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PRESENTATION DETAILS
Better Returns With Less Risk by Following the Money
John Kosar, President and Chief Market Strategist of Asbury Research– Zoom
9:45 to 11:15 a.m.
Asbury Research’s focus is on playing the game with less risk, which is particularly important to older investors. John Kosar, CMT®, presents a step-by-step look into Asbury Research’s process of determining where the best opportunities -- and the greatest risks -- exist in the US stock market according to their own data-driven process. This presentation will include the latest updates and signals from Asbury Research’s quantitative models, including the Asbury 6 (A6), the Correction Protection Model (CPM), and the SEAF (Sector ETF Asset Flows) Model. John will also walk participants through a list of key metrics, including relative performance, investor asset flows, options volume, market breadth, and investor sentiment, to determine domestic and global asset allocation and ETF selection – all based on data, not opinion.
Learning objectives:
Join Us and Learn:
1) How to add equity exposure and protect your assets – at the same time.
2) How to “follow the money” to find opportunities with the best risk/reward characteristics.
3) How to look “under the hood” of the market to identify emerging declines before they occur.
John Kosar CMT is the Chief Market Strategist of AsburyResearch, a firm he
launched in 2005. John has more than 40 years of experience studying, analyzing, and forecasting global financial markets. Asbury Research provides data‐driven technical and quantitative investment research to professional and private
investors. John began his career in 1980 on the Chicago Mercantile Exchange
trading floor and spent the next 17 years there, acquiring a practical, real‐world education on how the US financial markets work from the inside out. This
experience, early in his career, became the foundation for his unique analytical
approach and understanding of what really drives financial asset prices. John’s
proprietary blend of technical and quantitative inputs and Asbury Research’s
quantitative models are more forward‐looking, agile, and actionable than the typical Wall Street approach. John is a contributor to Forbes and StockCharts.com
and is frequently quoted by US and global financial news organizations,
including The Wall Street Journal, MarketWatch.com, Barron’s, Yahoo! Finance, and Reuters. John also regularlyappears on financial television, including CNBC,
Fox Business, and Bloomberg, and is a frequent speaker at financial events across
the country presented by organizations including the Chartered Financial Analyst
(CFA) Society, the National Association of Active Investment Managers
(NAAIM), the CMT (Chartered Market Technician)association, and the American Association of Individual Investors (AAII). John was awarded the Chartered Market Technician (CMT) designation in 1999, served as Vice President of the CMT
Association from 2004 to 2006, and was a member of its Board of Directors from
2002 to 2006. Previously, John was a trader, analyst, and strategist for several top
firms, including Shearson American Express, NatWest Markets,Greenwich Capital Markets, and Deutsche Bank.
IBD Leaderboard Report - – In-person
Jim Ek, AAII Phoenix Chapter Board Member
11:45 to 12:15 Arizona time
Jim reports his financial results using Investor Business Daily’s Leaderboard.
Estate Planning and Administration SIG – In-person
Kristal Patton, SIG Leader
12:30 to 1:30 p.m.
There are many misconceptions surrounding estate planning and estate administration. This SIG will help sort the truth from fiction by focusing on various estate planning and administration topics, including using trust-based estate plans to plan for incapacity and death; advance health care directives; using powers of attorney; differences in probate and trust administration; and how to organize your affairs to aid in efficient and cost-effective administration of your estate.
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