation, diversity, expertise and experience needed to advance its mission.
IFTA is now requesting nominations from individuals to serve on the board of directors for
the October 2016 – October 2019 term. IFTA estimates that seven board vacancies
will be filled at the 2016 Annual General Meeting in Sydney. Nominees must be willingto serve as a member or chair of a key IFTA committee and/or assist the committees
and the board in ongoing work as needed.
Board members serve without payment for their work on the IFTA board of directors.
Service on the IFTA board demands a high level of responsibility and a serious commitment to support IFTA’s mission; it also provides personal and professional rewards to
its members. Nominations from all interested persons are welcome. The deadline
to submit nominations is August 20, 2016.

The nomination procedure is simple:

1 Any member in good standing of an IFTA member society may be nominated or
may nominate him/herself.
2 Nominations must be seconded by two members in good standing of an IFTA
member society.
3 The nominee must have the support of the board of directors of a local member
society, preferably his or or her own Society.
4 Each nominee must submit the following to IFTA Headquarters no later than August20, 2016.
a Completed Nomination Formb Completed IFTA Member Society Endorsementc Summary or Curriculum Vitae (CV)5 All nomination materials should be sent by email or postal mail to:
International Federation of Technical Analysts
9707 Key West Avenue, Suite 100
Rockville, Maryland 20850 USA

Phone: 240/404-6508
Fax:
301/990-9771
Email: admin@ifta.org

Nominations will be announced to the membership in early September. Voting will takeplace at the IFTA Annual General Meeting on October 19, 2016. If you havequestions concerning this matter or would like a nominating form, please contact IFTA
Admin at admin@ifta.org.

Nomination Form: IFTA Board of Directors
Name of Nominee

Firm

Address

City

State

Postal Code

Phone

Fax

Email

Country

Member in Good Standing of (Name of IFTA Member Society):

Nominated by

Persons seconding this nomination (must be members in good standing of an IFTA member
society). Two seconders required.
1)
Name

SocietyNameSociety2)

Nominee must have the support of the board of his/her IFTA member society. A completed IFTA
Member Society Endorsement (below) must accompany this Nomination Form. A summary of
the nominee’s professional credentials and background must accompany thisapplication. Nominations deadline: August 20, 2016.

IFTA Member Society Endorsement(Name of Nominee)(Name of IFTA Member Society)and has the support of the society’s board of directors to run for a position on the IFTA board of directors.

Signature of Society Officer

DateIFTAUPDATE 2016 Volume 23 Issue 2

page 15IFTA Member Societies
AUSTRALIA—ATAA Australian Technical Analysts Association www.ataa.com.au
CANADA—CSTA Canadian Society of Technical Analysts www.csta.org
EGYPT—ESTA Egyptian Society of Technical Analysts www.estaegypt.org
FRANCE—AFATE Association Française des Analystes Techniques www.afate.com
GERMANY—VTAD Vereinigung der Technischer Analysten Deutschlands e.V. www.vtad.de
HONG KONG—FTAA* Financial Technical Analyst Association www.ftaa.org.hk
INDIA—ATA The Asociation of Technical Analysis www.taindia.org
INDONESIA—AATI Asosiasi Analis Teknikal Indonesia
ITALY—SIAT Società Italiana di Analisi Tecnica www.siat.org
JAPAN—NTAA Nippon Technical Analysts Association www.ntaa.org.jp
LEBANON—LSTA Lebanese Society of Technical Analysts www.lstalebanon.com
MALAYSIA—MATA* Malaysia Malaysian Association of Technical Analysts site.malaysianchartist.com
NIGERIA—TASN Technical Analysts Society, Nigeria www.tasnigeria.org
THE NETHERLANDS—DCTA Dutch Commission of Technical Analysis
NEW ZEALAND—STANZ Society of Technical Analysts of New Zealand www.stanz.co.nz
ROMANIA—AATROM Asociatia Analistilor Tehnici din Romania www.aatrom.org
SCANDINAVIA—STAF Skandinaviens Tekniska Analytikers Förening www.staf.nu
SINGAPORE—TASS Technical Analysts Society (Singapore) www.tass.org.sg
SPAIN—IEATEC Instituto Español de Analistsas Técnicos y Cuantitativos www.ieatec.es
SOUTH AFRICA—TASSA Technical Analysts Society of Southern Africa www.tassa.org.za
SWITZERLAND—SAMT Swiss Association of Market Technicians www.samt-org.ch
TUNISIA—ATAT* Association Tusisienne des Analystes Technique
UNITED KINGDOM—STA Society of Technical Analysts Ltd. www.sta-uk.org
USA—TSAASF Technical Securities Analysts Association www.tsaasf.org
USA—AAPTA American Association of Professional Technical Analysts www.aapta.com* Developing

