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Applying Systematic Technical Analysis to Manage Risk

Released on Thursday, June 29, 2023•TECHNICAL

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Katie Stockton, CMT will share her long-standing methodology to help you manage risk in a challenging market. She will discuss her approach and demonstrate how to use her most valuable concepts and tools to be on the right side of the trend. Ms. Stockton will show how she puts these inputs together to arrive at a clear takeaway for controlling risk, including real-world examples from today's markets. You will leave the session feeling more confident in applying a systematic, technical approach to your own portfolio.

Katie Stockton

Fairlead Strategies, LLC, Founder and Managing Partner

Katie Stockton, CMT is founder and managing partner of Fairlead Strategies, LLC, an independent research firm and investment advisor focused on technical analysis. She is also the portfolio manager for the Fairlead Tactical Sector ETF (TACK). Prior to forming Fairlead Strategies, Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. Most recently, she served as chief technical strategist for BTIG and Chief Market Technician at MKM Partners. She also worked for technical strategy teams at Morgan Stanley and Wit Soundview. With help from the Fairlead Strategies team, Ms. Stockton provides research and consulting services to institutions and individuals. She frequently shares her views on CNBC as an official CNBC contributor, as well as other financial media outlets.