Mohamed El Saiid, CFTe, MFTA – President
Mohamed is currently an Executive Director and Head of the Technical Analysis department for HC Brokerage (HCB), Cairo, Egypt. He started his career working for Momentum Wavers, Ltd., a Middle East Technical Analysis firm (2001-2004). He joined HCB as an associate/lead technical analyst (2004-2006). Later he joined Unifund, a Geneva-based global private fund (2006-2007) as a Chief Technical Strategist/Co-Fund Manager to the Middle East investments. Mohamed holds an MBA in Finance and is currently the Chairman of the Egyptian Society for Technical Analysts (ESTA), as well as an Education Sub-Committee Member in IFTA. Mohamed authored several TA-related articles and developed several indicators including the Volatility-Based Envelopes (VBE), the Implied Volatility Projection Range (IVPR) and Relative Performance Candlestick Charts (RPCC)
Jeanette Schwarz Young, CFP®, CMT, M.S. – Vice President Americas
Jeanette has been a Wall Street professional since 1981 where she began her professional career with Thomson McKinnon Securities. Her career includes portfolio management, syndication, option strategist, hedger, operations principle, bond principal, pit trader and general market trader. Jeanette worked for the NYBOT (New York Board of Trade) and later ICE where she wrote, produced, and aired two market reports daily covering the financials, currencies, and the softs which include Frozen Concentrated Orange Juice, Sugar, Cocoa, Coffee and Cotton. She has been a frequent guest on FOX, CNBC, Bloomberg, Yorba TV, CNN and others. She was a market maker in the FINEX ring (Russell 2000 ring) and became an expert hedger. As such, has used the skill-set to protect capital and make money. Jeanette was the first Director of the CMT program for the Market Technicians Association and is the past President of American Association of Professional Technical Analysts and continues to serve on the Board of Directors. Jeanette is the author of the Option Queen Letter, a weekly newsletter issued and published every Sunday. She is a member of ICE, COMEX, and CHX holdings. She is also a member of the Adelphi University Presidents Counsel. In 2007 her book The Options Doctor was published by John Wiley & Son. She placed third in the globe in the National Investment Challenge Pro Option’s Division in the mid-nineties. Ms. Young is a past and current member of the Board of Directors of the International Federation of Technical Analysts.
Simon Warren, FSTA – Vice President Europe
Simon Warren was head of investments at Bupa for seven years, with responsibility for £3.7bn of assets and £1.1bn of debt. Prior to that, he was deputy treasurer and head of front office trading, where he was responsible for all transactional and FX hedging.
Simon is a fellow of the Association of Certified Accountants and began his career at Bupa in 1987 as an accountant before moving over to the treasury and investment areas, where he utilizes his technical analysis skills.
Simon has been treasurer of IFTA’s member society, Society of Technical Analysts (STA), United Kingdom, since 2003 and was also a director of IFTA for three years, where he was chair of the Finance Committee.
Tamer Gamal, CFTe, CETA – Vice President, Middle East and Africa
Tamer, a Certified Financial Technician (CFTe) and a Certified ESTA Technician (CETA), is currently the head of Technical Analysis Research at Arab African International Securities (AAIS), a subsidiary of Arab African Bank (AAIB).
With a background in engineering, Tamer joined the financial markets industry in 1998 doing equity/currency trading and private portfolio management. He joined the AAIS team in 2007. In this capacity, Tamer educates institutional and individual clients on the merits of technical analysis and why AAIS utilizes a technical rules-based model to oversee clients’ requirements.
In 2011, Tamer was elected as chairman of the Egyptian Society of Technical Analysts (ESTA) board of directors, after serving as an ESTA board member for three years. Tamer has been an active member of the ESTA education committee since 2007. In 2008, he was awarded the Bronwen Wood Memorial Award by the International Federation of Technical Analysts (IFTA).
Tamer is a regular contributor to many local journals and TV shows. He is often interviewed in Bloomberg, Reuters, and Business Monthly (American Chamber of Commerce). Tamer has conducted many conference and education seminars and programs that promote technical analysis methodology as the primary investment tool and a proactive marketing add-on.