IFTA Update Schedule

The IFTA Update is the quarterly electronic newsletter of the International Federation ofTechnical Analysts, reaching more than 6,950 IFTA colleagues worldwide. The Update is anefficient and cost-effective way to communicate with IFTA’s member societies and colleagues.

PUBLICATION SCHEDULE
September Issue

Education articles: August 15

All other content: September 1

December Issue

Education articles: November 15

All other content: December 1

March Issue

Education articles: February 15

All other content: March 1

June Issue

Education articles: May 15

All other content: June 1

Send education article submissions to newsletter@ifta.org. Send all other content to admin@ifta.org
For more information and to advertise, visit our website: www.ifta.org/publications/newsletter/

Board of Directors
President Mohamed El Saiid, CFTe, MFTA (ESTA)
Email: melsaiid@hc-si.com

Vice-President—the Americas Jeanette Schwarz-Young, CFP®, CMT, M.S. (AAPTA)
Email: optnqueen@aol.com
Vice-President—Asia Pacific, Conference Director Akira Homma, CFA, CIIA, CFTe, FRM, CMA,
CMT (NTAA)
Email: akira.homma@ifta.org
Vice-President—Europe Thomas Hicks (STA)
Email: tom.hicks@live.co.uk
Vice-President—Middle East, Africa Mohamed Ashraf Mohfauz, MFTA, CFTe, CETA (ESTA)
Email: mohamed.ashraf.esta@gmail.com
Treasurer Karin Roller, CFTe (VTAD)
Email: karen.roller@ifta.org
Examination Director Gregor Bauer, Ph.D., CFTe (VTAD)
Email: gregor.bauer@vtad.de
Education Director Saleh Nasser, CMT (ESTA)
Email: saleh.nasser@pharosholding.com
Marketing and Membership Director Dan Valcu, CFTe (AATROM)
Email: ta@educofin.com
Journal and Newsletter Director Aurélia Gerber, MBA, CFA (SAMT)Email: aurelia.gerber@ifta.org
Development Director (Academic & Society Affairs) Carlos Jaurequizar (IEATEC)
Email: carlos.jaurequizar@noesis.es
Development Director Ron Williams, MSTA, CMT (SAMT)Email: ron.williams@samt.org.ch
Development Director (Asia-Pacific Affairs) Akihiro Niimi, MFTA (NTAA)
Email: niimia@aifaminc.com
Acting Conference Director Alek Jankowski (ATAA)
Email: alek.jankowski@ataa.asn.au

STAFF
Executive Director Beth W. Palys, FASAE, CAE
Vice President, Meetings Grace L. Jan, CAE, CMP
Senior Member Services Manager Linda Bernetich
Marketing Manager Julie Hill
Senior Graphic Designer Jon BenjaminAccounting Dawn Rosenfeld
Editor Lynne Agoston

IFTA HEADQUARTERS
International Federation of Technical Analysts
9707 Key West Avenue, Suite 100
Rockville, MD 20850 USA

Phone: +1 240-404-6508
Fax: +1 301-990-9771
Email: admin@ifta.org

29 th Annual Conference
21–23 October 2016
The Menzies Sydney,
Sydney Australia

Sponsorship
Opportunities

For enquiries regarding Sponsorship opportunities
or booking of an exhibition space, please contact
John Zubrinich on +61.478.617.091 orJohn.Zubrinich@ATAA.asn.au

