Canadian Society of Technical Analysts

Toronto Chapter May Meeting

  • 03 May 2016
  • 12:00 PM - 1:00 PM
  • Bloomberg, 161 Bay St, Toronto


Registration is closed

Toronto Chapter of The Canadian Society of Technical Analysts

Speaker:  David Cox, Portfolio Manager with CIBC Wood Gundy

David Cox is a Portfolio Manager at CIBC Wood Gundy in Guelph, Ontario.  He manages assets using fundamentally screened, yet technically driven trend following and swing trading techniques.

He has a Bachelor of Mathematics and is a dual holder of both the Chartered Market Technician (CMT) and Chartered Financial Analyst (CFA) designations.  David has four young children and enjoys downhill skiing, poker, black coffee, red wine and classical music.

David is active on twitter @DavidCoxWG, regularly posts insightful webinars on his site and has been writing a “Monthly Market Chit Chat” for more than 10 years that discusses the issues, risks and opportunities facing investors.

Topic:  Selling Is More Important Than Buying - Too many investors spend most of their investment resources on the buying decision and fail to realize that selling has a far greater impact on total return. Exiting a position determines if you make money or lose it (and how much!). What many managers fail to realize is that it is easier to add value in a bear market. Inevitably, it is during bear markets that most investors give back their hard earned gains from the prior rally as excuses, opinions and an unwillingness to adapt to changed market conditions occurs. David will share his active approach to handling different market environments and provide insights into the tools and techniques he uses to shift gears in the always dynamic stock market. This session will look at ways to identify changing conditions and techniques that David applies to manage HNW portfolios.

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