Akihiro Niimi, MFTA – Vice President Asia-Pacific
Akihiro is the Executive Director of AIFAM, a fund of hedge funds company based in Tokyo and New York. Prior to this, he was a quantitative portfolio manager building and managing quantitative investment model-based portfolios for Credit Lyonnais and Deutsche Bank in London. He was also the Chief Fund Manager for The Bank of Tokyo-Mitsubishi UFJ, and head of global marketing team incubating and distributing Japanese hedge fund products to international investors at the Sumitomo Mitsui Trust Bank. Akihiro holds a degree in naval architecture from Osaka University and the MFTA accreditation. He is a member of the Nippon Technical Analysts Association (NTAA).
Saleh Nasser – Education Director
Saleh is an executive director and the chief technical strategist of Pharos Holding. Prior to joining Pharos, Saleh was the chief technical strategist of CIBC from 2001 until 2008 and a member of the CIBC investment committee, as well as a member in the CICapital investment committee (responsible for setting up strategies for CI Asset Management Company). Saleh worked as a chief technical analyst in Flemings CIIC from 2000 until 2001, and he was responsible for following up on the Egyptian market and global equities markets as well as for training traders and employees on short-term and intermediate-term trading tactics. Saleh completed his CMT designation from the Market Technicians Association (MTA) in 2001.
Saleh has served on the board of directors of IFTA for many years, and he served as IFTA’s secretary general and head of education. He worked on a committee that was responsible for updating IFTA’s bylaws. He also heads the Education Committee of the Egyptian Society of Technical Analysts (ESTA) and is the past president of ESTA. Saleh is the originator of the CETA Professional Program, sponsored by the Egyptian Society of Technical Analysts—one of just a few international degrees accredited by IFTA as equivalent to the CFTe.
In 2003, Saleh was invited to speak in Washington, D.C., about his new indicator (Deviation Oscillator) in the IFTA annual international conference hosted by the Market Technicians Association (MTA) of the United States. It is worth mentioning that ESTA hosted the IFTA annual conference in 2007 in Sharm ElSheikh, and it was one of the most successful conferences in technical analysis.Saleh has been invited as a general and keynote speaker at many seminars and conferences.
Gregor Bauer, Ph.D., CFTe – Examination Director
Gregor works as an independent asset manager for private clients and companies in Germany. He is also the President of the German Association of Technical Analysts (www.VTAD.de). Gregor authored two books on technical analysis and covers a regular technical outlook on German TV. He also writes articles on a regular basis for leading financial newspapers. He is specialized in applying advanced candlestick techniques in combination with traditional western techniques.
Gregor holds lectures in Portfolio Management and Technical Analysis at various elite Universities in Germany and Liechtenstein and runs seminars and workshops on Technical Analysis for institutional Investors. Together with a partner he runs a very successfully a computer based, medium term ETF Trading System, which is now also open for institutional Investors.
Karin Roller, CFTe – Treasurer and Website Director
Karin Roller is an independent trader and trader coach. She holds the German Stock Broker license and worked at the stock exchange in Stuttgart at the Trading Surveillance. She is a board member of the German Association of Technical Analysts (www.vtad.de) and is in charge of the chapter in Stuttgart. Karin also has authored several books about technical analysis, including Ichimoku Trading, Set Goals with Fibonacci and the German Trading für Dummies. Karin writes stock analysis and articles for leading financial newspapers. She runs seminars and workshops on technical analysis for private and institutional Investors, including preparing seminars for the CFTe exams. Karin holds a degree in biology from the Univerity Hohenheim/Stuttgart.