1Sponsorship Opportunities

21–23 October

From Theory to Profitability

Achieving Better Returns Through Technical Analysis

The success of all Investing or Trading is measured by outcomes, usually in a metricindicating the annual increase of a portfolio or the percentage or dollar increase of aparticular trade. That is, the Profitability. One can have all the Theory right, and havea sound understanding of the markets and the dynamics of the traded Instrument,
but if the Implementation is inexperienced or suboptimal, then the Profitability will be
suboptimal or worse.
The greatest value in attending an IFTA Conference is that the Speakers and thequality of attendees represent the highest level of experience in Technical Analysis
available on the planet. And this high competence and experience is available andevident to all attendees. Experienced Technical Analysts from all over the globe
welcome the chance to attend and share their new insights with others, and absorb
new insights from others. These are practising Investing and Trading professionals
who handle billions of dollars in Investments and Trades. Yes...they know their Theory,
but at the end of their day, the only thing that matters is results! The Sydney IFTA
Conference in 2016 will bring these practitioners together and allow you to participate
in this shared learning.
We look forward to welcoming you to IFTA 2016 in Sydney.

For enquiries regarding Sponsorship opportunities
or booking of an exhibition space, please contact
John Zubrinich on +61.478.617.091 orJohn.Zubrinich@ATAA.asn.au

Technical Analysis is the systematic method of analysing financial instruments,
including securities, futures and interest rate products, with only market-delivered
information such as price, volume, volatility and open interest. The tools of technicalanalysis are measurements and derivatives of price, for example on-balance volume,
price oscillators, momentum measurements and pattern recognition. A TechnicalAnalyst applies such tools for forecasting and timing the trading and investing in
financial instruments. Technical Analysis is a universally recognized discipline.

2What is IFTA?

21–23 October

The International Federation of Technical Analysts was incorporated in 1986 and is a global organisation of market analysis
societies and associations. IFTA is an international non-profit organisation with member societies in 27 countries. The
International Federation of Technical Analysts offers certification to technical analysts around the world.

IFTA Member Societies

For enquiries regarding Sponsorship opportunities
or booking of an exhibition space, please contact
John Zubrinich on +61.478.617.091 orJohn.Zubrinich@ATAA.asn.au

AUSTRALIA—ATAA Australian Technical Analysts Association www.ataa.com.au
CANADA—CSTA Canadian Society of Technical Analysts www.csta.org
EGYPT—ESTA Egyptian Society of Technical Analysts www.estaegypt.org
FRANCE—AFATE Association Française des Analystes Techniques www.afate.com
GERMANY—VTAD Vereinigung der Technischer Analysten Deutschlands e.V. www.vtad.de
HONG KONG—FTAA* Financial Technical Analyst Association www.ftaa.org.hk
INDIA—ATA The Asociation of Technical Analysis www.taindia.org
INDONESIA—AATI Asosiasi Analis Teknikal Indonesia
ITALY—SIAT Società Italiana di Analisi Tecnica www.siat.org
JAPAN—NTAA Nippon Technical Analysts Association www.ntaa.org.jp
LEBANON—LSTA Lebanese Society of Technical Analysts www.lstalebanon.com
MALAYSIA—MATA* Malaysia Malaysian Association of Technical Analysts site.malaysianchartist.com
NIGERIA—TASN Technical Analysts Society, Nigeria www.tasnigeria.org
NEW ZEALAND—STANZ Society of Technical Analysts of New Zealand www.stanz.co.nz
ROMANIA—AATROM Asociatia Analistilor Tehnici din Romania www.aatrom.org
SCANDINAVIA—STAF Skandinaviens Tekniska Analytikers Förening www.staf.nu
SINGAPORE—TASS Technical Analysts Society (Singapore) www.tass.org.sg
SPAIN—IEATEC Instituto Español de Analistsas Técnicos y Cuantitativos www.ieatec.es
SOUTH AFRICA—TASSA Technical Analysts Society of Southern Africa www.tassa.org.za
SWITZERLAND—SAMT Swiss Association of Market Technicians www.samt-org.ch
TUNISIA—ATAT* Association Tusisienne des Analystes Technique
UNITED KINGDOM—STA Society of Technical Analysts Ltd. www.sta-uk.org
USA—TSAASF Technical Securities Analysts Association www.tsaasf.org
USA—AAPTA American Association of Professional Technical Analysts www.aapta.com

