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Event Registration - How Fundamentally Minded Investors Use Technical Analysis Today

Wednesday, March 24, 2021
12:00 PM - 1:00 PM Eastern Daylight Time
How Fundamentally Minded Investors Use Technical Analysis Today


Despite strongly believing in both, David Lundgren, CMT, CFA has built a career in technical analysis rather than fundamental analysis. In this presentation, Dave will highlight some of the underappreciated historical links between fundamental and technical analysis. For example, Charles H. Dow, a devout fundamental investor at the turn of the twentieth century, discovered the merit of listening to the market. His writings examined how: 

The market discounts all that is known about securities and markets
Securities prices trend in the direction of underlying fundamentals
Short-term trends are noise, long-term trends are signal

Understanding that the market is efficient, but also trends, confirms how technical analysis can help investors uncover attractive investment opportunities. Dave will share some insight around the objectives of trend following investment strategies including how to identify, engage, and stay in trending securities by utilizing the tools of technical analysis. Leading, coincident, and lagging indicators of trend change as well as Relative Strength will give the audience a clear perspective on how they might incorporate technical analysis into their own investment process.
Speaker Bio

Dave Lundgren, CMT, CFA is a Managing Director and Director of Technical Research at Wellington Management. As a technical analyst, David monitors global equities and equity indices, as well as fixed income, currency, and commodity markets. Prior to joining Wellington Management in 2007, David owned and operated Breakaway Research, Inc., an independent research firm which he launched in 2004. Prior to launching Breakaway, David was a founding partner and senior Technical Analyst at Lyceum Capital Partners (2002 – 2004), a global equity hedge fund. Prior to that, he was a technical analyst at Fidelity Investments (1999 – 2002). In addition, David was a senior technical analyst at Thomson Global Markets, and proprietor of Lundgren Financial Services. David also presently teaches a graduate level Technical Analysis course at Brandeis International Business School, in Waltham, Ma. David is a Chartered Financial Analyst (CFA), and a member of the CFA Institute. He graduated with high honors from Babson College (1988), with a degree in finance and investments.

Members | Complimentary
Non Members | Complimentary

Professional Learning Credits
CFA Boston has determined that this event qualifies for 1 PL credit hour under the guidelines of CFA Institute's Professional Learning Program.  If you are a CFA Institute member and a CFA Society Boston member, PL credit for your participation in this event will be automatically recorded in your PL tracking tool. Otherwise, you may upload 1 PL credit to your CFA Institute account in the PL tracking tool. 

Members can register by logging into their Boston specific account. Non-members and CFA Society Global members must create an account, or log into their Boston specific account, to register for this program. Zoom details will be sent following registration. If you do not receive a confirmation email, please ensure you have completed the entire checkout process. 

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