Aurélia Gerber, MBA, CFA – Journal and Newsletter Director
Aurélia is a Founder and Chief Investment Officer of Ghiribizzo GmbH. With 17 years in Institutional Asset Management she was responsible for the construction and the management of products in fixed income, money market, equity, balanced, alternative and emerging markets. She had regular contact with clients for follow up and acquisition presentations. She is skilled in both technical and fundamental investment analysis. She started her career with HSBC Asset Management London, where she was Analyst EMEA in the Global Emerging Markets team. She joined the Asset Management of Siemens AG Austria, where she developed the investment process for equities in CEE countries. She subsequently moved as Senior Equity Fund Manager Europe with Bawag Invest Vienna and joined Bank Sarasin Basel as a Director to take the lead and manage Asia Pacific equities. She then changed to Senior Fixed Income manager and developed credit analysis tools. She managed the Assets of the bank according to the regulatory framework and the ALM strategy as well as rule controlled investments and special mandates. After High School in Mulhouse France she opted for studies in general business. She holds both an MBA from Queen’s University Canada (04/1994) and a Master’s in Management and Finance from Lyon Graduate School of Business (09/1994). She holds qualifications of Chartered Financial Analyst (CFA) and the Investment Management Certificate (IMC). Aurélia is a member of the Swiss Association of Market Technicians (SAMT).
Thomas Hicks – Marketing Director
Tom is a co-founder and trader at IFTM Capital, a systematic trading business implementing technical analysis. He started trading at Standard Bank, where for five years, he ran the G7 desk focusing on fixed income and then trading emerging market rates and options. It was here that he starting looking at technical analysis with systematic trading and afterwards, gained the MSTA diploma. He actively used the qualification to provide advice to clients as an options broker at a number of brokerage firms.
His background is in engineering and he holds a degree in systems engineering (MEng) from Warwick University. Tom is a member of the board of directors of the Society of Technical Analysts (STA).
Ron William, MSTA, CMT, Development Director
Ron William, CMT, MSTA, is an accomplished market strategist, educator and trader, with 17-years of financial industry experience, working for leading economic research and institutional firms; producing macro research and trading strategies. He specializes in macro, semi-discretionary analysis, driven by cycles and proprietary timing models.
Ron also serves as an active trading mentor specializing in trading psychology, using the NLP model & Van Tharp Peak Performance™. Previously, Ron was a senior Tactical & Market Timing Strategist at the ECU Group, a Global Macro Investment & Advisory Firm. He was part of the Multi-Asset Research & Advisory Team, headed by Robin Griffiths, applying his signature “Roadmap” cycle model.
Ron’s work, as part of his current institutional market advisory firm (RWA), acquired global industry recognition with the 2014 / 2013 Finalist Award for “Best Independent Research House for FX” and 2012 Finalist Award for “Best Technical Analyst of the year”. His market insights are featured regularly across notable industry publications and financial media programs; most recently featuring US Presidential Election Cycle analysis, GBP/USD Brexit impact & EUR/USD Parity risk.
He dedicated 4 years working at Bloomberg L.P as a senior Technical Analyst Specialist, responsible for training/consultation across the EMEA region, and contributed to the development of charting strategies and the Technical Analysis platform of the Bloomberg Professional Service™.
Ron is a board member of the International Federation of Technical Analysts (IFTA), Vice President & Head of the Geneva Chapter of the Swiss Association of Market Technicians (SAMT) and Honorary member of the Egyptian Society of Technical Analysts (ESTA); holding both the MSTA and CMT professional designations. He is also co-founder of the SAMT CFTe Immersion course and SAMT Journal.
Alek Jankowski, BE, M.Eng.Sc., Grad.Dip.Mgt. – Membership Director
Alek originally trained as an Electrical Engineer (University of New South Wales) and also holds post-graduate degrees in Industrial Engineering (Operations Research) and Management. Prior to retirement from full-time employment he worked for a Fortune 500 International Corporation as Group General Manager, with responsibility for several businesses in Australia, New Zealand and South East Asia. During his career he worked for several international corporations where he held senior executive roles. He joined the ATAA some 9 years ago and since retirement has taken an active role within the organisation. He joined the local Chapter Council in 2013 and then the National Board in 2014. He was elected President in November 2015.
Alek has a keen interest in financial markets with his focus now on the management of his personal investment portfolio and the development of his own trading systems. He has been instrumental in the development of a large Aged Care facility in Sydney and has been the Finance Director for some 15 years. He is now the Deputy Chairman. An active Rotarian for 32 years he has served that organisation at Club and District level.