3

Previous Supporters of IFTA Conferences

21–23 October

IFTA 2015 Tokyo Sponsors
PlatinumGold

SilverIFTA 2013 San Francisco
PLATINUM SPONSORS Bloomberg
 Market Analyst

SILVER SPONSOR
 lntalus
 Tradestation

MEDIA SPONSORS Elliott Wave International FXStreet.com
 Golden Gate University

BronzeIFTA 2014 London
 Market Technicians Association {MTA)
MoneyShow.com
 PubliCharts: Advanced Financial andTrading Publishing Stocks & Commodities Magazine
MoneyShow.com
 The Technical Analyst
 Traders’ Media GmbH Tradesignal

PLATINUM SPONSORSMEDIA SPONSORS Market Analyst

 FXStreet
 the Technical Analyst
 FuturesaTechs

GOLD SPONSOR
 Bloomberg

SILVER SPONSOR
 iResearchFXFRIENDS OF IFTA

BRONZE SPONSOR BBSP Research Winans Investments

 Updata Analytics
 StocjCharts.com

For enquiries regarding Sponsorship opportunities
or booking of an exhibition space, please contact
John Zubrinich on +61.478.617.091 orJohn.Zubrinich@ATAA.asn.au

4

EXHIBITORS Intalus Sentix
 CQG

Sponsorship Packages
Previous Supporters of IFTA Conferences

21–23 October

21–23 October

IFTA 2015 Tokyo Sponsors
PlatinumGold

SilverIFTA 2013 San Francisco
PLATINUM SPONSORS Bloomberg
 Market Analyst

SILVER SPONSOR
 lntalus
 Tradestation

MEDIA SPONSORS Elliott Wave International FXStreet.com
 Golden Gate University

BronzeIFTA 2014 London

PLATINUM SPONSORS Market Technicians Association {MTA)
MoneyShow.com
 PubliCharts: Advanced Financial andTrading Publishing Stocks & Commodities Magazine
MoneyShow.com
 The Technical Analyst
 Traders’ Media GmbH Tradesignal

 Market Analyst

GOLD SPONSOR
 Bloomberg

SILVER SPONSOR
 iResearchFXFRIENDS OF IFTA

BRONZE SPONSOR BBSP Research Winans Investments

MEDIA SPONSORS FXStreet
 the Technical Analyst
 FuturesaTechs

EXHIBITORS Intalus Sentix
 CQG

 Updata Analytics
 StocjCharts.com

For enquiries regarding Sponsorship opportunities
or booking of an exhibition space, please contact
John Zubrinich on +61.478.617.091 orJohn.Zubrinich@ATAA.asn.au

4

Benefits of Sponsoring Distinguishing your product in the marketplace Developing new contacts
 Feedback on brand Networking & cross promotion
 Personal access to a target audience

The following tables outline the “opportunities for visibility” by sponsors throughout the IFTA conference.

