Canadian Society of Technical Analysts

Calgary Monthly Meeting - February

  • 10 Feb 2015
  • 5:30 PM - 8:30 PM (MST)
  • CNIB, 15 Colonel Baker Place N.E.. Calgary, AB T2E 4Z3


Registration is closed
Speaker - David Cox, CFA, CMT, FCSI, FMA, BMath ( is a Portfolio Manager at CIBC Wood Gundy in Guelph, Ontario.  He manages assets using fundamentally screened, yet technically driven swing and trend trading techniques.  He has a Bachelor of Mathematics and is one of approximately 237 individuals, globally, that hold both the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations.  Outside of the office, David enjoys downhill skiing, poker, black coffee, red wine and music and is the proud father of four young children.  His family spends their winter in Rossland, B.C.

Topic - Decision Time!

Making investment decisions in the fast-changing global stock market isn't easy... an investment idea or thesis that makes perfect sense one week can be toxic the week after...

How can an investor be prepared?
What are the key components of a decision making system that can adapt to changing circumstances?
How can an investor form an opinion with so many moving market parts?

We will take a look at how David formulates his top down opinion and how that opinion is translated into bottom up decisions on a day to day basis in his Trend Following and Swing Trading portfolios.  David believes that all investors should have a disciplined decision-making framework that is consistent and repeatable.  David will share his decision inputs, screening routines and will show how he manages a new position from both a profit-seeking and risk management standpoint.

15 Colonel Baker Place N.E.
Calgary, AB T2E 4Z3

Always held the Second Tuesday of the month from September to June. Time is 5:30 PM to 8:30 PM MDT. 

Please Register!!!!!!!!!

Important details below!

Mark your calendars for next years dates!
I hope you have marked the Calgary Chapter meetings in your daytimers! This notice is a little slow going out.
They are the second Tuesday of the month.
They will all be at :
15 Colonel Baker Place NE.

So please insert the dates into your calendar.

February 10, 2015
March 10, 2015
April 14, 2015
May 12, 2015
June 9, 2015

We will meet at 5:30 PM.

Six great reasons for this location:
1) It is close to the C-Train. Use Bridgeland Station.
2) They allow the presenter and all guests to use the wifi during meetings at no additional cost.
3) We have a large room which works great.
4) We have free parking.
5) We are close to downtown but also close to the freeway network.

See you at the next meeting!


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