Calgary Monthly Meeting - February

Speaker - David Cox, CFA, CMT, FCSI, FMA, BMath (www.davidcox.ca) 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.