Platinum US $30,000

Gold US $20,000

Silver US $10,000

Bronze US $5,000

Exhibitor US $1,250

 1 x 1st priority choice of exhibitor space

 1 x 2nd priority choice of exhibitor space

 1 x 3rd priority choice of exhibitor space

 1 x Brochure inserts in delegates’ satchel 1 x Acknowledgement as Platinum-level
sponsor with prominent placement oflogo in final Program of Events

 1 x Acknowledgement as Gold-level
sponsor with prominent placement oflogo in final Program of Events

 1 x Acknowledgement as Silver-level
sponsor in final Program of Events

 1 x Acknowledgement as Bronze-level
sponsor in final Program of Events

 1 x Advert in IFTA Journal—full page

 1 x Advert in IFTA Journal—1/2 page 3 x Advert in IFTA Update—full page 3 x Advert in IFTA Update—1/2 page 12 x Advert in IFTA Webinar—
12 webinars

 3 x Advert in IFTA Webinar—3 webinars

 1 x Breakfast session
 3 x Brochure inserts in delegates’ satchel 3 x Complimentary delegate registration
 1 x Delegate satchel 1 x Exhibitor stand 1 x Logo on conference website,with hyperlink to sponsor’s website
 1 x Marketing (multi-media)
 1 x Name tags and lanyard, for delegates 4 x Sponsor’s name and logo
on acknowledgement boards,
prominently displayed throughout
the conference venue

 1 x Breakfast session
 2 x Brochure inserts in delegates’ satchel 2 x Complimentary delegate registration
 1 x Exhibitor stand 1 x Logo on conference website, withhyperlink to sponsor’s website
 1 x Marketing (multi-media)
 3 x Sponsor’s name and logo
on acknowledgement boards,
prominently displayed throughout
the conference venue

 1 x Advert in IFTA Journal—1/3 page

 1 x Afternoon Tea Break 3 x Advert in IFTA Update—1/3 page

 1 x Brochure inserts in delegates’ satchel 1 x Advert in IFTA Webinar—1 webinar

 1 x Exhibitor stand 1 x Brochure inserts in delegates’ satchel 1 x Logo on conference website, withhyperlink to sponsor’s website

 1 x Complimentary delegate registration
 1 x Exhibitor stand 1 x Logo on conference website, withhyperlink to sponsor’s website
 1 x Lunch session
 1 x Marketing (multi-media)
 2 x Sponsor’s name and logo
on acknowledgement boards,
prominently displayed throughout
the conference venue

 1 x Exhibitor stand 1 x Advert in IFTA Journal—1/4 page

 1 x Marketing (multi-media)
 1 x Morning Tea Break 1 x Sponsor’s name and logo
on acknowledgement boards,
prominently displayed throughout
the conference venue
 1 x Use of IFTA 2016 logo

 1 x Use of IFTA 2016 logo

 1 x Stationery for delegates (Pens,
Paper/pad)For enquiries regarding Sponsorship opportunities
or booking of an exhibition space, please contact
John Zubrinich on +61.478.617.091 orJohn.Zubrinich@ATAA.asn.au

 1 x Use of IFTA 2016 logo

 1 x Use of IFTA 2016 logo

5Sponsorship Application Form

21–23 OctoberComplete NOW for maximum pre-Conference exposure
Return application to: John Zubrinich, Email: John.Zubrinich@ATAA.asn.au(You may send this information in a regular email or alternatively scan and email this form.)Sponsorship Levels

Contact Information

Method of Payment(indicate selection)
Platinum

USD $30,000

name

Gold

USD $20,000

firm

Silver

USD $10,000

IFTA and the ATAA Board requests
the Sponsorship payments bedirected to:
Account Name:
Australian Technical Analysts Association

address

Bronze

USD $5,000

Bank:

city

Exhibitor

St George Bank Limited
Address:

USD $1,250
state

4 – 16 Montgomery Street
KOGARAH NSW 2217 AUSTRALIABSB: 116 879

country

International Federation of Technical Analysts
9707 Key West Avenue, Suite 100
Rockville, MD 20850 USA
Email: admin@ifta.org
Web: www.ifta.org

Phone: +1 (240) 404-6508
Fax: +1 (301) 990-9771

For enquiries regarding Sponsorship opportunities
or booking of an exhibition space, please contact
John Zubrinich on +61.478.617.091 orJohn.Zubrinich@ATAA.asn.au

Account:
449271089

postal code / zip code

Swift Code:telephone

SGBLAU2S

fax

ATAA
PO Box 3175
Eastlakes, NSW 2018
Australiae-mail6