Takashi Nakamura, MFTA, MBA, MA, CIIA, CMA, CFP, MRICS, CTP, SME – Secretary, Development Director, and Asia-Pacific Affairs
Takashi Nakamura is a senior strategist at Tokai-Tokyo Research Center, mainly focusing on the Japanese stock market, including J-REIT utilizing technical analysis in combination with fundamental approach and behavioral finance theory. Prior to his current position, Takashi worked for both sell-side and buy-side, Yamaichi Securities, Merrill Lynch Japan Securities, Japan Investment Trust, Sompo Japan Asset Management, and Okasan Asset Management.
Takashi has more than 15 years of experience in the field of financial markets. In his previous positions at the asset management companies he has served, he managed pension fund and mutual fund portfolios as a fund manager, investing in stocks (including REIT) in developed countries; emerging markets (mainly focusing on Asian markets); and large-, mid-, and small-cap funds; and employing active quantitative investment strategies and bottom-up approach complemented by fundamental and technical analysis.
Takashi graduated from Keio University (Faculty of Business and Commerce). He received his MBA from the University of Wales HABS and an M.A. in clinical psychology from Alliant International University/California School of Professional Psychology. He is a visiting professor at Buckinghamshire New University.
Francesco Caruso, MFTA – Director
Francesco Caruso graduated from Bocconi University with a degree in economics. Since 1989, as fund manager and chief of relevant European financial organizations, he has focused on the development of trading systems and the application of technical and algorythmic analysis to asset management and asset allocation.
Fracesco has published books and articles for financial media and created many technical models and indicators, including the Composite Momentum®. He is a two-time winner (1997 and 1998) of the international award, Leonardo d’Oro della Ricerca Finanziaria®, in the technical analysis division. In 2008, he became the first MFTA in Italian history and was awarded IFTA’s John Brooks Award® for the best MFTA paper. The paper, “Technical Tools and Equity Selection: A Reward/Risk Rating Indicator for the Stock Market Components”, was also published in the official 2010 IFTA Journal. In 2011, Francesco entered the newly organized SIAT Awards for the first time and won. He won again in 2015.
Francesco has 30 years of experience in all the fields of financial markets, from technical and quantitative analysis to trading, asset allocation, and asset management. He is a strategist, chief of financial area, member of the board of directors, CEO, and consultant for primary financial groups (UBIBANCA, BANCA DEL SEMPIONE, ARCA GROUP, RCF, MELIOBANCA, BANCA INTERMOBILIARE, BANQUE MORVAL etc.), He is currently a prominent financial blogger and author of technical books and specialized articles, founder and owner of Market Risk Management, and an Italian leader in independent advisory. He is also an advisor for banks and funds and is associate professor at the Cassino University in the Executive Master’s degree in Quantitative and Technical Analysis of the Financial Markets.
Francesco is vice president of SIAT, the Italian Technical Analysis Society, and president of the Scientific Committee of the association. He has held many courses and conferences on technical analysis and markets and has already been an official speaker at IFTA 1998 (Rome) and IFTA 2006 (Lugano) and the SIAT ambassador at the IFTA Annual Congress 2007.
Nik Mohd Ihsan Bin Raja Abdullah, MSTA, CFTe – Conference Director
Nik Ihsan Raja Abdullah, MSTA (Distinction), CFTe, is a Chartist for Research, Maybank Investment Bank Behad. He is Certified Technical Analyst and been recognized by both United Kingdom Society of Technical Analysts (UK STA) and International Federation of Technical Analysts (IFTA). As an active speaker and trainer of technical analysis, he often shares his insight with corporate and individual investors at seminars as well as reaching the public through social media and the local print media. To date, he has trained and taught over 3,500 individuals from various backgrounds including financial market professionals. Nik Ihsan is among a very small number in the world who has acquired the highest pedigree of Distinction for MSTA Program and currently permanent lectures for MSTA Diploma Program under collaboration between PRIBUMI-MATA and UK STA. He is the current elected President for Malaysian Association of Technical Analysts (MATA).